AESI — Atlas Energy Solutions Inc.
—
NYSE ·
Energy ·
Oil, Gas & Consumable Fuels ·
CIK 1984060 ·
Last close
$12.47
Market Cap
$1.56B
52W High
$20.13
52W Low
$7.64
ADV30
3,366,670
Next earnings
2026-11-02
Quarterly Fundamentals
Revenues vs Net Income (last 4 Q)
Assets vs Liabilities (last 4 Q)
| Period | Revenues | Gross profit | Op income | Net income | Assets | Cash | Liabilities |
|---|---|---|---|---|---|---|---|
| Jun 2026 | 293,178,000 | 25,855,000 | -19,997,000 | -25,096,000 | 2,555,267,000 | 168,216,000 | 1,442,266,000 |
| Mar 2026 | — | — | — | — | — | — | — |
| Dec 2025 | 249,430,000 | 20,236,000 | -20,473,000 | -22,244,000 | 2,228,428,000 | 40,632,000 | 1,019,504,000 |
| Sep 2025 | 259,613,000 | 23,764,000 | -18,538,000 | -23,721,000 | 2,233,472,000 | 41,349,000 | 1,010,087,000 |
Cashflow TTM (yfinance, fills SEC gap)
Operating CF
$54,597,000
Investing CF
$-250,188,000
Financing CF
$284,998,000
CapEx
$-238,719,000
Dividends Paid
$-30,940,000
Buybacks
$0
EPS Diluted TTM
$-0.95
As of
2026-08-09
Balance + Analyst (yfinance extras)
Retained Earnings
$-122,664,000
Inventory
$64,409,000
Receivables
$217,515,000
ST Investments
—
EBIT TTM
$-94,615,000
Pretax Income TTM
$-157,759,000
Interest Exp TTM
$63,144,000
Analysts
12
Yahoo Snapshot (yfinance, live)
Total Revenue
$1,067,804,032
EBITDA
$108,544,000
Free Cash Flow
$-118,395,504
Enterprise Value
$2,651,094,784
Total Cash
$168,216,000
Total Debt
$1,049,262,016
Shares Out
124,905,584
Trailing EPS
$-0.95
Book Value
$8.90
ROE
-9.9%
ROA
-2.5%
Div Yield
8.48%
Annual Trend (SEC EDGAR, last 4y)
Revenues vs Net Income (last 4y)
| FY end | Revenues | Op income | Net income | Assets | Liabilities | Equity | Op cash flow |
|---|---|---|---|---|---|---|---|
| Dec 2025 | 1,095,310,000 | -11,709,000 | -50,304,000 | 2,228,428,000 | 1,019,504,000 | 1,208,924,000 | 117,346,000 |
| Dec 2024 | 1,055,957,000 | 113,475,000 | 59,944,000 | 1,972,652,000 | 936,096,000 | 1,036,556,000 | 256,460,000 |
| Dec 2023 | 613,960,000 | 265,158,000 | 159,990,000 | 1,261,686,000 | 393,862,000 | 867,824,000 | 299,027,000 |
| Dec 2022 | 482,724,000 | 231,991,000 | 217,006,000 | 750,999,000 | 239,642,000 | 0 | 206,012,000 |
TTM Snapshot
Revenues TTM
—
NetIncome TTM
—
OpCashFlow TTM
—
Assets (Latest)
—
Forward EPS
$0.08
Max Pain — expiry 2026-10-16
max pain strike: $12.50 · spot: $12.47 · call oi: 6,848 · put oi: 2,611
Expected Move to 2026-10-16:
±$1.71
(13.71%) —
implied range
$10.76 –
$14.18
· ATM straddle on $12.50 strike
Peers — same industry
| Ticker | Name | Market Cap | Last | Daily % |
|---|---|---|---|---|
| KOS | Kosmos Energy Ltd. | $1.58B | $2.65 | — |
| KRP | Kimbell Royalty Partners, LP | $1.47B | $14.57 | — |
| WBI | WaterBridge Infrastructure LLC | $1.65B | $29.80 | — |
| DMLP | DORCHESTER MINERALS, L.P. | $1.43B | $29.04 | — |
| MNR | MACH NATURAL RESOURCES LP | $1.74B | $10.40 | — |
News headlines (Yahoo Finance, 1h cache)
Atlas Energy Solutions (AESI) Expands Into AI Power, Is 33% Undervalued?
2026-09-27 00:11 · Yahoo
Why Is Atlas Energy Solutions (AESI) Stock Rocketing Higher Today
2026-09-25 23:36 · Yahoo
1 Stock Under $50 with Exciting Potential and 2 We Brush Off
2026-09-25 17:44 · Yahoo
Atlas Energy Solutions Stock Surges on Power Deal With ‘Leading Frontier AI Lab’
2026-09-25 15:00 · Yahoo
Atlas Energy stock surges on AI data center power deals
2026-09-25 13:15 · Yahoo
Atlas Energy Solutions Announces Equipment Purchase Agreements Backed by Cost Reimbursement Agreements with a Leading Frontier AI Lab
2026-09-25 11:00 · Yahoo
A Look Back at Oilfield Services Stocks’ Q2 Earnings: Atlas Energy Solutions (NYSE:AESI) Vs The Rest Of The Pack
2026-09-22 15:25 · Yahoo
3 Cash-Burning Stocks We Steer Clear Of
2026-09-16 09:23 · Yahoo
Riley Exploration Permian, Atlas Energy Solutions, Texas Pacific Land, APA Corporation, and Murphy Oil Shares Skyrocket, What You Need To Know
2026-09-15 20:55 · Yahoo
Calumet, Atlas Energy Solutions, Kosmos Energy, TETRA Technologies, and ProPetro Stocks Trade Down, What You Need To Know
2026-08-24 21:05 · Yahoo
Recent Insider Activity
No insider activity indexed for this ticker.