Atlas Energy Solutions
AESI NYSE· Oil & Gas Equipment & Services
Last close · Oct 23, 2026
$8.66
KIRA · Stoqly’s AI analyst, in plain words
- Atlas Energy Solutions had $1.1B of revenue in fiscal 2025, up 3.7% on the year before.
- Its operating margin was −1.0%, down 11.8 pts: of every 100 in sales, about −1 is left after running the business.
- Atlas Energy Solutions lost $50.3M in fiscal 2025.
- Free cash flow was −$30.9M in fiscal 2025, −2.8% of revenue.
- Atlas Energy Solutions returned $0.2M to shareholders in fiscal 2025. The diluted share count rose 12.1%.
Market cap
$1.1B
P/E
—
Revenue
$1.1B
Net income
−$50.3M
Free cash flow
−$30.9M
Operating margin
−1.0%
Atlas Energy Solutions in 30 seconds · fiscal 2025
Are sales growing?
+3.7%
Only a little. Sales grew 3.7% last year.
Does it make a profit?
−4.6%
No. It lost money last year.
Does profit turn into cash?
−2.8%
No. It spent more cash than it brought in.
How healthy are the accounts?
4 / 9
Mixed. It passes 4 of 9 health tests.
What Atlas Energy Solutions does
No business description yet.
- Fiscal year ends
- December 31, 2025
- Latest annual report
- 10-K · Feb 24, 2026
- Legal name
- Atlas Energy Solutions Inc.
- CIK
- 0001984060
Atlas Energy Solutions · AESI
Results and finances
The last 5 fiscal years. Amounts in USD.
| Fiscal year | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Sales and profit | |||||
| Revenue | $172M | $483M | $614M | $1.1B | $1.1B |
| Revenue growth | — | 180.0% | 27.2% | 72.0% | 3.7% |
| Gross margin | 37.2% | 53.1% | 51.1% | 22.0% | 13.8% |
| Operating margin | 27.3% | 48.1% | 43.2% | 10.8% | −1.0% |
| Net income | $4.3M | $217M | $105M | $59.9M | −$50.3M |
| Net margin | 2.5% | 45.0% | 17.2% | 5.7% | −4.6% |
| Diluted EPS | — | — | $1.48 | $0.55 | −$0.41 |
| Cash | |||||
| Cash from operations | $21.4M | $206M | $299M | $257M | $117M |
| Capital expenditure | $19.4M | $89.6M | $366M | $374M | $148M |
| Free cash flow | $2.0M | $116M | −$66.5M | −$118M | −$30.9M |
| FCF margin | 1.2% | 24.1% | −10.8% | −11.1% | −2.8% |
| Dividends paid | $0.0M | $0.0M | $0.0M | $0.0M | $0.0M |
| Share buybacks | $0.0M | $0.0M | $0.0M | $0.0M | $0.2M |
| Share count change | — | — | — | 53.7% | 12.1% |
| Debt and strength | |||||
| Debt incl. finance leases | — | $169M | $180M | $526M | $636M |
| Shareholders' equity | $339M | $511M | $868M | $1.0B | $1.2B |
| Current ratio | — | 2.0x | 3.4x | 1.2x | 1.5x |
| Interest coverage | 1.1x | 14.7x | 34.5x | 3.0x | −0.2x |
| Returns and quality | |||||
| Return on equity | — | — | 15.3% | 6.3% | −4.5% |
| Piotroski F-score | — | — | — | 4 | 4 |
| Altman Z'' | — | 5.1 | 4.8 | 1.7 | 1.4 |
Insiders bought, 12 months
$0.0M
0 insiders
Insiders sold, 12 months
$3.3M
2 insiders
Of sales under plans
0%
$0.0M
How to read these numbers
- Revenue:
- Total sales reported in the income statement.
- Operating margin:
- Operating income as a share of revenue.
- Net income:
- Profit after all expenses, interest and tax.
- Free cash flow:
- Cash from operations minus capital spending.
- Net debt / EBITDA:
- Years of EBITDA needed to pay off net debt. Below zero means more cash than debt.
- Return on capital:
- After-tax operating income as a share of the money invested in the business: debt plus equity, minus cash.
Atlas Energy Solutions · AESI
Charts and comparison
Ten years at a glance, and how it stacks up against similar companies.
Revenue
Net income
Margins, % of revenue
Cash vs debt (incl. leases)
Free cash flow
Dividends and buybacks
Similar companies
Each company’s latest fiscal year. Fiscal years end in different months, so periods don’t line up exactly.
| Company | Market cap | Growth | Op. margin | FCF margin | ROIC | P/E | F-score |
|---|---|---|---|---|---|---|---|
| Atlas Energy Solutions AESI | $1.1B | 3.7% | −1.0% | −2.8% | — | — | 4 |
| Cactus WHD | — | −4.5% | 23.2% | — | 17.1% | — | — |
| Innovex International INVX | $2.1B | 48.0% | 13.6% | — | — | 33.6x | 5 |
| Kodiak Gas Services KGS | $4.3B | 12.8% | 26.0% | 21.7% | 6.3% | 52.8x | 5 |
| Tidewater TDW | $4.3B | 0.5% | 20.9% | 26.1% | 19.4% | 17.6x | 7 |
KIRA
At $8.66 a share, the company is worth $1.1B.
Atlas Energy Solutions grew sales faster than 2 of its 4 similar companies.
Source: SEC EDGAR XBRL filings (CIK 0001984060). Data updated October 20, 2026. For information only — not investment advice. Check the original filings before relying on any figure.