AESIAtlas Energy Solutions Inc.
Price
+13%1YEnd-of-day closes, not the intraday tick.
The checks lean against it
Quality mixed, a flag to check, growth fading, the market against it.
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.
In the company’s own words · 10-K filed Feb 24, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Atlas Energy Solutions Inc. (AESI) reported revenue of $293M in Q2 2026 (quarter ended Jun 30, 2026), up 1.6% from the same quarter a year earlier. That came with a gross margin of 8.8% and net loss of $25M. For the full year FY2025, revenue was $1.10B (+3.7% year on year) and net income −$50M. Its largest product in Q2 2026 was Service at $163M, 86% of the disclosed total, well ahead of Rental at 14%. The next results filing is expected around Nov 2, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Sep 25, 2026Atlas Energy Solutions ProjectCo, LLC, a Texas limited liability company and an indirect wholly owned subsidiary of the Company (“ProjectCo”) entered into two purchase commitments for an aggregate of 283 MW of Caterpillar natural gas generation equipment outside of the Global Framework Agreement between ProjectCo and …Regulation FD disclosure · Form 8-K
- Sep 24, 2026On September 18, 2026, Atlas Energy Solutions Shackelford 1, LLC (“Shackelford”), a Texas limited liability company and an indirect wholly owned subsidiary of Atlas Energy Solutions Inc. (the “Company”), entered into a Purchase Agreement (the “BoP Purchase Agreement”) with Wyoming Machinery Company d/b/a Energy …Material agreement entered · Form 8-K
- Aug 3, 2026Atlas Energy Solutions Announces Second Quarter 2026 Results.Earnings release · press release
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $189.6MThe company’s own SEC segment disclosure.
- Service$162.7M86%
- Rental$27.0M14%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Oil & Gas Equipment & Services
Ranks #26 of 29 by RyuScore