AESIAtlas Energy Solutions Inc.

$12.05

Is the business good?

How good a business is AESI?

Atlas Energy Solutions Inc. earns −2.6% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.

−2.6%

Return on invested capital · cost of capital 9.0% · 12 points below what the capital costs: growth destroys value

Operating margin
−5.5%

Operating margin · Oil & Gas Equipment & Services median 10% · 12 months to Q1 2026

Share count, year on year
+4.1%

Share count, year on year · shareholders own a smaller slice than a year ago

Gross margin
9.6%

Gross margin

Operating margin by fiscal year
YearOperating margin
FY202127%
FY202248%
FY202343%
FY202411%
FY2025−1.0%
Details
Gross margin12 months to Q1 2026
9.6%
Operating margin12 months to Q1 2026
−5.5%
Net margin12 months to Q1 2026
−9.3%
Free cash flow margin
1.8%
Revenue, trailing twelve months
$1.06B
Free cash flow, trailing twelve months
$19M
Net income, trailing twelve months
−$99M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
−2.6%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.