Atlas Energy Solutions Inc.
12.09+1.73 (+16.7%)
Oct 29, 4:00:02 PM EDT · NYSE · AESI · USD
Key Stats
Market Cap
2.01BP/E (TTM)
100.75Basic EPS (TTM)
0.12Dividend Yield
0.09%Recent Filings
8-K
Exec departure in sand logistics
Atlas Energy Solutions announced the departure of EVP & President of Sand and Logistics Chris Scholla on October 21, 2025, triggering benefits under the Management Change in Control Severance Plan upon execution of a release. CEO John Turner will oversee sand and logistics operations amid the successor search. Leadership shifts can disrupt operations. No further details on severance amounts or search timeline disclosed.
8-K
Adopts stock ownership guidelines
Atlas Energy Solutions Inc. adopted stock ownership guidelines on September 9, 2025, mandating executive officers, independent directors, and senior vice presidents to hold company shares tied to their base salaries—five times for the CEO and Executive Chairman, three times for other executives and directors, and one time for VPs. These targets must be met within five years. This move aligns leadership interests with shareholders. Compliance strengthens governance ties.
10-Q
Q2 FY2025 results
Atlas Energy Solutions posted Q2 revenue of $288.7M, edging up 0.4% y/y but dipping 1.2% q/q (derived), as product sales held steady at $126.3M amid lower proppant prices offset by higher volumes, while service revenue fell 8.2% y/y to $146.4M from softer logistics pricing, and new rental revenue from the Moser power acquisition added $16.0M. Gross profit slid to $52.1M from $60.4M y/y, with margins squeezed to 18.1% by elevated depreciation of $40.6M (up 62.4% y/y) and $4.1M credit loss on disputed shortfall receivables; operating income turned to $7.2M from $28.2M y/y, pressured by higher SG&A and amortization, while net loss hit $5.6M or $(0.04) diluted EPS versus $14.8M profit y/y, with the EPS drop aligning to 123.7M diluted shares. Key drivers included Moser's February close for $222.9M (cash/stock mix), recognizing $68.3M goodwill and $103.0M finite-lived intangibles amortized over 5-10 years, boosting the power segment. Liquidity strengthened with $78.8M cash and $124.8M ABL availability against $492.1M long-term debt (9.51% term loan maturing 2032), while operating cash flow of $81.2M YTD generated $107.6M adjusted free cash flow. Yet customer concentration risks persist, with three clients topping 50% of receivables.
8-K
Q2 revenue dips, cash flow strong
Atlas Energy Solutions reported Q2 2025 revenue of $288.7 million, down 3% from Q1 amid Permian Basin slowdown, with a net loss of $5.6 million but robust Adjusted EBITDA of $70.5 million and operating cash flow of $88.6 million. Rental revenue surged 119% to $16.0 million, fueled by the new Power segment's full-quarter debut, while Dune Express now handles most Kermit plant deliveries. Post-quarter, Atlas snapped up PropFlow for cleaner proppant handling. Q3 guidance flags modest revenue and EBITDA dips from lower prices, yet low-cost edge promises market share grabs.
8-K
Atlas acquires Propflow filtration tech
Atlas Energy Solutions closed its acquisition of Propflow, LLC on July 28, 2025, adding patented on-wellsite proppant filtration technology to its mine-to-blender logistics. This bolsters proppant handling by eliminating debris, cutting frac equipment maintenance costs and downtime for 24/7 operations. Integration promises higher completion efficiencies. Uncertainties linger on realizing synergies.
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