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Side-by-side financial comparison of Atlas Energy Solutions Inc. (AESI) and VIRTUS INVESTMENT PARTNERS, INC. (VRTS). Click either name above to swap in a different company.

Atlas Energy Solutions Inc. is the larger business by last-quarter revenue ($249.4M vs $199.5M, roughly 1.3× VIRTUS INVESTMENT PARTNERS, INC.). VIRTUS INVESTMENT PARTNERS, INC. runs the higher net margin — 3.6% vs -8.9%, a 12.5% gap on every dollar of revenue. On growth, VIRTUS INVESTMENT PARTNERS, INC. posted the faster year-over-year revenue change (-4.1% vs -8.1%). Over the past eight quarters, Atlas Energy Solutions Inc.'s revenue compounded faster (13.8% CAGR vs -5.7%).

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.

Virtus Investment Partners, Inc. is an American company which operates as a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated sub advisers.

AESI vs VRTS — Head-to-Head

Bigger by revenue
AESI
AESI
1.3× larger
AESI
$249.4M
$199.5M
VRTS
Growing faster (revenue YoY)
VRTS
VRTS
+4.0% gap
VRTS
-4.1%
-8.1%
AESI
Higher net margin
VRTS
VRTS
12.5% more per $
VRTS
3.6%
-8.9%
AESI
Faster 2-yr revenue CAGR
AESI
AESI
Annualised
AESI
13.8%
-5.7%
VRTS

Income Statement — Q4 FY2025 vs Q1 FY2026

Metric
AESI
AESI
VRTS
VRTS
Revenue
$249.4M
$199.5M
Net Profit
$-22.2M
$7.1M
Gross Margin
8.1%
Operating Margin
-6.0%
7.7%
Net Margin
-8.9%
3.6%
Revenue YoY
-8.1%
-4.1%
Net Profit YoY
-254.5%
-78.1%
EPS (diluted)
$-0.19
$1.05

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
AESI
AESI
VRTS
VRTS
Q1 26
$199.5M
Q4 25
$249.4M
$208.0M
Q3 25
$259.6M
$216.4M
Q2 25
$288.7M
$210.5M
Q1 25
$297.6M
$217.9M
Q4 24
$271.3M
$233.5M
Q3 24
$304.4M
$227.0M
Q2 24
$287.5M
$224.4M
Net Profit
AESI
AESI
VRTS
VRTS
Q1 26
$7.1M
Q4 25
$-22.2M
$33.9M
Q3 25
$-23.7M
$31.3M
Q2 25
$-5.6M
$42.7M
Q1 25
$1.2M
$28.1M
Q4 24
$14.4M
$39.5M
Q3 24
$3.9M
$49.1M
Q2 24
$14.8M
$26.0M
Gross Margin
AESI
AESI
VRTS
VRTS
Q1 26
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%
Operating Margin
AESI
AESI
VRTS
VRTS
Q1 26
7.7%
Q4 25
-6.0%
19.1%
Q3 25
-7.1%
21.7%
Q2 25
2.5%
21.5%
Q1 25
5.2%
16.8%
Q4 24
11.3%
21.7%
Q3 24
5.0%
24.3%
Q2 24
9.8%
19.7%
Net Margin
AESI
AESI
VRTS
VRTS
Q1 26
3.6%
Q4 25
-8.9%
16.3%
Q3 25
-9.1%
14.5%
Q2 25
-1.9%
20.3%
Q1 25
0.4%
12.9%
Q4 24
5.3%
16.9%
Q3 24
1.3%
21.6%
Q2 24
5.2%
11.6%
EPS (diluted)
AESI
AESI
VRTS
VRTS
Q1 26
$1.05
Q4 25
$-0.19
$5.15
Q3 25
$-0.19
$4.65
Q2 25
$-0.04
$6.12
Q1 25
$0.01
$4.05
Q4 24
$0.12
$4.65
Q3 24
$0.04
$5.71
Q2 24
$0.13
$2.43

Balance Sheet & Financial Strength

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

Metric
AESI
AESI
VRTS
VRTS
Cash + ST InvestmentsLiquidity on hand
$136.6M
Total DebtLower is stronger
$604.2M
Stockholders' EquityBook value
$1.2B
$93.6B
Total Assets
$2.2B
Debt / EquityLower = less leverage
0.50×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AESI
AESI
VRTS
VRTS
Q1 26
$136.6M
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Total Debt
AESI
AESI
VRTS
VRTS
Q1 26
Q4 25
$604.2M
$390.0M
Q3 25
$529.1M
$390.6M
Q2 25
$533.8M
$231.3M
Q1 25
$538.5M
$231.7M
Q4 24
$0
$232.1M
Q3 24
$180.0M
$237.5M
Q2 24
$180.0M
$247.6M
Stockholders' Equity
AESI
AESI
VRTS
VRTS
Q1 26
$93.6B
Q4 25
$1.2B
$934.0M
Q3 25
$1.2B
$918.7M
Q2 25
$1.3B
$896.4M
Q1 25
$1.3B
$893.7M
Q4 24
$1.0B
$897.5M
Q3 24
$1.0B
$889.0M
Q2 24
$1.1B
$868.7M
Total Assets
AESI
AESI
VRTS
VRTS
Q1 26
Q4 25
$2.2B
$4.3B
Q3 25
$2.2B
$3.9B
Q2 25
$2.2B
$3.7B
Q1 25
$2.3B
$3.7B
Q4 24
$2.0B
$4.0B
Q3 24
$2.0B
$3.6B
Q2 24
$2.0B
$3.6B
Debt / Equity
AESI
AESI
VRTS
VRTS
Q1 26
Q4 25
0.50×
0.42×
Q3 25
0.43×
0.43×
Q2 25
0.42×
0.26×
Q1 25
0.41×
0.26×
Q4 24
0.00×
0.26×
Q3 24
0.17×
0.27×
Q2 24
0.17×
0.29×

Cash Flow & Capital Efficiency

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

Metric
AESI
AESI
VRTS
VRTS
Operating Cash FlowLast quarter
$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
AESI
AESI
VRTS
VRTS
Q1 26
Q4 25
$3.7M
$-67.2M
Q3 25
$32.4M
$108.3M
Q2 25
$88.6M
$75.8M
Q1 25
$-7.5M
$-3.8M
Q4 24
$70.9M
$1.8M
Q3 24
$85.2M
$69.1M
Q2 24
$60.9M
$70.0M
Free Cash Flow
AESI
AESI
VRTS
VRTS
Q1 26
Q4 25
$-18.1M
$-74.1M
Q3 25
$-1.4M
$106.9M
Q2 25
$48.4M
$74.2M
Q1 25
$-59.8M
$-6.8M
Q4 24
$-5.6M
$-3.8M
Q3 24
$-1.1M
$68.7M
Q2 24
$-54.9M
$68.6M
FCF Margin
AESI
AESI
VRTS
VRTS
Q1 26
Q4 25
-7.3%
-35.6%
Q3 25
-0.5%
49.4%
Q2 25
16.8%
35.2%
Q1 25
-20.1%
-3.1%
Q4 24
-2.1%
-1.6%
Q3 24
-0.4%
30.3%
Q2 24
-19.1%
30.6%
Capex Intensity
AESI
AESI
VRTS
VRTS
Q1 26
Q4 25
8.7%
3.3%
Q3 25
13.0%
0.7%
Q2 25
13.9%
0.7%
Q1 25
17.6%
1.4%
Q4 24
28.2%
2.4%
Q3 24
28.3%
0.2%
Q2 24
40.3%
0.6%
Cash Conversion
AESI
AESI
VRTS
VRTS
Q1 26
Q4 25
-1.99×
Q3 25
3.45×
Q2 25
1.77×
Q1 25
-6.11×
-0.13×
Q4 24
4.92×
0.04×
Q3 24
21.74×
1.41×
Q2 24
4.10×
2.69×

Financial Flow Comparison

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

Revenue Breakdown by Segment

AESI
AESI

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

VRTS
VRTS

Investment management fees$169.1M85%
Administration and shareholder service fees$17.3M9%
Distribution and service fees$11.6M6%

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