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Side-by-side financial comparison of Energy Services of America CORP (ESOA) and SPS COMMERCE INC (SPSC). Click either name above to swap in a different company.
SPS COMMERCE INC is the larger business by last-quarter revenue ($192.7M vs $114.1M, roughly 1.7× Energy Services of America CORP). On growth, Energy Services of America CORP posted the faster year-over-year revenue change (13.4% vs 12.7%). SPS COMMERCE INC produced more free cash flow last quarter ($38.2M vs $16.8M). Over the past eight quarters, Energy Services of America CORP's revenue compounded faster (26.7% CAGR vs 13.5%).
Superior Energy Services is an American oil services company that operates as a holding company for a portfolio of oilfield equipment rentals and well oil and gas services brands.
SPS Commerce, Inc. is a technology and application software company based in the United States that provides cloud-based supply chain management software. The company's headquarters are located in Minneapolis, Minnesota, but it also has a US office in New Jersey, and international locations in Amsterdam, Beijing, Breukelen, Hong Kong, Kyiv, Melbourne, Montpellier, Sydney, and Toronto.
ESOA vs SPSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $114.1M | $192.7M |
| Net Profit | — | $25.8M |
| Gross Margin | 12.3% | 70.4% |
| Operating Margin | 4.3% | 18.0% |
| Net Margin | — | 13.4% |
| Revenue YoY | 13.4% | 12.7% |
| Net Profit YoY | — | 47.2% |
| EPS (diluted) | $0.16 | $0.69 |
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.
| Q4 25 | $114.1M | $192.7M | ||
| Q3 25 | $130.1M | $189.9M | ||
| Q2 25 | $103.6M | $187.4M | ||
| Q1 25 | $76.7M | $181.5M | ||
| Q4 24 | $100.6M | $170.9M | ||
| Q3 24 | $104.7M | $163.7M | ||
| Q2 24 | $85.9M | $153.6M | ||
| Q1 24 | $71.1M | $149.6M |
| Q4 25 | — | $25.8M | ||
| Q3 25 | — | $25.6M | ||
| Q2 25 | — | $19.7M | ||
| Q1 25 | — | $22.2M | ||
| Q4 24 | — | $17.6M | ||
| Q3 24 | — | $23.5M | ||
| Q2 24 | — | $18.0M | ||
| Q1 24 | — | $18.0M |
| Q4 25 | 12.3% | 70.4% | ||
| Q3 25 | 12.6% | 69.5% | ||
| Q2 25 | 11.6% | 68.1% | ||
| Q1 25 | 0.1% | 68.7% | ||
| Q4 24 | 10.2% | 67.5% | ||
| Q3 24 | 16.8% | 68.5% | ||
| Q2 24 | 17.8% | 66.1% | ||
| Q1 24 | 8.8% | 65.6% |
| Q4 25 | 4.3% | 18.0% | ||
| Q3 25 | 5.8% | 16.4% | ||
| Q2 25 | 3.1% | 14.1% | ||
| Q1 25 | -10.6% | 14.3% | ||
| Q4 24 | 1.6% | 14.5% | ||
| Q3 24 | 8.4% | 15.6% | ||
| Q2 24 | 9.9% | 15.1% | ||
| Q1 24 | -1.5% | 10.3% |
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 13.5% | ||
| Q2 25 | — | 10.5% | ||
| Q1 25 | — | 12.2% | ||
| Q4 24 | — | 10.3% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | 11.7% | ||
| Q1 24 | — | 12.0% |
| Q4 25 | $0.16 | $0.69 | ||
| Q3 25 | $0.26 | $0.67 | ||
| Q2 25 | $0.12 | $0.52 | ||
| Q1 25 | $-0.41 | $0.58 | ||
| Q4 24 | $0.05 | $0.46 | ||
| Q3 24 | $0.40 | $0.62 | ||
| Q2 24 | $1.06 | $0.48 | ||
| Q1 24 | $-0.07 | $0.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $16.7M | $151.4M |
| Total DebtLower is stronger | $62.0M | — |
| Stockholders' EquityBook value | $60.6M | $973.9M |
| Total Assets | $201.0M | $1.2B |
| Debt / EquityLower = less leverage | 1.02× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $16.7M | $151.4M | ||
| Q3 25 | $12.2M | $133.7M | ||
| Q2 25 | $15.3M | $107.6M | ||
| Q1 25 | $9.9M | $94.9M | ||
| Q4 24 | $20.3M | $241.0M | ||
| Q3 24 | $12.9M | $205.8M | ||
| Q2 24 | $14.5M | $271.8M | ||
| Q1 24 | $12.1M | $290.8M |
| Q4 25 | $62.0M | — | ||
| Q3 25 | $72.2M | — | ||
| Q2 25 | $59.1M | — | ||
| Q1 25 | $50.7M | — | ||
| Q4 24 | $59.6M | — | ||
| Q3 24 | $33.9M | — | ||
| Q2 24 | $31.9M | — | ||
| Q1 24 | $45.7M | — |
| Q4 25 | $60.6M | $973.9M | ||
| Q3 25 | $59.2M | $958.9M | ||
| Q2 25 | $54.4M | $949.8M | ||
| Q1 25 | $53.7M | $920.9M | ||
| Q4 24 | $61.0M | $854.7M | ||
| Q3 24 | $58.7M | $829.4M | ||
| Q2 24 | $52.0M | $703.4M | ||
| Q1 24 | $34.6M | $683.0M |
| Q4 25 | $201.0M | $1.2B | ||
| Q3 25 | $215.2M | $1.2B | ||
| Q2 25 | $189.1M | $1.1B | ||
| Q1 25 | $170.2M | $1.1B | ||
| Q4 24 | $192.1M | $1.0B | ||
| Q3 24 | $158.2M | $1.0B | ||
| Q2 24 | $148.8M | $854.5M | ||
| Q1 24 | $136.1M | $839.8M |
| Q4 25 | 1.02× | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.09× | — | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 0.98× | — | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.61× | — | ||
| Q1 24 | 1.32× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $18.8M | $45.9M |
| Free Cash FlowOCF − Capex | $16.8M | $38.2M |
| FCF MarginFCF / Revenue | 14.7% | 19.8% |
| Capex IntensityCapex / Revenue | 1.8% | 4.0% |
| Cash ConversionOCF / Net Profit | — | 1.78× |
| TTM Free Cash FlowTrailing 4 quarters | $3.1M | $152.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $18.8M | $45.9M | ||
| Q3 25 | $-9.3M | $60.6M | ||
| Q2 25 | $3.4M | $32.3M | ||
| Q1 25 | $1.1M | $40.0M | ||
| Q4 24 | $8.9M | $40.6M | ||
| Q3 24 | $-847.5K | $53.3M | ||
| Q2 24 | $19.3M | $29.4M | ||
| Q1 24 | $-2.7M | $34.1M |
| Q4 25 | $16.8M | $38.2M | ||
| Q3 25 | $-12.0M | $54.6M | ||
| Q2 25 | $-582.0K | $25.7M | ||
| Q1 25 | $-1.1M | $33.8M | ||
| Q4 24 | $6.0M | $34.3M | ||
| Q3 24 | $-2.9M | $48.1M | ||
| Q2 24 | $16.3M | $24.4M | ||
| Q1 24 | $-4.9M | $30.5M |
| Q4 25 | 14.7% | 19.8% | ||
| Q3 25 | -9.3% | 28.7% | ||
| Q2 25 | -0.6% | 13.7% | ||
| Q1 25 | -1.4% | 18.6% | ||
| Q4 24 | 5.9% | 20.1% | ||
| Q3 24 | -2.8% | 29.4% | ||
| Q2 24 | 18.9% | 15.9% | ||
| Q1 24 | -6.9% | 20.4% |
| Q4 25 | 1.8% | 4.0% | ||
| Q3 25 | 2.1% | 3.2% | ||
| Q2 25 | 3.9% | 3.6% | ||
| Q1 25 | 2.9% | 3.4% | ||
| Q4 24 | 2.9% | 3.6% | ||
| Q3 24 | 2.0% | 3.2% | ||
| Q2 24 | 3.6% | 3.3% | ||
| Q1 24 | 3.1% | 2.4% |
| Q4 25 | — | 1.78× | ||
| Q3 25 | — | 2.37× | ||
| Q2 25 | — | 1.64× | ||
| Q1 25 | — | 1.80× | ||
| Q4 24 | — | 2.31× | ||
| Q3 24 | — | 2.27× | ||
| Q2 24 | — | 1.63× | ||
| Q1 24 | — | 1.89× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESOA
| Electricals Mechanical And General | $49.4M | 43% |
| Gas And Petroleum Transmission | $24.1M | 21% |
| Cost Plus And TM Contracts | $23.3M | 20% |
| Transferred At Point In Time | $17.9M | 16% |
SPSC
| Recurring Revenues | $184.5M | 96% |
| One Time Revenues | $8.1M | 4% |
| Set Up Fees | $4.1M | 2% |
