Latest revenue
$265.6M
as of 2026-03-31
Latest net income
—
as of 2026-03-31
Net margin
—
as of 2026-03-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Crude Petroleum & Natural Gas (96 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.
Community sentiment
Where do you think AESI is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $2.09B
- Enterprise value
- $2.68B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- 1.78×
- Dividend yield
- 1.5%
- 52-wk high
- $20.13
- 52-wk low
- $7.64
- Beta
- —
- Shares out
- 124.9M
5-year trend
What this company does
Item 1. Business. Overview Atlas Energy Solutions Inc. is a leading proppant producer, logistics, and distributed power solutions provider, primarily serving the Permian Basin of West Texas and New Mexico. We operate our business through two reportable segments: Sand and Logistics and Power. Our mission is to improve human beings’ access to the hydrocarbons that power our lives, and, by doing so, we maximize the value creation for our stockholders. Value creation for our shareholders is our fundamental goal. In order to fulfill our mission and create value for our shareholders, we strive to optimize the outcomes for our broader stakeholders, including our employees and the communities in…
AI summary unavailable — showing raw filing excerpt
Generated from AESI's filing dated 2026-02-24
Key risks
Item 1A. Risk Factors. There are numerous factors that affect our business and operating results, many of which are beyond our control. The following is a summary of significant factors that might cause our future results to differ materially from those currently expected. The risks described below are not the only risks facing our Company. Additional risks and uncertainties not presently known to us or that we currently deem immaterial may also affect our business operations. If any of these risks actually occur, our business, financial position, operating results, cash flows, reserves or our ability to pay our debts and other liabilities could suffer, the trading price and liquidity of…
AI summary unavailable — showing raw filing excerpt
Generated from AESI's filing dated 2026-02-24
Profitability
Gross margin
13.8%
37.4%Operating margin
-1.0%
109.2%Net margin
-4.6%
180.9%Return on equity
-4.2%
172.0%Return on assets
-2.3%
174.3%Leverage
Debt / equity
0.84×
6.6%Long-term debt / equity
0.45×
1.2%Debt / assets
45.7%
3.6%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $265.6M | -10.8% | — | — | — |
Q4 2025 2025-12-31 | $249.4M | -8.1% | — | — | — |
Q3 2025 2025-09-30 | $259.6M | -14.7% | — | — | — |
Q2 2025 2025-06-30 | $288.7M | +0.4% | — | — | — |
Q1 2025 2025-03-31 | $297.6M | +54.5% | — | — | — |
Q4 2024 2024-12-31 | $271.3M | — | $14.4M | — | 5.3% |
Q3 2024 2024-09-30 | $304.4M | +93.1% | $3.9M | -86.7% | 1.3% |
Q2 2024 2024-06-30 | $287.5M | +77.7% | $14.8M | -61.5% | 5.2% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Crude Petroleum & Natural Gas · SIC 1311
Your notes
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Insider activity
Insider buying
$0
Insider selling
$3.3M
Net activity
−$3.3M
Distinct insiders
2
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns AESI
Institutional value
$613.0M
Total shares held
47.5M
Distinct holders
146
-85 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.5M | $150.8M | -1.7M (-12.6%) | Trimmed |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.8M | $63.6M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 3.5M | $46.3M | — | New |
| 4 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3.1M | $41.3M | -199.6K (-6.0%) | Trimmed |
| 5 | COOKE & BIELER LP | 2.5M | $33.0M | -1.7M (-39.9%) | Trimmed |
| 6 | UBS Group AG | 2.4M | $31.0M | +189.3K (+8.7%) | Added |
| 7 | VILLERE ST DENIS J & CO LLC | 1.9M | $24.4M | -169.9K (-8.4%) | Trimmed |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $19.7M | +167.8K (+12.6%) | Added |
| 9 | FRANKLIN RESOURCES INC | 1.4M | $18.4M | +517.0K (+58.4%) | Added |
| 10 | Venturi Wealth Management, LLC | 1.1M | $14.3M | +0 (+0.0%) | No change |
| 11 | Meridian Wealth Advisors, LLC | 954.0K | $12.5M | -37.0K (-3.7%) | Trimmed |
| 12 | Liontrust Investment Partners LLP | 1.3M | $12.3M | +0 (+0.0%) | No change |
| 13 | CenterBook Partners LP | 924.9K | $12.1M | +619.8K (+203.1%) | Added |
| 14 | KENNEDY CAPITAL MANAGEMENT LLC | 820.3K | $10.8M | -434.7K (-34.6%) | Trimmed |
| 15 | BNP PARIBAS FINANCIAL MARKETS | 653.3K | $8.6M | +635.7K (+3619.3%) | Added |
| 16 | B & T Capital Management DBA Alpha Capital Management | 633.0K | $8.3M | -125.4K (-16.5%) | Trimmed |
| 17 | Consolidated Portfolio Review Corp | 627.9K | $8.2M | +0 (+0.0%) | No change |
| 18 | Invesco Ltd. | 586.0K | $7.7M | -263.3K (-31.0%) | Trimmed |
| 19 | VANGUARD FIDUCIARY TRUST CO | 512.7K | $6.7M | — | New |
| 20 | Bank of New York Mellon Corp | 428.5K | $5.6M | -12.5K (-2.8%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once AESI's latest filing finishes processing.
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