Atlas Energy Solutions Inc. (AESI)
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.
- Symbol
- AESI
- Exchange
- NYSE
- Sector
- Energy
- Industry
- Oil & Gas Equipment & Services
- Market cap
- $1.44B
- 52 week range
- 7.64 - 20.13
Valuation
- Share price
- $11.52 (close of 2026-09-23)
- P/E (TTM)
- -12.00x
- Price to book
- 1.29x
- Price to free cash flow
- -7.82x
- Enterprise value
- $2.49B
- Book value per share
- $8.90
Price performance
| Period | Change |
|---|
| 1 day | -13.19% |
| 5 days | -15.48% |
| 1 month | -8.43% |
| 3 months | -29.80% |
| 6 months | -9.08% |
| Year to date | +22.29% |
| 1 year | -0.69% |
| 3 years | -50.73% |
| All time | -32.04% |
Profitability and growth
- Return on equity
- -4.16%
- Return on invested capital
- -0.30%
- Return on assets
- -2.26%
- Return on capital employed
- -0.54%
- Gross margin
- 13.76%
- Net margin
- -4.59%
- EBITDA margin
- 13.63%
- Revenue growth
- 3.73%
- Net income growth
- -183.92%
- Free cash flow growth
- 73.69%
Cash flow and balance sheet
- Free cash flow yield (TTM)
- -12.79%
- Current ratio
- 1.82x
- Net debt to EBITDA
- 9.46x
Latest reported year
- Period end
- 2025-12-31
- Fiscal year
- 2025
- Revenue
- $1.10B
- Cost of revenue
- $967.39M
- Gross profit
- $150.67M
- EBITDA
- $149.24M
- Net income
- $-50.30M
- Earnings per share
- $-0.41
- Shares outstanding
- 122.44M
Income statement by year
| Period end | Revenue | Gross profit | Net income | EPS |
|---|
| 2025-12-31 | $1.10B | $150.67M | $-50.30M | $-0.41 |
| 2024-12-31 | $1.06B | $232.01M | $59.94M | $0.55 |
| 2023-12-31 | $613.96M | $313.77M | $105.43M | $1.50 |
| 2022-12-31 | $482.72M | $256.31M | $217.01M | $3.80 |
| 2021-12-31 | $172.40M | $64.07M | $4.26M | $0.00 |
Margins and returns by year
| Period end | Gross margin | Net margin | Return on equity | Return on capital |
|---|
| 2025-12-31 | 13.76% | -4.59% | -4.16% | -0.30% |
| 2024-12-31 | 21.97% | 5.68% | 5.78% | 6.26% |
| 2023-12-31 | 51.11% | 17.17% | 12.15% | 22.35% |
| 2022-12-31 | 53.10% | 44.95% | 42.44% | 34.95% |
| 2021-12-31 | 37.16% | 2.47% | 1.26% | 13.33% |
Cash and debt by year
| Period end | Debt |
|---|
| 2025-12-31 | $538.24M |
| 2024-12-31 | $466.99M |
| 2023-12-31 | $172.82M |
| 2022-12-31 | $126.59M |
Free cash flow by year
| Period end | Free cash flow | Stock-based compensation |
|---|
| 2025-12-31 | $-30.93M | $33.23M |
| 2024-12-31 | $-117.52M | $22.38M |
| 2023-12-31 | $-66.46M | $7.41M |
| 2022-12-31 | $116.42M | $678.00K |
| 2021-12-31 | $1.99M | $129.00K |
Dividend history
- Most recent payment
- 2025-08-14
| Payment date | Dividend per share |
|---|
| 2025-08-14 | $0.25 |
| 2025-05-15 | $0.25 |
| 2025-02-21 | $0.25 |
| 2024-11-07 | $0.24 |
| 2024-08-15 | $0.23 |
| 2024-05-15 | $0.22 |
| 2024-02-21 | $0.21 |
| 2023-11-08 | $0.20 |
Investor relations
Next earnings report
- Next confirmed report
- 2026-11-02
Past earnings dates
| Reported | Fiscal period | EPS estimate |
|---|
| 2026-08-03 | Jun/2026 | - |
| 2026-05-04 | - | - |
| 2026-02-23 | - | - |
| 2025-11-03 | - | - |
| 2025-08-04 | - | - |
| 2025-05-05 | - | - |
| 2025-02-25 | - | - |
| 2025-02-24 | - | - |
Filings and sources
- Company website
- atlas.energy
- SEC filings
- 10-K, 10-Q and 8-K on EDGAR
- Earnings calendar
- All upcoming reports
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