Jun 2026 (Q2 FY26) — Aug 4, 2026
Atlas Energy Solutions Q2 FY26 — Commercial Pivot in Sand and Landmark Behind-the-Meter Power PPA
Read the full callAtlas Energy Solutions (AESI) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Atlas Energy Solutions earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 293 | +1.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -7.7 | −10.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | Quarterly, as filed | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. |
Price
$9.84 −4.56% · −$0.47
Performance −7.8% 1Y
1Y: $10.67 on 15 Oct 2025 → $9.84. High $19.75 (20 May 2026), low $8.1 (24 Nov 2025).
- Previous close
- $10.31
- 52-week range
- $8.1 – $19.75
- One year
- −4.00%
Overview
- Symbol
- AESI
- Sector
- Energy
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Atlas Energy Solutions earnings calls (AESI)
Financials
What the filings say
Net profit, year on year: −3977% (quarter to mar 2026 against mar 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 304 | 271 | 298 | 289 | 260 | 249 | 266 | 293 |
| Operating profit | 15 | 31 | 15 | 7 | -19 | -15 | -32 | -23 |
| Operating margin | 5.0% | 11.3% | 5.2% | 2.5% | −7.1% | −6.0% | −12.2% | −7.7% |
| Interest | 11 | — | — | — | — | — | — | — |
| Profit before tax | 4 | 19 | 4 | -7 | -34 | -31 | -48 | -46 |
| Tax rate | 9.6% | 23.5% | 65.3% | 23.2% | 29.3% | 28.0% | 1.1% | 44.9% |
| Net profit | 4 | 14 | 1 | — | — | -22 | -47 | — |
| EPS ($ per share) | 0.04 | — | 0.01 | -0.04 | -0.19 | — | -0.38 | -0.20 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Equity capital | — | — | 1 | 1 | 1 |
| Reserves | — | 0 | -41 | 0 | -50 |
| Total liabilities | — | 240 | 394 | 936 | 1,020 |
| Fixed assets | — | 542 | 935 | 1,486 | 1,541 |
| Total assets | — | 751 | 1,262 | 1,973 | 2,228 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Cash from operations | 21 | 206 | 299 | 256 | 117 |
| Cash from investing | -19 | -90 | -365 | -513 | -345 |
| Cash from financing | 2 | -75 | 195 | 118 | 196 |
| Net cash flow | 4 | 42 | 128 | -138 | -31 |
| Capital expenditure | -19 | -90 | -365 | -374 | -148 |
| Free cash flow | 2 | 116 | -66 | -118 | -31 |
Insider filings
35 filings between Nov 18, 2025 and Oct 5, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$3.30M
4 sales by 2 insiders
Compensation
not trading decisions- 15
- Award — granted as compensation
- 1
- Option exercise — converted options into shares
- 12
- Tax withheld — shares kept back by the company to cover tax
Also filed: 2 other filings, 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| SHEPARD GREGORY M | — | $2.73M | Feb 18, 2026 |
| Scholla Chris | — | $565.0K | Mar 6, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 5, 2026 | Voelter Dathan C General Counsel and Secretary | Tax withheld | 27,086 | $326.1K |
| Jun 2, 2026 | Ginn Kirk Edwards 10% owner | Tax withheld | 1,134 | $18.9K |
| Jun 2, 2026 | Hock Stacy 10% owner | Gift | 90,866 | $0 |
| May 18, 2026 | McCarthy Benjamin Blake Chief Financial Officer | Tax withheld | 4,736 | $89.4K |
| Mar 23, 2026 | Turner John Gregory CEO and President | Tax withheld | 11,246 | $151.6K |
| Mar 23, 2026 | Voelter Dathan C General Counsel and Secretary | Tax withheld | 2,201 | $29.7K |
| Mar 18, 2026 | Rogers Douglas G Director | Other | 12,536 | $0 |
| Mar 16, 2026 | Voelter Dathan C General Counsel and Secretary | Tax withheld | 4,857 | $66.1K |
| Mar 16, 2026 | Ginn Kirk Edwards 10% owner | Tax withheld | 3,048 | $41.5K |
| Mar 16, 2026 | McCarthy Benjamin Blake Chief Financial Officer | Tax withheld | 4,266 | $58.0K |
| Mar 16, 2026 | Turner John Gregory CEO and President | Tax withheld | 16,130 | $219.4K |
| Mar 13, 2026 | Rogers Douglas G Director | Option exercise | 12,536 | $0 |
| Mar 6, 2026 | Ginn Kirk Edwards 10% owner | Tax withheld | 5,237 | $51.9K |
| Mar 6, 2026 | Voelter Dathan C General Counsel and Secretary | Tax withheld | 7,279 | $72.1K |
| Mar 6, 2026 | Turner John Gregory CEO and President | Tax withheld | 11,178 | $110.8K |
| Mar 6, 2026 | Scholla Chris 10% owner | Sale | 8,912 | $105.0K |
| Mar 4, 2026 | Sealy & Smith Foundation 10% owner | Other | 22,200 | — |
| Mar 4, 2026 | Voyles Robb L. Director | Award | 25,227 | $0 |
| Mar 4, 2026 | Mills Mark P Director | Award | 22,200 | $0 |
| Mar 4, 2026 | McCarthy Benjamin Blake Chief Financial Officer | Award | 90,817 | $0 |
| Mar 4, 2026 | Turner John Gregory CEO and President | Award | 201,816 | $0 |
| Mar 4, 2026 | BRIGHAM BEN M Executive Chairman | Award | 277,778 | $0 |
| Mar 4, 2026 | Ginn Kirk Edwards 10% owner | Award | 19,028 | $0 |
| Mar 4, 2026 | Ginn Kirk Edwards 10% owner | Award | 40,363 | $0 |
| Mar 4, 2026 | Voelter Dathan C General Counsel and Secretary | Award | 27,778 | $0 |
| Mar 4, 2026 | Turner John Gregory CEO and President | Award | 45,833 | $0 |
| Mar 4, 2026 | Voelter Dathan C General Counsel and Secretary | Award | 60,545 | $0 |
| Mar 4, 2026 | Scholla Chris 10% owner | Award | 25,977 | $0 |
| Mar 4, 2026 | Burleson Gayle Director | Award | 14,632 | $0 |
| Mar 4, 2026 | Howard John Michael Director | Award | 22,200 | $0 |
| Mar 4, 2026 | LANGFORD A LANCE Director | Award | 24,218 | $0 |
| Feb 18, 2026 | SHEPARD GREGORY M Insider | Sale | 130,000 | $1.56M |
| Feb 17, 2026 | SHEPARD GREGORY M Insider | Sale | 100,000 | $1.18M |
| Nov 18, 2025 | Scholla Chris 10% owner | Award | 34,736 | $0 |
| Nov 18, 2025 | Scholla Chris 10% owner | Sale | 52,150 | $460.0K |
| Oct 7, 2025 | Voelter Dathan C General Counsel and Secretary | Tax withheld | 24,355 | $283.7K |
| Aug 14, 2025 | Scholla Chris EVP & Pres, Sand & Logistics | Tax withheld | 728 | $8.6K |
| Jun 2, 2025 | Ginn Kirk Edwards Sr VP, Chief Admin Officer | Tax withheld | 1,134 | $13.8K |
| May 19, 2025 | McCarthy Benjamin Blake Chief Financial Officer | Tax withheld | 4,735 | $60.5K |
| May 14, 2025 | Rogers Douglas G Director | Purchase | 7,000 | $92.9K |
| May 13, 2025 | BRIGHAM BEN M Executive Chairman | Purchase | 9,121 | $121.9K |
| May 12, 2025 | BRIGHAM BEN M Executive Chairman | Purchase | 20,400 | $271.7K |
| May 9, 2025 | Turner John Gregory CEO and President | Award | 7,980 | $99.9K |
| Mar 25, 2025 | Scholla Chris COO | Tax withheld | 2,201 | $39.8K |
| Mar 25, 2025 | Turner John Gregory CEO and President | Tax withheld | 10,704 | $193.6K |
| Mar 25, 2025 | Voelter Dathan C General Counsel and Secretary | Tax withheld | 2,201 | $39.8K |
| Mar 20, 2025 | Rogers Douglas G Director | Other | 6,866 | $0 |
| Mar 18, 2025 | Hock Stacy Director | Gift | 15,000 | $0 |
| Mar 17, 2025 | Voelter Dathan C General Counsel and Secretary | Tax withheld | 2,255 | $38.9K |
| Mar 17, 2025 | Ginn Kirk Edwards Sr VP, Chief Admin Officer | Tax withheld | 1,535 | $26.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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