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Liberty Energy Inc.(LBRT)与SUN COMMUNITIES INC(SUI)财务数据对比。点击上方公司名可切换其他公司
Liberty Energy Inc.的季度营收约是SUN COMMUNITIES INC的1.5倍($1.0B vs $697.2M),Liberty Energy Inc.净利率更高(2.2% vs 1.7%,领先0.5%),Liberty Energy Inc.同比增速更快(4.5% vs -25.8%),过去两年SUN COMMUNITIES INC的营收复合增速更高(-2.1% vs -6.2%)
Liberty Energy Inc.是北美领先的能源服务供应商,专注为油气运营企业提供水力压裂及完井解决方案,服务覆盖美国主要页岩产区,供应低排放作业设备及定制化支持,帮助提升油气井生产效率。
Sun Communities是一家上市房地产投资信托基金,核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日,该公司在美国、加拿大、英国三地合计持有500处相关资产的权益,专注于居住及休闲类不动产投资领域。
LBRT vs SUI — 直观对比
营收规模更大
LBRT
是对方的1.5倍
$697.2M
营收增速更快
LBRT
高出30.3%
-25.8%
净利率更高
LBRT
高出0.5%
1.7%
两年增速更快
SUI
近两年复合增速
-6.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $697.2M |
| 净利润 | $22.6M | $12.1M |
| 毛利率 | — | — |
| 营业利润率 | 2.2% | — |
| 净利率 | 2.2% | 1.7% |
| 营收同比 | 4.5% | -25.8% |
| 净利润同比 | — | -96.0% |
| 每股收益(稀释后) | $0.14 | $0.07 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
LBRT
SUI
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $947.4M | $697.2M | ||
| Q2 25 | $1.0B | $623.5M | ||
| Q1 25 | $977.5M | $470.2M | ||
| Q4 24 | $943.6M | $745.9M | ||
| Q3 24 | $1.1B | $939.9M | ||
| Q2 24 | $1.2B | $864.0M |
净利润
LBRT
SUI
| Q1 26 | $22.6M | — | ||
| Q4 25 | $13.7M | — | ||
| Q3 25 | $43.1M | $12.1M | ||
| Q2 25 | $71.0M | $1.3B | ||
| Q1 25 | $20.1M | $-41.2M | ||
| Q4 24 | $51.9M | $-228.4M | ||
| Q3 24 | $73.8M | $300.5M | ||
| Q2 24 | $108.4M | $56.7M |
毛利率
LBRT
SUI
| Q1 26 | — | — | ||
| Q4 25 | 20.6% | — | ||
| Q3 25 | 18.7% | — | ||
| Q2 25 | 22.1% | — | ||
| Q1 25 | 22.1% | — | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 26.2% | — | ||
| Q2 24 | 27.9% | — |
营业利润率
LBRT
SUI
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | -0.3% | — | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 9.4% | — | ||
| Q2 24 | 12.2% | — |
净利率
LBRT
SUI
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.3% | — | ||
| Q3 25 | 4.5% | 1.7% | ||
| Q2 25 | 6.8% | 210.8% | ||
| Q1 25 | 2.1% | -8.8% | ||
| Q4 24 | 5.5% | -30.6% | ||
| Q3 24 | 6.5% | 32.0% | ||
| Q2 24 | 9.3% | 6.6% |
每股收益(稀释后)
LBRT
SUI
| Q1 26 | $0.14 | — | ||
| Q4 25 | $0.08 | — | ||
| Q3 25 | $0.26 | $0.07 | ||
| Q2 25 | $0.43 | $10.02 | ||
| Q1 25 | $0.12 | $-0.34 | ||
| Q4 24 | $0.31 | $-1.80 | ||
| Q3 24 | $0.44 | $2.31 | ||
| Q2 24 | $0.64 | $0.42 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $699.1M | $542.7M |
| 总债务越低越好 | $7.1M | — |
| 股东权益账面价值 | $1.9B | $7.0B |
| 总资产 | $4.4B | $12.8B |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势,按日历期对齐
现金及短期投资
LBRT
SUI
| Q1 26 | $699.1M | — | ||
| Q4 25 | $27.6M | — | ||
| Q3 25 | $13.5M | $542.7M | ||
| Q2 25 | $19.6M | $889.7M | ||
| Q1 25 | $24.1M | — | ||
| Q4 24 | $20.0M | $47.4M | ||
| Q3 24 | $23.0M | — | ||
| Q2 24 | $30.0M | — |
总债务
LBRT
SUI
| Q1 26 | $7.1M | — | ||
| Q4 25 | $246.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $190.5M | $7.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
LBRT
SUI
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | $7.0B | ||
| Q2 25 | $2.0B | $7.4B | ||
| Q1 25 | $2.0B | $6.9B | ||
| Q4 24 | $2.0B | $7.1B | ||
| Q3 24 | $2.0B | $7.5B | ||
| Q2 24 | $1.9B | $6.9B |
总资产
LBRT
SUI
| Q1 26 | $4.4B | — | ||
| Q4 25 | $3.6B | — | ||
| Q3 25 | $3.5B | $12.8B | ||
| Q2 25 | $3.4B | $13.4B | ||
| Q1 25 | $3.4B | $16.5B | ||
| Q4 24 | $3.3B | $16.5B | ||
| Q3 24 | $3.3B | $17.1B | ||
| Q2 24 | $3.2B | $17.0B |
负债/权益比
LBRT
SUI
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.12× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.10× | 1.04× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | — | $197.8M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 13.1% | — |
| 现金转化率经营现金流/净利润 | — | 16.35× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
LBRT
SUI
| Q1 26 | — | — | ||
| Q4 25 | $195.4M | — | ||
| Q3 25 | $51.5M | $197.8M | ||
| Q2 25 | $170.6M | $256.0M | ||
| Q1 25 | $192.1M | $243.9M | ||
| Q4 24 | $177.3M | $118.0M | ||
| Q3 24 | $244.5M | $189.2M | ||
| Q2 24 | $248.2M | $311.3M |
自由现金流
LBRT
SUI
| Q1 26 | — | — | ||
| Q4 25 | $-10.0M | — | ||
| Q3 25 | $-67.2M | — | ||
| Q2 25 | $33.1M | — | ||
| Q1 25 | $58.2M | — | ||
| Q4 24 | $-26.2M | — | ||
| Q3 24 | $77.9M | — | ||
| Q2 24 | $112.2M | — |
自由现金流率
LBRT
SUI
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | — | ||
| Q3 25 | -7.1% | — | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | -2.8% | — | ||
| Q3 24 | 6.8% | — | ||
| Q2 24 | 9.7% | — |
资本支出强度
LBRT
SUI
| Q1 26 | 13.1% | — | ||
| Q4 25 | 19.8% | — | ||
| Q3 25 | 12.5% | — | ||
| Q2 25 | 13.2% | — | ||
| Q1 25 | 13.7% | — | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 14.6% | — | ||
| Q2 24 | 11.7% | — |
现金转化率
LBRT
SUI
| Q1 26 | — | — | ||
| Q4 25 | 14.28× | — | ||
| Q3 25 | 1.20× | 16.35× | ||
| Q2 25 | 2.40× | 0.19× | ||
| Q1 25 | 9.55× | — | ||
| Q4 24 | 3.42× | — | ||
| Q3 24 | 3.31× | 0.63× | ||
| Q2 24 | 2.29× | 5.49× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图