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Side-by-side financial comparison of Atlas Energy Solutions Inc. (AESI) and Bowhead Specialty Holdings Inc. (BOW). Click either name above to swap in a different company.
Atlas Energy Solutions Inc. is the larger business by last-quarter revenue ($265.6M vs $155.7M, roughly 1.7× Bowhead Specialty Holdings Inc.). Bowhead Specialty Holdings Inc. runs the higher net margin — 10.3% vs 0.5%, a 9.8% gap on every dollar of revenue. On growth, Bowhead Specialty Holdings Inc. posted the faster year-over-year revenue change (26.9% vs -10.8%).
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.
Bowhead Specialty Holdings Inc. is a specialty insurance holding company that offers a diversified portfolio of property and casualty insurance products, focusing on underserved niche market segments primarily across North America. It provides tailored risk management solutions and specialized coverage options for both commercial and individual clients.
AESI vs BOW — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $265.6M | $155.7M |
| Net Profit | $1.2M | $16.0M |
| Gross Margin | 2.4% | — |
| Operating Margin | — | — |
| Net Margin | 0.5% | 10.3% |
| Revenue YoY | -10.8% | 26.9% |
| Net Profit YoY | — | — |
| EPS (diluted) | $0.01 | $0.48 |
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.
| Q1 26 | $265.6M | $155.7M | ||
| Q4 25 | $249.4M | $151.7M | ||
| Q3 25 | $259.6M | $143.9M | ||
| Q2 25 | $288.7M | $133.3M | ||
| Q1 25 | $297.6M | $122.7M | ||
| Q4 24 | $271.3M | — | ||
| Q3 24 | $304.4M | $116.8M | ||
| Q2 24 | $287.5M | $98.9M |
| Q1 26 | $1.2M | $16.0M | ||
| Q4 25 | $-22.2M | $14.8M | ||
| Q3 25 | $-23.7M | $15.2M | ||
| Q2 25 | $-5.6M | $12.3M | ||
| Q1 25 | $1.2M | $11.4M | ||
| Q4 24 | $14.4M | — | ||
| Q3 24 | $3.9M | $12.1M | ||
| Q2 24 | $14.8M | $5.5M |
| Q1 26 | 2.4% | — | ||
| 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 26 | — | — | ||
| Q4 25 | -6.0% | 11.7% | ||
| Q3 25 | -7.1% | 13.3% | ||
| Q2 25 | 2.5% | 11.9% | ||
| Q1 25 | 5.2% | 11.8% | ||
| Q4 24 | 11.3% | — | ||
| Q3 24 | 5.0% | 13.5% | ||
| Q2 24 | 9.8% | 7.5% |
| Q1 26 | 0.5% | 10.3% | ||
| Q4 25 | -8.9% | 9.8% | ||
| Q3 25 | -9.1% | 10.5% | ||
| Q2 25 | -1.9% | 9.3% | ||
| Q1 25 | 0.4% | 9.3% | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 1.3% | 10.4% | ||
| Q2 24 | 5.2% | 5.6% |
| Q1 26 | $0.01 | $0.48 | ||
| Q4 25 | $-0.19 | $0.44 | ||
| Q3 25 | $-0.19 | $0.45 | ||
| Q2 25 | $-0.04 | $0.36 | ||
| Q1 25 | $0.01 | $0.34 | ||
| Q4 24 | $0.12 | — | ||
| Q3 24 | $0.04 | $0.36 | ||
| Q2 24 | $0.13 | $0.20 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $39.8M | $97.2M |
| Total DebtLower is stronger | $65.6M | — |
| Stockholders' EquityBook value | $1.2B | $457.9M |
| Total Assets | $2.3B | $2.5B |
| Debt / EquityLower = less leverage | 0.06× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $39.8M | $97.2M | ||
| Q4 25 | — | $193.5M | ||
| Q3 25 | — | $197.9M | ||
| Q2 25 | — | $114.8M | ||
| Q1 25 | — | $88.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $132.9M | ||
| Q2 24 | — | $180.3M |
| Q1 26 | $65.6M | — | ||
| Q4 25 | $604.2M | $146.4M | ||
| Q3 25 | $529.1M | — | ||
| Q2 25 | $533.8M | — | ||
| Q1 25 | $538.5M | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $180.0M | — | ||
| Q2 24 | $180.0M | — |
| Q1 26 | $1.2B | $457.9M | ||
| Q4 25 | $1.2B | $448.3M | ||
| Q3 25 | $1.2B | $430.2M | ||
| Q2 25 | $1.3B | $407.2M | ||
| Q1 25 | $1.3B | $391.0M | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | $364.7M | ||
| Q2 24 | $1.1B | $339.9M |
| Q1 26 | $2.3B | $2.5B | ||
| Q4 25 | $2.2B | $2.4B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.2B | $1.9B | ||
| Q1 25 | $2.3B | $1.8B | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $2.0B | $1.4B |
| Q1 26 | 0.06× | — | ||
| Q4 25 | 0.50× | 0.33× | ||
| Q3 25 | 0.43× | — | ||
| Q2 25 | 0.42× | — | ||
| Q1 25 | 0.41× | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.17× | — | ||
| Q2 24 | 0.17× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AESI
| Service revenue | $139.1M | 52% |
| Product revenue | $108.9M | 41% |
| Rental revenue | $17.5M | 7% |
BOW
Segment breakdown not available.
