AESI
Atlas Energy Solutions Inc.
Price Chart
Latest Quote
$11.77
Current Price| Previous Close | $11.67 |
| Open | $11.32 |
| Day High | $11.85 |
| Day Low | $11.25 |
| Volume | 2,429,380 |
Stock Information
| Quarterly Dividend / Yield | $1.00 / 8.50% |
| Shares Outstanding | 123.98M |
| Total Debt | $583.61M |
| Cash Equivalents | $41.35M |
| Revenue | $1.12B |
| Net Income | $-13.66M |
| Sector | Energy |
| Industry | Oil & Gas Equipment & Services |
| Market Cap | $1.96B |
| EPS (TTM) | $-0.10 |
| Exchange | NYQ |
đ Custom Metrics & Score
Score: 9/42| Debt to Earnings | 2.28 |
| Current Ratio | 1.19 |
| Quick Ratio | 0.98 |
| Avg Revenue Growth | 128.12% |
| Profit Margin | 5.68% |
| Avg FCF Growth | -1505.14% |
| FCF Yield | -6.01% |
Score Explanation: The perfect score is 42/42 based on debt levels, profitability, growth rates, and cash flow metrics. FCF Yield is weighted most heavily as it shows what return the business currently generates.
Recent Price History
| Date | Close | Volume |
|---|---|---|
| 2026-02-02 | $11.77 | 2,429,380 |
| 2026-01-30 | $11.67 | 2,612,000 |
| 2026-01-29 | $11.83 | 4,389,500 |
| 2026-01-28 | $11.68 | 2,785,500 |
| 2026-01-27 | $11.61 | 2,322,500 |
| 2026-01-26 | $11.50 | 3,893,500 |
| 2026-01-23 | $11.92 | 1,652,500 |
| 2026-01-22 | $11.82 | 3,371,500 |
| 2026-01-21 | $11.59 | 1,843,800 |
| 2026-01-20 | $11.18 | 1,887,500 |
| 2026-01-16 | $11.05 | 1,906,100 |
| 2026-01-15 | $10.93 | 1,583,900 |
| 2026-01-14 | $10.68 | 2,321,400 |
| 2026-01-13 | $10.71 | 1,598,600 |
| 2026-01-12 | $10.73 | 2,260,000 |
| 2026-01-09 | $10.36 | 1,851,300 |
| 2026-01-08 | $10.30 | 2,533,200 |
| 2026-01-07 | $9.81 | 1,760,900 |
| 2026-01-06 | $10.01 | 2,611,700 |
| 2026-01-05 | $9.78 | 2,987,000 |
About Atlas Energy Solutions Inc.
Atlas Energy Solutions Inc. engages in the production, processing, and sale of mesh and sand used as a proppant during the well completion process in the Permian Basin of West Texas and New Mexico. The company provides transportation and logistics, storage solutions, and contract labor services. It sells its products and services to oil and natural gas exploration and production companies, hydraulic fracturing services, and oilfield services companies. The company was founded in 2017 and is headquartered in Austin, Texas.
đ° Latest News
Piper Sandler Lowers Price Target for Atlas Energy (AESI) as it Expands into Megawatt Market with 240MW Initial Order
Insider Monkey âĸ 2025-11-28T06:15:54Z
Atlas Energy Solutions (AESI) Continued its Fall Following Analyst Donwgrade
Insider Monkey âĸ 2025-11-28T02:42:05Z
How Analyst Views Are Shaping the Changing Story for Atlas Energy Solutions
Simply Wall St. âĸ 2025-11-26T02:14:06Z
Kodiak sets sights on next phase of growth after showing revenue gains
Trucking Dive âĸ 2025-11-25T09:50:00Z
Atlas Energy Solutions (AESI) Price Target Reduced by Analysts
Insider Monkey âĸ 2025-11-20T03:25:44Z
Kodiak AI Inc (KDK) Q3 2025 Earnings Call Highlights: Doubling Driverless Fleet and Strategic ...
GuruFocus.com âĸ 2025-11-13T05:04:32ZAtlas Energy Solutions (AESI) Falls Below Estimates in Q3
Insider Monkey âĸ 2025-11-12T02:45:40Z
How the Narrative for Atlas Energy Solutions Is Shifting After Recent Analyst and Market Moves
Simply Wall St. âĸ 2025-11-08T09:18:11Z
Atlas Energy Solutions (AESI) Is Down 7.3% After Dividend Suspension and Power Platform Expansion Plan â Has The Bull Case Changed?
Simply Wall St. âĸ 2025-11-07T19:14:16Z
Atlas Energy Solutions Inc (AESI) Q3 2025 Earnings Call Highlights: Strategic Power Expansion ...
GuruFocus.com âĸ 2025-11-04T21:04:53ZIncome Statement (Annual)
Revenue
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Reconciled Cost Of Revenue | $721,736,000 | $258,560,000 | $197,799,000 | $108,337,000 |
| Cost Of Revenue | $823,943,000 | $300,194,000 | $226,416,000 | $108,337,000 |
| Total Revenue | $1,055,957,000 | $613,960,000 | $482,724,000 | $172,404,000 |
| Operating Revenue | $1,055,957,000 | $613,960,000 | $482,724,000 | $172,404,000 |
Expenses
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Interest Expense | $38,647,000 | $7,689,000 | $15,760,000 | $42,198,000 |
| Total Expenses | $942,507,000 | $348,830,000 | $250,733,000 | $125,408,000 |
| Other Income Expense | $977,000 | $430,000 | $2,631,000 | $291,000 |
| Other Non Operating Income Expenses | $551,000 | $430,000 | $2,631,000 | $291,000 |
| Net Non Operating Interest Income Expense | $-38,647,000 | $-7,689,000 | $-15,760,000 | $-42,198,000 |
| Interest Expense Non Operating | $38,647,000 | $7,689,000 | $15,760,000 | $42,198,000 |
| Operating Expense | $118,564,000 | $48,636,000 | $24,317,000 | $17,071,000 |
| General And Administrative Expense | $106,248,000 | $48,636,000 | $24,317,000 | $17,071,000 |
Income & Earnings
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Net Income From Continuing Operation Net Minority Interest | $59,944,000 | $159,990,000 | $217,006,000 | $4,258,000 |
| Net Interest Income | $-38,647,000 | $-7,689,000 | $-15,760,000 | $-42,198,000 |
| Normalized Income | $59,607,034 | $159,990,000 | $217,006,000 | $4,258,000 |
| Net Income From Continuing And Discontinued Operation | $59,944,000 | $159,990,000 | $217,006,000 | $4,258,000 |
| Total Operating Income As Reported | $113,876,000 | $265,130,000 | $231,991,000 | $46,996,000 |
| Net Income Common Stockholders | $59,944,000 | $105,429,000 | $217,006,000 | $4,258,000 |
| Net Income | $59,944,000 | $159,990,000 | $217,006,000 | $4,258,000 |
| Net Income Including Noncontrolling Interests | $59,944,000 | $226,493,000 | $217,006,000 | $4,258,000 |
| Net Income Continuous Operations | $59,944,000 | $226,493,000 | $217,006,000 | $4,258,000 |
| Pretax Income | $75,780,000 | $257,871,000 | $218,862,000 | $5,089,000 |
| Special Income Charges | $426,000 | $0 | $0 | $0 |
| Operating Income | $113,450,000 | $265,130,000 | $231,991,000 | $46,996,000 |
| Depreciation Amortization Depletion Income Statement | $12,316,000 | $0 | $0 | - |
| Depreciation And Amortization In Income Statement | $12,316,000 | $0 | $0 | - |
| Amortization Of Intangibles Income Statement | $12,316,000 | $0 | $0 | - |
| Gross Profit | $232,014,000 | $313,766,000 | $256,308,000 | $64,067,000 |
Per Share Metrics
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Diluted EPS | $0.55 | $1.48 | $3.80 | $0.07 |
| Basic EPS | $0.55 | $1.50 | $3.80 | $0.07 |
Other
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Tax Effect Of Unusual Items | $89,034 | $0 | $0 | $0 |
| Tax Rate For Calcs | $0 | $0 | $0 | $0 |
| Normalized EBITDA (Bullshit earnings) | $228,524,000 | $307,194,000 | $263,239,000 | $71,891,000 |
| Total Unusual Items | $426,000 | $0 | $0 | $0 |
| Total Unusual Items Excluding Goodwill | $426,000 | $0 | $0 | $0 |
| Reconciled Depreciation | $114,523,000 | $41,634,000 | $28,617,000 | $24,604,000 |
| EBITDA (Bullshit earnings) | $228,950,000 | $307,194,000 | $263,239,000 | $71,891,000 |
| EBIT | $114,427,000 | $265,560,000 | $234,622,000 | $47,287,000 |
| Diluted Average Shares | $109,176,000 | $71,035,000 | $57,147,501 | $57,147,501 |
| Basic Average Shares | $108,235,000 | $70,450,000 | $57,147,501 | $57,147,501 |
| Diluted NI Availto Com Stockholders | $59,944,000 | $105,429,000 | $217,006,000 | $4,258,000 |
| Tax Provision | $15,836,000 | $31,378,000 | $1,856,000 | $831,000 |
| Gain On Sale Of Ppe | $-19,672,000 | $0 | $0 | - |
| Other Special Charges | $-20,098,000 | - | - | - |
| Amortization | $12,316,000 | $0 | $0 | - |
| Selling General And Administration | $106,248,000 | $48,636,000 | $24,317,000 | $17,071,000 |
| Other Gand A | $106,248,000 | $48,636,000 | $24,317,000 | $16,942,000 |
| Otherunder Preferred Stock Dividend | - | $54,561,000 | $119,340,000 | - |
| Minority Interests | - | $-66,503,000 | - | - |
| Salaries And Wages | - | $7,409,000 | $678,000 | $129,000 |
| Impairment Of Capital Assets | - | - | $0 | $0 |
Balance Sheet (Annual)
Assets
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Net Tangible Assets | $-174,866,000 | $-1,767,000 | $0 | $0 |
| Total Assets | $1,972,652,000 | $1,261,686,000 | $750,999,000 | $543,850,000 |
| Total Non Current Assets | $1,683,234,000 | $943,000,000 | $572,268,000 | $459,577,000 |
| Other Non Current Assets | $3,456,000 | $2,422,000 | $7,522,000 | $1,260,000 |
| Goodwill And Other Intangible Assets | $174,866,000 | $1,767,000 | - | - |
| Other Intangible Assets | $105,867,000 | $1,767,000 | - | - |
| Current Assets | $289,418,000 | $318,686,000 | $178,731,000 | $84,273,000 |
| Other Current Assets | $11,197,000 | $15,485,000 | $5,918,000 | $4,048,000 |
| Inventory | $40,550,000 | $21,857,000 | $16,411,000 | $10,406,000 |
| Receivables | $165,967,000 | $71,170,000 | $74,392,000 | $29,418,000 |
| Accounts Receivable | $165,967,000 | $71,170,000 | $73,341,000 | $29,135,000 |
| Cash Cash Equivalents And Short Term Investments | $71,704,000 | $210,174,000 | $82,010,000 | $40,401,000 |
| Cash And Cash Equivalents | $71,704,000 | $210,174,000 | $82,010,000 | $40,401,000 |
| Non Current Deferred Assets | - | - | - | $436,000 |
Debt
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Net Debt | $439,021,000 | - | $65,164,000 | $134,874,000 |
| Total Debt | $530,095,000 | $177,989,000 | $147,174,000 | $175,275,000 |
| Long Term Debt And Capital Lease Obligation | $476,926,000 | $176,582,000 | $126,588,000 | $159,712,000 |
| Long Term Debt | $466,989,000 | $172,820,000 | $126,588,000 | $159,712,000 |
| Current Debt And Capital Lease Obligation | $53,169,000 | $1,407,000 | $20,586,000 | $15,563,000 |
| Current Debt | $43,736,000 | - | $20,586,000 | $15,563,000 |
| Other Current Borrowings | $43,736,000 | - | $20,586,000 | $15,563,000 |
Liabilities
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Total Liabilities Net Minority Interest | $936,096,000 | $393,862,000 | $239,642,000 | $205,153,000 |
| Total Non Current Liabilities Net Minority Interest | $693,031,000 | $301,270,000 | $150,968,000 | $164,515,000 |
| Other Non Current Liabilities | $2,193,000 | $454,000 | $22,474,000 | $1,716,000 |
| Non Current Deferred Liabilities | $206,872,000 | $121,529,000 | $1,906,000 | $1,908,000 |
| Non Current Deferred Taxes Liabilities | $206,872,000 | $121,529,000 | $1,906,000 | $1,908,000 |
| Current Liabilities | $243,065,000 | $92,592,000 | $88,674,000 | $40,638,000 |
| Other Current Liabilities | $2,603,000 | $1,568,000 | $5,659,000 | $1,125,000 |
| Current Deferred Liabilities | $7,755,000 | $0 | $0 | $2,000,000 |
| Payables And Accrued Expenses | $171,763,000 | $85,247,000 | $60,944,000 | $21,163,000 |
| Payables | $123,266,000 | $64,532,000 | $33,943,000 | $13,896,000 |
| Total Tax Payable | $4,022,000 | $3,373,000 | $2,144,000 | $1,099,000 |
| Accounts Payable | $119,018,000 | $60,882,000 | $31,645,000 | $12,180,000 |
Equity
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Common Stock Equity | $1,036,556,000 | $867,824,000 | $511,357,000 | $338,697,000 |
| Total Equity Gross Minority Interest | $1,036,556,000 | $867,824,000 | $511,357,000 | $338,697,000 |
| Stockholders Equity | $0 | $0 | $0 | $0 |
| Retained Earnings | $0 | $-41,255,000 | $0 | $-87,260,000 |
| Other Equity Interest | - | - | $20,379,000 | $19,701,000 |
Other
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Ordinary Shares Number | $110,217,322 | $100,025,584 | $57,147,501 | $57,147,501 |
| Share Issued | $110,217,322 | $100,025,584 | $57,147,501 | $57,147,501 |
| Tangible Book Value | $861,690,000 | $866,057,000 | $511,357,000 | $338,697,000 |
| Invested Capital | $1,547,281,000 | $1,040,644,000 | $658,531,000 | $513,972,000 |
| Working Capital | $46,353,000 | $226,094,000 | $90,057,000 | $43,635,000 |
| Capital Lease Obligations | $19,370,000 | $5,169,000 | - | $308,000 |
| Total Capitalization | $1,503,545,000 | $1,040,644,000 | $637,945,000 | $498,409,000 |
| Total Partnership Capital | $1,036,556,000 | $867,824,000 | $511,357,000 | $338,697,000 |
| General Partnership Capital | $1,035,454,000 | $908,079,000 | $0 | $-882,000 |
| Limited Partnership Capital | $1,102,000 | $1,000,000 | $511,357,000 | $407,138,000 |
| Long Term Capital Lease Obligation | $9,937,000 | $3,762,000 | - | $308,000 |
| Long Term Provisions | $7,040,000 | $2,705,000 | $1,245,000 | $1,179,000 |
| Current Deferred Revenue | $7,755,000 | $0 | $0 | $2,000,000 |
| Current Capital Lease Obligation | $9,433,000 | $1,407,000 | - | - |
| Pensionand Other Post Retirement Benefit Plans Current | $7,775,000 | $4,370,000 | $1,485,000 | $787,000 |
| Current Accrued Expenses | $48,497,000 | $20,715,000 | $27,001,000 | $7,267,000 |
| Dueto Related Parties Current | $226,000 | $277,000 | $154,000 | $617,000 |
| Goodwill | $68,999,000 | $0 | - | - |
| Net PPE | $1,504,912,000 | $938,811,000 | $564,746,000 | $458,317,000 |
| Accumulated Depreciation | $-232,874,000 | $-134,819,000 | $-97,979,000 | $-71,978,000 |
| Gross PPE | $1,737,786,000 | $1,073,630,000 | $662,725,000 | $530,295,000 |
| Construction In Progress | $485,515,000 | $248,004,000 | $111,711,000 | $18,524,000 |
| Other Properties | $113,612,000 | $52,290,000 | $24,813,000 | - |
| Machinery Furniture Equipment | $1,083,519,000 | $737,581,000 | $497,790,000 | $483,999,000 |
| Buildings And Improvements | $46,738,000 | $32,558,000 | $25,402,000 | $24,763,000 |
| Land And Improvements | $8,402,000 | $3,197,000 | $3,009,000 | $3,009,000 |
| Properties | $0 | $0 | $0 | $0 |
| Finished Goods | $6,868,000 | $1,071,000 | $499,000 | $450,000 |
| Work In Process | $7,641,000 | $4,937,000 | $4,825,000 | $2,747,000 |
| Raw Materials | $26,041,000 | $15,849,000 | $11,087,000 | $7,209,000 |
| Minority Interest | - | $0 | $0 | - |
| Duefrom Related Parties Current | - | $0 | $1,051,000 | $283,000 |
| Non Current Deferred Revenue | - | - | - | $308,000 |
Cash Flow Statement (Annual)
Free Cash Flow
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Free Cash Flow | $-117,523,000 | $-66,459,000 | $116,420,000 | $1,985,000 |
Operating Activities
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Operating Cash Flow | $256,460,000 | $299,027,000 | $206,012,000 | $21,356,000 |
| Cash Flow From Continuing Operating Activities | $256,460,000 | $299,027,000 | $206,012,000 | $21,356,000 |
| Operating Gains Losses | $19,672,000 | - | $295,000 | $11,867,000 |
Investing Activities
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Capital Expenditure | $-373,983,000 | $-365,486,000 | $-89,592,000 | $-19,371,000 |
| Investing Cash Flow | $-512,708,000 | $-365,486,000 | $-89,592,000 | $-19,371,000 |
| Cash Flow From Continuing Investing Activities | $-512,708,000 | $-365,486,000 | $-89,592,000 | $-19,371,000 |
| Net Other Investing Changes | $14,700,000 | - | - | - |
Financing Activities
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Issuance Of Capital Stock | $0 | $303,426,000 | $0 | $12,613,000 |
| Financing Cash Flow | $117,778,000 | $194,623,000 | $-74,811,000 | $2,344,000 |
| Cash Flow From Continuing Financing Activities | $117,778,000 | $194,623,000 | $-74,811,000 | $2,344,000 |
| Net Other Financing Charges | $-3,256,000 | $-13,066,000 | $-233,000 | $-5,174,000 |
| Cash Dividends Paid | $-96,895,000 | $-77,163,000 | $-45,024,000 | $-10,000,000 |
| Common Stock Dividend Paid | $-96,895,000 | $-77,163,000 | $-45,024,000 | $-10,000,000 |
| Net Common Stock Issuance | $0 | $303,426,000 | $0 | $12,613,000 |
| Common Stock Issuance | $0 | $303,426,000 | $0 | $12,613,000 |
Other
| Metric | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| Repayment Of Debt | $-20,571,000 | $-18,574,000 | $-29,554,000 | $-173,295,000 |
| Issuance Of Debt | $238,500,000 | $0 | $0 | $178,200,000 |
| Interest Paid Supplemental Data | $38,469,000 | $15,210,000 | $14,904,000 | $19,155,000 |
| Income Tax Paid Supplemental Data | $2,275,000 | $11,403,000 | $468,000 | $14,000 |
| End Cash Position | $71,704,000 | $210,174,000 | $82,010,000 | $40,401,000 |
| Beginning Cash Position | $210,174,000 | $82,010,000 | $40,401,000 | $36,072,000 |
| Changes In Cash | $-138,470,000 | $128,164,000 | $41,609,000 | $4,329,000 |
| Net Issuance Payments Of Debt | $217,929,000 | $-18,574,000 | $-29,554,000 | $4,905,000 |
| Net Long Term Debt Issuance | $217,929,000 | $-18,574,000 | $-29,554,000 | $4,905,000 |
| Long Term Debt Payments | $-20,571,000 | $-18,574,000 | $-29,554,000 | $-173,295,000 |
| Long Term Debt Issuance | $238,500,000 | $0 | $0 | $178,200,000 |
| Net Business Purchase And Sale | $-153,425,000 | $0 | $0 | - |
| Purchase Of Business | $-153,425,000 | $0 | $0 | - |
| Net PPE Purchase And Sale | $-373,983,000 | $-365,486,000 | $-89,592,000 | $-19,371,000 |
| Purchase Of PPE | $-373,983,000 | $-365,486,000 | $-89,592,000 | $-19,371,000 |
| Change In Working Capital | $22,523,000 | $-6,947,000 | $-41,774,000 | $-8,622,000 |
| Change In Other Working Capital | $-2,468,000 | - | $-2,000,000 | $2,000,000 |
| Change In Other Current Assets | $-644,000 | $-1,450,000 | $-6,549,000 | $-596,000 |
| Change In Payables And Accrued Expense | $43,629,000 | $6,896,000 | $20,434,000 | $9,944,000 |
| Change In Accrued Expense | $20,826,000 | $1,575,000 | $13,017,000 | $3,720,000 |
| Change In Payable | $22,803,000 | $5,321,000 | $7,417,000 | $6,224,000 |
| Change In Account Payable | $22,803,000 | $5,321,000 | $7,417,000 | $6,224,000 |
| Change In Prepaid Assets | $6,468,000 | $-9,959,000 | $-2,030,000 | $-1,175,000 |
| Change In Inventory | $-11,357,000 | $-5,474,000 | $-6,654,000 | $-981,000 |
| Change In Receivables | $-13,105,000 | $3,040,000 | $-44,975,000 | $-17,814,000 |
| Changes In Account Receivables | $-13,105,000 | $3,040,000 | $-44,975,000 | $-17,814,000 |
| Other Non Cash Items | $2,415,000 | $1,237,000 | $1,192,000 | $-11,240,000 |
| Stock Based Compensation | $22,381,000 | $7,409,000 | $678,000 | $129,000 |
| Deferred Tax | $15,002,000 | $29,201,000 | $-2,000 | $360,000 |
| Deferred Income Tax | $15,002,000 | $29,201,000 | $-2,000 | $360,000 |
| Depreciation Amortization Depletion | $114,523,000 | $41,634,000 | $28,617,000 | $24,604,000 |
| Depreciation And Amortization | $114,523,000 | $41,634,000 | $28,617,000 | $24,604,000 |
| Amortization Cash Flow | $12,316,000 | $0 | $0 | - |
| Amortization Of Intangibles | $12,316,000 | $0 | $0 | - |
| Depreciation | $102,207,000 | $41,634,000 | $28,617,000 | $24,604,000 |
| Net Income From Continuing Operations | $59,944,000 | $226,493,000 | $217,006,000 | $4,258,000 |
| Proceeds From Stock Option Exercised | - | - | $0 | $0 |
| Asset Impairment Charge | - | - | $0 | $0 |
| Gain Loss On Investment Securities | - | - | $295,000 | $-55,000 |
| Gain Loss On Sale Of PPE | - | - | - | $0 |