vs
Liberty Energy Inc.（LBRT）与Taylor Morrison Home Corp（TMHC）财务数据对比。点击上方公司名可切换其他公司
Taylor Morrison Home Corp的季度营收约是Liberty Energy Inc.的1.4倍（$1.4B vs $1.0B），Taylor Morrison Home Corp净利率更高（7.1% vs 2.2%，领先4.9%），Liberty Energy Inc.同比增速更快（4.5% vs -26.8%），过去两年Liberty Energy Inc.的营收复合增速更高（-6.2% vs -16.5%）
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。
泰勒莫里森住房公司是美国规模最大的住宅建筑商之一，总部位于亚利桑那州斯科茨代尔，2007年7月由泰勒伍德罗与莫里森住房合并成立。公司业务覆盖亚利桑那、加利福尼亚、得克萨斯等十余个州，产品涵盖首次置业、中端及中高端住宅，可满足不同层级客户的住房需求。
LBRT vs TMHC — 直观对比
营收规模更大
TMHC
是对方的1.4倍
$1.0B
营收增速更快
LBRT
高出31.3%
-26.8%
净利率更高
TMHC
高出4.9%
2.2%
两年增速更快
LBRT
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.4B |
| 净利润 | $22.6M | $98.6M |
| 毛利率 | — | 21.0% |
| 营业利润率 | 2.2% | — |
| 净利率 | 2.2% | 7.1% |
| 营收同比 | 4.5% | -26.8% |
| 净利润同比 | — | -53.8% |
| 每股收益（稀释后） | $0.14 | $1.12 |
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LBRTTMHC
| Q1 26 | $1.0B | $1.4B | ||
| Q4 25 | $1.0B | $2.1B | ||
| Q3 25 | $947.4M | $2.1B | ||
| Q2 25 | $1.0B | $2.0B | ||
| Q1 25 | $977.5M | $1.9B | ||
| Q4 24 | $943.6M | $2.4B | ||
| Q3 24 | $1.1B | $2.1B | ||
| Q2 24 | $1.2B | $2.0B |
净利润LBRTTMHC
| Q1 26 | $22.6M | $98.6M | ||
| Q4 25 | $13.7M | $174.0M | ||
| Q3 25 | $43.1M | $201.4M | ||
| Q2 25 | $71.0M | $193.6M | ||
| Q1 25 | $20.1M | $213.5M | ||
| Q4 24 | $51.9M | $242.5M | ||
| Q3 24 | $73.8M | $251.1M | ||
| Q2 24 | $108.4M | $199.5M |
毛利率LBRTTMHC
| Q1 26 | — | 21.0% | ||
| Q4 25 | 20.6% | 22.0% | ||
| Q3 25 | 18.7% | 22.7% | ||
| Q2 25 | 22.1% | 23.0% | ||
| Q1 25 | 22.1% | 24.4% | ||
| Q4 24 | 21.4% | 23.9% | ||
| Q3 24 | 26.2% | 25.0% | ||
| Q2 24 | 27.9% | 23.7% |
营业利润率LBRTTMHC
| 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LBRTTMHC
| Q1 26 | 2.2% | 7.1% | ||
| Q4 25 | 1.3% | 8.3% | ||
| Q3 25 | 4.5% | 9.6% | ||
| Q2 25 | 6.8% | 9.5% | ||
| Q1 25 | 2.1% | 11.3% | ||
| Q4 24 | 5.5% | 10.3% | ||
| Q3 24 | 6.5% | 11.8% | ||
| Q2 24 | 9.3% | 10.0% |
每股收益（稀释后）LBRTTMHC
| Q1 26 | $0.14 | $1.12 | ||
| Q4 25 | $0.08 | $1.77 | ||
| Q3 25 | $0.26 | $2.01 | ||
| Q2 25 | $0.43 | $1.92 | ||
| Q1 25 | $0.12 | $2.07 | ||
| Q4 24 | $0.31 | $2.29 | ||
| Q3 24 | $0.44 | $2.37 | ||
| Q2 24 | $0.64 | $1.86 |
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 | $652.9M |
| 总债务越低越好 | $7.1M | — |
| 股东权益账面价值 | $1.9B | $6.2B |
| 总资产 | $4.4B | $9.8B |
| 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LBRTTMHC
| Q1 26 | $699.1M | $652.9M | ||
| Q4 25 | $27.6M | $850.0M | ||
| Q3 25 | $13.5M | $370.6M | ||
| Q2 25 | $19.6M | $130.2M | ||
| Q1 25 | $24.1M | $377.8M | ||
| Q4 24 | $20.0M | $487.2M | ||
| Q3 24 | $23.0M | $256.4M | ||
| Q2 24 | $30.0M | $246.8M |
总债务LBRTTMHC
| Q1 26 | $7.1M | — | ||
| Q4 25 | $246.6M | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $190.5M | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.2B |
股东权益LBRTTMHC
| Q1 26 | $1.9B | $6.2B | ||
| Q4 25 | $2.1B | $6.3B | ||
| Q3 25 | $2.1B | $6.2B | ||
| Q2 25 | $2.0B | $6.1B | ||
| Q1 25 | $2.0B | $6.0B | ||
| Q4 24 | $2.0B | $5.9B | ||
| Q3 24 | $2.0B | $5.7B | ||
| Q2 24 | $1.9B | $5.5B |
总资产LBRTTMHC
| Q1 26 | $4.4B | $9.8B | ||
| Q4 25 | $3.6B | $9.8B | ||
| Q3 25 | $3.5B | $9.6B | ||
| Q2 25 | $3.4B | $9.5B | ||
| Q1 25 | $3.4B | $9.4B | ||
| Q4 24 | $3.3B | $9.3B | ||
| Q3 24 | $3.3B | $9.3B | ||
| Q2 24 | $3.2B | $9.1B |
负债/权益比LBRTTMHC
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.12× | 0.36× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | 0.10× | 0.36× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× |
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
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
