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AESI · Atlas Energy Solutions Inc.

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$12.45 +0.66 (+5.60%) At close · Aug 14
Market Cap
$1.56B
Shares
125.00M

Atlas Energy Solutions Inc. Earnings Call Transcripts

Every quarterly earnings call for Atlas Energy Solutions Inc. (AESI) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
· $161.79M $38.52M '23 Q2 23-06-30 ▲11.2% $157.62M $29.44M '23 Q3 23-10-30 · $141.14M $35.74M '23 Q4 24-02-27 ▲25.6% $192.67M $26.79M '24 Q1 24-05-06 ▲77.7% $287.52M $14.84M '24 Q2 24-08-05 ▲93.1% $304.43M $3.92M '24 Q3 24-10-28 ▲92.3% $271.34M $14.40M '24 Q4 25-01-27 ▲54.5% $297.59M $1.22M '25 Q1 25-05-05 ▲0.4% $288.68M −$5.56M '25 Q2 25-08-04 ▼14.7% $259.61M −$23.72M '25 Q3 25-11-03 ▼8.1% $249.43M −$22.24M '25 Q4 26-02-24 ▼10.8% $265.58M −$47.26M '26 Q1 26-05-05 LATEST ▲1.6% $293.18M −$25.10M '26 Q2 26-08-04
Earnings call
FY26 · Q2
2026-08-04
Second Quarter 2026 Earnings Release and Conference Call
Confident tone Sand market pricing dynamics Oilfield power generation Behind-the-meter power contract execution
Revenue
$293.18M
▲ 1.6% YoY
Diluted EPS
$-0.20
Gross margin
8.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-05
Atlas Energy Solutions Inc. Q1 FY2026 Earnings Call
Confident tone Convertible notes financing and balance sheet West Texas sand and logistics recovery Caterpillar partnership and equipment supply
Revenue
$265.58M
▼ 10.8% YoY
Diluted EPS
$-0.38
▼ 3900% YoY
Gross margin
2.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-24
Atlas Energy Solutions Inc. Q4 FY2025 Earnings Call
Confident tone Power business expansion / behind-the-meter opportunity Dune Express logistics performance Continuous pumping / proppant intensity
Revenue
$249.43M*
▼ 8.1% YoY
Gross margin
8.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-03
Atlas Energy Solutions Inc. Q3 FY2025 Earnings Call
Positive tone 240 MW power equipment order and 2027 deployment target Kermit operational issues and new dredges Power business growth and Moser acquisition
Revenue
$259.61M
▼ 14.7% YoY
Diluted EPS
$-0.19
▼ 575% YoY
Gross margin
9.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-04
Atlas Energy Solutions Inc. Q2 FY2025 Earnings Call
Positive tone Dune Express logistics conveyor Market share gains PropFlow acquisition
Revenue
$288.68M
▲ 0.4% YoY
Diluted EPS
$-0.04
▼ 130.8% YoY
Gross margin
18.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-05
Atlas Energy Solutions Inc. Q1 FY2025 Earnings Call
Positive tone Dune Express launch and ramp Macroeconomic uncertainty and commodity prices Customer activity deferrals
Revenue
$297.59M
▲ 54.5% YoY
Diluted EPS
$0.01
▼ 96.2% YoY
Gross margin
18.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-01-27
Atlas Energy Solutions Inc. Q4 FY2024 Earnings Call
Confident tone Permian Sand Capacity & Last Mile Logistics Mosier / Distributed Power Acquisition Autonomous Trucking / Kodiak
Revenue
$271.34M*
▲ 92.3% YoY
Gross margin
18.4%
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-10-28
Atlas Energy Solutions Inc. Q3 FY2024 Earnings Call
Positive tone Dune Express Launch & Ramp Capital Allocation Kermit Operational Recovery
Revenue
$304.43M
▲ 93.1% YoY
Diluted EPS
$0.04
▼ 92.2% YoY
Gross margin
17.4%
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-05
Atlas Energy Solutions Inc. Q2 FY2024 Earnings Call
Confident tone Dune Express construction and commissioning Kermit plant fire and recovery Last-mile logistics and Drop Depot
Revenue
$287.52M
▲ 77.7% YoY
Diluted EPS
$0.13
▼ 80.6% YoY
Gross margin
21.0%
Rev · 6q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-06
Atlas Energy Solutions Inc. Q1 FY2024 Earnings Call
Confident tone Dune Express construction and commissioning Hi-Crush acquisition integration Kermit facility fire and response
Revenue
$192.67M
▲ 25.6% YoY
Diluted EPS
$0.26
▲ 766.7% YoY
Gross margin
35.7%
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-27
Atlas Energy Solutions Inc. Q4 FY2023 Earnings Call
Confident tone Hi-Crush Acquisition Last-Mile Logistics / Pronghorn Permian Basin Customer Base
Revenue
$141.14M*
Gross margin
44.6%
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-10-30
Atlas Energy Solutions Inc. Q3 FY2023 Earnings Call
Revenue
$157.62M
▲ 11.2% YoY
Diluted EPS
$0.51
Gross margin
50.5%
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-06-30
Atlas Energy Solutions Inc. Q2 FY2023 Earnings Call
Revenue
$161.79M
Diluted EPS
$0.67
Gross margin
54.9%
Rev · 3q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–13 of 13 earnings calls
Key facts CIK 1984060 CUSIP 642045108 13F (30d) 268 filings 263 filers Visit website Investor relations

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