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Side-by-side financial comparison of Energy Services of America CORP (ESOA) and VARONIS SYSTEMS INC (VRNS). Click either name above to swap in a different company.
VARONIS SYSTEMS INC is the larger business by last-quarter revenue ($173.1M vs $114.1M, roughly 1.5× Energy Services of America CORP). On growth, VARONIS SYSTEMS INC posted the faster year-over-year revenue change (26.9% vs 13.4%). VARONIS SYSTEMS INC produced more free cash flow last quarter ($49.0M vs $16.8M). Over the past eight quarters, Energy Services of America CORP's revenue compounded faster (26.7% CAGR vs 15.2%).
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.
Varonis Systems, Inc. is a software company based in Miami, Florida with R&D offices in Herzliya, Israel. The company’s Data Security Platform analyzes data and data activity using the insights to identify data exposure risks stemming from access permissions and software-as-a-service (SaaS) app configurations, triggering automated remediation capabilities in response.
ESOA vs VRNS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $114.1M | $173.1M |
| Net Profit | — | — |
| Gross Margin | 12.3% | 76.0% |
| Operating Margin | 4.3% | — |
| Net Margin | — | — |
| Revenue YoY | 13.4% | 26.9% |
| Net Profit YoY | — | — |
| EPS (diluted) | $0.16 | $115788061.00 |
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 | — | $173.1M | ||
| Q4 25 | $114.1M | $173.4M | ||
| Q3 25 | $130.1M | $161.6M | ||
| Q2 25 | $103.6M | $152.2M | ||
| Q1 25 | $76.7M | $136.4M | ||
| Q4 24 | $100.6M | $158.5M | ||
| Q3 24 | $104.7M | $148.1M | ||
| Q2 24 | $85.9M | $130.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-27.8M | ||
| Q3 25 | — | $-29.9M | ||
| Q2 25 | — | $-35.8M | ||
| Q1 25 | — | $-35.8M | ||
| Q4 24 | — | $-13.0M | ||
| Q3 24 | — | $-18.3M | ||
| Q2 24 | — | $-23.9M |
| Q1 26 | — | 76.0% | ||
| Q4 25 | 12.3% | 78.9% | ||
| Q3 25 | 12.6% | 78.2% | ||
| Q2 25 | 11.6% | 79.5% | ||
| Q1 25 | 0.1% | 78.7% | ||
| Q4 24 | 10.2% | 83.6% | ||
| Q3 24 | 16.8% | 83.8% | ||
| Q2 24 | 17.8% | 82.8% |
| Q1 26 | — | — | ||
| Q4 25 | 4.3% | -17.5% | ||
| Q3 25 | 5.8% | -22.2% | ||
| Q2 25 | 3.1% | -24.0% | ||
| Q1 25 | -10.6% | -32.1% | ||
| Q4 24 | 1.6% | -11.1% | ||
| Q3 24 | 8.4% | -16.0% | ||
| Q2 24 | 9.9% | -22.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | -16.0% | ||
| Q3 25 | — | -18.5% | ||
| Q2 25 | — | -23.5% | ||
| Q1 25 | — | -26.2% | ||
| Q4 24 | — | -8.2% | ||
| Q3 24 | — | -12.4% | ||
| Q2 24 | — | -18.4% |
| Q1 26 | — | $115788061.00 | ||
| Q4 25 | $0.16 | $-0.23 | ||
| Q3 25 | $0.26 | $-0.26 | ||
| Q2 25 | $0.12 | $-0.32 | ||
| Q1 25 | $-0.41 | $-0.32 | ||
| Q4 24 | $0.05 | $-0.12 | ||
| Q3 24 | $0.40 | $-0.16 | ||
| Q2 24 | $1.06 | $-0.21 |
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 | $179.3M |
| Total DebtLower is stronger | $62.0M | — |
| Stockholders' EquityBook value | $60.6M | $453.5M |
| Total Assets | $201.0M | $1.6B |
| Debt / EquityLower = less leverage | 1.02× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $179.3M | ||
| Q4 25 | $16.7M | $883.7M | ||
| Q3 25 | $12.2M | $671.3M | ||
| Q2 25 | $15.3M | $770.9M | ||
| Q1 25 | $9.9M | $567.6M | ||
| Q4 24 | $20.3M | $529.0M | ||
| Q3 24 | $12.9M | $844.8M | ||
| Q2 24 | $14.5M | $582.5M |
| Q1 26 | — | — | ||
| 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 26 | — | $453.5M | ||
| Q4 25 | $60.6M | $598.7M | ||
| Q3 25 | $59.2M | $604.8M | ||
| Q2 25 | $54.4M | $341.5M | ||
| Q1 25 | $53.7M | $367.7M | ||
| Q4 24 | $61.0M | $455.7M | ||
| Q3 24 | $58.7M | $428.6M | ||
| Q2 24 | $52.0M | $458.6M |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $201.0M | $1.8B | ||
| Q3 25 | $215.2M | $1.7B | ||
| Q2 25 | $189.1M | $1.6B | ||
| Q1 25 | $170.2M | $1.6B | ||
| Q4 24 | $192.1M | $1.7B | ||
| Q3 24 | $158.2M | $1.5B | ||
| Q2 24 | $148.8M | $1.1B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $55.0M |
| Free Cash FlowOCF − Capex | $16.8M | $49.0M |
| FCF MarginFCF / Revenue | 14.7% | 28.3% |
| Capex IntensityCapex / Revenue | 1.8% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $3.1M | $118.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $55.0M | ||
| Q4 25 | $18.8M | $24.7M | ||
| Q3 25 | $-9.3M | $33.4M | ||
| Q2 25 | $3.4M | $21.3M | ||
| Q1 25 | $1.1M | $68.0M | ||
| Q4 24 | $8.9M | $24.3M | ||
| Q3 24 | $-847.5K | $22.5M | ||
| Q2 24 | $19.3M | $11.7M |
| Q1 26 | — | $49.0M | ||
| Q4 25 | $16.8M | $20.7M | ||
| Q3 25 | $-12.0M | $30.4M | ||
| Q2 25 | $-582.0K | $18.0M | ||
| Q1 25 | $-1.1M | $65.7M | ||
| Q4 24 | $6.0M | $19.9M | ||
| Q3 24 | $-2.9M | $21.3M | ||
| Q2 24 | $16.3M | $10.9M |
| Q1 26 | — | 28.3% | ||
| Q4 25 | 14.7% | 12.0% | ||
| Q3 25 | -9.3% | 18.8% | ||
| Q2 25 | -0.6% | 11.8% | ||
| Q1 25 | -1.4% | 48.1% | ||
| Q4 24 | 5.9% | 12.6% | ||
| Q3 24 | -2.8% | 14.4% | ||
| Q2 24 | 18.9% | 8.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.8% | 2.3% | ||
| Q3 25 | 2.1% | 1.8% | ||
| Q2 25 | 3.9% | 2.2% | ||
| Q1 25 | 2.9% | 1.7% | ||
| Q4 24 | 2.9% | 2.7% | ||
| Q3 24 | 2.0% | 0.8% | ||
| Q2 24 | 3.6% | 0.6% |
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% |
VRNS
| SaaS | $161.1M | 93% |
| Term license subscriptions | $6.9M | 4% |
| Maintenance and services | $5.2M | 3% |
