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Atlas Energy Solutions (AESI)
NYSE:AESI
Earnings Data
Report Date
Aug 04, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.25Last Year’s EPS
0.13Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 05, 2025
|% Change Since: -15.07%
|Next Earnings Date:Aug 04, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a mixed sentiment with significant achievements in strategic expansions and operational performance. However, the challenges of market volatility, deferred projects, and increased costs present notable headwinds. While the company is well-positioned to navigate these uncertainties, the balance of highlights and lowlights suggests a cautious outlook.Company Guidance
During the first quarter of 2025, Atlas Energy Solutions provided guidance highlighting several key metrics and strategic developments. The company achieved revenues of $297.6 million and an adjusted EBITDA of $74.3 million, reflecting a 25% margin. They faced elevated costs due to the commissioning of the Dune Express, impacting their service margins, which dropped to mid-single digits in January but rebounded by 1,100 basis points by March. Atlas completed the acquisition of Moser Energy Systems and executed an equity raise. The company set a production record of 1.8 million tons delivered at its Kermit facility, and its logistics operations contributed $150.6 million to revenues. Despite macroeconomic uncertainties affecting customer spending and deferring near-term activity, Atlas entered 2025 with an allocation base of approximately 22 million tons and expects Q2 volumes and EBITDA to be flat to up from Q1. The Dune Express, although contributing minimally to Q1's financials, is expected to enhance logistics margins starting Q2 with volumes stabilizing and last-mile execution optimizations underway.Strong Operational Performance
Atlas Energy Solutions reported revenues of $297.6 million and an adjusted EBITDA of $74.3 million, representing a 25% margin.
Strategic Acquisitions and Expansions
Atlas completed the acquisition of Moser Energy Systems, executed a successful equity raise, and launched commercial operations for the Dune Express.
Dune Express Impact
The Dune Express has shipped over 1 million tons, eliminated approximately 1.8 million truck miles, and is expected to drive margin expansion in logistics.
Refinancing Success
Atlas refinanced its debt, consolidating it into a single facility, reducing annual amortization by $220 million, and enhancing liquidity.
Record Production Levels
Atlas set new monthly production records at its Kermit facility, achieving a last-mile volume record of 1.8 million tons delivered.
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AESI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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AESI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 05, 2025 | $14.07 | $12.58 | -10.59% |
| Feb 24, 2025 | $20.60 | $19.42 | -5.73% |
| Oct 28, 2024 | $19.57 | $19.91 | +1.74% |
| Aug 05, 2024 | $17.51 | $18.50 | +5.65% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Atlas Energy Solutions (AESI) report earnings?
Atlas Energy Solutions (AESI) is schdueled to report earning on Aug 04, 2025, TBA Not Confirmed.
What is Atlas Energy Solutions (AESI) earnings time?
Atlas Energy Solutions (AESI) earnings time is at Aug 04, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AESI EPS forecast?
AESI EPS forecast for the fiscal quarter 2025 (Q2) is 0.25.
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