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AE

Atlas Energy Solutions Inc.

AESIEnergyNASDAQ

Oil & Gas Equipment & Services

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Financials · Annual
Revenue
$1.10B
+3.7% YoY
Net Income
-$50.3M
-183.9% YoY
EBITDA
$178.8M
-21.9% YoY
Free Cash Flow
$70.0M

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About Atlas Energy Solutions Inc.

Atlas Energy Solutions Inc. produces proppants and provides logistics and distributed power solutions in the Permian Basin of West Texas and New Mexico. The $2.25B market capitalization puts AESI squarely in mid-cap range for its industry. It operates through two segments: Sand and Logistics, and Power.

Key stats
Market Cap$2.25B
Fwd P/E44.73
EPS$-0.80
Beta1.04
52W Change+39.0%
Dividend Yield5.54%
ROE-8.0%
Analysis

The company holds $39.8M in cash, though total debt stands at $692.6M. This level of leverage is common in the industry but worth monitoring as interest rate conditions evolve. The company generates $70.0M in free cash flow annually, which funds everything from R&D to shareholder returns without needing external financing. Return on equity stands at -8.0%, which is negative for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. Revenue has grown from $482.7M (2022) to $1.10B (2025), reflecting a 127% increase over the period.

Debt significantly exceeds cash reserves, which means the company's financial flexibility could be constrained during economic downturns. It is important to consider these factors alongside broader market conditions and individual financial goals when reviewing AESI.

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