Atlas Energy Solutions (AESI)
NYSE:AESI
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Earnings Data
Report Date
Aug 10, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.13Last Year’s EPS
-0.04Same Quarter Last Year
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial momentum — notably in power (1.4 GW framework, 240 MW initial order, first 120 MW PPA) and recovering logistics margins — and management provided bullish Q2 EBITDA guidance (~$50M, ~76% sequential uplift). Transitory Q1 operational headwinds (weather, maintenance, diesel/trucking cost volatility), capital intensity from the power buildout and sand price/capacity dynamics create near-term execution and timing risk. On balance, the strategic wins (secure equipment supply, large PPA / framework agreement, sold-out Q2 capacity, improved logistics margins and financing that lowers cash interest) materially outweigh the near-term operational and funding-related challenges.Company Guidance
Power Commercial Momentum and Large Equipment Commitments
Signed a global framework agreement with Caterpillar for 1.4 GW of generation capacity plus an initial 240 MW order (total commitments ~1.64 GW); objective to own and operate >2 GW by 2030. Announced first private-grid PPA for 120 MW expected to generate ~$50–$55 million of adjusted free cash flow annually once fully deployed.
Material Near-Term Power EBITDA / FCF Contributions
Bridge power and microgrid deployments (including mobile generators) expected to contribute approximately $35 million of incremental adjusted EBITDA over the remaining 9 months of 2026, weighted to the back half of the year.
Revenue and Q1 Profitability
Q1 2026 revenue of $265.5 million and EBITDA of $28.4 million, yielding an EBITDA margin of 11% despite weather and maintenance headwinds.
Strong Q2 Guidance — Meaningful Sequential EBITDA Upside
Management expects Q2 EBITDA to be approximately $50 million, a ~76% sequential increase versus Q1, with volumes guided to be up sequentially and the business effectively sold out of capacity for Q2 at current production rates.
Logistics Operational Strength and Margin Recovery
Logistics set a quarterly delivery record of 5.5 million tons; logistics revenue of $139.1 million in Q1. Logistics margins improved from low-single digits in January to mid-teens by March and are forecasted to remain in the mid-teens for Q2. National freight rates are ~800 basis points higher vs. 2025.
Proppant Volumes
Total proppant sales volume rose sequentially to 5.7 million tons in Q1 (plus ~130k tons of third-party sand purchases); average realized proppant price in Q1 was ~$18.19/ton (Q2 expected slightly below $18/ton).
Balance Sheet / Financing Strength
Priced $450 million of 0.5% convertible senior notes due 2031; net proceeds ($386 million) used to pay down ABL and master lease advances; concurrent capped call with initial cap price $22.32 (28% premium to prior close) and reduction in cash interest on this capital from high-single digits to 0.5%.
Infrastructure and Competitive Advantages
Continued investment in differentiated infrastructure (Dune Express electric conveyor, mobile mines, dredges) enhances reliability and lowers exposure to diesel volatility; company positions itself as a 'surety of delivery' supplier which has attracted higher-quality power counterparties (including data centers).
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
AESI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 04, 2026 | $17.75 | $19.22 | +8.28% |
Feb 23, 2026 | $11.00 | $10.37 | -5.73% |
Nov 03, 2025 | $12.65 | $10.64 | -15.89% |
Aug 04, 2025 | $12.14 | $12.31 | +1.40% |
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 Aug 10, 2026, After Close (Confirmed).
What is Atlas Energy Solutions (AESI) earnings time?
Atlas Energy Solutions (AESI) earnings time is at Aug 10, 2026, 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 2026 (Q2) is -0.13.