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Atlas Energy Solutions (AESI)
NYSE:AESI
Earnings Data
Report Date
Mar 03, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
-0.22Last Year’s EPS
0.13Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call presented a mixed outlook. While Atlas Energy Solutions is experiencing growth and expansion in its power business, significant challenges persist, including operational issues at Kermit, a decline in sand volumes, and suspended dividends. The company is focusing on cost-saving initiatives and market share growth to navigate the downturn.Company Guidance
Adjusted EBITDA and Revenue Performance
Atlas generated $40.2 million of adjusted EBITDA on $260 million of revenue, delivering a 15% adjusted EBITDA margin despite challenges in the West Texas completions market.
Power Business Expansion
Atlas is targeting more than 400 megawatts deployed across its power business by early 2027, with the majority under long-term contracts. The company has ordered over 240 megawatts of new power generation assets.
Market Share Growth
Atlas estimates its Permian market share has grown during the down cycle to about 35%, with signals suggesting further growth next year.
Cost Savings Initiative
Atlas has launched an initiative targeting $20 million in annual cost savings through efficiencies in corporate G&A, fixed cost structure, and procurement.
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 |
|---|---|---|---|
Nov 03, 2025 | $12.65 | $10.64 | -15.89% |
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% |
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 Mar 03, 2026, After Close (Confirmed).
What is Atlas Energy Solutions (AESI) earnings time?
Atlas Energy Solutions (AESI) earnings time is at Mar 03, 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 2025 (Q4) is -0.22.