The earnings call reflects a company that is navigating a challenging market environment with strategic initiatives such as market share growth, successful integration of acquisitions, and operational efficiencies. However, it faces industry-wide challenges such as the decline in Permian Basin activity and financial performance below expectations. Despite these challenges, the company remains optimistic about future growth opportunities.

Company Guidance -

Q3 2025

In the second quarter of 2025, Atlas Energy Solutions reported $70.5 million in adjusted EBITDA on $288.7 million of sales, achieving a 24% adjusted EBITDA margin, albeit at the low end of their $70 million to $80 million guidance range. This performance was influenced by a slowdown in the Permian Basin, with a decline in active frac crews from over 90 in 2024 to around 80 in 2025. Despite a 15% reduction in sand volumes compared to Q1 exit rates, Atlas anticipates year-over-year growth driven by 22 million committed tons for 2025. The company expanded its market share to approximately 35% following the acquisition of Hi-Crush. For Q3, Atlas expects a mid-single-digit sequential increase in volumes, despite challenges in the West Texas oilfield services market. The Dune Express, now fully operational, contributed significantly to logistics efficiency, with over 1.5 million tons of proppant transported in Q2. Atlas's power business, bolstered by the acquisition of Moser Energy Systems, is actively pursuing over 200 megawatts of opportunities and aims to diversify its customer base beyond oil and gas. The recent acquisition of PropFlow enhances Atlas's ability to provide continuous pumping solutions, further strengthening its market position.

Strong Market Share Growth

Atlas expanded its market share from 15% at the time of IPO to approximately 35% of all sand sold today, despite industry challenges.

Successful Integration and Growth of Power Business

The integration of Moser Energy Systems surpassed expectations, with plans to expand into commercial, industrial, and other sectors. Power business is expected to be a critical growth driver.

Dune Express Fully Operational

The Dune Express conveyor system is fully operational and has reduced public road traffic and emissions. It has delivered over 1.5 million tons of proppant in Q2 2025.

Operational Efficiencies and Cost Management

Achieved record operational performance at Kermit plant and Encore mines, with a focus on customer alignment and disciplined capital execution.

PropFlow Acquisition

Acquired PropFlow, a patented on-site proppant filtration system, to enhance wellsite efficiency and continuous pumping operations.

Atlas Energy Solutions (AESI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AESI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 03, 2025	2025 (Q3)	0.06 / -	0.04	―	―	―
Aug 04, 2025	2025 (Q2)	0.11 / -0.04	0.13	-130.77% (-0.17)
May 05, 2025	2025 (Q1)	0.17 / 0.01	0.26	-96.15% (-0.25)
Feb 24, 2025	2024 (Q4)	0.16 / 0.13	0.406	-67.98% (-0.28)
Oct 28, 2024	2024 (Q3)	0.29 / 0.04	0.567	-92.95% (-0.53)
Aug 05, 2024	2024 (Q2)	0.29 / 0.13	0.67	-80.60% (-0.54)
May 06, 2024	2024 (Q1)	0.38 / 0.26	0.629	-58.66% (-0.37)
Feb 27, 2024	2023 (Q4)	0.50 / 0.41	0.7	-42.00% (-0.29)
Oct 30, 2023	2023 (Q3)	0.64 / 0.57	―	―
Jul 31, 2023	2023 (Q2)	0.66 / 0.67	―	―

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

AESI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$12.14	$12.31	+1.40%
May 05, 2025	$13.52	$12.09	-10.58%
Feb 24, 2025	$19.79	$18.66	-5.71%
Oct 28, 2024	$18.80	$19.13	+1.76%

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.

FAQ

When does Atlas Energy Solutions (AESI) report earnings?

Atlas Energy Solutions (AESI) is schdueled to report earning on Nov 03, 2025, After Close (Confirmed).

What is Atlas Energy Solutions (AESI) earnings time?

Atlas Energy Solutions (AESI) earnings time is at Nov 03, 2025, After Close (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 (Q3) is 0.06.

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