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Segments

By segment

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Sand Logistics$263.9M-3.2%
Power$29.28M+83.1%

By product

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Shortfall Revenues$0-100%

Other financials

Income statement

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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:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Atlas Energy Solutions’s 10-Q, filed August 5, 2026.

Filed
Aug 4, 2026, 8:00 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001193125-26-333424
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Product revenue$103,538$126,608$212,478$266,253
Service revenue162,670146,355301,783296,964
Rental revenue26,97015,71344,50023,050
Total revenue293,178288,676558,761586,267
Cost of sales (excluding depreciation, depletion and accretion expense)221,297195,904435,322401,967
Depreciation, depletion and accretion expense46,02640,63391,25277,633
Gross profit25,85552,13932,187106,667
Selling, general and administrative expense (including stock-based compensation expense of $8,683, $8,290, $17,125 and $14,808, respectively)39,41134,37175,15768,783

Item 1. Financial Statements.

FAQ

What is Atlas Energy Solutions's total revenue?
Atlas Energy Solutions (AESI) reported total revenue of $293.18M in Q2 2026.
How has Atlas Energy Solutions's total revenue changed year-over-year?
Atlas Energy Solutions's total revenue increased by 1.6% year-over-year, from $288.68M to $293.18M.
What is the long-term trend for Atlas Energy Solutions's total revenue?
Over 3 years (2021 to 2025), Atlas Energy Solutions's total revenue has grown at a 85.2% compound annual growth rate (CAGR), from $172.4M to $1.1B.
What does total revenue mean?
The aggregate of all revenue from the company's operations — the top line from which all profitability metrics are derived.

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