AESI — Atlas Energy Solutions Inc.

NYSE · Energy · Oil, Gas & Consumable Fuels · CIK 1984060 ·
Last close
$11.96
Market Cap
$1.49B
52W High
$20.13
52W Low
$11.94
ADV30
2,761,314
Next earnings
2026-08-03
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
$2,146,647,808
Total Cash
$39,780,000
Total Debt
$692,556,992
Shares Out
124,905,584
Trailing EPS
$-0.73
Book Value
$9.36
ROE
-8.0%
ROA
-1.8%
Div Yield
7.65%

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

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

TTM Snapshot

Revenues TTM
NetIncome TTM
OpCashFlow TTM
Assets (Latest)
Forward EPS
$0.38

Max Pain — expiry 2026-10-16

max pain strike: $12.50 · spot: $11.96 · call oi: 4,782 · put oi: 299
Expected Move to 2026-10-16: ±$3.15 (26.34%) — implied range $8.81$15.11 · ATM straddle on $12.50 strike

Peers — same industry

TickerNameMarket CapLastDaily %
KRP Kimbell Royalty Partners, LP $1.47B $14.94
HLX HELIX ENERGY SOLUTIONS GROUP INC $1.46B $9.91
PUMP ProPetro Holding Corp. $1.45B $11.80
KOS Kosmos Energy Ltd. $1.56B $2.63
WBI WaterBridge Infrastructure LLC $1.64B $34.88

News headlines (Yahoo Finance, 1h cache)

Atlas Announces Timing of Second Quarter 2026 Earnings Release and Conference Call
2026-07-15 12:00 · Yahoo
Congress Is Trading on Laws They’re About to Pass — And It’s Perfectly Legal
2026-07-13 14:52 · Yahoo
ProPetro, Atlas Energy Solutions, and Helix Energy Solutions Shares Are Soaring, What You Need To Know
2026-07-09 00:58 · Yahoo
Chord Energy and Atlas Energy Solutions Shares Are Falling, What You Need To Know
2026-06-24 23:52 · Yahoo
Goldman Sachs Keeps Sell Rating on Atlas Energy Solutions (AESI) after Revising Target Higher
2026-06-23 03:52 · Yahoo
Oilfield Services Stocks Q1 Recap: Benchmarking Atlas Energy Solutions (NYSE:AESI)
2026-06-17 16:44 · Yahoo
3 Small-Cap Stocks We Think Twice About
2026-06-16 17:53 · Yahoo
Insider Favorites: Top Growth Companies For June 2026
2026-06-10 17:35 · Yahoo
3 Reasons AESI is Risky and 1 Stock to Buy Instead
2026-06-10 16:33 · Yahoo
Peabody Energy, Calumet, and Atlas Energy Solutions Shares Are Falling, What You Need To Know
2026-06-09 22:22 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.