Atlas Energy Solutions Inc.

Atlas Energy Solutions Inc.

AESI
Atlas Energy Solutions Inc.US flagNew York Stock Exchange
16.97
USD
+0.50
- -
2.12BMarket 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
8.57
Basic EPS, GAAP
-0.6
0.07
3.8
2.27
0.55
-0.41
-0.8
Free Cash Flow per Basic Share
0.05
0.03
2.04
-0.94
-1.09
-0.25
0.15
Dividend per Share
- -
0.17
0.79
1.1
0.9
0.75
0.5
Book Value per Share
-1.43
-1.53
- -
-0.59
- -
-0.41
-0.78
Tangible Book Value per Share
5.8
5.93
8.95
12.29
7.96
7.14
6.82
Basic Weighted Avg Shares
57
57
57
70
108
122
124
Sales/Revenue/Turnover
112
172
483
614
1,056
1,095
1,063
Operating Margin (%)
0.02
27.26
48.06
43.18
10.74
-1.51
-6.36
Depreciation Expense
22
25
29
42
115
189
199
Net Income, GAAP
-34
4
217
160
60
-50
-99
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
-9.29
Working Capital
13
44
90
226
46
96
50
LT Debt
139
160
127
177
477
574
614
Total Equity
332
339
511
868
1,037
1,209
1,169
Return on Invested Capital (%)
- -
7.7
39.13
27.24
6.85
- -
- -
Return on Capital (%)
- -
43.74
197.83
70.61
27.15
- -
- -
Return on Common Equity (%)
- -
- -
- -
- -
- -
- -
-8,337.06

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
43
47
78
LT Borrowings
518
538
557
LT Finance Leases
22
36
57
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
124
124
125
Market Capitalization
1,353
1,153
1,627

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
297
308
336
Cash, Cash Equivalents & STI
41
41
40
Accounts Receivable, Net
185
181
208
Inventories
57
62
66
Total Current Liabilities
221
211
286
Payables & Accruals
168
145
197
ST Debt
43
47
78
Deferred Revenue
3
1
5

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
- -
- -
- -
- -

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
- -
- -
- -
- -

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

MCPAPIChat
CEO
John G. Turner
Full Time Employees
1,143
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

MCPAPIChat
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  • Atlas Announces Timing of First Quarter 2026 Earnings Release and Conference Call

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  • SG Americas Securities LLC Has $1.19 Million Stake in Atlas Energy Solutions Inc. $AESI

  • Atlas Energy Solutions Inc. Announces Pricing of Upsized $390 Million Private Placement of 0.50% Convertible Senior Notes Due 2031

  • Atlas Energy Solutions Inc. Announces Offering of $300 Million of Convertible Senior Notes Due 2031

  • Atlas Energy Solutions (NYSE:AESI) Shares Gap Up on Analyst Upgrade

  • Atlas Energy Solutions: The Shift To Power Production Is In Top Gear (Rating Upgrade)

  • Atlas Energy Solutions Announces Executed 5-Year Power Purchase Agreement for 120 Megawatts (“MW”) of Private Generation Capacity and Provides Updated Operational and Financial Guidance

  • Wall Street Calls This the "Gigawatt Pivot" for Artificial Intelligence (AI). Here's the Stock at the Center of It.

  • Atlas Energy Stock Jumps 39% YTD, but One Fund Cut Exposure by $15 Million Last Quarter

  • Atlas Energy Solutions Enters Agreement with Caterpillar Inc. to Secure Power Generation Assets Through 2029 to Support Private Grid Development Pipeline