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. In the quarter to June 2026, revenue grew 1.56%, EPS fell 400.0%, free cash flow fell 414.4% and total debt rose 90.3%, each against the same quarter a year earlier. Revenue growth for five consecutive years.

9.84 0.47 −4.56%
Market cap
$1.3B
P/E
0.0×
Fwd P/E
−22.9×
Dividend yield
0.00%
F-score
4/9
Altman Z
1.17
Beneish M
−2.48
Dividend safety
6/100

Insider Decisions trades per month

Total sells 3.30
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell 1 — — 1 1 — — — — — — —
Insider Ownership 35.97%

Capital & Financial Ratios $m

Market Cap 1,290.00
Revenue 1,067.80
Net Income (118.32)
Free Cash Flow (178.48)
Net Debt 848.83
Current Ratio 1.82 (at or above 1.5: strong)
Debt/Equity 0.91
P/E ratio 0.00
Fwd P/E (22.90) (negative: loss-making)
P/S ratio 1.15
P/B ratio 1.10
Past 5Y EPS Growth —
This Y EPS Growth (137.02%) (below 0%: weak)
Next Y EPS Growth 59.62% (at or above 15%: strong)
Next Y revenue growth 1.62%
Next 5Y EPS Growth (24.44%) (below 0%: weak)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/S against its own 10 years 6.07%
10-year low 10-year high
P/B against its own 10 years 10.68%
10-year low 10-year high
EV/Sales against its own 10 years 50.22%
10-year low 10-year high

Dividends

Payout Ratio —
Annual Dividend Rate 0.00
Annual Dividend Yield 0.00%
total individual payouts
2027 Powerpack
2026 Powerpack
2025 0.75
0.25
0.25
0.25
2024 0.85
0.16
0.22
0.23
0.24
2023 0.65
0.30
0.20
0.15
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 210 72 41 168
Receivables 71 166 181 218
Inventory 22 41 62 64
Other — — — —
319 289 308 479
2023 2024 2025 Q'26
Payables 61 119 69 84
ST’ Debt — 44 41 53
Other 2 3 8 10
93 243 211 263

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%

Revenue $m

Mar Jun Sep Dec Year
’26 266 293 — — —
’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) — — —
’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) — — —
’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.

EPS $

Mar Jun Sep Dec Year
’26 (0.38) (0.20) — — —
’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.

Target Price Range

Analyst price targets

Recommendation Rating

2.4
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low — — — — — — — 15.06 15.55 7.64

Analyst estimates 2026–2028

Powerpack
High — — — — — — — 24.69 24.93 26.86
People
People Employees — — — — — — 371 490 1,143 1,511
Revenue/emp, $m — — — — 0.00 0.00 1.30 1.25 0.92 0.72
Income, $m
Income, $m Revenue — — — — 112 172 483 614 1,056 1,095
Gross margin, % — — — — 34.58 50.90 58.79 57.59 31.32 28.38
EBT — — — — (34) 5 219 258 76 (68)
EBT margin, % — — — — (30.48) 2.95 45.34 42.00 7.18 (6.22)
Net income — — — — (34) 4 217 226 60 (50)
Depreciation — — — — 30 33 30 43 119 195
Per share, $
Per share, $ Revenue — — — — 1.12 1.72 4.83 8.71 9.76 8.95
Earnings — — — — (0.34) 0.04 2.17 1.50 0.55 (0.41)
Cash flow — — — — 0.12 0.21 2.06 4.24 2.37 0.96
Capex — — — — (0.10) (0.19) (0.90) (5.19) (3.46) (1.21)
Free cash flow — — — — 0.03 0.02 1.16 (0.94) (1.09) (0.25)
Book value — — — — 0.00 3.39 5.11 12.32 9.58 9.87
Shares, m — — — — 100 100 100 70 108 122
Valuation, ×
Valuation, × P/E — — — — 9.84 9.84 9.84 10.56 39.61 0.00
P/S — — — — 3.51 3.51 3.51 1.90 2.27 1.05
P/B — — — — 3.31 3.31 3.31 1.35 2.32 0.95
EV/Sales — — — — 3.65 3.65 3.65 1.84 2.69 1.57
EV/FCF — — — — 15.12 15.12 15.12 (17.03) (24.18) (55.51)
Cash, $m
Cash, $m Operating cash flow — — — — 12 21 206 299 256 117
Capex — — — — (10) (19) (90) (365) (374) (148)
Free cash flow — — — — 3 2 116 (66) (118) (31)
Balance, $m
Balance, $m Working capital — — — — 13 44 90 226 46 96
Total debt — — — — 175 175 147 173 513 604
Net debt — — — — 139 135 65 (37) 442 563
Shareholders’ equity — — — — — 339 511 868 1,037 1,209
Returns, %
Returns, % ROA — — — — 0.00 1.57 33.52 10.48 3.71 (2.39)
ROIC — — — — (0.55) 6.20 25.15 19.95 4.82 (0.38)
ROE — — — — 0.00 1.27 51.06 15.29 6.30 (4.48)
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

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
XPRO Expro Group Holdings N.V. $1.8B 91.4× 20.6× −6.99% (below 0%: shrinking) −88.81% (below 0%: shrinking) +56.10% (above 0%: growing) 20.86% 2.64% Compare
FLOC Flowco Holdings Inc. $1.7B 11.7× 16.2× +22.07% (above 0%: growing) +38.10% (above 0%: growing) +7.07% (above 0%: growing) 53.60% 17.48% Compare
NEXT NextDecade Corporation $1.6B — (loss-making) — — n/m −35.67% (below 0%: shrinking) 0.00% 0.00% Compare
HOS Hornbeck Offshore Services Inc $1.5B 25.4× 30.5× +20.79% (above 0%: growing) n/m +320.12% (above 0%: growing) 18.49% 8.79% Compare
RES RPC, Inc. $1.3B 64.4× 31.0× +9.52% (above 0%: growing) 0.00% −46.52% (below 0%: shrinking) 24.99% 3.21% Compare
AESI Atlas Energy Solutions Inc. $1.3B — (loss-making) — (loss-making) +1.56% (above 0%: growing) n/m −414.37% (below 0%: shrinking) 24.52% (7.69%)
VTOL Bristow Group Inc. $1.1B 10.9× 10.7× +9.38% (above 0%: growing) −35.45% (below 0%: shrinking) −123.13% (below 0%: shrinking) 26.43% 9.61% Compare
PUMP ProPetro Holding Corp. $975.2M — (loss-making) — (loss-making) −6.24% (below 0%: shrinking) n/m −57.23% (below 0%: shrinking) 23.48% (1.04%) Compare
FTK Flotek Industries, Inc. $895.7M 22.5× 40.7× +70.29% (above 0%: growing) +460.00% (above 0%: growing) −31.76% (below 0%: shrinking) 23.93% 14.98% Compare
Median of peers $1.4B 23.9× 25.6× +9.52% 0.00% −33.71% 23.71% 6.00%

All 46 Oil & Gas Equipment & Services stocks →

Atlas Energy Solutions Inc. (AESI) key facts

  • Strength: Atlas Energy Solutions Inc.’s revenue for fiscal 2025 (year ended December 2025) was $1.1 billion, up 3.73% from fiscal 2024.
  • Atlas Energy Solutions Inc. (AESI) is an Oil & Gas Equipment & Services company in the Energy sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, AESI traded at $9.84, a market capitalization of $1.3 billion.
  • Return on equity was −4.48% and debt-to-equity 0.91.
  • Its Piotroski F-score is 4 out of 9 and its Altman Z-score is 1.17 (distress zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

Atlas Energy Solutions Inc. (AESI) Latest News

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stockrow.com/AESI · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com