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Friday 6 November 2026 Export AESI’s income statement to Excel — free account

Atlas Energy Solutions Inc.

AESI Energy Oil & Gas Equipment & Services

Atlas Energy Solutions Inc.’s revenue for fiscal 2025 (year ended December 2025) was $1.1 billion, up 3.73% from fiscal 2024.

Revenue
+3.15%
EPS
−90.0%
Free cash flow
−11,506.3%
Total debt
+83.4%

Quarter to September 2026, against a year earlier

5.38 1.35 −20.06%
Market cap
$666.4M
P/E
0.0×
Fwd P/E
−9.1×
Dividend yield
0.00%
F-score
4/9
Altman Z
1.17
Beneish M
−2.48
Dividend safety
6/100
Overview
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios

Insider Decisions last twelve months

Sold, $m 2.84
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — — 1 1 — — — — — — — —
Insider Ownership 36.00%

Capital & Financial Ratios $m

Size
Market Cap 666.38
Revenue ttm 1,075.97
Net income ttm (139.72)
Free cash flow ttm (334.85)
Net debt Q 1,016.83
Valuation
P/E 0.00
Forward P/E (9.06) (negative: loss-making)
Price / sales 0.63
Forward P/S Powerpack
Price / FCF 0.00
Price / book 0.62
Financial health
Current ratio Q 1.22
Debt / equity Q 0.97
Interest coverage Q (2.36)
Growth
Revenue growth Q +3.15% (above 0%: growing)
Operating income growth Q −115.75% (below 0%: shrinking)
EPS, this year −156.63% (below 0%: weak)
EPS, next year A +59.25% (at or above 15%: strong)
Revenue, next year A +1.71%
EPS, past 5 yrs —
EPS, next 5 yrs A −24.44% (below 0%: weak)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 1.6×, against a ten-year median of 1.9×; over the ten years it ranged from 1.2× in 2023 to 4.3× in 2024.
P/S against its own 10 years 0.11%
10-year low 10-year high
P/B against its own 10 years 0.12%
10-year low 10-year high
EV/Sales against its own 10 years 17.72%
10-year low 10-year high

Dividends

Yield
0.00%
Annual rate
0.00
Payout ratio
—
Growth, 2023–25
+7.51%/yr
  1. 0.65 ’23
  2. 0.85 ’24 +31
  3. 0.75 ’25 −12
paid change on the year, % Powerpack

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 210 72 41 22
Receivables 71 166 181 214
Inventory 22 41 62 63
Other — — — —
319 289 308 329
2023 2024 2025 Q'26
Payables 61 119 69 99
ST’ Debt — 44 41 45
Other 2 3 8 7
93 243 211 269

Compound Annual Growth %

10y 5y 3y
Sales — 57.85% 31.41%
Cash Flow — 56.53% (17.11%)
Earnings — 0.00% 0.00%
Book Value — 0.00% 33.22%

Earnings Trends EPS, adjusted, against the consensus

Q3 FY26 Estimate −0.26 Actual −0.36

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q4 FY25 −0.22 −0.22 Met by 0.00
Q1 FY26 −0.23 −0.36 Miss by 0.13
Q2 FY26 −0.12 −0.18 Miss by 0.06
Q3 FY26 −0.26 −0.36 Miss by 0.10
Q4 FY26 −0.18 — Reports 22 February 2027

EPS $

Mar Jun Sep Dec Year
’26 (0.38) (0.20) (0.36) — —
’25 0.01 (0.04) (0.19) (0.18) (0.41)
’24 0.26 0.13 0.04 0.13 0.55
’23 0.03 0.67 0.51 0.36 1.48
’22 — — 1.13 0.63 2.17
’21 — — — (0.06) 0.04
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 266 293 268 — —
’25 298 289 260 249 1,095
’24 193 288 304 271 1,056
’23 153 162 158 141 614
’22 60 131 142 150 483
’21 — — — 53 172
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 19 (1) 23 — —
’25 (7) 89 32 4 117
’24 40 61 85 71 256
’23 54 104 55 86 299
’22 24 52 81 50 206
’21 — — — 21 21
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 (7) (152) (158) — —
’25 (60) 48 (1) (18) (31)
’24 (56) (55) (1) (6) (118)
’23 (7) 18 (43) (34) (66)
’22 18 39 45 15 116
’21 — — — 2 2
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.3
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue — — — — 112 172 483 614 1,056 1,095 1,076 +57.8% 1,114 1,310 1,537 +12.0%
Gross margin, % — — — — 34.58 50.90 58.79 57.59 31.32 28.38 22.10 (6.2) pt
EBT — — — — (34) 5 219 258 76 (68) (180) +14.9%
EBT margin, % — — — — (30.48) 2.95 45.34 42.00 7.18 (6.22) (16.73) +24.3 pt
Net income — — — — (34) 4 217 226 60 (50) (140) +7.9%
Per share, $
Per share, $ Revenue — — — — 1.12 1.72 4.83 8.71 9.76 8.95 8.61 +51.6%
Earnings — — — — (0.34) 0.04 2.17 1.50 0.55 (0.41) (1.12) +3.8%
Cash flow — — — — 0.12 0.21 2.06 4.24 2.37 0.96 0.36 +50.3%
Capex — — — — (0.10) (0.19) (0.90) (5.19) (3.46) (1.21) (3.04) +66.3%
Free cash flow — — — — 0.03 0.02 1.16 (0.94) (1.09) (0.25) (2.68) n/m
Book value — — — — 0.00 3.39 5.11 12.32 9.58 9.87 8.61 n/m
Shares, m — — — — 100 100 100 70 108 122 124 +4.1%
Valuation, ×
Valuation, × P/E — — — — 9.84 9.84 9.84 10.56 39.61 0.00 0.00 13.3
P/S — — — — 3.51 3.51 3.51 1.90 2.27 1.05 0.63 2.6
P/B — — — — 3.31 3.31 3.31 1.35 2.32 0.95 0.62 2.4
EV/Sales — — — — 3.65 3.65 3.65 1.84 2.69 1.57 1.57 2.8
EV/FCF — — — — 15.12 15.12 15.12 (17.03) (24.18) (55.51) (5.05) (8.6)
Cash, $m
Cash, $m Operating cash flow — — — — 12 21 206 299 256 117 46 +56.5%
Capex — — — — (10) (19) (90) (365) (374) (148) (380) +73.1%
Free cash flow — — — — 3 2 116 (66) (118) (31) (335) n/m
Balance, $m
Balance, $m Working capital — — — — 13 44 90 226 46 96 60 +50.3%
Net debt — — — — 139 135 65 (37) 442 563 1,017 +32.3%
Shareholders’ equity — — — — — 339 511 868 1,037 1,209 1,077 +37.5%
Returns, %
Returns, % ROA — — — — 0.00 1.57 33.52 10.48 3.71 (2.39) (5.85) (2.4) pt
ROIC — — — — (0.55) 6.20 25.15 19.95 4.82 (0.38) (3.28) +0.2 pt
ROE — — — — 0.00 1.27 51.06 15.29 6.30 (4.48) (12.15) (4.5) pt
People
People Employees — — — — — — 371 490 1,143 1,511 — +59.7%
Revenue/emp, $m — — — — 0.00 0.00 1.30 1.25 0.92 0.72 — n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 5 Nov 2026

Atlas Energy Solutions Inc. vs peers in Oil & Gas Equipment & Services (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
RES RPC, Inc. $1.2B — (loss-making) 23.7× +4.61% (above 0%: growing) n/m −35.59% (below 0%: shrinking) 25.22% (11.50%) Compare
VTOL Bristow Group Inc. $1.1B 13.4× 12.1× +13.37% (above 0%: growing) −47.25% (below 0%: shrinking) −292.76% (below 0%: shrinking) 28.68% 10.89% Compare
TTI Tetra Technologies, Inc. $863.9M 105× 25.1× +9.60% (above 0%: growing) +54.00% (above 0%: growing) −3,774.17% (below 0%: shrinking) 20.90% 5.79% Compare
FTK Flotek Industries, Inc. $802.7M 26.0× 31.2× +104.09% (above 0%: growing) −35.47% (below 0%: shrinking) −376.03% (below 0%: shrinking) 23.96% 15.70% Compare
FET Forum Energy Technologies, Inc. $775.6M 25.6× 23.0× +20.68% (above 0%: growing) n/m +40.56% (above 0%: growing) 31.42% 8.43% Compare
PUMP ProPetro Holding Corp. $738.4M 361× 1,531× +20.91% (above 0%: growing) n/m −5,380.61% (below 0%: shrinking) 24.10% 3.10% Compare
AESI Atlas Energy Solutions Inc. $666.4M — (loss-making) — (loss-making) +3.15% (above 0%: growing) n/m −11,506.33% (below 0%: shrinking) 19.52% (14.94%)
HMH HMH Holding Inc. $526.7M — — — — — 35.88% (2.83%) Compare
ACDC ProFrac Holding Corp. $493.6M — (loss-making) — (loss-making) +26.79% (above 0%: growing) n/m +275.00% (above 0%: growing) 21.19% (6.73%) Compare
Median of peers $789.1M 26.0× 24.4× +20.68% −35.47% −292.76% 24.66% 4.45%

All 48 Oil & Gas Equipment & Services stocks →

Pay and ownership Proxy statement filed 27 March 2026

Ownership

Directors and executive officers, together 16.40%
Ben M. “Bud” Brigham 12.42%
The Sealy & Smith Foundation 11.88%
BlackRock, Inc. 9.94%
Gregory M. Shepard 5.94%
Encompass Capital Advisors LLC 5.09%
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Atlas Energy Solutions Inc. (AESI) Latest News

3 Nov

Impact 4 · · GuruFocus.com
Impact 4 · · Moby
Impact 3 · · MarketBeat transcript

2 Nov

Impact 4 · · Business Wire
Impact 3 · · Zacks

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Impact 4 · · Simply Wall St.

22 Oct

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21 Oct

Impact 4 · · StockStory
Impact 3 · · Trefis
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13 Oct

Impact 3 · · StockStory

12 Oct

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26 Sep

Impact 4 · · Simply Wall St.

25 Sep

Impact 4 · · StockStory
Impact 4 · · Barrons.com
Impact 4 · · Investing.com
Impact 4 ·

11 Aug

Impact 3 ·

7 Aug

Impact 3 ·

5 Aug

Impact 4 ·

4 Aug

Impact 3 ·
Impact 3 · transcript
Impact 3 · · MarketBeat transcript
Impact 3 · · Moby transcript

3 Aug

Impact 3 ·

31 Jul

Impact 4 ·

6 Jun

Impact 3 · · StockStory

20 May

Impact 3 · · StockStory
stockrow.com/AESI · Data as of Nov 5, 2026 · For information only; not investment advice. · © 2026 stockrow.com