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Atlas Energy Solutions Inc.

corporate_fare Company Profile

Atlas Energy Solutions Inc.

AESI·NYSE·Energy & Transportation·CIK 0001984060

Atlas Energy Solutions Inc. is a leading provider of proppant production, logistics, and distributed power solutions, primarily serving the Permian Basin in West Texas and New Mexico. The company operates through two reportable segments: Sand and Logistics, and Power. Atlas Energy Solutions Inc. was founded in 2017 by Ben M. "Bud" Brigham, its Executive Chairman. The Sand and Logistics segment operates 14 proppant production facilities across the Permian Basin, including both large-scale in-basin facilities and smaller distributed mining units. This segment focuses on being a low-cost producer of various high-quality, locally sourced proppants, which are materials used during the well completion process. The company views the Permian Basin as North America's premier shale resource.

Atlas Energy Solutions Inc. (NYSE:AESI) is a publicly traded company in the Energy & Transportation sector. Wiseek has independently scored 21 items for AESI at importance 7 or higher on its 1–10 market-impact scale. Its most recent item scored 7 or higher is dated 2026-08-05, rated 8/10. Across its 20 most recent items scored 7 or higher, the top rating is 9/10, with 14 rated 8 or above. Recent SEC coverage for AESI spans 10-Q, 8-K, DEFA14A, DEF 14A.

Recent high-impact activity:

  • Atlas Energy Solutions Reports Q2 Loss, Increased Debt, and Major Power Segment Investments
  • Atlas Energy Q2 EBITDA Beats, Power Segment Scales Up
  • Atlas Energy Q2 Revenue Climbs 10% to $293M, Adj. EBITDA Tops Estimates at $49.5M; Power Division Ramps Up
  • Atlas Energy Solutions Reports Q1 Loss Amid Revenue Decline, Secures $450M Convertible Notes & $840M Power Equipment Deal for Growth
  • Atlas Energy Solutions Forecasts Stronger Q2 Results on Higher Sales, Improved Margins

Financial Snapshot

Fiscal year ended December 31, 2025
Revenue
$1.1B
Net Income
-$50.3M
Diluted EPS
-$0.41
Op. Cash Flow
$117.35M
Free Cash Flow
-$30.93M
Gross Profit
$150.67M
Operating Income
-$10.91M
Total Debt
$578.92M
Debt / Equity
0.48×
Net Margin
-4.6%
Shares Outstanding
124.11M sh
Source: 10-K · filed 2026-02-24 · accession 0001193125-26-067145

Dilution Risk

Low risk

Filing-implied dilution signals for AESI, detected from its recent SEC filings · based on capital-structure filings through 2026-04-09.

Upsized Convertible Note Issuance · Premium Conversion Terms

⚠ A more recent filing has been published for this ticker since this signal was computed; it may not yet be reflected — see the filings below.

A filing-implied signal, not a realized share count. How Wiseek tracks dilution →

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$13.55
52-week range · as of 2026-08-05 $7.64 – $20.13
Market cap
$1.69B
Volume
2.3M (0.8× avg)
3-mo avg 2.9M
Live data · 2026-09-21 05:25 UTC · Market overnight

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feed AESI - Latest Insights

AESI
Aug 04, 2026, 8:07 PM EDT
Filing Type: 10-Q
Importance Score:
8
Price at Filing: $10.21
Real-time Price: $13.55 info
Change: +$3.34 (+33%) info
Market Cap: $1.694B info
AESI
Aug 03, 2026, 4:51 PM EDT
Source: Reuters
Importance Score:
7
Price at Filing: $10.70
Real-time Price: $13.55 info
Change: +$2.85 (+27%) info
Market Cap: $1.694B info
AESI
Aug 03, 2026, 4:50 PM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $10.49
Real-time Price: $13.55 info
Change: +$3.07 (+29%) info
Market Cap: $1.694B info
AESI
May 05, 2026, 4:37 PM EDT
Filing Type: 10-Q
Importance Score:
8
Price at Filing: $19.47
Real-time Price: $13.55 info
Change: -$5.92 (-30%) info
Market Cap: $1.694B info
AESI
May 04, 2026, 4:55 PM EDT
Source: Dow Jones Newswires
Importance Score:
7
Price at Filing: $17.37
Real-time Price: $13.55 info
Change: -$3.82 (-22%) info
Market Cap: $1.694B info
AESI
May 04, 2026, 4:53 PM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $17.00
Real-time Price: $13.55 info
Change: -$3.45 (-20%) info
Market Cap: $1.694B info
AESI
Apr 09, 2026, 4:32 PM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $11.51
Real-time Price: $13.55 info
Change: +$2.04 (+18%) info
Market Cap: $1.694B info
AESI
Apr 07, 2026, 7:01 AM EDT
Source: Dow Jones Newswires
Importance Score:
8
Price at Filing: $11.15
Real-time Price: $13.55 info
Change: +$2.40 (+22%) info
Market Cap: $1.694B info
AESI
Apr 06, 2026, 7:08 AM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $11.59
Real-time Price: $13.55 info
Change: +$1.96 (+17%) info
Market Cap: $1.694B info
AESI
Apr 06, 2026, 7:00 AM EDT
Source: Dow Jones Newswires
Importance Score:
8
Price at Filing: $11.88
Real-time Price: $13.55 info
Change: +$1.67 (+14%) info
Market Cap: $1.694B info
AESI
Apr 01, 2026, 7:15 AM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $12.99
Real-time Price: $13.55 info
Change: +$0.560 (+4%) info
Market Cap: $1.694B info
AESI
Apr 01, 2026, 7:00 AM EDT
Source: Dow Jones Newswires
Importance Score:
8
Price at Filing: $13.00
Real-time Price: $13.55 info
Change: +$0.550 (+4%) info
Market Cap: $1.694B info
AESI
Mar 27, 2026, 4:32 PM EDT
Filing Type: DEFA14A
Importance Score:
7
Price at Filing: $13.22
Real-time Price: $13.55 info
Change: +$0.330 (+2%) info
Market Cap: $1.694B info
AESI
Mar 27, 2026, 4:30 PM EDT
Filing Type: DEF 14A
Importance Score:
7
Price at Filing: $13.22
Real-time Price: $13.55 info
Change: +$0.330 (+2%) info
Market Cap: $1.694B info
AESI
Mar 17, 2026, 5:23 PM EDT
Filing Type: PRE 14A
Importance Score:
7
Price at Filing: $13.98
Real-time Price: $13.55 info
Change: -$0.430 (-3%) info
Market Cap: $1.694B info
AESI
Mar 10, 2026, 7:15 AM EDT
Filing Type: 8-K
Importance Score:
9
Price at Filing: $12.04
Real-time Price: $13.55 info
Change: +$1.51 (+13%) info
Market Cap: $1.694B info
AESI
Mar 10, 2026, 7:05 AM EDT
Source: Reuters
Importance Score:
9
Price at Filing: $11.86
Real-time Price: $13.55 info
Change: +$1.69 (+14%) info
Market Cap: $1.694B info
AESI
Feb 24, 2026, 4:25 PM EST
Filing Type: 10-K
Importance Score:
8
Price at Filing: $10.06
Real-time Price: $13.55 info
Change: +$3.49 (+35%) info
Market Cap: $1.694B info
AESI
Feb 23, 2026, 4:40 PM EST
Filing Type: 8-K
Importance Score:
8
Price at Filing: $11.50
Real-time Price: $13.55 info
Change: +$2.05 (+18%) info
Market Cap: $1.694B info
AESI
Jan 06, 2026, 6:45 PM EST
Filing Type: SCHEDULE 13D/A
Importance Score:
8
Price at Filing: $9.81
Real-time Price: $13.55 info
Change: +$3.74 (+38%) info
Market Cap: $1.694B info
Research tools: Filing Impact Index Dilution Tracker Split Calendar Open Datasets