What is Atlas Energy Solutions's market cap?

Atlas Energy Solutions (AESI) has a market capitalization of $1.4B and trades on NYSE.

What is Atlas Energy Solutions's revenue and profitability?

Atlas Energy Solutions generated $1.1B in trailing twelve-month revenue with a net loss of $98.8M, representing a net margin of -9.3%. Gross margin stands at 25.5%, with free cash flow of -$89.6M. These figures are based on the Q1 2026 filing.

Who are Atlas Energy Solutions's competitors?

Atlas Energy Solutions's key competitors include Liberty Energy Inc., ProFrac Holding Corp., Halliburton Company, and others. These companies compete in similar markets and product categories.

Who does Atlas Energy Solutions partner with?

Atlas Energy Solutions's notable partners include Stonebriar Commercial Finance.

What subsidiaries does Atlas Energy Solutions have?

Atlas Energy Solutions's subsidiaries include Atlas LLC.

Where is Atlas Energy Solutions headquartered?

Atlas Energy Solutions is headquartered in United States of America and employs approximately 490 people. It has been publicly traded since 2023.

Atlas Energy Solutions

AESI

Atlas Energy Solutions Inc. is a leading provider of proppant production, logistics, and distributed power solutions specifically tailored for the oil and gas industry in the Permian Basin.

Market cap

$1.43B-12.2%

Revenue$1.1B-8.4%

Net income-$98.8M-387%

Free cash flow-$89.6M+23.8%

EPS (diluted)-$1.02-240%

Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q1 2026 report

May 4, 2026

Revenue$265.6MBeat by $9.2M EPS-$0.36Miss by $0.13

Read the full report

Next report

Aug 3, 2026 (In 5 days)

Revenue estimate$282.2M

EPS estimate-$0.12

Financials

Q1 2026

Income statement

See full

Revenue$265.6M-10.8%

Gross profit$51.6M-43.7%

Operating income-$32.5M-312%

Net income-$47.3M-3,977%

EPS (diluted)-$0.38-3,900%

Balance sheet

See full

Cash & equivalents$39.8M-42.1%

Total debt$692.6M+26.1%

Total equity$1.2B-10.2%

Total assets$2.3B+0.2%

Cash flow

See full

Operating cash flow$19.0M+355%

CapEx$29.3M-44.1%

Free cash flow-$10.3M+82.8%

Valuation & ratios

Valuation

See full

Market cap$1.43B-12.2%

Enterprise value$2.08B-6.5%

P/S1.3×-0.2×

Profitability

See full

Gross margin25.5%-3.5pp

Operating margin-5.5%-13.2pp

Net margin-9.3%-12.3pp

Returns & leverage

See full

Return on equity-8%-10.9pp

Debt / equity0.6×+0.2×

Current ratio1.2×-0.4×

Segments

By segment

See full

Sand Logistics$244.7M-15.7%

Power$20.9M+184%

By product

See full

Shortfall Revenues$1.9M-84.7%

Competitors

By market cap

Halliburton$26.8B+37.8%

Liberty Energy$2.8B+30.1%

Atlas Energy Solutions$1.4B-18.5%

ProPetro Holding Corp.$1.3B+106%

SOC

Sable Offshore Corp.$843.5M-71.6%

ProFrac Holding Corp.$725.5M-44.3%

SandRidge Energy$495.8M+27.6%

SND

Smart Sand, Inc.$202.9M+130%

By revenue growth

SND

Smart Sand, Inc.+21.7%

SandRidge Energy+18.8%

Liberty Energy+2.3%

Halliburton+0.6%

Atlas Energy Solutions-8.4%

ProPetro Holding Corp.-15.6%

ProFrac Holding Corp.-18.9%

By net margin

SandRidge Energy46.37%-0.8pp

Halliburton7.16%-1.2pp

SND

Smart Sand, Inc.6.07%+13.2pp

Liberty Energy2.92%-2.4pp

ProPetro Holding Corp.-1.05%+9.6pp

Atlas Energy Solutions-9.29%-12.3pp

ProFrac Holding Corp.-24.17%-13.6pp

SOC

Sable Offshore Corp.-39,153.74%—

Profile

Atlas Energy Solutions Inc. is a leading provider of proppant production, logistics, and distributed power solutions specifically tailored for the oil and gas industry in the Permian Basin. The company operates a vertically integrated model that combines large-scale sand mining with a proprietary automated logistics network to drive operational efficiencies for E&P operators. Its core value proposition centers on reducing well completion costs and environmental impact through innovative transportation technologies and localized supply chains.

Competitive position

A leading low-cost proppant producer in the Permian Basin with a unique competitive advantage through its proprietary 42-mile long-haul conveyor system.

GeographiesUnited States, Permian Basin, Texas, New Mexico

Customer segmentsUpstream Oil & Gas, E&P Operators

Business modelManufacturing, Logistics-as-a-Service, Equipment Rental

SuppliersNatural gas suppliers, Heavy equipment manufacturers, Land and mineral rights owners, Autonomous driving technology providers

CustomersPermian Basin E&P operators, Well completion service providers, Hydraulic fracturing crews

CountryUnited States of America

Listed2023

Employees490.0

CEOJohn G. Turner

SectorEnergy

IndustryOil & Gas Equipment & Services

Websiteatlas.energy

FilingsSEC EDGAR

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Questions, answered.

What is Atlas Energy Solutions's market cap?: Atlas Energy Solutions (AESI) has a market capitalization of $1.4B and trades on NYSE.
What is Atlas Energy Solutions's revenue and profitability?: Atlas Energy Solutions generated $1.1B in trailing twelve-month revenue with a net loss of $98.8M, representing a net margin of -9.3%. Gross margin stands at 25.5%, with free cash flow of -$89.6M. These figures are based on the Q1 2026 filing.
Who are Atlas Energy Solutions's competitors?: Atlas Energy Solutions's key competitors include Liberty Energy Inc., ProFrac Holding Corp., Halliburton Company, and others. These companies compete in similar markets and product categories.
Who does Atlas Energy Solutions partner with?: Atlas Energy Solutions's notable partners include Stonebriar Commercial Finance.
What subsidiaries does Atlas Energy Solutions have?: Atlas Energy Solutions's subsidiaries include Atlas LLC.
Where is Atlas Energy Solutions headquartered?: Atlas Energy Solutions is headquartered in United States of America and employs approximately 490 people. It has been publicly traded since 2023.