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.
Ati Modak
Goldman Sachs
2 questions for AESI
David Smith
Truist Securities
2 questions for AESI
Derek Podhaizer
Piper Sandler Companies
2 questions for AESI
James Rollyson
Raymond James Financial, Inc.
2 questions for AESI
Keith MacKey
RBC Capital Markets
2 questions for AESI
Kurt Hallead
The Benchmark Company
2 questions for AESI
Sean Mitchell
Daniel Energy Partners
2 questions for AESI
Donald Crist
Johnson Rice & Company, L.L.C.
1 question for AESI
Don Crist
Johnson Rice & Company L.L.C.
1 question for AESI
Eddie Kim
Barclays
1 question for AESI
Edward Kim
TD Cowen
1 question for AESI
Jeff LeBlanc
TPH&Co.
1 question for AESI
Jim Rollyson
Raymond James Financial
1 question for AESI
Joshua Jayne
Daniel Energy Partners
1 question for AESI
Michael Scialla
Stephens Inc.
1 question for AESI
Neil Mehta
Goldman Sachs
1 question for AESI
Saurabh Pant
Bank of America
1 question for AESI
Stephen Gengaro
Stifel Financial Corp.
1 question for AESI
Recent press releases and 8-K filings for AESI.
- 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.
- 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.
Quarterly earnings call transcripts for Atlas Energy Solutions.
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