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AESI logoAtlas Energy Solutions Inc.(AESI)Earnings, Financials & Key Ratios

AESI•NYSE
$18.26
$2.28B mkt cap·Price updated May 7, 2026
SectorEnergyIndustryOilfield ServicesSub-IndustryOilfield Chemicals and Consumables
AboutAtlas Energy Solutions Inc. provides proppant and logistics services to the oil and natural gas industry within the Permian Basin of West Texas and New Mexico. The company was founded in 2017 and is based in Austin, Texas.Show more
  • Revenue$1.1B+3.7%
  • EBITDA$173M-24.5%
  • Net Income-$50M-183.9%
  • EPS (Diluted)-0.41-174.5%
  • Gross Margin13.76%-37.4%
  • EBITDA Margin15.75%-27.2%
  • Operating Margin-1.51%-114.0%
  • Net Margin-4.59%-180.9%
  • ROE-4.48%-171.2%
  • ROIC-0.76%-110.4%
  • Debt/Equity0.48-6.4%
  • Interest Coverage-0.18-105.9%
Technical→

AESI Key Insights

Atlas Energy Solutions Inc. (AESI) fundamental analysis — strengths, weaknesses & financial health based on data analysis

✓Strengths

  • ✓Momentum leader: RS Rating 93 (top 7%)
  • ✓Strong 5Y sales CAGR of 57.8%
  • ✓Healthy dividend yield of 4.1%
  • ✓Healthy 5Y average net margin of 14.9%

✗Weaknesses

  • ✗Negative free cash flow
  • ✗Shares diluted 12.1% in last year

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

AESI Price & Volume

Atlas Energy Solutions Inc. (AESI) stock price & volume — 10-year historical chart

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AESI Growth Metrics

Atlas Energy Solutions Inc. (AESI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years57.85%
3 Years31.41%
TTM-8.41%

Profit CAGR

10 Years-
5 Years-
3 Years-
TTM-387.37%

EPS CAGR

10 Years-
5 Years-
3 Years-
TTM-360.2%

Return on Capital

10 Years14.18%
5 Years17.07%
3 Years11.98%
Last Year-0.88%

AESI Recent Earnings

Atlas Energy Solutions Inc. (AESI) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 1/12 qtrs (8%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
May 4, 2026
EPS
$0.36
Est $0.23
-56.5%
Revenue
$266M
Est $256M
+3.6%
Q1 2026
Feb 23, 2026
EPS
$0.22
Est $0.22
+0.0%
Revenue
$249M
Est $240M
+3.8%
Q4 2025
Nov 3, 2025
EPS
$0.13
Est $0.03
-333.3%
Revenue
$260M
Est $240M
+8.4%
Q3 2025
Aug 4, 2025
EPS
$0.04
Est $0.14
-132.1%
Revenue
$289M
Est $283M
+1.8%
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 4, 2026
$0.36vs $0.23-56.5%
$266Mvs $256M+3.6%
Q1 2026Feb 23, 2026
$0.22vs $0.22+0.0%
$249Mvs $240M+3.8%
Q4 2025Nov 3, 2025
$0.13vs $0.03-333.3%
$260Mvs $240M+8.4%
Q3 2025Aug 4, 2025
$0.04vs $0.14-132.1%
$289Mvs $283M+1.8%
Based on last 12 quarters of dataView full earnings history →

AESI Peer Comparison

Atlas Energy Solutions Inc. (AESI) competitors in Oilfield Chemicals and Consumables — business model, growth, and fundamentals comparison

Select Columns
Stock Universe
Valuation
Growth
Profitability
Financial Health
Dividends & Buybacks
Price Performance
Technical
Fundamentals ($)
Sector-Specific
CompanyMarket CapStock PriceP/E Ratio (TTM)Revenue Growth 1YNet MarginReturn on Equity (ROE)FCF YieldDebt / Equity
SOLV logoSOLVSolventum CorporationDirect Competitor12.41B71.658.070.86%17.33%30.71%1.00
HLIT logoHLITHarmonic Inc.Direct Competitor1.38B12.2837.2111.65%7.81%11.2%0.32
LBRT logoLBRTLiberty Energy Inc.Product Competitor5.13B31.6735.58-7.16%3.71%7.39%0.42
PUMP logoPUMPProPetro Holding Corp.Product Competitor1.91B15.551993.59-12.13%-1.05%-1.43%0.30
ACDC logoACDCProFrac Holding Corp.Product Competitor1.19B6.58-2.86-11.37%-18.89%-38.16%1.30
BJ logoBJBJ's Wholesale Club Holdings, Inc.Product Competitor14.13B94.3321.544.66%2.7%26.47%1.19
HAL logoHALHalliburton CompanySupply Chain32.68B39.1326.09-3.31%6.95%14.59%0.77
SLB logoSLBSLB N.V.Supply Chain79.62B53.0422.57-1.6%9.38%13.88%0.45

Compare AESI vs Peers

Atlas Energy Solutions Inc. (AESI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs SOLV

Most directly comparable listed peer for AESI.

Scale Benchmark

vs SLB

Larger-name benchmark to compare AESI against a more recognizable public peer.

Peer Set

Compare Top 5

vs SOLV, HLIT, LBRT, PUMP

AESI Income Statement

Atlas Energy Solutions Inc. (AESI) annual income statement — 10-year revenue, gross profit & net income history

10Y historyFree accessUpdated daily
Line itemDec'20Dec'21Dec'22Dec'23Dec'24Dec'25TTM
Sales/Revenue111.77M172.4M482.72M613.96M1.06B1.1B1.06B
Revenue Growth %-54.25%180%27.19%71.99%3.73%-8.41%
Cost of Goods Sold94M108.34M226.42M300.19M823.94M944.64M976.09M
COGS % of Revenue84.1%62.84%46.9%48.89%78.03%86.24%-
Gross Profit
17.77M▲ 0%
64.07M▲ 260.6%
256.31M▲ 300.1%
313.77M▲ 22.4%
232.01M▼ 26.1%
150.67M▼ 35.1%
87.21M▲ 0%
Gross Margin %15.9%37.16%53.1%51.11%21.97%13.76%8.2%
Gross Profit Growth %-260.6%300.06%22.42%-26.06%-35.06%-
Operating Expenses18.99M17.07M24.32M48.64M118.14M167.15M147.2M
OpEx % of Revenue16.99%9.9%5.04%7.92%11.19%15.26%-
Selling, General & Admin17.74M17.07M24.32M48.64M106.25M138.83M136.63M
SG&A % of Revenue15.87%9.9%5.04%7.92%10.06%12.67%-
Research & Development0000000
R&D % of Revenue-------
Other Operating Expenses1.25M00011.89M28.32M1000K
Operating Income
-1.23M▲ 0%
47M▲ 3933.3%
231.99M▲ 393.6%
265.13M▲ 14.3%
113.88M▼ 57.0%
-16.49M▼ 114.5%
-66.36M▲ 0%
Operating Margin %-1.1%27.26%48.06%43.18%10.78%-1.51%-6.24%
Operating Income Growth %-3933.28%393.64%14.28%-57.05%-114.48%-
EBITDA20.35M71.6M260.61M306.76M228.4M172.52M132.85M
EBITDA Margin %18.21%41.53%53.99%49.96%21.63%15.75%12.49%
EBITDA Growth %-251.79%263.98%17.71%-25.55%-24.47%-41.74%
D&A (Non-Cash Add-back)21.58M24.6M28.62M41.63M114.52M189.01M199.21M
EBIT-1.25M47.29M234.62M265.56M114.43M-10.18M-61.56M
Net Interest Income-32.82M-42.2M-15.76M-7.69M-38.65M-58M-61.7M
Interest Income0000000
Interest Expense32.82M42.2M15.76M7.69M38.65M58M61.7M
Other Income/Expense-32.84M-41.91M-13.13M-7.26M-38.1M-51.69M-53.1M
Pretax Income
-34.07M▲ 0%
5.09M▲ 114.9%
218.86M▲ 4200.7%
257.87M▲ 17.8%
75.78M▼ 70.6%
-68.18M▼ 190.0%
-119.47M▲ 0%
Pretax Margin %-30.48%2.95%45.34%42%7.18%-6.22%-11.24%
Income Tax372K831K1.86M31.38M15.84M-17.88M-20.68M
Effective Tax Rate %-1.09%16.33%0.85%12.17%20.9%26.22%17.31%
Net Income
-34.44M▲ 0%
4.26M▲ 112.4%
217.01M▲ 4996.4%
159.99M▼ 26.3%
59.94M▼ 62.5%
-50.3M▼ 183.9%
-98.79M▲ 0%
Net Margin %-30.81%2.47%44.95%26.06%5.68%-4.59%-9.29%
Net Income Growth %-112.36%4996.43%-26.27%-62.53%-183.92%-387.37%
Net Income (Continuing)-34.44M4.26M217.01M226.49M59.94M-50.3M-98.79M
Discontinued Operations0000000
Minority Interest0000000
EPS (Diluted)
-0.08▲ 0%
0.04▲ 154.9%
2.17▲ 4993.9%
1.05▼ 51.6%
0.55▼ 47.6%
-0.41▼ 174.5%
-0.79▲ 0%
EPS Growth %-154.9%4993.9%-51.61%-47.62%-174.55%-360.2%
EPS (Basic)-0.080.042.171.050.55-0.41-
Diluted Shares Outstanding443.87M100M100M100.03M109.18M122.44M124.63M
Basic Shares Outstanding443.88M100M100M100.03M108.23M122.44M124.63M
Dividend Payout Ratio-234.85%20.75%48.23%161.64%--

AESI Balance Sheet

Atlas Energy Solutions Inc. (AESI) balance sheet — assets, liabilities & shareholders' equity

Line itemDec'20Dec'21Dec'22Dec'23Dec'24Dec'25TTM
Total Current Assets58.64M84.27M178.73M318.69M289.42M307.51M335.9M
Cash & Short-Term Investments36.07M40.4M82.01M210.17M71.7M40.63M39.78M
Cash Only36.07M40.4M82.01M210.17M71.7M40.63M39.78M
Short-Term Investments0000000
Accounts Receivable11.6M29.42M74.39M71.17M165.97M180.78M208.38M
Days Sales Outstanding37.8962.2856.2542.3157.3760.2465.2
Inventory9.42M10.41M16.41M21.86M40.55M86.1M87.74M
Days Inventory Outstanding36.5935.0626.4626.5817.9633.2728.08
Other Current Assets1.54M1.4M718K85K397K00
Total Non-Current Assets463.1M459.58M572.27M943M1.68B1.92B1.96B
Property, Plant & Equipment461.09M458.32M564.75M938.81M1.5B1.58B1.63B
Fixed Asset Turnover0.24x0.38x0.85x0.65x0.70x0.69x0.67x
Goodwill000069M152.9M152.9M
Intangible Assets100K200K01.77M105.87M182.24M176.28M
Long-Term Investments0000000
Other Non-Current Assets1.91M1.06M7.52M2.42M3.46M1.18M8.75M
Total Assets
521.74M▲ 0%
543.85M▲ 4.2%
751M▲ 38.1%
1.26B▲ 68.0%
1.97B▲ 56.4%
2.23B▲ 13.0%
2.3B▲ 0%
Asset Turnover0.21x0.32x0.64x0.49x0.54x0.49x0.47x
Asset Growth %-4.24%38.09%68%56.35%12.97%39.7%
Total Current Liabilities46.07M40.64M88.67M92.59M243.06M211.06M286.12M
Accounts Payable5.48M12.18M31.64M60.88M119.02M69.2M101.04M
Days Payables Outstanding21.2941.0451.0174.0352.7226.7433.07
Short-Term Debt35.17M15.56M20.59M043.74M40.68M65.63M
Deferred Revenue (Current)02M007.75M07.7M
Other Current Liabilities1.26M1.91M7.14M5.94M10.38M101.18M119.45M
Current Ratio1.27x2.07x2.02x3.44x1.19x1.46x1.46x
Quick Ratio1.07x1.82x1.83x3.21x1.02x1.05x1.05x
Cash Conversion Cycle53.1956.331.69-5.1422.6166.7760.21
Total Non-Current Liabilities143.98M164.51M150.97M301.27M693.03M808.44M843.59M
Long-Term Debt139.26M159.71M126.59M172.82M466.99M538.24M557.04M
Capital Lease Obligations454K308K03.76M9.94M040.12M
Deferred Tax Liabilities1.55M1.91M1.91M121.53M206.87M221.62M907.37M
Other Non-Current Liabilities2.27M2.28M22.47M3.16M9.23M48.58M149.97M
Total Liabilities190.04M205.15M239.64M393.86M936.1M1.02B1.13B
Total Debt174.88M175.58M147.17M177.99M530.1M578.92M65.63M
Net Debt138.81M135.18M65.16M-32.19M458.39M538.29M25.85M
Debt / Equity0.53x0.52x0.29x0.21x0.51x0.48x0.48x
Debt / EBITDA8.59x2.45x0.56x0.58x2.32x3.36x0.49x
Net Debt / EBITDA6.82x1.89x0.25x-0.10x2.01x3.12x3.12x
Interest Coverage-0.04x1.12x14.89x34.54x2.96x-0.18x-1.00x
Total Equity
331.7M▲ 0%
338.7M▲ 2.1%
511.36M▲ 51.0%
867.82M▲ 69.7%
1.04B▲ 19.4%
1.21B▲ 16.6%
1.17B▲ 0%
Equity Growth %-2.11%50.98%69.71%19.44%16.63%43.12%
Book Value per Share0.753.395.118.689.499.879.38
Total Shareholders' Equity331.7M338.7M511.36M867.82M1.04B1.21B1.17B
Common Stock394.52M407.14M407.14M1M1.1M1.24M1.25M
Retained Earnings-81.52M-87.26M84.72M-41.26M0-50.3M-97.57M
Treasury Stock0000000
Accumulated OCI18.69M18.82M19.5M0000
Minority Interest0000000

AESI Cash Flow Statement

Atlas Energy Solutions Inc. (AESI) cash flow — operating, investing & free cash flow history

Line itemDec'20Dec'21Dec'22Dec'23Dec'24Dec'25TTM
Cash from Operations12.49M21.36M206.01M299.03M256.46M117.35M117.35M
Operating CF Margin %11.17%12.39%42.68%48.7%24.29%10.71%-
Operating CF Growth %-71.04%864.66%45.15%-14.24%-54.24%243.96%
Net Income-34.44M4.26M217.01M105.43M59.94M-50.3M-98.79M
Depreciation & Amortization21.69M24.6M28.62M41.6M114.52M23.55M65.74M
Stock-Based Compensation2.54M129K678K7.41M22.38M33.23M35.15M
Deferred Taxes372K360K-2K29.2M15M-17.5M-24M
Other Non-Cash Items21.95M627K1.49M122.34M22.09M175.19M114.25M
Working Capital Changes369K-8.62M-41.77M-6.95M22.52M-46.82M51.44M
Change in Receivables13.52M-17.81M-44.98M3.04M-13.11M0256.21M
Change in Inventory2.66M-981K-6.65M-5.47M-11.36M070.62M
Change in Payables-11.59M6.22M7.42M5.32M22.8M083.83M
Cash from Investing-9.53M-19.37M-89.59M-365.49M-512.71M-344.82M-138.94M
Capital Expenditures-9.53M-19.37M-89.59M-365.49M-373.98M-148.27M-125.16M
CapEx % of Revenue8.53%11.24%18.56%59.53%35.42%13.54%-
Acquisitions0000-153.43M-204.17M-22.66M
Investments-------
Other Investing000014.7M7.62M8.88M
Cash from Financing11.83M2.34M-74.81M194.62M117.78M196.41M-33.75M
Debt Issued (Net)11.8M4.91M-29.55M-18.57M217.93M38.36M-7.44M
Equity Issued (Net)25K12.61M-233K293.01M-2.07M252.87M-200K
Dividends Paid-3K-10M-45.02M-77.16M-96.89M-92.28M-61.85M
Share Repurchases0000-2.07M-200K-200K
Other Financing0-5.17M0-2.65M-1.19M-2.55M35.74M
Net Change in Cash
14.78M▲ 0%
4.33M▼ 70.7%
41.61M▲ 861.2%
128.16M▲ 208.0%
-138.47M▼ 208.0%
-31.07M▲ 77.6%
-28.89M▲ 0%
Free Cash Flow
2.95M▲ 0%
1.99M▼ 32.8%
116.42M▲ 5765.0%
-66.46M▼ 157.1%
-117.52M▼ 76.8%
-30.93M▲ 73.7%
18.64M▲ 0%
FCF Margin %2.64%1.15%24.12%-10.82%-11.13%-2.82%1.75%
FCF Growth %--32.8%5764.99%-157.09%-76.84%73.69%115.35%
FCF per Share0.010.021.16-0.66-1.08-0.25-0.25
FCF Conversion (FCF/Net Income)-0.36x5.02x0.95x1.87x4.28x-2.33x-0.19x
Interest Paid019.16M14.9M15.21M38.47M00
Taxes Paid014K468K11.4M2.27M00

AESI Key Ratios

Atlas Energy Solutions Inc. (AESI) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios

Metric20212022202320242025TTM
Return on Equity (ROE)1.27%51.06%23.2%6.3%-4.48%-8.11%
Return on Invested Capital (ROIC)7.46%33.13%28.16%7.33%-0.76%-0.76%
Gross Margin37.16%53.1%51.11%21.97%13.76%8.2%
Net Margin2.47%44.95%26.06%5.68%-4.59%-9.29%
Debt / Equity0.52x0.29x0.21x0.51x0.48x0.48x
Interest Coverage1.12x14.89x34.54x2.96x-0.18x-1.00x
FCF Conversion5.02x0.95x1.87x4.28x-2.33x-0.19x
Revenue Growth54.25%180%27.19%71.99%3.73%-8.41%

AESI SEC Filings & Documents

Atlas Energy Solutions Inc. (AESI) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 4, 2026·SEC

Material company update

Apr 9, 2026·SEC

Material company update

Apr 6, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 24, 2026·SEC

FY 2025

Feb 25, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

May 5, 2026·SEC

FY 2025

Nov 4, 2025·SEC

FY 2025

Aug 5, 2025·SEC

AESI Frequently Asked Questions

Atlas Energy Solutions Inc. (AESI) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

Atlas Energy Solutions Inc. (AESI) reported $1.06B in revenue for fiscal year 2025. This represents a 851% increase from $111.8M in 2020.

Atlas Energy Solutions Inc. (AESI) grew revenue by 3.7% over the past year. Growth has been modest.

Atlas Energy Solutions Inc. (AESI) reported a net loss of $98.8M for fiscal year 2025.

Dividend & Returns

Yes, Atlas Energy Solutions Inc. (AESI) pays a dividend with a yield of 4.13%. This makes it attractive for income-focused investors.

Atlas Energy Solutions Inc. (AESI) has a return on equity (ROE) of -4.5%. Negative ROE indicates the company is unprofitable.

Atlas Energy Solutions Inc. (AESI) generated $18.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

Explore More AESI

Atlas Energy Solutions Inc. (AESI) financial analysis — history, returns, DCA and operating performance tools

Total Return Calculator

Historical returns with dividends reinvested

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DCA Calculator

Dollar cost averaging vs lump sum

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Dividend History

Yield, growth, payout safety & DRIP

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Earnings History

EPS trends, net income & profitability

→

Price History

Long-term charts & historical price data

→

Revenue History

Sales growth patterns & revenue breakdown

→

Financial Ratios

30 years of market, efficiency and balance-sheet ratios

→

Valuation

DCF intrinsic value, peer multiples & estimates

→
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