Atlas Energy Solutions Inc.
AESINYSE
$14.07
↑ +2.2%Jul 17 close · end-of-day
Price
1Y↑ +8.4%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$1.8B
Enterprise Value
$2.4B
P/E
—
P/S
1.6
P/B
1.5
EV/EBITDA
21.7
PEG
—
FCF Yield
1.1%
Dividend Yield
—
Revenue (TTM)
$1.1B
Net Income (TTM)
-$98.8M
Free Cash Flow (TTM)
$18.6M
Gross Margin
9.6%
Operating Margin
-5.5%
Net Margin
-9.3%
ROE
-8.5%
ROIC
-2.6%
Debt / Equity
0.5
Net Cash
-$622.7M
Return 1Y
+5.6%
Company profile
Atlas Energy Solutions Inc. engages in the production, processing, and sale of mesh and sand used as a proppant during the well completion process in the Permian Basin of West Texas and New Mexico. The company provides transportation and logistics, storage solutions, and contract labor services. It sells its products and services to oil and natural gas exploration and production companies, hydraulic fracturing services, and oilfield services companies. The company was founded in 2017 and is headquartered in Austin, Texas.
- CEO
- John G. Turner
- Sector
- Mining
- Industry
- Non-Metallic And Industrial Metal Mining
- Headquarters
- Texas
- Website
- atlas.energy
Earnings
AESI Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$265.6M↓ -10.8%
Diluted EPS-$0.38↓ -3900.0%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $172.4M | $482.7M | $614.0M | $1.1B | $1.1B |
| Gross profit | $64.1M | $256.3M | $313.8M | $232.0M | $150.7M |
| Operating income | $47.0M | $232.0M | $265.1M | $113.9M | -$10.9M |
| Net income | $4.3M | $217.0M | $105.4M | $59.9M | -$50.3M |
| Diluted EPS | — | — | $1.48 | $0.55 | -$0.41 |
| Operating cash flow | $21.4M | $206.0M | $299.0M | $256.5M | $117.3M |
| Free cash flow | $2.0M | $116.4M | -$66.5M | -$117.5M | -$30.9M |
| Gross margin | 37.2% | 53.1% | 51.1% | 22.0% | 13.8% |
| Operating margin | 27.3% | 48.1% | 43.2% | 10.8% | -1.0% |
| Net margin | 2.5% | 45.0% | 17.2% | 5.7% | -4.6% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $287.5M | $304.4M | $271.3M | $297.6M | $288.7M | $259.6M | $249.4M | $265.6M |
| Gross profit | $60.4M | $53.0M | $49.9M | $54.5M | $52.1M | $23.8M | $20.2M | $6.3M |
| Operating income | $28.2M | $15.2M | $30.7M | $15.3M | $7.2M | -$18.5M | -$14.9M | -$32.5M |
| Net income | $14.8M | $3.9M | $14.4M | $1.2M | -$5.6M | -$23.7M | -$22.2M | -$47.3M |
| Diluted EPS | $0.13 | $0.04 | $0.12 | $0.01 | -$0.04 | -$0.19 | -$0.19 | -$0.38 |
| Operating cash flow | $60.9M | $85.2M | $70.9M | -$7.5M | $88.6M | $32.4M | $3.7M | $19.0M |
| Free cash flow | -$54.9M | -$1.1M | -$5.6M | -$59.8M | $48.4M | -$1.4M | -$18.1M | -$10.3M |
| Gross margin | 21.0% | 17.4% | 18.4% | 18.3% | 18.1% | 9.2% | 8.1% | 2.4% |
| Operating margin | 9.8% | 5.0% | 11.3% | 5.2% | 2.5% | -7.1% | -6.0% | -12.2% |
| Net margin | 5.2% | 1.3% | 5.3% | 0.4% | -1.9% | -9.1% | -8.9% | -17.8% |
Company news
Jul 15, 2026
Jul 13, 2026
Jun 24, 2026
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
No insider transactions in the last 12 months.
No insider transactions on file.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.