Earnings summaries and quarterly performance for Atlas Energy Solutions.
Executive leadership at Atlas Energy Solutions.
Board of directors at Atlas Energy Solutions.
Research analysts who have asked questions during Atlas Energy Solutions earnings calls.
Derek Podhaizer
Piper Sandler Companies
4 questions for AESI
Also covers: FLOC, FTI, HAL +17 more
Eddie Kim
Barclays
3 questions for AESI
Also covers: BORR, FTI, HP +9 more
JR
Jim Rollyson
Raymond James Financial
3 questions for AESI
Also covers: AROC, HLX, KGS +7 more
Michael Scialla
Stephens Inc.
3 questions for AESI
Also covers: APA, CNX, CRC +10 more
AM
Ati Modak
Goldman Sachs
2 questions for AESI
Also covers: AGX, AR, CHX +11 more
David Smith
Truist Securities
2 questions for AESI
Also covers: BK, CLB, EWBC +21 more
DB
Douglas Becker
Capital One
2 questions for AESI
Also covers: BORR, HAL, HP +6 more
JR
James Rollyson
Raymond James Financial, Inc.
2 questions for AESI
Also covers: AROC, HLX, KGS +8 more
JL
Jeff LeCorgne
TPH&Co.
2 questions for AESI
JD
John Daniel
Daniel Energy Partners
2 questions for AESI
Also covers: ACDC, CLB, CVEO +20 more
KM
Keith MacKey
RBC Capital Markets
2 questions for AESI
Also covers: EFXT, HAL, HP +5 more
KH
Kurt Hallead
The Benchmark Company
2 questions for AESI
Also covers: BKR, FTI, HAL +14 more
Sean Mitchell
Daniel Energy Partners
2 questions for AESI
Also covers: ARIS, CLB, CVEO +11 more
Stephen Gengaro
Stifel
2 questions for AESI
Also covers: ACDC, BKR, BOOM +17 more
DC
Donald Crist
Johnson Rice & Company, L.L.C.
1 question for AESI
Also covers: ARIS, FTK, PTEN +6 more
DC
Don Crist
Johnson Rice & Company L.L.C.
1 question for AESI
Also covers: CLB, HP, INVX +7 more
EK
Edward Kim
TD Cowen
1 question for AESI
Also covers: HP, LBRT, NE +5 more
JL
Jeff LeBlanc
TPH&Co.
1 question for AESI
Also covers: FLOC, HP, LBRT +6 more
JJ
Joshua Jayne
Daniel Energy Partners
1 question for AESI
Also covers: AROC, BORR, CLB +20 more
Neil Mehta
Goldman Sachs
1 question for AESI
Also covers: APA, AR, BKR +36 more
SP
Saurabh Pant
Bank of America
1 question for AESI
Also covers: ACDC, BKR, CHX +10 more
Stephen Gengaro
Stifel Financial Corp.
1 question for AESI
Also covers: ACDC, AMRC, BKR +24 more
Recent press releases and 8-K filings for AESI.
Atlas Energy Solutions Reports Q4 and Full Year 2025 Results, Advances Power Solutions Strategy
AESI
Earnings
New Projects/Investments
Guidance Update
- Atlas Energy Solutions reported Q4 2025 revenue of $249 million and Adjusted EBITDA of $36.7 million, with full-year 2025 revenue reaching $1.1 billion and Adjusted EBITDA of $221.7 million.
- The company is aggressively expanding its power solutions business, having ordered 240 megawatts of power generation equipment for delivery starting in H2 2026 and targeting over 500 megawatts deployed by 2027. They are transitioning to a Power-as-a-Service model with long-term contracts.
- For Q1 2026, sales volume in the sand and logistics business is projected to increase by approximately 10% sequentially, with an average sales price of about $18 per ton, though a winter storm is expected to reduce Q1 EBITDA by approximately $6 million.
- Atlas successfully executed its $20 million annualized cost savings target and anticipates significant improvements in plant operating expenses with the commissioning of two new Twinkle dredges in Q2 2026.
3 days ago
Atlas Energy Solutions Reports Q4 and Full Year 2025 Results, Details Power Business Expansion
AESI
Earnings
Guidance Update
New Projects/Investments
- Atlas Energy Solutions reported Q4 2025 revenue of $249 million and Adjusted EBITDA of $36.7 million, representing a 15% margin. For the full year 2025, revenue reached $1.1 billion and Adjusted EBITDA was $221.7 million, achieving a 20% margin.
- The company is significantly expanding its power business, having ordered 240MW of power generation equipment in November 2025, with deliveries starting in the second half of 2026 and energization targeted for Q1 2027. Atlas aims to deploy more than 500MW across its fleet by 2027.
- For Q1 2026, sales volumes are expected to increase approximately 10% sequentially, with the average sand sales price projected at approximately $18 per ton. Q1 EBITDA is anticipated to be approximately flat with Q4 levels, partly due to a $6 million negative impact from a winter storm.
- The Dune Express achieved record shipments of approximately 2.1 million tons in Q4 2025 and is expected to deliver over 10 million tons in 2026. Atlas also successfully executed its target of $20 million in annualized cost savings.
3 days ago
AESI Reports Q4 and Full-Year 2025 Results, Accelerates Power Solutions Expansion
AESI
Earnings
New Projects/Investments
Guidance Update
- Atlas (AESI) reported Q4 2025 revenue of $249 million and Adjusted EBITDA of $36.7 million, with full-year 2025 figures at $1.1 billion revenue and $221.7 million Adjusted EBITDA.
- The company is aggressively expanding its power solutions segment, having ordered 240 megawatts of generation equipment and targeting 500 megawatts deployed by 2027 for behind-the-meter projects, which are expected to yield unlevered IRRs in the high teens.
- In its sand and logistics business, Q4 2025 volumes were 5.3 million tons, with the Dune Express achieving record shipments of 2.1 million tons.
- For Q1 2026, sand and logistics sales volume is expected to increase by approximately 10% sequentially, though a winter storm is projected to reduce Q1 EBITDA by $6 million.
- Total cash capital spending for 2026 is estimated at $55 million, with an additional $190 million in progress payments for power assets to be financed through a lease facility.
3 days ago
Atlas Energy Solutions Announces Fourth Quarter and Year End 2025 Results
AESI
Earnings
Guidance Update
New Projects/Investments
- Atlas Energy Solutions Inc. reported $1.1 billion in revenue, a net loss of ($50.3) million, and $221.7 million in Adjusted EBITDA for the year ended December 31, 2025.
- For the fourth quarter of 2025, the company recorded $249.4 million in revenue, a net loss of ($22.2) million, and $36.7 million in Adjusted EBITDA.
- Total volumes for the year ended December 31, 2025, were 21.6 million tons, with 5.9 million tons shipped via Dune Express.
- The company is actively evaluating over 2 GW of potential power opportunities and targets approximately 500 MWs of power generation capacity to be deployed in 2027.
- For the first quarter of 2026, Atlas Energy Solutions expects EBITDA to be flat with fourth-quarter results, primarily due to lower realized sand pricing and a $6 million negative impact from severe winter weather in January.
4 days ago
Atlas Energy Solutions Reports Q3 2025 Results and Suspends Dividend to Fund Power Growth
AESI
Earnings
Dividends
New Projects/Investments
- Atlas Energy Solutions (AESI) reported Q3 2025 revenues of $259.6 million and adjusted EBITDA of $40.2 million, resulting in a net loss of $23.7 million or $0.19 per share.
- The company has temporarily suspended its dividend to protect its balance sheet and fund "game-changing" opportunities in its power business, which require significant capital.
- AESI is aggressively expanding its power generation platform, targeting over 400 megawatts deployed by early 2027, and has placed an order for more than 240 megawatts of new assets, with an opportunity pipeline approaching 2 gigawatts.
- For its core sand and logistics business, the company initiated a $20 million annual cost savings program and expects Q4 2025 volumes to decline sequentially to approximately 4.8 million tons.
- Total accrued CapEx for Q3 2025 was $30.5 million, with the full-year 2025 budget remaining at $115 million; 2026 CapEx is expected to be lower than 2025 levels.
Nov 4, 2025, 1:00 PM
Atlas Energy Solutions Announces Third Quarter 2025 Results and Dividend Suspension
AESI
Earnings
Dividends
Demand Weakening
- Atlas Energy Solutions Inc. reported total revenue of $259.6 million and Adjusted EBITDA of $40.2 million for the third quarter ended September 30, 2025.
- The company announced the suspension of its quarterly common stock dividend to safeguard its balance sheet and capitalize on transformative growth opportunities, especially in its power platform.
- An organizational efficiency initiative was instituted, targeting $20 million in annualized cost savings.
- Despite an exceptionally weak West Texas completions market and softer customer demand, the company is targeting over 400 megawatts (MW) of power generation capacity deployed by early 2027.
Nov 3, 2025, 9:35 PM
Quarterly earnings call transcripts for Atlas Energy Solutions.
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