Atlas Energy Solutions/$AESI
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Capital at risk
About Atlas Energy Solutions
Atlas Energy Solutions Inc is a provider of proppant and logistics services to the oil and natural gas industry within the Permian Basin of West Texas and New Mexico, the active oil and natural gas basin in North America. Proppant is necessary to facilitate the recovery of hydrocarbons from oil and natural gas wells. One hundred percent of its sand reserves are located in Winkler and Ward Counties, Texas, within the Permian Basin, and its operations consist of proppant production and processing facilities, including two facilities near Kermit, Texas, and a third facility near Monahans, Texas.
- Ticker
- $AESI
- Sector
- Energy
- Primary listing
- NYSE
- Employees
- 1,511
- Headquarters
- Austin, United States
- Website
- atlas.energy
AESI Metrics
BasicAdvanced
$1.7B
-
-$0.96
1.09
-
Price and volume
Market cap
$1.7B
Beta
1.09
52-week high
$20.13
52-week low
$7.64
Average daily volume
2.9M
Financial strength
Current ratio
1.824
Quick ratio
1.468
Long term debt to equity
0.882
Total debt to equity
0.869
Interest coverage (TTM)
-1.46%
Profitability
EBITDA (TTM)
108.544
Gross margin (TTM)
23.41%
Net profit margin (TTM)
-11.08%
Operating margin (TTM)
-8.96%
Effective tax rate (TTM)
25.00%
Revenue per employee (TTM)
$710,000
Management effectiveness
Return on assets (TTM)
-2.49%
Return on equity (TTM)
-9.93%
Valuation
Price to revenue (TTM)
1.545
Price to book
1.49
Price to tangible book (TTM)
2.1
Price to free cash flow (TTM)
-8.962
Free cash flow yield (TTM)
-11.16%
Free cash flow per share (TTM)
-1.481
Growth
Revenue change (TTM)
-8.11%
Earnings per share change (TTM)
-923.59%
3-year revenue growth (CAGR)
20.73%
3-year earnings per share growth (CAGR)
-31.22%
3-year dividend per share growth (CAGR)
18.56%
Bulls say / Bears say
Q2 2026 showed meaningful sequential improvement: revenue rose 10.4% to $293.2 million, adjusted EBITDA increased to $49.5 million from $29.9 million in Q1, and adjusted free cash flow reached $34.9 million. (Atlas Energy Solutions)
Atlas secured a five-year power purchase agreement for 120 MW with an investment-grade technology infrastructure customer, with management estimating approximately $50–55 million of annualized adjusted free cash flow once the project is deployed. (SEC filing)
The Caterpillar framework agreement provides access to 1.4 GW of incremental generation assets through 2030, while Atlas reported a power opportunity set approaching 4 GW and targets more than 550 MW deployed by the first half of 2027. (Atlas Energy Solutions)
Atlas remained unprofitable: Q2 2026 net loss was $25.1 million, while adjusted EBITDA fell to $49.5 million from $71.2 million a year earlier and adjusted EBITDA margin declined to 17% from 25%. (Atlas Energy Solutions)
Operational disruptions remain a material risk: severe January weather and maintenance at the Kermit facility constrained production, forced Atlas to purchase roughly 150,000 tons of third-party sand, and caused the company to turn away incremental sales opportunities. (SEC filing)
The power-growth strategy requires substantial execution before contributing fully: Atlas’s 120-MW contract is not expected to be energized until the first half of 2027, while Q2 2026 still included $14.8 million of cash interest expense and a $25.1 million net loss. (Atlas Energy Solutions; SEC filing)
Data summarised monthly by Lightyear AI. Last updated on 9 Sept 2026.
Upcoming events
No upcoming events
AESI News
AllArticlesVideos
Atlas Energy Solutions Q2 Earnings Call Highlights
MarketBeat2 months ago
Atlas Energy Solutions Announces Second Quarter 2026 Results
Business Wire2 months ago
Atlas Energy Solutions Expands AI-Enabled Digital Transformation of Oilfield Logistics with Kodiak-Powered Driverless Trucks
Business Wire2 months ago
Funds containing AESI
AllUSDGBPEUR
Fund name | Fund size | $AESI weighting |
|---|---|---|
iShares S&P SmallCap 600$IDP6 | $3.2B | 0.06% |
iShares S&P Small Cap 600£ISP6 | £2.4B | 0.06% |
SPDR Russell 2000 US Small Cap€R2US | €4.8B | 0.04% |
iShares MSCI World Small Cap$WSML | $9B | 0.01% |
iShares MSCI World Small Cap€IUSN | €7.8B | 0.01% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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