Company Analysis

Atlas Energy Solutions Inc. (AESI)

NYSE: AESI · Crude Petroleum & Natural Gas · Austin, TX · filing with the SEC since 2023
Grade4.8
◀ Past 6.9● Present 3.9▶ Future 2.6

The grade of Atlas Energy Solutions Inc.

Nine metrics read from its own filings, by tense
Headline grade
4.8/10
◀ Past6.940% of the headline
● Present3.935% of the headline
▶ Future2.625% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

6.9/1040% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.7/10

Has it survived what it has been through?

No warning events in its filings since 2023.

weight 45% of this tense · 77th percentile among 83 sector filers · read for itself

From the record

Atlas Energy Solutions Inc.'s filings since 2023 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
9.1/10

What has it actually done, year after year?

+58.8% a year over 5 filed years; profitable in 4 of 5.

weight 33% of this tense · 91st percentile among 74 sector filers · read for its customers

From the record

Atlas Energy Solutions Inc.'s 5 filed years say what it did: revenue went from $172 million in fiscal 2021 to $1.1 billion in fiscal 2025, up 58.8% a year; it rose in 4 of 4 years; it never fell from a peak; net income was positive in 4 of 5 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span58.8%top 2% of its family
  • the share of years revenue rosetop 3% of its family
  • the share of filed years with a profittop 27% of its family
  • the deepest fall from a revenue peak0.0%top 3% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
1.9/10

How has it treated the people who own it?

Share count grew 31.3% a year. 0% of cash flow returned. Insiders: 2 sales, 0 purchases.

weight 22% of this tense · 19th percentile among 61 sector filers · read for its shareholders

From the record

Over the 2 fiscal years to 2025-12-31, Atlas Energy Solutions Inc.'s diluted share count grew about 31.3% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 2 sales and 0 purchases of their own stock on the open market in the year to 2026-11-10 (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 14% of its family
  • cash returned against operating cash flowbottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

3.9/1035% of the headline grade · 3 of 3 filed

Financial health

as filed
2.6/10

Is it financially healthy right now?

ROE -4%: lost 4¢ per shareholder dollar. Leverage 46%: owes 46¢ per asset dollar.

weight 45% of this tense · 26th percentile among 76 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Atlas Energy Solutions Inc. lost about 4 cents for every dollar of shareholders' money, and gross profitability: its products earned about 7 cents per dollar of everything the company owns. Leverage: it owed about 46 cents per dollar of assets, and net share issuance: its share count grew 12.1% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 44% of its family
  • return on equitybottom 20% of its family
  • gross profit against assetsbottom 7% of its family
  • the share count against the year beforebottom 22% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
5.6/10

How strong is its position in its industry?

top 44% of 76 in its family; net margin -4.6%.

weight 33% of this tense · 56th percentile among 76 sector filers · read for its customers

From the record

Atlas Energy Solutions Inc.'s standing among 76 graded names in its industry family: revenue of $1.1 billion in fiscal 2025 ranks in the bottom 49% by size; a net margin of -4.6% ranks in the bottom 28%; revenue growth of 31.4% a year over the last 3 filed years ranks in the top 10% (its annual reports).

What it rests on

  • revenue against the family$1.10Bbottom 49% of its family
  • net margin-4.6%bottom 28% of its family
  • three-year revenue growth31.4%top 10% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
4.0/10

What are the people in charge doing?

bottom 40% of 51 in its family for leadership; chief executive since 2025.

weight 22% of this tense · 40th percentile among 51 sector filers · read for its shareholders

From the record

Atlas Energy Solutions Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Turner, John Gregory (CEO and President, as filed), filing under that title since 2025-03-17, 1.7 years (bottom 41% of its family); most of the 13 officers and directors filing now have filed since the record of its people begins (2024-02-16), a floor of 2.7 years the record cannot see past, so that part is not read; 7 officer or director changes were reported on Form 8-K since 2023-11-13, against the 13 people in charge now (bottom 40%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge7 in three years among 13 peoplebottom 40% of its family
  • the chief executive's years on the record1.7 yearsbottom 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

2.6/1025% of the headline grade · 3 of 3 filed

Room to expand

as filed
1.1/10

How much room does it have to grow?

bottom 11% of 74 in its family for room to expand.

weight 22% of this tense · 11th percentile among 74 sector filers · read for itself

From the record

Atlas Energy Solutions Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash from operations less capital spending is -2.8% of revenue (bottom 19%); a gross margin of 13.8% (bottom 2%) (its annual report).

What it rests on

  • cash from operations less capital spending against revenue-2.8%bottom 19% of its family
  • gross margin13.8%bottom 2% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
4.8/10

What could actually drive growth from here?

bottom 48% of 72 in its family for growth drivers.

weight 33% of this tense · 48th percentile among 72 sector filers · read for its customers

From the record

Atlas Energy Solutions Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 31.4% a year over the last three filed years against 58.8% over all 5, slowing (bottom 17% of its family); the newest year grew 3.7% (top 45%); capital spending grew 18.3% a year (top 28%) (its annual reports). Atlas Energy Solutions Inc. reported 2 lines of business in fiscal 2025: Sand Logistics at $1.0 billion (95%), Power at $59 million (5%); 0 of 1 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-27.4 points a yearbottom 17% of its family
  • the newest year's revenue growth3.7%top 45% of its family
  • three-year growth of capital spending18.3%top 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
1.6/10

Did its newest year beat what its own record pointed to?

bottom 16% of 69 in its family for expectations against reality.

weight 45% of this tense · 16th percentile among 69 sector filers · read for its shareholders

From the record

Atlas Energy Solutions Inc.'s newest year against its own record: revenue of $1.1 billion in fiscal 2025 came in 29.8% below the $1.6 billion its prior three years' pace pointed to (bottom 7% of its family); net income of $50 million against a prior three-year average of $127 million (bottom 17%); a net margin of -4.6% against 22.6% before (bottom 25%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-29.8%bottom 7% of its family
  • net income against the prior three years' average-140%bottom 17% of its family
  • net margin against its prior average-27.2 pointsbottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton AESI · research, not advice