Security
Atlas Energy Solutions Inc. · AESI
AESINYSECommon stockCurrentCIK 1984060Updated Oct 8, 2026
Name history
New Atlas HoldCo Inc. · through Oct 3, 2023
AESI price & chart
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NYSE:AESI on TradingView ↗About the company
Atlas Energy Solutions Inc. (NYSE: AESI) is a leading energy solutions provider, unlocking energy that powers the world’s critical infrastructure. For companies requiring power where grid utilities are unavailable, Atlas can help customers overcome the schedule and capital expense barriers that hinder project and operational success. For oil & gas producers, Atlas helps companies overcome disruptive operational and technical challenges to maximize oilfield completions and operations. From large scale private grid power systems to the world’s most advanced frac sand delivery networks, Atlas delivers the engineering, technology and turnkey project execution expertise that turns energy constraints into advantages.
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Recent filings
Financials
FY 2025 · USDSource
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balance sheet · annual statements
| Line item | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|
| ASSETS | ||||
| AssetsUSD | 2,228,428,000Source | 1,972,652,000Source | 1,261,686,000Source | 750,999,000Source |
| Property, Plant and Equipment, NetUSD | 1,540,813,000Source | 1,486,246,000Source | 934,660,000Source | 541,524,000Source |
| GoodwillUSD | 152,903,000Source | 68,999,000Source | — | — |
| Intangible Assets, Net (Excluding Goodwill)USD | 182,238,000Source | 105,867,000Source | — | — |
| Current assets: | ||||
| Accounts Receivable, after Allowance for Credit Loss, CurrentUSD | 180,711,000Source | 165,967,000Source | 71,170,000Source | 73,341,000Source |
| Inventory, NetUSD | 13,616,000Source | 17,302,000Source | 6,449,000Source | 5,614,000Source |
| Assets, CurrentUSD | 307,514,000Source | 289,418,000Source | 318,686,000Source | 178,731,000Source |
| Prepaid Expense and Other Assets, CurrentUSD | 24,373,000Source | 11,197,000Source | 15,485,000Source | 5,918,000Source |
| Operating Lease, Right-of-Use AssetUSD | 10,702,000Source | 13,632,000Source | 3,727,000Source | 4,049,000Source |
| Other Assets, NoncurrentUSD | 1,177,000Source | 3,456,000Source | 4,189,000Source | 7,522,000Source |
| LIABILITIES AND EQUITY | ||||
| LiabilitiesUSD | 1,019,504,000Source | 936,096,000Source | 393,862,000Source | 239,642,000Source |
| Stockholders’ equity: | ||||
| Preferred Stock, Value, IssuedUSD | 0Source | 0Source | 0Source | 0Source |
| Common Stock, Value, IssuedUSD | 1,241,000Source | 1,102,000Source | — | — |
| Additional Paid in CapitalUSD | 1,257,987,000Source | 1,035,454,000Source | 908,079,000Source | 0Source |
| Retained Earnings (Accumulated Deficit)USD | -50,304,000Source | 0Source | -41,255,000Source | 0Source |
| Stockholders' Equity Attributable to ParentUSD | 1,208,924,000Source | 1,036,556,000Source | 867,824,000Source | 511,357,000Source |
| Liabilities and EquityUSD | 2,228,428,000Source | 1,972,652,000Source | 1,261,686,000Source | 750,999,000Source |
| Current liabilities: | ||||
| Liabilities, CurrentUSD | 211,064,000Source | 243,065,000Source | 92,592,000Source | 88,674,000Source |
| Operating Lease, Liability, CurrentUSD | 347,000Source | 6,622,000Source | 1,249,000Source | 1,082,000Source |
| Accounts Payable, CurrentUSD | 69,166,000Source | 119,018,000Source | 60,882,000Source | 31,645,000Source |
| Operating Lease, Liability, NoncurrentUSD | 11,138,000Source | 7,454,000Source | 3,498,000Source | 4,287,000Source |
| Deferred Income Tax Liabilities, NetUSD | 221,622,000Source | 206,872,000Source | 121,529,000Source | 1,906,000Source |
| Other Liabilities, NoncurrentUSD | 5,538,000Source | 2,193,000Source | 6,921,000Source | 22,474,000Source |
| Additional Financial Items | ||||
| Accrued Liabilities, CurrentUSD | 84,611,000Source | 60,294,000Source | 28,458,000Source | 30,630,000Source |
| Deferred Revenue, CurrentUSD | 1,404,000Source | 7,755,000Source | — | — |
| Long-term Debt, Excluding Current Maturities | — | — | — | — |
| Long-term Debt, Current MaturitiesUSD | 40,681,000Source | 43,736,000Source | 0Source | 20,586,000Source |
| Long-term Debt, Excluding Current MaturitiesUSD | 538,240,000Source | 466,989,000Source | 172,820,000Source | 126,588,000Source |
| Redeemable Noncontrolling Interest, Equity, Carrying AmountUSD | 0Source | 0Source | 0Source | 0Source |
cash flow · annual statements
| Line item | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|
| Cash flows from operating activities: | ||||
| Net Income (Loss), Including Portion Attributable to Noncontrolling InterestUSD | -50,304,000Source | 59,944,000Source | 226,493,000Source | 217,006,000Source |
| Adjustments to reconcile net income to net cash provided by operating activities: | ||||
| Depreciation, Depletion and AmortizationUSD | 160,148,000Source | 98,747,000Source | 39,798,000Source | 27,498,000Source |
| Share-based Payment Arrangement, Noncash ExpenseUSD | 33,227,000Source | 22,381,000Source | 7,409,000Source | 678,000Source |
| Changes in operating assets and liabilities: | ||||
| Increase (Decrease) in Accounts ReceivableUSD | 10,825,000Source | 13,105,000Source | -2,172,000Source | 44,207,000Source |
| Increase (Decrease) in InventoriesUSD | -3,686,000Source | 6,618,000Source | 835,000Source | 2,415,000Source |
| Deferred Income Tax Expense (Benefit)USD | -17,495,000Source | 15,002,000Source | 29,201,000Source | -2,000Source |
| Net Cash Provided by (Used in) Operating ActivitiesUSD | 117,346,000Source | 256,460,000Source | 299,027,000Source | 206,012,000Source |
| Cash flows from investing activities: | ||||
| Payments to Acquire Businesses, Net of Cash AcquiredUSD | 204,169,000Source | 153,425,000Source | — | — |
| Net Cash Provided by (Used in) Investing ActivitiesUSD | -344,825,000Source | -512,708,000Source | -365,486,000Source | -89,592,000Source |
| Payments to Acquire Property, Plant, and EquipmentUSD | 148,271,000Source | 373,983,000Source | 365,486,000Source | 89,592,000Source |
| Cash flows from financing activities: | ||||
| Payment, Tax Withholding, Share-based Payment ArrangementUSD | 2,546,000Source | 2,067,000Source | — | — |
| Payments for Repurchase of Common StockUSD | 200,000Source | — | — | — |
| Net Cash Provided by (Used in) Financing ActivitiesUSD | 196,407,000Source | 117,778,000Source | 194,623,000Source | -74,811,000Source |
| Repayments of Long-term DebtUSD | — | — | 16,573,000Source | 28,544,000Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Including Exchange Rate EffectUSD | -31,072,000Source | -138,470,000Source | 128,164,000Source | 41,609,000Source |
| Supplemental disclosure of cash flow information: | ||||
| Interest Paid, Excluding Capitalized Interest, Operating ActivitiesUSD | 48,765,000Source | 38,469,000Source | 15,210,000Source | 14,904,000Source |
| Income Taxes Paid, NetUSD | 914,000Source | — | — | — |
| Additional Financial Items | ||||
| Accretion ExpenseUSD | 700,000Source | 700,000Source | 100,000Source | 100,000Source |
| Amortization of Debt Issuance CostsUSD | 403,000Source | 435,000Source | 337,000Source | 442,000Source |
| Amortization of Debt Issuance Costs and DiscountsUSD | — | — | 800,000Source | 500,000Source |
| Amortization of Intangible AssetsUSD | 23,500,000Source | 12,300,000Source | — | — |
| Asset Retirement Obligation, Accretion ExpenseUSD | 709,000Source | 661,000Source | 86,000Source | 66,000Source |
| Gain (Loss) on Disposition of AssetsUSD | 0Source | -19,672,000Source | — | — |
| Gain (Loss) on Sale of DerivativesUSD | — | 0Source | 0Source | 1,842,000Source |
| Gain (Loss) on Extinguishment of DebtUSD | — | — | 0Source | 0Source |
| GoodwillUSD | 152,903,000Source | 68,999,000Source | — | — |
| Goodwill, Impairment LossUSD | 0Source | 0Source | — | — |
| Impairment of Intangible Assets, Finite-livedUSD | 0Source | 0Source | — | — |
| Income Tax Expense (Benefit)USD | -17,875,000Source | 15,836,000Source | 31,378,000Source | 1,856,000Source |
| Net Income (Loss) Attributable to ParentUSD | -50,304,000Source | 59,944,000Source | 105,429,000Source | 217,006,000Source |
| Net Income (Loss) Attributable to Noncontrolling InterestUSD | — | — | 66,503,000Source | — |
| Other Nonoperating Income (Expense)USD | 727,000Source | 551,000Source | 430,000Source | 2,631,000Source |
| Other Operating Income (Expense), NetUSD | 727,000Source | — | — | — |
income statement · annual statements
| Line item | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|
| Total RevenueUSD | 1,095,310,000Source | 1,055,957,000Source | 613,960,000Source | 482,724,000Source |
| Selling, General and Administrative ExpenseUSD | 138,829,000Source | 106,248,000Source | 48,636,000Source | 24,317,000Source |
| Operating Income (Loss)USD | -10,910,000Source | 113,876,000Source | 265,130,000Source | 231,991,000Source |
| Other Nonoperating Income (Expense)USD | 727,000Source | 551,000Source | 430,000Source | 2,631,000Source |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling InterestUSD | -68,179,000Source | 75,780,000Source | 257,871,000Source | 218,862,000Source |
| Income Tax Expense (Benefit)USD | -17,875,000Source | 15,836,000Source | 31,378,000Source | 1,856,000Source |
| Net Income (Loss) Attributable to Noncontrolling InterestUSD | — | — | 66,503,000Source | — |
| Net Income (Loss) Attributable to ParentUSD | -50,304,000Source | 59,944,000Source | 105,429,000Source | 217,006,000Source |
| Earnings Per Share, BasicUSD per share | -0.41Source | 0.55Source | 1.5Source | — |
| Earnings Per Share, DilutedUSD per share | -0.41Source | 0.55Source | 1.48Source | — |
| Weighted Average Number of Shares Outstanding, Basicshares | 122,435,000Source | 108,235,000Source | 70,450,000Source | — |
| Weighted Average Number of Shares Outstanding, Dilutedshares | 122,435,000Source | 109,176,000Source | 71,035,000Source | — |
| Additional Financial Items | ||||
| Amortization of Intangible AssetsUSD | 23,500,000Source | 12,300,000Source | — | — |
| Cost of Goods and Service, Excluding Depreciation, Depletion, and AmortizationUSD | 784,495,000Source | 725,196,000Source | 260,396,000Source | 198,918,000Source |
| Goodwill, Impairment LossUSD | 0Source | 0Source | — | — |
| Gross ProfitUSD | 150,667,000Source | 232,014,000Source | 313,766,000Source | 256,308,000Source |
| Interest ExpenseUSD | — | — | 7,689,000Source | 15,760,000Source |
| Interest Income (Expense), NetUSD | -57,996,000Source | -38,647,000Source | — | — |
| Other Operating Income (Expense), NetUSD | 727,000Source | — | — | — |
Filing attachments
aesi-ex99_1.htm · 8-K · 2026-09-25
Exhibit 99.1 Atlas Energy Solutions Announces Equipment Purchase Agreements Backed by Cost Reimbursement Agreements with a Leading Frontier AI Lab Austin, TX - September 25, 2026 - Atlas Energy Solutions Inc. (NYSE: AESI) ("Atlas") today announced that two wholly owned, indirect subsidiaries of Atlas have executed separate cost reimbursement agreements with a leading frontier AI lab in conjunction with the execution of equipment purchase agreements to secure long-lead-time supporting equipment…
Read attachment ↗aesi-ex99_1.htm · 8-K · 2026-08-03
EX-99.1 2 aesi-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Atlas Energy Solutions Announces Second Quarter 2026 Results Austin, TX - August 3, 2026 - 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 a…
Read attachment ↗ef20072668_ex107.htm · S-8 · 2026-05-13
Exhibit 107.1 Calculation of Filing Fee Tables Form S-8 Registration Statement Under The Securities Act Of 1933 (Form Type) Atlas Energy Solutions Inc. (Exact Name of Registrant as Specified in its Charter) Table 1 - Newly Registered Securities Security Type Security Class Title Fee Calculation Rule (3) Amount Registered (1)(2) Proposed Maximum Offering Maximum Aggregate Fee Rate Amount of Registration Fee …
Read attachment ↗aesi-ex99_1.htm · 8-K · 2026-05-04
EX-99.1 2 aesi-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Atlas Energy Solutions Announces First Quarter 2026 Results Austin, TX - May 4, 2026 - Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today reported financial and operating results for the first quarter ended March 31, 2026. First Quarter 2026 Highlights • Total revenue of $265.5 million, Net loss of ($47.3) million and Adj. EBITDA of $28.4 million, in-line with previously announced range of $26-30 million • …
Read attachment ↗ef20069949_ex4-1.htm · 8-K · 2026-04-09
EX-4.1 2 ef20069949_ex4-1.htm EXHIBIT 4.1 Exhibit 4.1 ATLAS ENERGY SOLUTIONS INC. AND U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, as Trustee INDENTURE Dated as of April 9, 2026 0.50% Convertible Senior Notes due 2031 TABLE OF CONTENTS Page ARTICLE 1 Definitions Section 1.01. …
Read attachment ↗ef20069949_ex99-1.htm · 8-K · 2026-04-09
EX-99.1 5 ef20069949_ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 Atlas Energy Solutions Inc. Announces Pricing of Upsized $390 Million Private Placement of 0.50% Convertible Senior Notes Due 2031 Austin, Texas - April 7, 2026 - Atlas Energy Solutions Inc. (NYSE: AESI) (together with its subsidiaries, “Atlas” or the “Company”) today announced that it has priced its previously announced private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under…
Read attachment ↗