Atlas Energy Solutions Inc.

Atlas Energy Solutions Inc.

AESI · NYSE · Energy / Oil & Gas Equipment & Services

5.57USD+0.07 (+1.27%)

Price History

Full chart

Market Stats

Previous Close5.50
Open5.58
Day Range5.18 – 5.59
52-Week Range7.64 – 20.13
Volume6.54M
Market Cap1.56B
P/E (TTM)0.00
Forward P/E44.25
EPS-0.95
Dividend Yield0.00%
Beta1.13
50-Day Avg12.54
200-Day Avg13.32

About

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.

Company Details

  • SectorEnergy
  • IndustryOil & Gas Equipment & Services
  • CEOMr. John G. Turner
  • Employees1.51K
  • Headquarters5918 West Courtyard Drive, Austin, TX, United States, 78730, USA
  • Websitehttps://atlas.energy

Leadership

  • Mr. Ben M. Brigham IIFounder & Executive Chairman · b. 1960
  • Mr. John G. TurnerPresident, CEO & Director · b. 1973
  • Mr. Blake McCarthyChief Financial Officer · b. 1985
  • Mr. Dathan Christopher VoelterGeneral Counsel & Secretary · b. 1971
  • Mr. Kirk GinnSenior VP & Chief Administrative Officer
  • Mr. Kyle D. TurlingtonVice President of Investor Relations
  • Mr. Brian McConnSenior Vice President of Commercial
  • Mr. Tim OndrakSenior VP & President of Power Business Unit

Financials

Income Statement

Currency: USD2020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Revenue111.77M172.40M482.72M613.96M1.06B1.10B
Growth (%)-+54.25%+180.00%+27.19%+71.99%+3.73%
Cost of Revenue94.00M108.34M226.42M300.19M823.94M944.64M
Gross Profit17.77M64.07M256.31M313.77M232.01M150.67M
Gross Margin15.90%37.16%53.10%51.11%21.97%13.76%
Operating Expense18.99M17.07M24.32M48.64M118.14M167.15M
Operating Income-1.23M47.00M231.99M265.13M113.88M-16.49M
Operating Margin-1.10%27.26%48.06%43.18%10.78%-1.51%
EBITDA20.33M71.89M263.24M307.19M228.95M178.82M
EBITDA Margin18.19%41.70%54.53%50.03%21.68%16.33%
Net Income-34.44M4.26M217.01M159.99M59.94M-50.30M
Net Income Margin-30.81%2.47%44.95%26.06%5.68%-4.59%
Interest Expense32.82M42.20M15.76M7.69M38.65M58.00M
Interest Expense % of Total Revenue29.36%24.48%3.26%1.25%3.66%5.29%

Balance Sheet

Currency: USD2020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Assets521.74M543.85M751.00M1.26B1.97B2.23B
Total Liabilities190.04M205.15M239.64M393.86M936.10M1.02B
Total Equity331.70M338.70M511.36M867.82M1.04B1.21B
Cash36.07M40.40M82.01M210.17M71.70M40.63M
Total Debt174.88M175.58M147.17M177.99M530.10M578.92M
Net Debt138.81M135.18M65.16M-32.19M458.39M538.29M

Cash Flow

Currency: USD2020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Operating Cash Flow12.49M21.36M206.01M299.03M256.46M117.35M
Investing Cash Flow-9.53M-19.37M-89.59M-365.49M-512.71M-344.82M
Financing Cash Flow11.83M2.34M-74.81M194.62M117.78M196.41M
Capital Expenditure9.53M19.37M89.59M365.49M373.98M148.27M
Free Cash Flow2.95M1.99M116.42M-66.46M-117.52M-30.93M
Dividends Paid3.00K10.00M45.02M77.16M96.89M92.28M
FCF to OCF23.66%9.29%56.51%-22.23%-45.83%-26.35%
Dividend Paid to FCF0.10%503.78%38.67%-116.11%-82.45%-298.40%

Earnings

Report DateJul 29, 2022Jan 31, 2023May 8, 2023Jul 31, 2023Oct 30, 2023Feb 27, 2024May 6, 2024Aug 5, 2024Oct 28, 2024Feb 24, 2025May 5, 2025Aug 4, 2025Nov 3, 2025Feb 23, 2026May 4, 2026Aug 3, 2026Nov 2, 2026
EPS Estimate0.000.000.670.660.650.550.360.350.230.170.180.11-0.021.05-0.20-0.12-0.24
EPS Actual0.361.140.980.690.560.360.340.180.180.130.03-0.01-0.18-0.21-0.36-0.18-
Surprise--46.27%4.55%-13.85%-34.55%-5.56%-48.57%-21.74%-23.53%-83.33%-109.09%-800.00%-119.99%-80.00%-50.00%-
Timing--After-hoursAfter-hoursAfter-hoursPre-marketPre-marketAfter-hoursAfter-hours-After-hoursAfter-hoursAfter-hours-After-hoursAfter-hoursAfter-hours

Key Statistics & Ratios

Market Cap1.56B
Enterprise Value2.32B
Trailing P/E0.00
Forward P/E44.25
Price / Sales1.46
Price / Book1.29
EPS-0.95
Book Value8.90
Revenue (TTM)1.07B
Gross Profit (TTM)249.95M
EBITDA108.54M
Profit Margin-11.08%
Operating Margin-6.81%
Return on Equity-9.93%
Return on Assets-2.49%
Shares Outstanding124.91M
Shares Float88.31M
Beta1.13
Dividend Yield0.00%
Dividend Rate0.00
Payout Ratio808.33%

Analyst Ratings

Buy
Based on 12 analystsTarget 17.75
  • Strong Buy
    3
  • Buy
    3
  • Hold
    6

Ownership Breakdown

Institutions
87.84%
Insiders
34.33%
Retail / Other
0.00%

Top Institutional Holders

  • BlackRock Inc
    11.49M9.19%
  • Encompass Capital Advisors LLC
    9.14M7.31%
  • Vanguard Portfolio Management, LLC
    4.85M3.88%
  • Vanguard Capital Management, LLC
    3.53M2.82%
  • State Street Corp
    3.36M2.69%
  • Two Sigma Investments LLC
    3.21M2.57%
  • Barrow Hanley Mewhinney & Strauss LLC
    2.65M2.12%
  • HHG PLC
    2.56M2.05%
  • UBS Group AG
    2.36M1.89%
  • Dimensional Fund Advisors, Inc.
    1.97M1.57%
  • Geode Capital Management, LLC
    1.86M1.49%
  • Pine Ridge Advisers LLC
    1.84M1.48%
  • Wasatch Advisors LP
    1.83M1.47%
  • The Goldman Sachs Group Inc
    1.81M1.44%
  • Millennium Management LLC
    1.68M1.34%

Top Fund Holders

  • iShares Core S&P Small-Cap ETF
    4.72M3.78%
  • Vanguard MStar Total Stk Mkt Idx Invest
    2.58M2.06%
  • iShares Russell 2000 ETF
    2.13M1.70%
  • Vanguard Small Cap Index
    1.87M1.49%
  • Janus Henderson Research D
    1.73M1.38%

Dividends

20253×
0.25Aug 14, 20250.25May 15, 20250.25Feb 21, 2025
20244×
0.24Nov 7, 20240.23Aug 15, 20240.16May 15, 20240.16Feb 21, 2024
20233×
0.15Nov 8, 20230.15Aug 9, 20230.15May 12, 2023