Atlas Energy Solutions Inc. (AESI) Stock Analysis
Energy · Oil & Gas Equipment & Services · NYSE
Atlas Energy Solutions Inc. (AESI) posted $1.10B in revenue for fiscal 2025 (up 3.7% year over year), with a net loss of $50.30M, and has compounded revenue about 58.8%/yr over five years, per its SEC filings.
Data last refreshed August 2, 2026 from SEC filings · how we compute this
The analyst's take on Atlas Energy Solutions Inc.
Atlas Energy Solutions Inc. has grown revenue from $172.40M to $1.10B over the last 5 fiscal years, compounding about 58.8% a year. The most recent year was up 3.7%, so growth has cooled from its longer-run pace.
Net margin sits at -4.6%, down 10.3 points year over year on a 13.8% gross margin. It carries about $604.18M of total debt.
The one thing worth a second look in the filings is heavy debt load.
Synthesised from Atlas Energy Solutions Inc.'s SEC filings — descriptive, not advice. Ask the analyst your own question →
Atlas Energy Solutions Inc. revenue & earnings — last 5 fiscal years
| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $172.40M | $482.72M | $613.96M | $1.06B | $1.10B |
| Gross profit | $64.07M | $256.31M | $313.77M | $232.01M | $150.67M |
| Net income | $4.26M | $217.01M | $226.49M | $59.94M | $-50.30M |
| Net margin | 2.5% | 45.0% | 36.9% | 5.7% | -4.6% |
Source: Atlas Energy Solutions Inc. SEC filings (10-K).
Atlas Energy Solutions Inc.: 2 potential red flags in the filings
Patterns in the filed statements worth a second look — computed and cited, not AI guesswork, and not a signal to sell. The kind of thing that hides in a 10-K.
- Heavy debt loadTotal debt of $685.5M is 5.8× last year's operating cash flow — it would take years of cash flow to clear.
- Currently unprofitableThe latest fiscal year was a net loss (net margin -4.6%).
Explore 5 years of Atlas Energy Solutions Inc. financials — interactive
Full income statement, balance sheet and cash flow with CAGR and trend on every row, 48 quarters, valuation ratios, plain-English health checks, and Ask — our SEC-grounded research assistant.
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Atlas Energy Solutions Inc. financial history by metric
Compare Atlas Energy Solutions Inc. with peers
About Atlas Energy Solutions Inc.
Atlas Energy Solutions Inc. produces proppants and provides logistics and distributed power solutions in the Permian Basin of West Texas and New Mexico. It operates through two segments: Sand and Logistics, and Power. The Sand and Logistics segment operates fourteen proppant production facilities, including large-scale in-basin plants and a distributed mining network. This segment sells products and services primarily to oil and natural gas exploration and production companies, hydraulic fracturing services, and oilfield services companies; and produces locally sourced proppants, such as 40/70-mesh and 100-mesh sand, as well as both dry and damp sand options. It also offers a differentiated logistics platform featuring a fleet of fit-for-purpose trucks, trailers, wellsite equipment, and a 42-mile Dune Express conveyor system for proppant delivery. The Power segment provides distributed power solutions through a fleet of natural gas-powered reciprocating generators designed for heavy-duty, mission-critical applications, primarily supporting oil and gas production and artificial lift operations. The company also offers transportation, storage, contract labor, and distributes power rentals to the oil and gas industry. Atlas Energy Solutions Inc. formerly known as New Atlas HoldCo. Inc. Atlas Energy Solutions Inc. was founded in 2017 and is headquartered in Austin, Texas.
Atlas Energy Solutions Inc. — frequently asked questions
What is Atlas Energy Solutions Inc.'s revenue?
Atlas Energy Solutions Inc. (AESI) reported revenue of $1.10B for fiscal year 2025, up 3.7% from the prior year, according to its SEC filings.
Is Atlas Energy Solutions Inc. profitable?
No — AESI reported a net loss of $-50.30M in fiscal 2025.
What is AESI's P/E ratio?
Atlas Energy Solutions Inc. trades at a price-to-earnings ratio of about 0.0 based on the latest data in our nightly-refreshed cache.
How fast is Atlas Energy Solutions Inc. growing?
AESI's revenue grew at roughly 58.8% per year over the last five fiscal years (compound annual growth rate), computed from SEC-filed statements.
How much debt does Atlas Energy Solutions Inc. have?
As of fiscal year 2025, AESI carried roughly $604.18M in total debt (short- plus long-term borrowings), per its filed balance sheet.
What is Atlas Energy Solutions Inc.'s gross margin?
AESI's gross margin was 13.8% in fiscal 2025 — gross profit of $150.67M on revenue of $1.10B.
What is Atlas Energy Solutions Inc.'s market cap?
Atlas Energy Solutions Inc. (AESI) has a market capitalization of about $2.13B, based on the latest data in our nightly-refreshed cache.
When does Atlas Energy Solutions Inc.'s fiscal year end?
AESI's fiscal year ends in December. Its most recent annual filing covers the fiscal year ending 2025-12-31.
Where does this data come from?
All figures are computed from Atlas Energy Solutions Inc.'s official SEC filings (10-K and 10-Q), covering 5 years of history, refreshed nightly. stockportfolio.pro does not provide investment advice.