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Atlas Energy Solutions (AESI)
NYSE:AESI
Earnings Data
Report Date
May 11, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.14Last Year’s EPS
0.01Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mix of solid financial results and operational achievements alongside meaningful near-term headwinds. Positives include a strong full-year adjusted EBITDA and margin profile, record utilization and shipments on the Dune Express with tangible environmental benefits, successful $20 million in cost savings, and a material strategic pivot into behind-the-meter power with a 240 MW order, a large pipeline (>2 GW), and targeted deployments (30 MW in Q1; >500 MW by 2027). Key challenges tempering the outlook are a weak sand and logistics pricing environment (average sand price expected to fall ~9% in Q1), margin pressure from load bonuses and competitor pricing, weather-related disruption (~$6M Q1 EBITDA impact), elevated Kermit operating costs until dredges are commissioned, rising interest expense and financing reliance, long equipment lead times and uncertain utility interconnection schedules, and limited visibility on second-half activity. Taken together, the highlights—particularly the strategic power transition, execution on Dune Express, and cost saving realization—outweigh the lowlights, but investors should monitor pricing, dredge commissioning progress, and financing/timing risks closely.Company Guidance
Strong Full-Year Financial Performance
Fiscal 2025 adjusted EBITDA of $221.7 million on $1.1 billion revenue, representing a 20% adjusted EBITDA margin; Q4 adjusted EBITDA of $36.7 million on $249 million revenue (15% margin).
Proppant & Logistics Volume Stability and Q1 Momentum
Q4 proppant volumes of 5.3 million tons (flat sequential); company expects Q1 volumes to be up ~10% sequentially and sees strong first-half 2026 volumes with ability to capture increased share from key customers.
Record Dune Express Utilization and Environmental/Operational Benefits
Dune Express achieved record Q4 shipments (~2.1 million tons) and a November monthly record of ~760,000 tons; company reports eliminating more than 21 million truck miles in the Delaware Basin and targets north of 10 million tons via Dune Express in the year.
Successful Strategic Shift into Behind-the-Meter Power
Ordered 240 MW of power generation equipment and completed Moser acquisition to support transition to power-as-a-service; targeting >50% of fleet on long-term contracts by year-end and >500 MW deployed across the fleet in 2027 with a >2 GW pipeline.
Early Commercial Traction in Power
Deployed first microgrid with a Permian E&P customer (upsized) and expects to deploy at least 30 MW under long-term microgrid multi-basin contracts in Q1 2026; pursuing 5–15 year contracts to build durable cash flows.
Product & Technology Advancements
Initial commercial deployment of a patented hybrid battery integrated with generators (grid-forming) to reduce fuel and maintenance costs and extend service intervals; launched a purpose-built last-mile storage pile system with 6 systems in place for wet sand operations.
Cost Savings and Capital Discipline
Achieved previously announced $20 million in annualized cost savings through elimination of third-party last-mile equipment, rental reductions, headcount optimization and procurement savings; 2026 cash capex guidance of ~$55 million (down significantly YoY) with maintenance CapEx ~$45 million and growth CapEx ~$10 million.
Adjusted Free Cash Flow Generation
Adjusted free cash flow (adjusted EBITDA less maintenance CapEx) of $22.9 million in Q4, equal to 9% of revenue, demonstrating positive cash generation while investing in growth.
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 |
|---|---|---|---|
Feb 23, 2026 | $11.00 | ― | ― |
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% |
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 May 11, 2026, After Close (Confirmed).
What is Atlas Energy Solutions (AESI) earnings time?
Atlas Energy Solutions (AESI) earnings time is at May 11, 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 (Q1) is -0.14.