AESI — Atlas Energy Solutions Inc.

NYSE · Energy · Oil, Gas & Consumable Fuels · CIK 1984060 ·
Last close
$16.52
Market Cap
$2.06B
52W High
$20.13
52W Low
$10.52
ADV30
4,063,042
Next earnings
2026-05-04
Atlas Energy Solutions Inc. produces proppants and provides logistics and distributed power solutions in the Permian Basin of West Texas and New Mexico. It operates through two segments: Sand and Logistics, and Power. The Sand and Logistics segment operates fourteen proppant production facilities, including large-scale in-basin plants and a distributed mining network. This segment sells products and services primarily to oil and natural gas exploration and production companies, hydraulic fracturing services, and oilfield services companies; and produces locally sourced proppants, such as 40/70-mesh and 100-mesh sand, as well as both dry and damp sand options. It also offers a differentiated logistics platform featuring a fleet of fit-for-purpose trucks, trailers, wellsite equipment, and a 42-mile Dune Express conveyor system for proppant delivery. The Power segment provides distributed power solutions through a fleet of natural gas-powered reciprocating generators designed for heavy-duty, mission-critical applications, primarily supporting oil and gas production and artificial lift operations. The company also offers transportation, storage, contract labor, and distributes power rentals to the oil and gas industry. Atlas Energy Solutions Inc. formerly known as New Atlas HoldCo. Inc. Atlas Energy Solutions Inc. was founded in 2017 and is headquartered in Austin, Texas.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Mar 2026
Dec 2025 249,430,000 20,236,000 -20,473,000 -22,244,000 2,228,428,000 40,632,000 1,019,504,000
Sep 2025 259,613,000 23,764,000 -18,538,000 -23,721,000 2,233,472,000 41,349,000 1,010,087,000
Jun 2025 288,676,000 52,139,000 7,193,000 -5,558,000 2,247,775,000 78,809,000 976,443,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$117,346,000
Investing CF
$-344,825,000
Financing CF
$196,407,000
CapEx
$-148,271,000
Dividends Paid
$-92,281,000
Buybacks
$0
EPS Diluted TTM
$-0.79
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$-50,304,000
Inventory
$61,726,000
Receivables
$180,783,000
ST Investments
EBIT TTM
$-10,183,000
Pretax Income TTM
$-68,179,000
Interest Exp TTM
$57,996,000
Analysts
11

Yahoo Snapshot (yfinance, live)

Total Revenue
$1,063,302,016
EBITDA
$133,180,000
Free Cash Flow
$70,031,376
Enterprise Value
$2,811,145,472
Total Cash
$39,780,000
Total Debt
$692,556,992
Shares Out
124,905,584
Trailing EPS
$-0.80
Book Value
$9.36
ROE
-8.0%
ROA
-1.8%
Div Yield
5.79%

Annual Trend (SEC EDGAR, last 5y)

Revenues vs Net Income (last 5y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 1,095,310,000 -16,487,000 -50,304,000 2,228,428,000 1,019,504,000 117,346,000
Dec 2024 1,055,957,000 113,450,000 59,944,000 1,972,652,000 936,096,000 256,460,000
Dec 2023 613,960,000 265,130,000 159,990,000 1,261,686,000 393,862,000 299,027,000
Dec 2022 482,724,000 231,991,000 217,006,000 750,999,000 239,642,000 206,012,000
Dec 2021

TTM Snapshot

Revenues TTM
NetIncome TTM
OpCashFlow TTM
Assets (Latest)
Forward EPS
$0.34

Max Pain — expiry 2026-06-18 (volume-derived — Yahoo OI feed degraded)

max pain strike: $20.00 · spot: $16.52 · call volume: 19 · put volume: 146
Expected Move to 2026-06-18: ±$1.05 (6.36%) — implied range $15.47$17.57 · ATM straddle on $17.50 strike

Peers — same industry

TickerNameMarket CapLastDaily %
MNR MACH NATURAL RESOURCES LP $2.23B $13.36
NOG NORTHERN OIL & GAS, INC. $2.26B $20.74
WTTR Select Water Solutions, Inc. $2.28B $18.32
XPRO EXPRO GROUP HOLDINGS N.V. $1.84B $16.26
SOC Sable Offshore Corp. $1.83B $11.83

News headlines (Yahoo Finance, 1h cache)

Peabody Energy, Calumet, and Atlas Energy Solutions Shares Are Falling, What You Need To Know
2026-06-09 22:22 · Yahoo
Did Sector Pullback From US–Iran Talks and Rate Jitters Just Shift Atlas Energy (AESI)’s Narrative?
2026-06-08 03:08 · Yahoo
Atlas Energy Solutions and Kosmos Energy Shares Plummet, What You Need To Know
2026-06-06 04:40 · Yahoo
Meta Platforms upgraded, Okta downgraded: Wall Street's top analyst calls
2026-06-02 13:43 · Yahoo
Helix Energy Solutions and Atlas Energy Solutions Shares Skyrocket, What You Need To Know
2026-05-20 17:48 · Yahoo
2 Energy Stocks with Solid Fundamentals and 1 We Question
2026-05-17 07:00 · Yahoo
The Top 5 Analyst Questions From Atlas Energy Solutions’s Q1 Earnings Call
2026-05-14 03:56 · Yahoo
Profit-to-Loss Swing and Margin Guidance Could Be A Game Changer For Atlas Energy Solutions (AESI)
2026-05-14 01:09 · Yahoo
Top Growth Companies With Strong Insider Ownership In May 2026
2026-05-12 17:35 · Yahoo
1 Unprofitable Stock with Exciting Potential and 2 We Ignore
2026-05-12 14:28 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.