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Atlas Energy Solutions AESI Q1 2026 earnings

Reported May 4, 2026 · After market close

Revenue$265.6MBeat by $9.2M
EPS-$0.36Miss by $0.13
Revenue estimate$256.4M
EPS estimate-$0.23

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

as of 07/28/26
See full
Market cap$1.43B-18.5%
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%

Versus estimates

Revenue

Q1 2026$265.6MBeat by $9.2M
Q4 2025$249.4MBeat by $9.1MQ3 2025$259.6MBeat by $20.1MQ2 2025$288.7MBeat by $5.2MQ1 2025$297.6MBeat by $6.4MQ4 2024$271.3MMiss by $1.6M

Diluted EPS

Q1 2026-$0.36Miss by $0.13
Q4 2025-$0.22In lineQ3 2025-$0.13Miss by $0.10Q2 2025-$0.04Miss by $0.18Q1 2025$0.08Miss by $0.10Q4 2024$0.06Miss by $0.12

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Questions, answered.

When did Atlas Energy Solutions report Q1 2026 earnings?
Atlas Energy Solutions (AESI) reported Q1 2026 earnings on May 4, 2026 after market close.
What were Atlas Energy Solutions's Q1 2026 revenue and EPS?
Atlas Energy Solutions reported revenue of $265.6M and eps of $-0.36 for Q1 2026.
Did Atlas Energy Solutions beat estimates in Q1 2026?
Revenue beat the consensus estimate of $256.4M by $9.2M. EPS missed the consensus estimate of $-0.23 by $0.13.
How did Atlas Energy Solutions's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 10.8% from $297.6M a year earlier.
Where can I find Atlas Energy Solutions's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001193125-26-204216) and the 10-Q periodic report (0001193125-26-206587) directly on SEC EDGAR. The filing index links above go to sec.gov.