Atlas Energy Solutions Inc. AESI

Energy SIC 1311 - Crude Petroleum & Natural Gas NAICS Mining, Quarrying, and Oil and Gas Extraction › Oil and Gas Extraction derived NYSE

Atlas Energy Solutions Inc. is a leading proppant producer, logistics, and distributed power solutions provider, primarily serving the Permian Basin of West Texas and New Mexico. We operate our business through two reportable segments: Sand and Logistics and Power. Our mission is to improve human beings' access to the hydrocarbons that power our lives, and, by doing so, we maximize the value creation for our stockholders. Value creation for our shareholders is our fundamental goal. In order to fulfill our mission and create value for our shareholders, we strive to optimize the outcomes for our broader stakeholders, including our employees and the communities in which we operate. We are proud of the fact that our approach to innovation in the hydrocarbon industry drives efficiencies creating value for our shareholders, while also delivering differentiated social and environmental progress. The Company has driven innovation designed to provide industry-leading environmental benefits by reducing energy consumption, emissions, and our aerial footprint. We call this Sustainable Environmental and Social Progress, and it is driven by shareholder value creation.

Last close 8.66 2026-10-23
Market cap $1.08B 2026-06-30 share count
52-week range 7.64 - 20.13

Valuation FY2025 figures against the last close

P/S1.0x
P/E—
P/FCF—
EV/EBITDA11.1x
Dividend yield—
Diluted EPS-0.41

Annual financial statements

Income statement

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020
Revenue $1.10B$1.06B$614.0M$482.7M$172.4M—
Gross profit $150.7M$232.0M$313.8M$256.3M$64.1M—
SG&A $138.8M$106.2M$48.6M$24.3M$17.1M—
Operating income -$10.9M$113.9M$265.1M$232.0M$47.0M—
Interest expense $58.0M$38.6M$7.7M$15.8M$42.2M—
Pre-tax income -$68.2M$75.8M$257.9M$218.9M$5.1M—
Income tax $17.9M$15.8M$31.4M$1.9M$831.0K—
Net income -$50.3M$59.9M$105.4M$217.0M$4.3M—
EPS, basic -0.410.551.50———
EPS, diluted -0.410.551.48———
Shares, diluted (wtd. avg.) 122.4M109.2M71.0M———

Balance sheet

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020
Receivables $180.7M$166.0M$71.2M$73.3M——
Inventory $13.6M$17.3M$6.4M$5.6M——
Total current assets $307.5M$289.4M$318.7M$178.7M——
Property, plant and equipment $1.54B$1.49B$934.7M$541.5M——
Goodwill $152.9M$69.0M$0———
Other intangibles $182.2M$105.9M$1.8M———
Total assets $2.23B$1.97B$1.26B$751.0M——
Accounts payable $69.2M$119.0M$60.9M$31.6M——
Short-term debt $40.7M$43.7M$0$20.6M——
Total current liabilities $211.1M$243.1M$92.6M$88.7M——
Long-term debt $538.2M$467.0M$172.8M$126.6M——
Total liabilities $1.02B$936.1M$393.9M$239.6M——
Retained earnings -$50.3M$0-$41.3M$0——
Total equity $1.21B$1.04B$867.8M$511.4M$338.7M$331.7M

Cash flow

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020
Operating cash flow $117.3M$256.5M$299.0M$206.0M$21.4M—
Depreciation and amortisation $160.1M$98.7M$39.8M$27.5M$23.7M—
Stock-based compensation $33.2M$22.4M$7.4M$678.0K$129.0K—
Capital expenditure $148.3M$374.0M$365.5M$89.6M$19.4M—
Investing cash flow -$344.8M-$512.7M-$365.5M-$89.6M-$19.4M—
Financing cash flow $196.4M$117.8M$194.6M-$74.8M$2.3M—
Buybacks $200.0K$0$0———

Figures as tagged in each year's own filing, in US dollars. A year restated by a later filing shows the restated figure. Capital expenditure, dividends and buybacks are cash out, shown positive. A line the filer does not report is not listed. Latest from accession 0001193125-26-067145.

Plot the figures US dollars

Income statement Revenue Cost of revenue Gross profit R&D SG&A Total operating expenses Operating income Interest expense Pre-tax income Income tax Net income EPS, basic EPS, diluted Shares, diluted (wtd. avg.)
Balance sheet Cash and equivalents Short-term investments Receivables Inventory Total current assets Property, plant and equipment Goodwill Other intangibles Total assets Accounts payable Short-term debt Total current liabilities Long-term debt Total liabilities Retained earnings Total equity
Cash flow Operating cash flow Depreciation and amortisation Stock-based compensation Capital expenditure Investing cash flow Financing cash flow Dividends paid Buybacks
  • Revenue
  • Gross profit
  • Net income
Revenue, Gross profit, Net income by fiscal year, in US dollars The same figures are in the table below this chart. -500M 0 500M 1B 1.5B Revenue, FY2021: 172.4M Gross profit, FY2021: 64.1M Net income, FY2021: 4.3M Revenue, FY2022: 482.7M Gross profit, FY2022: 256.3M Net income, FY2022: 217M Revenue, FY2023: 614M Gross profit, FY2023: 313.8M Net income, FY2023: 105.4M Revenue, FY2024: 1.1B Gross profit, FY2024: 232M Net income, FY2024: 59.9M Revenue, FY2025: 1.1B Gross profit, FY2025: 150.7M Net income, FY2025: -50.3M FY2020 FY2021 FY2022 FY2023 FY2024 FY2025
Fiscal year FY2020FY2021FY2022FY2023FY2024FY2025
Revenue — $172.4M $482.7M $614.0M $1.06B $1.10B
Gross profit — $64.1M $256.3M $313.8M $232.0M $150.7M
Net income — $4.3M $217.0M $105.4M $59.9M -$50.3M

Recent filings and events

  • Results announced The quarterly or annual earnings release. Arrives four times a year from almost every company here. Item 2.02
  • Regulation FD disclosure Something the company told the market and had to tell everyone at once - usually a slide deck or a press release. Item 7.01
  • Shareholder vote The results of the annual meeting or a special vote. Item 5.07
  • Results announced Item 2.02
  • Regulation FD disclosure Item 7.01
  • Material agreement signed The company entered an agreement outside the ordinary course of business - a large contract, a credit facility, a merger agreement. Item 1.01
  • New debt or obligation The company has taken on debt or a comparable obligation. Item 2.03
  • Unregistered share sale Shares issued outside a registered offering. Dilution, and for a small company often the way it is funded. Item 3.02
  • Other event The catch-all. The company chose to disclose something that fits no other item, so the content is whatever it says it is. Item 8.01
  • Results announced Item 2.02
  • Regulation FD disclosure Item 7.01
  • Other event Item 8.01

Item numbers are Form 8-K's own, and a filing date is up to four business days after the thing it reports. The same feed across the whole market.

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