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Side-by-side financial comparison of Enact Holdings, Inc. (ACT) and Atlas Energy Solutions Inc. (AESI). Click either name above to swap in a different company.

Enact Holdings, Inc. is the larger business by last-quarter revenue ($312.7M vs $249.4M, roughly 1.3× Atlas Energy Solutions Inc.). On growth, Enact Holdings, Inc. posted the faster year-over-year revenue change (3.6% vs -8.1%). Over the past eight quarters, Atlas Energy Solutions Inc.'s revenue compounded faster (13.8% CAGR vs 3.6%).

Enact Holdings, Inc. is a leading U.S.-based private mortgage insurance provider. It delivers risk mitigation solutions to residential mortgage lenders, banks, and credit unions, enabling borrowers with smaller down payments to access affordable home financing, and supports sustainable homeownership for diverse consumer groups across the United States.

Atlas Copco Group is a Swedish multinational industrial company. It manufactures compressors, vacuum equipment, pumps, generators, assembly tools, quality assurance equipment and other products and systems for industrial applications and mobile power generation. The products are sold in around 180 countries.

ACT vs AESI — Head-to-Head

Bigger by revenue
ACT
ACT
1.3× larger
ACT
$312.7M
$249.4M
AESI
Growing faster (revenue YoY)
ACT
ACT
+11.7% gap
ACT
3.6%
-8.1%
AESI
Faster 2-yr revenue CAGR
AESI
AESI
Annualised
AESI
13.8%
3.6%
ACT

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
ACT
ACT
AESI
AESI
Revenue
$312.7M
$249.4M
Net Profit
$-22.2M
Gross Margin
8.1%
Operating Margin
71.3%
-6.0%
Net Margin
-8.9%
Revenue YoY
3.6%
-8.1%
Net Profit YoY
-254.5%
EPS (diluted)
$1.23
$-0.19

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
ACT
ACT
AESI
AESI
Q4 25
$312.7M
$249.4M
Q3 25
$311.5M
$259.6M
Q2 25
$304.9M
$288.7M
Q1 25
$306.8M
$297.6M
Q4 24
$301.8M
$271.3M
Q3 24
$309.6M
$304.4M
Q2 24
$298.8M
$287.5M
Q1 24
$291.6M
$192.7M
Net Profit
ACT
ACT
AESI
AESI
Q4 25
$-22.2M
Q3 25
$-23.7M
Q2 25
$-5.6M
Q1 25
$1.2M
Q4 24
$14.4M
Q3 24
$3.9M
Q2 24
$14.8M
Q1 24
$26.8M
Gross Margin
ACT
ACT
AESI
AESI
Q4 25
8.1%
Q3 25
9.2%
Q2 25
18.1%
Q1 25
18.3%
Q4 24
18.4%
Q3 24
17.4%
Q2 24
21.0%
Q1 24
35.7%
Operating Margin
ACT
ACT
AESI
AESI
Q4 25
71.3%
-6.0%
Q3 25
67.4%
-7.1%
Q2 25
70.4%
2.5%
Q1 25
68.9%
5.2%
Q4 24
68.9%
11.3%
Q3 24
74.1%
5.0%
Q2 24
78.6%
9.8%
Q1 24
70.6%
20.6%
Net Margin
ACT
ACT
AESI
AESI
Q4 25
-8.9%
Q3 25
-9.1%
Q2 25
-1.9%
Q1 25
0.4%
Q4 24
5.3%
Q3 24
1.3%
Q2 24
5.2%
Q1 24
13.9%
EPS (diluted)
ACT
ACT
AESI
AESI
Q4 25
$1.23
$-0.19
Q3 25
$1.10
$-0.19
Q2 25
$1.11
$-0.04
Q1 25
$1.08
$0.01
Q4 24
$1.05
$0.12
Q3 24
$1.15
$0.04
Q2 24
$1.16
$0.13
Q1 24
$1.01
$0.26

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ACT
ACT
AESI
AESI
Cash + ST InvestmentsLiquidity on hand
$582.5M
Total DebtLower is stronger
$744.5M
$604.2M
Stockholders' EquityBook value
$5.4B
$1.2B
Total Assets
$6.9B
$2.2B
Debt / EquityLower = less leverage
0.14×
0.50×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ACT
ACT
AESI
AESI
Q4 25
$582.5M
Q3 25
$545.6M
Q2 25
$616.0M
Q1 25
$639.0M
Q4 24
$602.8M
Q3 24
$674.9M
Q2 24
$711.3M
Q1 24
$624.3M
Total Debt
ACT
ACT
AESI
AESI
Q4 25
$744.5M
$604.2M
Q3 25
$744.1M
$529.1M
Q2 25
$743.8M
$533.8M
Q1 25
$743.4M
$538.5M
Q4 24
$743.0M
$0
Q3 24
$742.7M
$180.0M
Q2 24
$742.4M
$180.0M
Q1 24
$746.1M
$180.0M
Stockholders' Equity
ACT
ACT
AESI
AESI
Q4 25
$5.4B
$1.2B
Q3 25
$5.3B
$1.2B
Q2 25
$5.2B
$1.3B
Q1 25
$5.1B
$1.3B
Q4 24
$5.0B
$1.0B
Q3 24
$5.0B
$1.0B
Q2 24
$4.8B
$1.1B
Q1 24
$4.7B
$1.1B
Total Assets
ACT
ACT
AESI
AESI
Q4 25
$6.9B
$2.2B
Q3 25
$6.9B
$2.2B
Q2 25
$6.8B
$2.2B
Q1 25
$6.7B
$2.3B
Q4 24
$6.5B
$2.0B
Q3 24
$6.6B
$2.0B
Q2 24
$6.3B
$2.0B
Q1 24
$6.3B
$1.9B
Debt / Equity
ACT
ACT
AESI
AESI
Q4 25
0.14×
0.50×
Q3 25
0.14×
0.43×
Q2 25
0.14×
0.42×
Q1 25
0.15×
0.41×
Q4 24
0.15×
0.00×
Q3 24
0.15×
0.17×
Q2 24
0.15×
0.17×
Q1 24
0.16×
0.17×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ACT
ACT
AESI
AESI
Operating Cash FlowLast quarter
$724.5M
$3.7M
Free Cash FlowOCF − Capex
$-18.1M
FCF MarginFCF / Revenue
-7.3%
Capex IntensityCapex / Revenue
8.7%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$-30.9M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ACT
ACT
AESI
AESI
Q4 25
$724.5M
$3.7M
Q3 25
$192.0M
$32.4M
Q2 25
$119.5M
$88.6M
Q1 25
$226.7M
$-7.5M
Q4 24
$686.3M
$70.9M
Q3 24
$188.1M
$85.2M
Q2 24
$144.7M
$60.9M
Q1 24
$187.3M
$39.6M
Free Cash Flow
ACT
ACT
AESI
AESI
Q4 25
$-18.1M
Q3 25
$-1.4M
Q2 25
$48.4M
Q1 25
$-59.8M
Q4 24
$-5.6M
Q3 24
$-1.1M
Q2 24
$-54.9M
Q1 24
$-55.9M
FCF Margin
ACT
ACT
AESI
AESI
Q4 25
-7.3%
Q3 25
-0.5%
Q2 25
16.8%
Q1 25
-20.1%
Q4 24
-2.1%
Q3 24
-0.4%
Q2 24
-19.1%
Q1 24
-29.0%
Capex Intensity
ACT
ACT
AESI
AESI
Q4 25
8.7%
Q3 25
13.0%
Q2 25
13.9%
Q1 25
17.6%
Q4 24
28.2%
Q3 24
28.3%
Q2 24
40.3%
Q1 24
49.6%
Cash Conversion
ACT
ACT
AESI
AESI
Q4 25
Q3 25
Q2 25
Q1 25
-6.11×
Q4 24
4.92×
Q3 24
21.74×
Q2 24
4.10×
Q1 24
1.48×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

ACT
ACT

Segment breakdown not available.

AESI
AESI

Services$126.2M51%
Products$105.2M42%
Moser Acquisition$18.1M7%

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