What is Atlas Energy Solutions's rental — cost of revenue?

Atlas Energy Solutions (AESI) reported rental — cost of revenue of $5.43M in Q4 2025.

What does rental — cost of revenue mean?

This metric represents the direct costs associated with providing equipment or asset rental services within the company's specific business segment. It includes expenses such as maintenance, depreciation of rental assets, and direct labor required to support the rental operations. Monitoring this figure helps investors evaluate the operational efficiency and profitability of the rental service line relative to its revenue generation.

Atlas Energy Solutions (AESI) Rental — Cost Of Revenue

Screener

Other product segments

Service

$490.3M+6.0%

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RDI

RDIReal Estate Revenue — Cost Of Revenue

$1.89M-3.5%

Other financials

Income statement

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Revenue$293.2M+1.6%

Gross profit$71.9M-22.5%

Operating income-$22.5M-413%

Net income-$25.1M-352%

EPS (diluted)-$0.20-400%

Balance sheet

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Cash & equivalents$168.2M+113%

Total debt$1.0B+89.9%

Total equity$1.1B-12.5%

Total assets$2.6B+13.7%

Cash flow

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Operating cash flow$19.0M+355%

CapEx$153.8M+282%

Free cash flow-$154.4M—

Valuation

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Market cap$1.38B-7.8%

Enterprise value$2.26B+14.7%

P/S1.3×0.0×

Profitability

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Gross margin23.4%-6.2pp

Operating margin-8.3%-14.2pp

Net margin-11.1%-12.3pp

FCF margin-17.2%—

Returns & leverage

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Return on equity-9.9%-11.1pp

Debt / equity0.9×+0.5×

Current ratio1.8×+0.3×

Where this comes from

Reported directly by Atlas Energy Solutions in its filing.

Tagged under the XBRL concept us-gaap:CostOfRevenue.

The source filing: Atlas Energy Solutions’s 10-K, filed February 24, 2026.

Filed: Feb 24, 2026, 4:25 PM EST
Fiscal year: FY2025
Accession: 0001193125-26-067145

Cost of sales, excluding depreciation, depletion and accretion expense, related to rental revenue primarily consists of repair and maintenance expense, and direct and indirect labor expense. Rental-related costs were $21.7 million for the year ended December 31, 2025. The Company did not have rental-related costs for the years ended December 31, 2024 and 2023.

Item 8. Financial Statements and Supplementary Data.

FAQ

What is Atlas Energy Solutions's rental — cost of revenue?: Atlas Energy Solutions (AESI) reported rental — cost of revenue of $5.43M in Q4 2025.
What does rental — cost of revenue mean?: This metric represents the direct costs associated with providing equipment or asset rental services within the company's specific business segment. It includes expenses such as maintenance, depreciation of rental assets, and direct labor required to support the rental operations. Monitoring this figure helps investors evaluate the operational efficiency and profitability of the rental service line relative to its revenue generation.