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Liberty Energy Inc.（LBRT）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是Liberty Energy Inc.的1.0倍（$1.0B vs $1.0B），思佳讯净利率更高（7.6% vs 2.2%，领先5.4%），思佳讯同比增速更快（8.6% vs 4.5%），过去两年思佳讯的营收复合增速更高（-0.5% 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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
LBRT vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.0倍
$1.0B
营收增速更快
SWKS
高出4.2%
4.5%
净利率更高
SWKS
高出5.4%
2.2%
两年增速更快
SWKS
近两年复合增速
-6.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.0B |
| 净利润 | $22.6M | $79.2M |
| 毛利率 | — | 41.3% |
| 营业利润率 | 2.2% | 10.0% |
| 净利率 | 2.2% | 7.6% |
| 营收同比 | 4.5% | 8.6% |
| 净利润同比 | 64.8% | 15.3% |
| 每股收益（稀释后） | $0.14 | $0.53 |
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LBRTSWKS
| Q1 26 | $1.0B | $1.0B | ||
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $947.4M | — | ||
| Q2 25 | $1.0B | $965.0M | ||
| Q1 25 | $977.5M | $953.2M | ||
| Q4 24 | $943.6M | $1.1B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.2B | $905.5M |
净利润LBRTSWKS
| Q1 26 | $22.6M | $79.2M | ||
| Q4 25 | $13.7M | $141.4M | ||
| Q3 25 | $43.1M | — | ||
| Q2 25 | $71.0M | $105.0M | ||
| Q1 25 | $20.1M | $68.7M | ||
| Q4 24 | $51.9M | $162.0M | ||
| Q3 24 | $73.8M | $60.5M | ||
| Q2 24 | $108.4M | $120.9M |
毛利率LBRTSWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | 20.6% | 40.7% | ||
| Q3 25 | 18.7% | — | ||
| Q2 25 | 22.1% | 41.6% | ||
| Q1 25 | 22.1% | 41.1% | ||
| Q4 24 | 21.4% | 41.4% | ||
| Q3 24 | 26.2% | 41.9% | ||
| Q2 24 | 27.9% | 40.2% |
营业利润率LBRTSWKS
| Q1 26 | 2.2% | 10.0% | ||
| Q4 25 | 1.9% | 10.1% | ||
| Q3 25 | -0.3% | — | ||
| Q2 25 | 3.6% | 11.5% | ||
| Q1 25 | 1.9% | 10.2% | ||
| Q4 24 | 2.6% | 16.9% | ||
| Q3 24 | 9.4% | 5.8% | ||
| Q2 24 | 12.2% | 14.4% |
净利率LBRTSWKS
| Q1 26 | 2.2% | 7.6% | ||
| Q4 25 | 1.3% | 12.9% | ||
| Q3 25 | 4.5% | — | ||
| Q2 25 | 6.8% | 10.9% | ||
| Q1 25 | 2.1% | 7.2% | ||
| Q4 24 | 5.5% | 15.2% | ||
| Q3 24 | 6.5% | 5.9% | ||
| Q2 24 | 9.3% | 13.4% |
每股收益（稀释后）LBRTSWKS
| Q1 26 | $0.14 | $0.53 | ||
| Q4 25 | $0.08 | $0.95 | ||
| Q3 25 | $0.26 | — | ||
| Q2 25 | $0.43 | $0.70 | ||
| Q1 25 | $0.12 | $0.43 | ||
| Q4 24 | $0.31 | $1.00 | ||
| Q3 24 | $0.44 | $0.36 | ||
| Q2 24 | $0.64 | $0.75 |
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 | $1.6B |
| 总债务越低越好 | $7.1M | $496.6M |
| 股东权益账面价值 | $1.9B | $5.8B |
| 总资产 | $4.4B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资LBRTSWKS
| Q1 26 | $699.1M | $1.6B | ||
| Q4 25 | $27.6M | $1.4B | ||
| Q3 25 | $13.5M | — | ||
| Q2 25 | $19.6M | $1.3B | ||
| Q1 25 | $24.1M | $1.5B | ||
| Q4 24 | $20.0M | $1.7B | ||
| Q3 24 | $23.0M | $1.6B | ||
| Q2 24 | $30.0M | $1.3B |
总债务LBRTSWKS
| Q1 26 | $7.1M | $496.6M | ||
| Q4 25 | $246.6M | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | $190.5M | $994.7M | ||
| Q3 24 | — | $994.3M | ||
| Q2 24 | — | $994.0M |
股东权益LBRTSWKS
| Q1 26 | $1.9B | $5.8B | ||
| Q4 25 | $2.1B | $5.8B | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.0B | $5.7B | ||
| Q1 25 | $2.0B | $5.9B | ||
| Q4 24 | $2.0B | $6.4B | ||
| Q3 24 | $2.0B | $6.3B | ||
| Q2 24 | $1.9B | $6.3B |
总资产LBRTSWKS
| Q1 26 | $4.4B | $7.9B | ||
| Q4 25 | $3.6B | $7.9B | ||
| Q3 25 | $3.5B | — | ||
| Q2 25 | $3.4B | $7.7B | ||
| Q1 25 | $3.4B | $7.9B | ||
| Q4 24 | $3.3B | $8.3B | ||
| Q3 24 | $3.3B | $8.3B | ||
| Q2 24 | $3.2B | $8.2B |
负债/权益比LBRTSWKS
| Q1 26 | 0.00× | 0.09× | ||
| Q4 25 | 0.12× | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | 0.10× | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.16× |
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 | — | $395.5M |
| 自由现金流经营现金流 - 资本支出 | — | $339.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | 13.1% | 5.5% |
| 现金转化率经营现金流/净利润 | — | 4.99× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流LBRTSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $195.4M | $200.0M | ||
| Q3 25 | $51.5M | — | ||
| Q2 25 | $170.6M | $314.2M | ||
| Q1 25 | $192.1M | $409.4M | ||
| Q4 24 | $177.3M | $377.2M | ||
| Q3 24 | $244.5M | $476.1M | ||
| Q2 24 | $248.2M | $273.4M |
自由现金流LBRTSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | $-10.0M | $144.0M | ||
| Q3 25 | $-67.2M | — | ||
| Q2 25 | $33.1M | $252.7M | ||
| Q1 25 | $58.2M | $370.9M | ||
| Q4 24 | $-26.2M | $338.2M | ||
| Q3 24 | $77.9M | $393.3M | ||
| Q2 24 | $112.2M | $249.0M |
自由现金流率LBRTSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | -1.0% | 13.1% | ||
| Q3 25 | -7.1% | — | ||
| Q2 25 | 3.2% | 26.2% | ||
| Q1 25 | 6.0% | 38.9% | ||
| Q4 24 | -2.8% | 31.7% | ||
| Q3 24 | 6.8% | 38.4% | ||
| Q2 24 | 9.7% | 27.5% |
资本支出强度LBRTSWKS
| Q1 26 | 13.1% | 5.5% | ||
| Q4 25 | 19.8% | 5.1% | ||
| Q3 25 | 12.5% | — | ||
| Q2 25 | 13.2% | 6.4% | ||
| Q1 25 | 13.7% | 4.0% | ||
| Q4 24 | 21.6% | 3.6% | ||
| Q3 24 | 14.6% | 8.1% | ||
| Q2 24 | 11.7% | 2.7% |
现金转化率LBRTSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 14.28× | 1.41× | ||
| Q3 25 | 1.20× | — | ||
| Q2 25 | 2.40× | 2.99× | ||
| Q1 25 | 9.55× | 5.96× | ||
| Q4 24 | 3.42× | 2.33× | ||
| Q3 24 | 3.31× | 7.87× | ||
| Q2 24 | 2.29× | 2.26× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
LBRT
暂无分部数据
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
