Atlas Energy Solutions Inc.

Atlas Energy Solutions Inc.

AESI
Atlas Energy Solutions Inc.US flagNew York Stock Exchange
12.45
USD
+0.66
- -
1.56BMarket Cap
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
1.96
3.02
8.45
8.71
9.76
8.95
8.59
Basic EPS, GAAP
-0.6
0.07
3.8
2.27
0.55
-0.41
-0.95
Free Cash Flow per Basic Share
0.05
0.03
2.04
-0.94
-1.09
-0.25
-1.48
Dividend per Share
- -
0.17
0.79
1.1
0.9
0.75
0.25
Book Value per Share
5.8
5.93
8.95
8.68
9.4
9.74
8.9
Tangible Book Value per Share
5.8
5.93
8.95
8.66
7.82
7.04
6.37
Basic Weighted Avg Shares
57
57
57
70
108
122
124
Sales/Revenue/Turnover
112
172
483
614
1,056
1,095
1,068
Operating Margin (%)
0.02
27.26
48.06
43.19
10.75
-1.07
-8.81
Depreciation Expense
22
25
29
42
115
189
206
Net Income, GAAP
-34
4
217
160
60
-50
-118
Effective Tax Rate (%)
- -
16.33
0.85
12.17
20.9
- -
- -
Profit Margin (%)
-30.81
2.47
44.95
26.06
5.68
-4.59
-11.08
Working Capital
13
44
90
226
46
96
216
LT Debt
139
160
127
177
477
574
982
Total Equity
332
339
511
868
1,037
1,209
1,113
Return on Invested Capital (%)
- -
7.7
39.13
27.24
6.85
- -
- -
Return on Capital (%)
- -
7.76
39.68
11.76
6.93
- -
- -
Return on Common Equity (%)
- -
1.27
51.06
23.2
6.3
-4.48
-9.93

Capital Structure

FRC

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
47
78
68
LT Borrowings
538
557
914
LT Finance Leases
36
57
67
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
124
125
125
Market Capitalization
1,169
1,639
2,076

Working Capital

FRC

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
308
336
479
Cash, Cash Equivalents & STI
41
40
168
Accounts Receivable, Net
181
208
218
Inventories
62
66
64
Total Current Liabilities
211
286
263
Payables & Accruals
145
197
181
ST Debt
47
78
68
Deferred Revenue
1
5
4

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
31.77%
16.63%
Free Cash Flow
- -
1,115.65%
-73.69%
Net Income, GAAP
- -
922.27%
-183.92%
Sales/Revenue/Turnover
- -
67.43%
3.73%
Total Cash Common Dividend
- -
66,735.15%
-4.76%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
193
288
304
271
1,056
2025
298
289
260
249
1,095
2026
266
293
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.26
0.13
0.04
0.13
0.55
2025
0.01
-0.04
-0.19
-0.18
-0.41
2026
-0.38
-0.2
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.2
0.22
0.23
0.24
0.9
2025
0.26
0.25
0.25
- -
0.75
2026
- -
- -
- -
- -
- -

Company Description

APIChatGPT
CEO
John G. Turner
Full Time Employees
1,511
Sector
Energy
Industry
Oil & Gas Equipment & Services
Address
5918 West Courtyard Drive Austin TX United States of America 78730
IPO Date
Mar 9, 2023
Business
Atlas Energy Solutions Inc operates as a leading solutions provider to the energy industry, primarily focused on the oil and natural gas sectors in the Permian Basin of West Texas and New Mexico. The company manufactures, produces, processes, and sells proppant, including over 100 mesh and 40/70 sand used during the well completion process, through its proppant production and processing facilities located in Texas. It also offers differentiated logistics services featuring a fleet of fit-for-purpose trucks, trailers, and the Dune Express overland conveyor infrastructure. Additionally, Atlas Energy Solutions provides distributed power solutions through a fleet of approximately 950 natural gas-powered reciprocating generators that cater to emissions-friendly power generation needs using raw wellhead gas, pipeline gas, and propane. The company operates several facilities near Kermit and Monahans, Texas, and manages the OnCore distributed mining network. Founded in 2023 and headquartered in Austin, Texas, Atlas Energy Solutions serves diverse customer types in the energy industry with integrated product and service offerings covering proppants, logistics, and power generation. Recent major developments include the strategic acquisition of PropFlow LLC in July 2025, a company specializing in patented on-wellsite proppant filtration technology, enhancing Atlas’s technological capabilities and operational efficiency. In November 2025, the company announced an order for 240 megawatts of power generation equipment to expand its distributed power solutions platform. These moves signify a focus on growth in the power generation segment alongside strengthening its core proppant and logistics services. Atlas Energy Solutions continues to leverage technology, automation, and remote monitoring to optimize its oilfield generator systems and logistics operations, emphasizing emissions-friendly innovations and efficiency enhancements in its product portfolio and geographic footprint within North America’s most active oil and gas producing region.

Company News

APIChatGPT
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  • Atlas Energy Solutions Inc. (AESI) Q2 2026 Earnings Call Transcript

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  • Atlas Energy Solutions Inc. (AESI) Q1 2026 Earnings Call Transcript

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