Atlas Energy Solutions

AESI

Market cap $1.29B

Atlas Energy Solutions offers an 8.5% yield and industry-leading technology, including the Dune Express conveyor and autonomous trucking. AESI faces margin pressure from declining proppant prices and oversupply but is positioned to gain market share as competitors exit. Despite near-term negative free cash flow and elevated valuation, new Dune Express contracts and capacity could drive future earnings and dividend stability.

Kodiak Completes Business Combination with Ares Acquisition Corporation II to Accelerate Journey as a Leading AI-Powered Autonomous Vehicle

The first truck was delivered to Kodiak customer Atlas Energy Solutions in August MOUNTAIN VIEW, Calif. , Sept. 10, 2025 /PRNewswire/ -- Kodiak Robotics, Inc. ("Kodiak"), a leading provider of AI-powered autonomous vehicle technology, and Roush Industries, Inc. ("Roush"), a leading product development supplier serving the mobility, aerospace, defense, and theme park industries, today announced Roush has delivered the first Kodiak Driver-equipped autonomous truck off of its production line.

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Acquisition further scales Iron Oak Energy's Northern White platform, enhancing support for Marcellus and Utica clients, with superior capacity, distribution, and efficiency. Acquired assets include the Wyeville, Wisconsin plant, with over three million tons per year of Northern White Sand capacity, and strategic terminal distribution assets in the heart of Marcellus and Utica shale plays.

Atlas Energy Solutions Inc. (NYSE:AESI ) Q2 2025 Earnings Conference Call August 5, 2025 10:00 AM ET Company Participants Ben M. Brigham - Founder & Executive Chairman Blake McCarthy - Chief Financial Officer Chris Scholla - Executive VP & President, of Sand Logistics.

Atlas Energy Solutions (AESI -0.88%), a leading Permian Basin proppant supplier and logistics technology developer, posted its second-quarter 2025 earnings on August 4, 2025. However, it reported a net loss of $0.04 per share (GAAP), a reversal from $0.13 GAAP earnings per share in Q2 2024.

The headline numbers for Atlas Energy Solutions Inc. (AESI) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Atlas Energy Solutions Inc. (AESI) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of $0.14. This compares to earnings of $0.16 per share a year ago.

AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today reported financial and operating results for the second quarter ended June 30, 2025. Second Quarter 2025 Highlights Total sales of $288.7 million Net (loss) of ($5.6) million ((1.9)% Net Income Margin) Adjusted EBITDA of $70.5 million (24.4% Adjusted EBITDA Margin) (1) Net cash provided by operating activities of $88.6 million Adjusted Free Cash Flow of $48.9 million (16.9% Adjusted Free Ca.