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AESI Atlas Energy Solutions Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-05, not restated
Energy

Scale

Market cap
$1.5bn
Revenue TTM
$1.1bn
Net income TTM
$-118m
Free cash flow
$-184m
Composite score
15.4
Sector rank
#1783

Valuation

P / E
EV / EBITDA
28.6
EV / sales
2.3
FCF yield
-12.09%
Earnings yield vs 10-yr
-12.50pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-11.1%
EBITDA margin
8.0%
ROE
-10.6%
ROIC
-4.4%
Revenue growth
-8.1%

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

West Texas Intermediate crude oil averaged $95.99 per barrel in the second quarter of 2026, roughly 48.5% increase year over year versus $64.63 per barrel in the second quarter of 2025. This demand growth coincides with well-documented challenges to U.S. grid reliability and generation capacity. How We Generate Revenue Sand and Logistics Segment We generate revenue by mining, processing and distributing proppant that our customers use in connection with their operations. …Atlas Energy Solutions Inc., 10-Q, period ended 2026-06-30, filed 2026-08-05

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