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Side-by-side financial comparison of Atlas Energy Solutions Inc. (AESI) and ITT INC. (ITT), based on the latest 10-Q / 10-K filings. Click either name above to swap in a different company.

ITT INC. is the larger business by last-quarter revenue ($1.1B vs $249.4M, roughly 4.2× Atlas Energy Solutions Inc.). ITT INC. runs the higher net margin — -8.9% vs 12.5%, a 21.4% gap on every dollar of revenue. On growth, ITT INC. posted the faster year-over-year revenue change (13.5% vs -8.1%). ITT INC. produced more free cash flow last quarter ($187.4M vs $-18.1M). Over the past eight quarters, Atlas Energy Solutions Inc.'s revenue compounded faster (13.8% CAGR vs 7.6%).

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.

ITT Inc., formerly ITT Corporation, is an American manufacturing company based in Stamford, Connecticut. The company produces specialty components for the aerospace, transportation, energy, and industrial markets. ITT's three business units are Industrial Process, Motion Technologies, and Connect and Control Technologies.

AESI vs ITT — Head-to-Head

Bigger by revenue
ITT
ITT
4.2× larger
ITT
$1.1B
$249.4M
AESI
Growing faster (revenue YoY)
ITT
ITT
+21.5% gap
ITT
13.5%
-8.1%
AESI
Higher net margin
ITT
ITT
21.4% more per $
ITT
12.5%
-8.9%
AESI
More free cash flow
ITT
ITT
$205.5M more FCF
ITT
$187.4M
$-18.1M
AESI
Faster 2-yr revenue CAGR
AESI
AESI
Annualised
AESI
13.8%
7.6%
ITT

Income Statement — Q4 2025 vs Q4 2025

Metric
AESI
AESI
ITT
ITT
Revenue
$249.4M
$1.1B
Net Profit
$-22.2M
$131.7M
Gross Margin
8.1%
35.5%
Operating Margin
-6.0%
17.0%
Net Margin
-8.9%
12.5%
Revenue YoY
-8.1%
13.5%
Net Profit YoY
-254.5%
3.7%
EPS (diluted)
$-0.19
$1.64

Green = leading value per metric. Periods may differ when fiscal calendars don't align — see 8-quarter trend below.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history — bar widths are scaled to the larger of the two companies so you can eyeball the size gap and growth trajectory without doing math. Quarters aligned by calendar period (report date) so offset fiscal years line up.

Revenue
AESI
AESI
ITT
ITT
Q4 25
$249.4M
$1.1B
Q3 25
$259.6M
$999.1M
Q2 25
$288.7M
$972.4M
Q1 25
$297.6M
$913.0M
Q4 24
$271.3M
$929.0M
Q3 24
$304.4M
$885.2M
Q2 24
$287.5M
$905.9M
Q1 24
$192.7M
$910.6M
Net Profit
AESI
AESI
ITT
ITT
Q4 25
$-22.2M
$131.7M
Q3 25
$-23.7M
$126.9M
Q2 25
$-5.6M
$121.0M
Q1 25
$1.2M
$108.4M
Q4 24
$14.4M
$127.0M
Q3 24
$3.9M
$161.1M
Q2 24
$14.8M
$119.2M
Q1 24
$26.8M
$111.0M
Gross Margin
AESI
AESI
ITT
ITT
Q4 25
8.1%
35.5%
Q3 25
9.2%
35.6%
Q2 25
18.1%
35.7%
Q1 25
18.3%
34.6%
Q4 24
18.4%
34.1%
Q3 24
17.4%
35.5%
Q2 24
21.0%
34.9%
Q1 24
35.7%
33.0%
Operating Margin
AESI
AESI
ITT
ITT
Q4 25
-6.0%
17.0%
Q3 25
-7.1%
18.0%
Q2 25
2.5%
18.0%
Q1 25
5.2%
16.5%
Q4 24
11.3%
17.2%
Q3 24
5.0%
23.5%
Q2 24
9.8%
17.6%
Q1 24
20.6%
16.4%
Net Margin
AESI
AESI
ITT
ITT
Q4 25
-8.9%
12.5%
Q3 25
-9.1%
12.7%
Q2 25
-1.9%
12.4%
Q1 25
0.4%
11.9%
Q4 24
5.3%
13.7%
Q3 24
1.3%
18.2%
Q2 24
5.2%
13.2%
Q1 24
13.9%
12.2%
EPS (diluted)
AESI
AESI
ITT
ITT
Q4 25
$-0.19
$1.64
Q3 25
$-0.19
$1.62
Q2 25
$-0.04
$1.52
Q1 25
$0.01
$1.33
Q4 24
$0.12
$1.54
Q3 24
$0.04
$1.96
Q2 24
$0.13
$1.45
Q1 24
$0.26
$1.35

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest filing — the kind of financial-strength check premium terminals charge for.

Metric
AESI
AESI
ITT
ITT
Cash + ST InvestmentsLiquidity on hand
$1.7B
Total DebtLower is stronger
$604.2M
$521.5M
Stockholders' EquityBook value
$1.2B
$4.1B
Total Assets
$2.2B
$6.3B
Debt / EquityLower = less leverage
0.50×
0.13×

8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.

Cash + ST Investments
AESI
AESI
ITT
ITT
Q4 25
$1.7B
Q3 25
$516.4M
Q2 25
$467.9M
Q1 25
$439.8M
Q4 24
$439.3M
Q3 24
$460.9M
Q2 24
$425.5M
Q1 24
$423.0M
Total Debt
AESI
AESI
ITT
ITT
Q4 25
$604.2M
$521.5M
Q3 25
$529.1M
$577.7M
Q2 25
$533.8M
$622.5M
Q1 25
$538.5M
$4.5M
Q4 24
$0
$232.6M
Q3 24
$180.0M
$467.8M
Q2 24
$180.0M
$190.0M
Q1 24
$180.0M
$230.5M
Stockholders' Equity
AESI
AESI
ITT
ITT
Q4 25
$1.2B
$4.1B
Q3 25
$1.2B
$2.7B
Q2 25
$1.3B
$2.6B
Q1 25
$1.3B
$2.8B
Q4 24
$1.0B
$2.8B
Q3 24
$1.0B
$2.7B
Q2 24
$1.1B
$2.6B
Q1 24
$1.1B
$2.6B
Total Assets
AESI
AESI
ITT
ITT
Q4 25
$2.2B
$6.3B
Q3 25
$2.2B
$5.1B
Q2 25
$2.2B
$5.0B
Q1 25
$2.3B
$4.8B
Q4 24
$2.0B
$4.7B
Q3 24
$2.0B
$4.9B
Q2 24
$2.0B
$4.4B
Q1 24
$1.9B
$4.4B
Debt / Equity
AESI
AESI
ITT
ITT
Q4 25
0.50×
0.13×
Q3 25
0.43×
0.22×
Q2 25
0.42×
0.24×
Q1 25
0.41×
0.00×
Q4 24
0.00×
0.08×
Q3 24
0.17×
0.17×
Q2 24
0.17×
0.07×
Q1 24
0.17×
0.09×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Net income can be massaged; cash flow is harder to fake.

Metric
AESI
AESI
ITT
ITT
Operating Cash FlowLast quarter
$3.7M
$227.8M
Free Cash FlowOCF − Capex
$-18.1M
$187.4M
FCF MarginFCF / Revenue
-7.3%
17.8%
Capex IntensityCapex / Revenue; lower = less reinvestment burden
8.7%
3.8%
Cash ConversionOCF / Net Profit; >1× = earnings back up with cash
1.73×
TTM Free Cash FlowTrailing 4 quarters
$-30.9M
$547.5M

8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.

Operating Cash Flow
AESI
AESI
ITT
ITT
Q4 25
$3.7M
$227.8M
Q3 25
$32.4M
$173.9M
Q2 25
$88.6M
$153.7M
Q1 25
$-7.5M
$113.4M
Q4 24
$70.9M
$223.2M
Q3 24
$85.2M
$123.9M
Q2 24
$60.9M
$157.7M
Q1 24
$39.6M
$57.8M
Free Cash Flow
AESI
AESI
ITT
ITT
Q4 25
$-18.1M
$187.4M
Q3 25
$-1.4M
$146.2M
Q2 25
$48.4M
$137.3M
Q1 25
$-59.8M
$76.6M
Q4 24
$-5.6M
$186.8M
Q3 24
$-1.1M
$87.3M
Q2 24
$-54.9M
$134.5M
Q1 24
$-55.9M
$30.1M
FCF Margin
AESI
AESI
ITT
ITT
Q4 25
-7.3%
17.8%
Q3 25
-0.5%
14.6%
Q2 25
16.8%
14.1%
Q1 25
-20.1%
8.4%
Q4 24
-2.1%
20.1%
Q3 24
-0.4%
9.9%
Q2 24
-19.1%
14.8%
Q1 24
-29.0%
3.3%
Capex Intensity
AESI
AESI
ITT
ITT
Q4 25
8.7%
3.8%
Q3 25
13.0%
2.8%
Q2 25
13.9%
1.7%
Q1 25
17.6%
4.0%
Q4 24
28.2%
3.9%
Q3 24
28.3%
4.1%
Q2 24
40.3%
2.6%
Q1 24
49.6%
3.0%
Cash Conversion
AESI
AESI
ITT
ITT
Q4 25
1.73×
Q3 25
1.37×
Q2 25
1.27×
Q1 25
-6.11×
1.05×
Q4 24
4.92×
1.76×
Q3 24
21.74×
0.77×
Q2 24
4.10×
1.32×
Q1 24
1.48×
0.52×

Financial Flow Comparison

Sankey diagram of revenue → gross profit → operating profit → net profit for each company. Charts shown full-width and stacked so both segment hierarchies are readable side-by-side on desktop and mobile.

Revenue Breakdown by Segment

AESI
AESI

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

ITT
ITT

Industrial Process$423.1M40%
Motion Technologies$360.8M34%
Connect Control Technologies$271.2M26%

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