Atlas Energy Solutions displayed significant operational achievements and strategic growth areas, such as market share expansion and successful integration of new acquisitions. However, these were counterbalanced by challenges like a slowdown in the Permian Basin, high SG&A costs, and expected near-term revenue declines. The overall sentiment reflects a balanced outlook with both positive strategic initiatives and short-term operational hurdles.

Company Guidance

During the second quarter of 2025, Atlas Energy Solutions reported $70.5 million in adjusted EBITDA on sales of $288.7 million, achieving a 24% adjusted EBITDA margin. The results were at the lower end of the company's $70 million to $80 million guidance range, due to a slowdown in the Permian Basin and a decline in frac crew count, which fell to around 80 from a peak of approximately 95 earlier in the year. Despite these challenges, Atlas anticipates a sequential increase in volumes for the third quarter, driven by market share gains and customer base strength. The company has expanded its market share from 15% at the time of its IPO to about 35%, aided by strategic acquisitions like Hi-Crush and Moser Energy Systems. Atlas has also made significant investments in infrastructure, such as the Dune Express, which became fully operational and delivered over 1.5 million tons of proppant in the second quarter. The company is optimistic about future growth, especially in its power business, and anticipates further market share gains in 2026.

Market Share Expansion

Atlas expanded its market share from 15% at IPO to approximately 35% of all sand sold today, driven by acquisitions and strategic positioning.

Dune Express Operational Success

The Dune Express is fully operational, reducing public road traffic and emissions, and delivering over 1.5 million tons of proppant in Q2.

Record Operational Performance

Kermit plant and Encore mines set all-time production records, with logistics team setting a quarterly volume record of 5.5 million tons delivered to the well site.

Power Business Growth Potential

The integration of Moser Energy Systems surpassed expectations, with 200 megawatts of opportunities being evaluated across various sectors.

Operational Efficiency and Cost Management

Atlas effectively managed operational efficiency, with costs per ton reducing even as volumes fell, demonstrating strong cost control.

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)	0.04 / -	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 0.04.

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