# Atlas Energy Solutions Inc.: overview

AESI · NYSE · CIK 1984060 · [Energy](/sectors/energy.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/aesi.md) · [Financials](/companies/aesi/financials.md) · [Filings](/companies/aesi/filings.md) · [Insiders](/companies/aesi/insiders.md)

Latest reported revenue: [$293.2m](/filings/0001193125-26-333424.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 5, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001193125-26-333424).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [304](/filings/0001193125-25-264871.md) | [271 d](/filings/0001193125-26-067145.md) | [298](/filings/0001193125-26-206587.md) | [289](/filings/0001193125-26-333424.md) | [260](/filings/0001193125-25-264871.md) | [249 d](/filings/0001193125-26-067145.md) | [266](/filings/0001193125-26-206587.md) | [293](/filings/0001193125-26-333424.md) |
| Gross margin | % | [17.4%](/filings/0001193125-25-264871.md) | [18.4% d](/filings/0001193125-26-067145.md) | [18.3%](/filings/0001193125-26-206587.md) | [18.1%](/filings/0001193125-26-333424.md) | [9.2%](/filings/0001193125-25-264871.md) | [8.1% d](/filings/0001193125-26-067145.md) | [2.4%](/filings/0001193125-26-206587.md) | [8.8%](/filings/0001193125-26-333424.md) |
| Operating margin | % | [5.0%](/filings/0001193125-25-264871.md) | [11.3% d](/filings/0001193125-26-067145.md) | [5.2%](/filings/0001193125-26-206587.md) | [2.5%](/filings/0001193125-26-333424.md) | [(7.1%)](/filings/0001193125-25-264871.md) | [(6.0%) d](/filings/0001193125-26-067145.md) | [(12.2%)](/filings/0001193125-26-206587.md) | [(7.7%)](/filings/0001193125-26-333424.md) |
| Net margin | % | [1.3%](/filings/0000950170-24-118270.md) | [5.3% d](/filings/0001193125-26-067145.md) | [0.4%](/filings/0001193125-26-206587.md) | [(1.9%)](/filings/0001193125-26-333424.md) | [(9.1%)](/filings/0001193125-25-264871.md) | [(8.9%) d](/filings/0001193125-26-067145.md) | [(17.8%)](/filings/0001193125-26-206587.md) | [(8.6%)](/filings/0001193125-26-333424.md) |
| Diluted EPS | $ per share | [0.04](/filings/0001193125-25-264871.md) | not reported | [0.01](/filings/0001193125-26-206587.md) | [(0.04)](/filings/0001193125-26-333424.md) | [(0.19)](/filings/0001193125-25-264871.md) | not reported | [(0.38)](/filings/0001193125-26-206587.md) | [(0.20)](/filings/0001193125-26-333424.md) |
| Free cash flow | $m | [(1.1) d](/filings/0001193125-25-264871.md) | [(5.6) d](/filings/0001193125-26-067145.md) | [(59.8)](/filings/0001193125-26-206587.md) | [48.4 d](/filings/0001193125-26-333424.md) | [(1.4) d](/filings/0001193125-25-264871.md) | [(18.1) d](/filings/0001193125-26-067145.md) | [(10.3)](/filings/0001193125-26-206587.md) | [(154) d](/filings/0001193125-26-333424.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Net income: us-gaap:ProfitLoss. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY (2021-12-31) | FY (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [172](/filings/0000950170-24-021342.md) | [483](/filings/0000950170-25-026740.md) | [614](/filings/0001193125-26-067145.md) | [1,056](/filings/0001193125-26-067145.md) | [1,095](/filings/0001193125-26-067145.md) |
| Gross margin | % | [37.2%](/filings/0000950170-24-021342.md) | [53.1%](/filings/0000950170-25-026740.md) | [51.1%](/filings/0001193125-26-067145.md) | [22.0%](/filings/0001193125-26-067145.md) | [13.8%](/filings/0001193125-26-067145.md) |
| Operating margin | % | [27.3%](/filings/0000950170-24-021342.md) | [48.1%](/filings/0000950170-25-026740.md) | [43.2%](/filings/0001193125-26-067145.md) | [10.8%](/filings/0001193125-26-067145.md) | [(1.0%)](/filings/0001193125-26-067145.md) |
| Net margin | % | [2.5%](/filings/0000950170-24-021342.md) | [45.0%](/filings/0000950170-25-026740.md) | [17.2%](/filings/0001193125-26-067145.md) | [5.7%](/filings/0001193125-26-067145.md) | [(4.6%)](/filings/0001193125-26-067145.md) |
| Diluted EPS | $ per share | not reported | not reported | [1.48](/filings/0001193125-26-067145.md) | [0.55](/filings/0001193125-26-067145.md) | [(0.41)](/filings/0001193125-26-067145.md) |
| Free cash flow | $m | [2.0](/filings/0000950170-24-021342.md) | [116](/filings/0000950170-25-026740.md) | [(66.5)](/filings/0001193125-26-067145.md) | [(118)](/filings/0001193125-26-067145.md) | [(30.9)](/filings/0001193125-26-067145.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/aesi/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $218.8m | 13,173,130 |  | Added +1,682,276 |
| [Encompass Capital Advisors LLC](/funds/1541901.md) | 2026-06-30 | $108.6m | 6,540,322 |  | Reduced −2,594,860 |
| [UBS Group AG](/funds/1610520.md) | 2026-06-30 | $103.0m | 6,203,480 | Call | New +6,203,480 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $83.6m | 5,030,795 |  | Added +184,364 |
| [UBS Group AG](/funds/1610520.md) | 2026-06-30 | $63.8m | 3,842,286 |  | Added +1,482,314 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $63.4m | 3,817,473 |  | Added +459,446 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $59.1m | 3,556,075 |  | Added +25,539 |
| [TWO SIGMA INVESTMENTS, LP](/funds/1179392.md) | 2026-06-30 | $53.3m | 3,209,946 |  | New +3,209,946 |
| [BARROW HANLEY MEWHINNEY & STRAUSS LLC](/funds/313028.md) | 2026-06-30 | $44.0m | 2,651,438 |  | Reduced −498,453 |
| [Ensign Peak Advisors, Inc](/funds/1454984.md) | 2026-06-30 | $41.7m | 2,508,739 |  | New +2,508,739 |

## Recent filings

[All 257 filings](/companies/aesi/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-22 | 08:09 ET | [8-K](/filings/0001104659-26-117979.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001104659-26-117979 |
| 2026-09-25 | 07:00 ET | [8-K](/filings/0001193125-26-401582.md) | 7.01 Regulation FD disclosure; 8.01 Other events; 9.01 Financial statements and exhibits | 0001193125-26-401582 |
| 2026-09-24 | 17:22 ET | [8-K](/filings/0001193125-26-401172.md) | 1.01 Entry into a material agreement; 8.01 Other events | 0001193125-26-401172 |
| 2026-08-05 | 20:07 ET | [10-Q](/filings/0001193125-26-333424.md) | Quarterly report, period 2026-06-30 | 0001193125-26-333424 |
| 2026-08-03 | 16:50 ET | [8-K](/filings/0001193125-26-330740.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-26-330740 |
| 2026-05-08 | 16:10 ET | [8-K](/filings/0001193125-26-214632.md) | 5.07 Shareholder vote results | 0001193125-26-214632 |
| 2026-05-05 | 16:37 ET | [10-Q](/filings/0001193125-26-206587.md) | Quarterly report, period 2026-03-31 | 0001193125-26-206587 |
| 2026-05-04 | 16:53 ET | [8-K](/filings/0001193125-26-204216.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-26-204216 |
| 2026-04-09 | 16:32 ET | [8-K](/filings/0001140361-26-014025.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 3.02 Unregistered sale of equity; 8.01 Other events; 9.01 Financial statements and exhibits | 0001140361-26-014025 |
| 2026-04-06 | 07:08 ET | [8-K](/filings/0001140361-26-013230.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 8.01 Other events; 9.01 Financial statements and exhibits | 0001140361-26-013230 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001193125-26-067145.md), filed Feb 24, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/4ec389ae-cbf9-49fb-ae5a-9a23e2f91f59)

## About the filer

- CIK: 1984060
- Tickers: AESI
- Exchange: NYSE
- SIC code: 1311 Crude Petroleum & Natural Gas
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 26, 2026, 16:35 ET. No prices; not investment advice.