Atlas Energy Solutions Inc. (AESI) Revenue History
Annual and quarterly revenue from 2020 to 2025
Compound Annual Growth Rate (CAGR)
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AESI Revenue Growth
Revenue Breakdown (FY 2025)
AESI's revenue distribution by segment and geography for fiscal year 2025
By Product/Segment
AESI Revenue Analysis (2020–2025)
As of May 8, 2026, Atlas Energy Solutions Inc. (AESI) generated trailing twelve-month (TTM) revenue of $1.06 billion, reflecting significant decline in growth of -10.8% year-over-year. The most recent quarter (Q1 2026) recorded $265.6 million in revenue, up 6.5% sequentially.
Looking at the longer-term picture, AESI's 5-year compound annual growth rate (CAGR) stands at +57.8%, indicating outstanding long-term growth trajectory. The company achieved its highest annual revenue of $1.10 billion in 2025, representing a new all-time high.
Revenue diversification analysis shows AESI's business is primarily driven by Service (52%), Product (44%), and Shortfall Revenues (2%). With over half of revenue concentrated in Service, the company maintains significant focus in this area while developing other growth vectors.
When compared to Energy sector peers including SOLV (-0.6% YoY), HLIT (+1.9% YoY), and LBRT (-4.0% YoY), AESI has underperformed the peer group in terms of revenue growth. Compare AESI vs SOLV →
AESI Revenue vs Peers
Revenue metrics vs comparable public companies
| Company | TTM Revenue | YoY Growth | 5Y CAGR | Op. Margin | Compare |
|---|---|---|---|---|---|
| AESICurrent | $1.1B | -10.8% | +57.8% | -1.5% | |
 SOLV | $8.3B | -0.6% | - | 26.2% | |
 HLIT | $679M | +1.9% | +11.0% | 9.3% | |
 LBRT | $4.0B | -4.0% | +32.9% | 2.0% | |
 PUMP | $1.3B | -15.6% | +10.0% | 1.5% | |
 ACDC | $1.9B | -11.4% | +28.8% | -6.9% |
AESI Historical Revenue Data (2020–2025)
| Year | Revenue | YoY % | Gross Profit | Gross Margin | Op. Income | Op. Margin |
|---|---|---|---|---|---|---|
| 2025 | $1.10B | +3.7% | $150.7M | 13.8% | $-16,487,000 | -1.5% |
| 2024 | $1.06B | +72.0% | $232.0M | 22.0% | $113.9M | 10.8% |
| 2023 | $614.0M | +27.2% | $313.8M | 51.1% | $265.1M | 43.2% |
| 2022 | $482.7M | +180.0% | $256.3M | 53.1% | $232.0M | 48.1% |
| 2021 | $172.4M | +54.2% | $64.1M | 37.2% | $47.0M | 27.3% |
| 2020 | $111.8M | - | $17.8M | 15.9% | $-1,226,000 | -1.1% |
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Start ComparisonAESI — Frequently Asked Questions
Quick answers to the most common questions about buying AESI stock.
Is AESI's revenue growth accelerating or slowing?
AESI revenue declined -10.8% year-over-year, contrasting with the 5-year CAGR of +57.8%. TTM revenue fell to $1.1B. This reverses the prior growth trend.
What is AESI's long-term revenue growth rate?
Atlas Energy Solutions Inc.'s 5-year revenue CAGR of +57.8% reflects the variable expansion pattern. Current YoY growth of -10.8% is below this long-term average.
How is AESI's revenue distributed by segment?
AESI reports revenue by product line and geographic region. Annual and quarterly breakdowns from 2020-2025 are available for download. Segment mix reveals concentration and diversification trends.