vs
Side-by-side financial comparison of OCTAVE SPECIALTY GROUP INC (OSG) and Solaris Energy Infrastructure, Inc. (SEI). Click either name above to swap in a different company.
Solaris Energy Infrastructure, Inc. is the larger business by last-quarter revenue ($196.2M vs $104.2M, roughly 1.9× OCTAVE SPECIALTY GROUP INC). Solaris Energy Infrastructure, Inc. runs the higher net margin — 16.3% vs -6.6%, a 22.9% gap on every dollar of revenue. On growth, OCTAVE SPECIALTY GROUP INC posted the faster year-over-year revenue change (66.0% vs 9.2%). Over the past eight quarters, Solaris Energy Infrastructure, Inc.'s revenue compounded faster (63.0% CAGR vs 42.9%).
Octave Specialty Group Inc. is a specialty insurance holding company that provides tailored property and casualty insurance products. Its core business focuses on excess and surplus lines, catering to commercial and individual clients across primary North American markets with customized risk coverage solutions.
AGL Energy Ltd is an Australian listed public company involved in both the generation and retailing of electricity and gas for residential and commercial use. It is one of the "big three" retailers in the National Electricity Market. AGL is Australia's largest electricity generator, and the nation's largest carbon emitter.
OSG vs SEI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $104.2M | $196.2M |
| Net Profit | $-6.9M | $32.1M |
| Gross Margin | — | — |
| Operating Margin | — | 25.8% |
| Net Margin | -6.6% | 16.3% |
| Revenue YoY | 66.0% | 9.2% |
| Net Profit YoY | — | 1013.5% |
| EPS (diluted) | $-0.13 | $0.32 |
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 | $104.2M | $196.2M | ||
| Q4 25 | $66.9M | $179.7M | ||
| Q3 25 | $66.6M | $166.8M | ||
| Q2 25 | $55.0M | $149.3M | ||
| Q1 25 | $62.8M | $126.3M | ||
| Q4 24 | $65.2M | $96.3M | ||
| Q3 24 | $70.0M | $75.0M | ||
| Q2 24 | $51.0M | $73.9M |
| Q1 26 | $-6.9M | $32.1M | ||
| Q4 25 | $-29.7M | $-1.7M | ||
| Q3 25 | $-112.6M | $14.6M | ||
| Q2 25 | $-72.7M | $12.0M | ||
| Q1 25 | $-44.7M | $5.3M | ||
| Q4 24 | $-20.9M | $6.3M | ||
| Q3 24 | $-27.5M | $-968.0K | ||
| Q2 24 | $-750.0K | $6.2M |
| Q1 26 | — | 25.8% | ||
| Q4 25 | -76.7% | 22.2% | ||
| Q3 25 | -48.2% | 22.7% | ||
| Q2 25 | -41.8% | 23.8% | ||
| Q1 25 | -24.1% | 17.5% | ||
| Q4 24 | -55.5% | 26.7% | ||
| Q3 24 | -29.7% | 7.0% | ||
| Q2 24 | -28.9% | 16.0% |
| Q1 26 | -6.6% | 16.3% | ||
| Q4 25 | -73.8% | -0.9% | ||
| Q3 25 | -169.1% | 8.7% | ||
| Q2 25 | -132.3% | 8.0% | ||
| Q1 25 | -71.3% | 4.2% | ||
| Q4 24 | -55.1% | 6.5% | ||
| Q3 24 | -39.3% | -1.3% | ||
| Q2 24 | -1.5% | 8.4% |
| Q1 26 | $-0.13 | $0.32 | ||
| Q4 25 | $-0.82 | — | ||
| Q3 25 | $-2.35 | — | ||
| Q2 25 | $-1.54 | — | ||
| Q1 25 | $-1.22 | — | ||
| Q4 24 | $-11.75 | — | ||
| Q3 24 | $-0.63 | — | ||
| Q2 24 | $-0.02 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $344.5M |
| Total DebtLower is stronger | $117.1M | $395.4M |
| Stockholders' EquityBook value | $833.6M | — |
| Total Assets | $2.3B | — |
| Debt / EquityLower = less leverage | 0.14× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $344.5M | ||
| Q4 25 | $146.4M | $353.3M | ||
| Q3 25 | $27.5M | $106.7M | ||
| Q2 25 | $22.5M | $99.6M | ||
| Q1 25 | $34.1M | $16.7M | ||
| Q4 24 | $157.2M | $114.3M | ||
| Q3 24 | $40.8M | $18.6M | ||
| Q2 24 | $14.6M | $5.1M |
| Q1 26 | $117.1M | $395.4M | ||
| Q4 25 | $117.6M | $184.0M | ||
| Q3 25 | — | $382.8M | ||
| Q2 25 | — | $386.2M | ||
| Q1 25 | — | $316.2M | ||
| Q4 24 | $0 | $315.7M | ||
| Q3 24 | $518.0M | $315.3M | ||
| Q2 24 | $515.0M | — |
| Q1 26 | $833.6M | — | ||
| Q4 25 | $715.8M | $564.3M | ||
| Q3 25 | $843.4M | $546.6M | ||
| Q2 25 | $859.8M | $399.1M | ||
| Q1 25 | $852.2M | $361.3M | ||
| Q4 24 | $798.4M | $355.6M | ||
| Q3 24 | $1.5B | $221.7M | ||
| Q2 24 | $1.4B | $204.6M |
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.2B | $2.1B | ||
| Q3 25 | $2.1B | $1.6B | ||
| Q2 25 | $8.5B | $1.5B | ||
| Q1 25 | $8.3B | $1.1B | ||
| Q4 24 | $8.1B | $1.1B | ||
| Q3 24 | $9.3B | $939.5M | ||
| Q2 24 | $8.2B | $457.8M |
| Q1 26 | 0.14× | — | ||
| Q4 25 | 0.16× | 0.33× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | 0.88× | ||
| Q4 24 | 0.00× | 0.89× | ||
| Q3 24 | 0.35× | 1.42× | ||
| Q2 24 | 0.38× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OSG
| Commissions | $68.2M | 65% |
| Other | $20.6M | 20% |
| Servicing and other fees | $9.4M | 9% |
| Program fees | $3.6M | 3% |
| Investment income | $2.4M | 2% |
SEI
| Leasing revenue | $105.4M | 54% |
| Service revenue | $90.9M | 46% |
