Atlas Energy Solutions Inc. (AESI) Q2 2026 Earnings Call Prepared Remarks Transcript
Atlas Energy Solutions Inc. (AESI) Q2 2026 Earnings Call Prepared Remarks Transcript
Seeking Alpha8/5/2026Neutral
AESI
Atlas Energy Solutions Inc.NYSEENERGYOIL & GAS EQUIPMENT & SERVICES
Key Statistics
Market Cap
$1.60B
P/E Ratio
—
EPS
$-0.98
Beta
1.09
52W High
$20.13
52W Low
$7.64
50-Day MA
$14.17
200-Day MA
$12.88
Dividend Yield
—
Profit Margin
-11.10%
Forward P/E
21.69
PEG Ratio
—
About Atlas Energy Solutions Inc.
Atlas Energy Solutions Inc. provides proppant and logistics services to the oil and natural gas industry within the Permian Basin of West Texas and New Mexico. The company is headquartered in Austin, Texas.
Fundamentals
| Revenue (TTM) | $1.07B |
| Gross Profit (TTM) | $249.95M |
| EBITDA | $108.54M |
| Operating Margin | -6.81% |
| Return on Equity | -9.93% |
| Return on Assets | -2.49% |
| Revenue/Share (TTM) | $8.59 |
| Book Value | $8.90 |
| Price-to-Book | 1.40 |
| Price-to-Sales (TTM) | 1.50 |
| EV/Revenue | 2.283 |
| EV/EBITDA | 21.97 |
| Quarterly Earnings Growth (YoY) | -96.20% |
| Quarterly Revenue Growth (YoY) | 1.60% |
| Shares Outstanding | $124.91M |
| Float | $88.31M |
| % Insiders | 34.33% |
| % Institutions | 87.26% |
Historical Volatility
HV 10-Day
41.68%
HV 20-Day
74.07%
HV 30-Day
63.32%
HV 60-Day
61.73%
HV Rank
64.7%
Volatility is currently contracting
Analyst Ratings
Consensus ($18.83 target)
2
Strong Buy4
Buy4
Hold1
Sell1
Strong SellLatest News
Atlas Energy Solutions Inc. (AESI) Q2 2026 Earnings Call Transcript
Atlas Energy Solutions Inc. (AESI) Q2 2026 Earnings Call Transcript
Seeking Alpha8/4/2026Neutral
Atlas Energy Solutions Q2 Earnings Call Highlights
Atlas Energy Solutions NYSE: AESI reported second-quarter revenue of $293.2 million and adjusted EBITDA of $49.5 million, representing an adjusted EBITDA margin of about 17%, as the company advanced its private-power business while navigating uneven conditions in West Texas sand and logistics markets.
MarketBeat8/4/2026Neutral
Atlas Energy Solutions Announces Second Quarter 2026 Results
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today reported financial and operating results for the second quarter ended June 30, 2026. Second Quarter 2026 Highlights Total revenue of $293.2 million, Net loss of $25.1 million and Adj. EBITDA of $49.5 million Net cash used in operating activities of $553 thousand and Adjusted Free Cash Flow of $34.9 million Set quarterly volume record for Dune Express and quarterly shipment record for Last M.
Business Wire8/3/2026Neutral
Atlas Energy Solutions Expands AI-Enabled Digital Transformation of Oilfield Logistics with Kodiak-Powered Driverless Trucks
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas”), a leading energy solutions provider, today announced an expansion of its autonomous truck operations in the Permian Basin, advancing its commitment to unlocking energy by digitally transforming oilfield logistics.Working with Kodiak AI, Inc. (“Kodiak”) (Nasdaq: KDK), a leading provider of Physical AI-powered autonomous driving technology, Atlas is expanding its driverless proppant delivery program to a second sim.
Business Wire7/31/2026Neutral
Beat the CPI Heat: Natural Resource ETFs as an Inflation Hedge
Fears of hotter-than-expected inflation were realized today. Consumer Price Index (CPI) data revealed that headline CPI rose 0.6% month-over-month in April.
ETF Trends5/12/2026Positive
Atlas Energy Solutions Inc. (AESI) Q1 2026 Earnings Call Transcript
Atlas Energy Solutions Inc. (AESI) Q1 2026 Earnings Call Transcript
Seeking Alpha5/5/2026Neutral
Occidental Petroleum (OXY) Expected to Beat Earnings Estimates: Should You Buy?
Occidental (OXY) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Zacks Investment Research4/28/2026Positive
Earnings Preview: Atlas Energy Solutions Inc. (AESI) Q1 Earnings Expected to Decline
Atlas Energy Solutions Inc. (AESI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Zacks Investment Research4/27/2026Negative
Atlas Energy Solutions Inc. (AESI) Surges 9.8%: Is This an Indication of Further Gains?
Atlas Energy Solutions Inc. (AESI) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Zacks Investment Research4/16/2026Positive
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Data last updated: 8/18/2026