Atlas Energy Solutions Inc.
Atlas Energy Solutions Inc. (NYSE: AESI) provides proppant, logistics and distributed power solutions, primarily to oil and natural gas companies in the Permian Basin. Its Sand and Logistics segment produces frac sand, including 40/70-mesh and 100-mesh products, and provides transportation, storage, wellsite equipment… From the company’s description.
Over the twelve months to Sep 30, 2026, Atlas Energy Solutions Inc. reported revenue of $1.08B, down 3.7% from a year earlier, and a net loss of $139.72M. Its operating margin was −10.2%, and operations generated $45.56M in cash. In fiscal 2025, it reported revenue of $1.10B, up 3.7% from fiscal 2024, and a net loss of $50.30M.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Atlas Energy Solutions Inc. does
In the company’s own words
Atlas Energy Solutions Inc. (NYSE: AESI) provides proppant, logistics and distributed power solutions, primarily to oil and natural gas companies in the Permian Basin. Its Sand and Logistics segment produces frac sand, including 40/70-mesh and 100-mesh products, and provides transportation, storage, wellsite equipment and related services. Customers can buy sand at the mine or as an integrated mine-to-wellhead service. The segment operates production facilities, a distributed mining network, a truck fleet and the 42-mile Dune Express conveyor. Its Power segment rents natural gas-powered generators that support oilfield production and artificial-lift operations across major U.S. resource basins, with in-house manufacturing, remanufacturing and field services. As of December 31, 2025, the company operated 14 proppant production facilities and had a fleet of more than 1,000 generators. Founded in 2017, Atlas expanded its Permian proppant operations through the 2024 acquisition of Hi-Crush’s regional production and logistics businesses and entered distributed power through its 2025 acquisition of Moser Energy Systems. Its website is https://www.atlasenergy.com/.
Company details
- Sector
- Energy
- Industry (SIC)
- Oil & Gas Extraction
- Headquarters
- AUSTIN, TX
- Fiscal year end
- December
- CIK
- 1984060
- SIC
- 1311
Financial performance, year by year
Fiscal 2023–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Atlas Energy Solutions Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Atlas Energy Solutions Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Atlas Energy Solutions Inc.’s bonds, as funds hold them
Funds report holding 1 issues of Atlas Energy Solutions Inc.’s debt, $45.42M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 0.50%, maturing 2031 to 2031.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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