Stocks Industrials AESI
NYSE · IndustrialsAtlas Energy Solutions Inc. (AESI)
Atlas Energy Solutions Inc. brought in $1.1B of revenue over the twelve months to September 30, 2026, down 3.7% from a year earlier. It posted a net loss of $139.7M. In fiscal 2025 capital spending exceeded operating cash flow by $30.9M. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 3, 2026.
Key facts about Atlas Energy Solutions Inc.
- Net worth
- Atlas Energy Solutions Inc. has a market value (market cap) of $692.5M at the latest share price, and shareholders' equity of $1.1B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $1.1B (+3.7% year on year), with a net loss of $50.3M. Over the 12 months to September 30, 2026: revenue $1.1B, net loss $139.7M.
- Cash flow
- In fiscal 2025 operations brought in $117.3M of cash; after $148.3M of capital spending, free cash flow was -$30.9M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 3, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Atlas Energy Solutions Inc.'s next report is expected around February 22, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Atlas Energy Solutions Inc. paid dividends of $0.75 per share in fiscal 2025, a yield of 13.54% at the current price.
What Atlas Energy Solutions Inc. does
Atlas Energy Solutions Inc. is registered with the SEC under industry code SIC 1311 (Crude Petroleum & Natural Gas). Its shares trade on NYSE under the ticker AESI.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $1.1B | -$50.3M | -$0.41 | -$30.9M |
| 2024 | $1.1B | $59.9M | $0.55 | -$117.5M |
| 2023 | $614M | $105.4M | $1.48 | -$66.5M |
| 2023 | $482.7M | $217M | n/a | $116.4M |
| 2021 | $172.4M | $4.3M | n/a | $2M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where AESI ranks in Industrials
Dividends
Atlas Energy Solutions Inc. paid $0.75 per share in fiscal 2025. At the current price that is a yield of 13.54%.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $0.75 | n/a | n/a |
| 2024 | $0.90 | n/a | n/a |
Latest SEC filings
What Atlas Energy Solutions Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 3, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 3.1% to $267.8M versus the same quarter last year; diluted EPS -$0.36 versus -$0.19.
- November 2, 2026
- October 26, 2026Preliminary proxy statement PRE 14A
- October 22, 2026
- September 25, 2026
- September 24, 2026Material agreement8-KAtlas Energy Solutions entered into purchase agreements for power generation and balance-of-plant equipment.
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- August 5, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 1.6% to $293.2M versus the same quarter last year; diluted EPS -$0.20 versus -$0.04.
- August 3, 2026
- May 15, 2026Passive stake changed SCHEDULE 13G/A
Insider trades
What the people running Atlas Energy Solutions Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 1 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 5, 2026 | Voelter Dathan CGeneral Counsel and Secretary, 10% owner | Shares withheld for tax | 27,086 | $326.1K |
| June 2, 2026 | Ginn Kirk Edwards10% owner | Shares withheld for tax | 1,134 | $18.9K |
| June 2, 2026 | Hock Stacy10% owner | Gave as a gift | 90,866 | - |
| May 18, 2026 | McCarthy Benjamin BlakeChief Financial Officer | Shares withheld for tax | 4,736 | $89.4K |
| March 23, 2026 | Voelter Dathan CGeneral Counsel and Secretary, 10% owner | Shares withheld for tax | 2,201 | $29.7K |
| March 23, 2026 | Turner John GregoryCEO and President, Director, 10% owner | Shares withheld for tax | 11,246 | $151.6K |
| March 18, 2026 | Rogers Douglas GDirector | Other change | 12,536 | - |
| March 16, 2026 | Ginn Kirk Edwards10% owner | Shares withheld for tax | 3,048 | $41.5K |
Who owns AESI
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Ben M. Brigham13D, may seek influence with 4 related filers | 35.8% | January 6, 2026 |
| Gregory M. Shepard13D, may seek influence | 6.19% | January 2, 2026 |
| Encompass Capital Advisors LLC13G, passive with 2 related filers | 5.24% | August 14, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 284 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 13,173,130 | +1,682,276 |
| Encompass Capital Advisors LLC | 6,540,322 | -2,594,860 |
| Vanguard Portfolio Management LLC | 5,030,795 | +184,364 |
| UBS Group AG | 3,842,286 | +1,482,314 |
| State Street Corp | 3,817,473 | +459,446 |
| Vanguard Capital Management LLC | 3,556,075 | +25,539 |
| Two Sigma Investments, LP | 3,209,946 | new |
| Barrow Hanley Mewhinney & Strauss LLC | 2,651,438 | -498,453 |
| Ensign Peak Advisors, Inc | 2,508,739 | new |
| Voya Investment Management LLC | 2,173,520 | +2,160,030 |
| Webs Creek Capital Management LP | 2,104,940 | new |
| Geode Capital Management, LLC | 2,066,553 | +202,411 |
| Goldman Sachs Group Inc | 1,987,887 | +182,524 |
| Alyeska Investment Group, L.P. | 1,983,643 | new |
| Dimensional Fund Advisors LP | 1,966,804 | +464,324 |
| Pine Ridge Advisers LLC | 1,844,036 | 0 |
| Wasatch Advisors LP | 1,834,289 | new |
| Millennium Management LLC | 1,678,110 | -786,117 |
| Bnp Paribas Financial Markets | 1,623,287 | +970,031 |
| Empyrean Capital Partners, LP | 1,618,000 | new |
Insiders
15 insiders reported holding 11,937,170 shares in total, about $66.1M at the last price.
| Holder | Shares |
|---|---|
| Shepard Gregory MSee Remarks | 7,421,210 |
| Brigham Ben MExecutive Chairman, Director, 10% owner | 850,175 |
| Hock Stacy10% owner | 800,000 |
| Turner John GregoryCEO and President, Director, 10% owner | 656,678 |
| Scholla Chris10% owner | 567,972 |
| Ginn Kirk Edwards10% owner | 559,317 |
| Voelter Dathan CGeneral Counsel and Secretary, 10% owner | 463,859 |
| Langford A LanceDirector, 10% owner | 211,333 |
| McCarthy Benjamin BlakeChief Financial Officer | 183,854 |
| Voyles Robb L.Director | 54,394 |
Questions about AESI
What does Atlas Energy Solutions Inc. do?
Atlas Energy Solutions Inc. is a company in the Industrials sector, listed on NYSE as AESI. Its shares trade on NYSE under the ticker AESI.
What is Atlas Energy Solutions Inc.'s net worth?
Atlas Energy Solutions Inc. has a market value (market cap) of $692.5M at the latest share price, and shareholders' equity of $1.1B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Atlas Energy Solutions Inc. profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $139.7M on revenue of $1.1B.
How much revenue does Atlas Energy Solutions Inc. make?
Over the twelve months to September 30, 2026 Atlas Energy Solutions Inc. reported revenue of $1.1B. That is 3.7% less than a year earlier.
When did Atlas Energy Solutions Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 3, 2026. It covers the period to September 30, 2026.
When is Atlas Energy Solutions Inc.'s next earnings report?
Atlas Energy Solutions Inc.'s next report is expected around February 22, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Atlas Energy Solutions Inc. pay a dividend?
Yes. Atlas Energy Solutions Inc. paid dividends of $0.75 per share in fiscal 2025, a yield of 13.54% at the current price.
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Where the numbers come from
Financial figures are the values Atlas Energy Solutions Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.