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AESI Earnings

Atlas Energy Solutions Inc
$
11.800
-0.33(-2.721%)1D
  • Overview
  • Forecast
  • Valuation
  • Earnings

Earning Analysis

Welcome to our in-depth analysis of Atlas Energy Solutions Inc(AESI) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Atlas Energy Solutions Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.

Earnings Forecast

Revenue
EPS
Currency: USD
Actual
Estimate

Surprise Analysis

Name
EPS
Revenue
Price Reaction
Fiscal QuarterEarning DateTimeEstimateActualSurprise%EstimateActualSurprise%1D5D
FY2025Q22025-08-04After Hours0.14-0.04-128.57289.58M288.68M-0.31+1.37-
FY2025Q12025-05-05After Hours0.180.01-94.44291.19M297.59M+2.20-10.59-10.66
FY2024Q42025-02-24After Hours0.170.13-23.53272.94M271.34M-0.59-5.73-12.52
FY2024Q32024-10-28After Hours0.250.04-84.00307.37M304.43M-0.95+1.75-0.30
FY2024Q22024-08-05-0.310.16-48.39271.49M287.52M+5.90-4.23+3.06
FY2024Q12024-05-06-0.390.34-12.82203.38M192.67M-5.27+4.32+3.41
FY2023Q42024-02-27-0.610.37-39.34145.84M141.14M-3.22+8.07+5.62
FY2023Q32023-10-30-0.630.55-12.70154.72M157.62M+1.87+1.85+0.11
FY2023Q22023-07-31-0.640.69+7.81148.98M161.79M+8.60+1.18+7.17
-2023-05-08-0.660.03-95.45---+0.24+1.06

AESI Earnings Analysis

Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Atlas Energy Solutions Inc reported performance for FY2025Q2, announced on 2025-08-04. The company achieved an EPS of -0.04, compared to analyst estimates of 0.14 by -128.57% . Revenue for the quarter reached 288.68M compared to expectations of 289.58M by -0.31% .
The stock price reacted with a 1.37% one-day change and a % five-day change following the earnings release. These movements reflect market reaction in Atlas Energy Solutions Inc growth trajectory and strategic initiatives.

AESI Earnings Forecast

Looking ahead, Atlas Energy Solutions Inc(AESI) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q3 project quarter revenue of 282.45M and an EPS of 0.11.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -9.85%, while EPS estimates have been Revise Downward by -56.48%. For the upcoming Q2 2025, revenue estimates have been adjusted Revise Downward by -10.8% . These revisions correlate with a -1.26% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Atlas Energy Solutions Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.

Estimate Revision

The chart shows the correlation between AESI's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Downward
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-9.85%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
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-56.48%
In Past 3 Month
Revenue Estimates for Q2 2025
Revise Downward
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-10.8%
In Past 3 Month
Stock Price
Go Down
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-1.26%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
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Revenue Estimate-Annual FY 2025:1.16B
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EPS Estimate-Annual FY 2025:0.55
Stock Price11.80

AESI Revenue and EPS Performance: A Historical Perspective

Atlas Energy Solutions Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q2 (2025-08-04,After Hours):
EPS: -0.04 (Actual) vs.0.14 (Estimate) (-128.57%)
Revenue: 288.68M (Actual) vs. 289.58M (Estimate) (-0.31%)
Price Reaction: 1.37%(1-Day), %(5-Day)
FY2025Q1 (2025-05-05,After Hours):
EPS: 0.01 (Actual) vs.0.18 (Estimate) (-94.44%)
Revenue: 297.59M (Actual) vs. 291.19M (Estimate) (2.20%)
Price Reaction: -10.59%(1-Day), -10.66%(5-Day)
FY2024Q4 (2025-02-24,After Hours):
EPS: 0.13 (Actual) vs.0.17 (Estimate) (-23.53%)
Revenue: 271.34M (Actual) vs. 272.94M (Estimate) (-0.59%)
Price Reaction: -5.73%(1-Day), -12.52%(5-Day)
Earnings Reaction
The chart below shows how AESI performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AESI sees a +0.83% change in stock price 10 days leading up to the earnings, and a +1.40% change 10 days following the report. On the earnings day itself, the stock moves by +0.77%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in JUN/2025, the stock changed 1.37% on the day following the earnings release and then changed by -4.84% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.

Transcript Summary

Atlas Energy Solutions Inc (AESI) Q2 2025 Earnings Call Summary
Positive
2025-08-05
The earnings call reflects a positive sentiment with strong financial performance, strategic initiatives like the Dune Express, and growth in market share. The Q&A session highlighted Atlas's strategic focus on efficiency and long-term partnerships, with positive guidance for Q3 and Q4 volumes. Despite some uncertainties, the overall tone is optimistic, supported by strategic acquisitions and market share growth. Given the company's market cap, a positive stock price movement of 2% to 8% is expected over the next two weeks.
Atlas Energy Solutions Inc (AESI) Q1 2025 Earnings Call Summary
Neutral
2025-05-06
The earnings call reveals mixed signals: strong strategic moves and dividend increase contrast with operational challenges and economic uncertainty. While revenue and EBITDA were slightly below expectations, optimistic guidance and potential market recovery offer hope. The Q&A indicates cautious optimism but lacks clarity, leading to a neutral prediction. With a market cap of $2.17 billion, the stock is unlikely to experience extreme volatility, suggesting a neutral stock price movement within -2% to 2% over the next two weeks.
Atlas Energy Solutions Inc (AESI) Q1 2025 Earnings Call Summary
Neutral
2025-05-06
The earnings call presented a mixed picture. Positive aspects include the acquisition of Moser Energy Systems and a dividend increase, but these are offset by higher costs and market uncertainty. The Q&A highlighted management's cautious tone and vague responses, reflecting uncertainty in market conditions and project deferrals. While the company has strong fundamentals, the lack of clear guidance and market volatility suggest a neutral impact on stock price over the next two weeks, particularly given the market cap size.
Atlas Energy Solutions Inc (AESI) Q4 2024 Earnings Call Summary
Neutral
2025-02-25
The earnings call reveals a mixed picture: stable financial performance with no year-over-year changes, a seasonal decline in proppant sales, and increased dividends. The Q&A indicates cautious optimism about future growth and cost savings, but also highlights unclear responses on key customer shares and pricing. The stock may not react strongly given the stable metrics and market cap, leading to a neutral prediction.
Atlas Energy Solutions Inc. (AESI) Q3 2024 Earnings Call Summary
Positive
2024-10-29
The earnings call revealed strong financial metrics with a revenue increase and a dividend hike, indicating positive shareholder returns. Despite some concerns about operating expenses and unclear guidance on volume declines, the strategic partnership and authorized share repurchase program boost sentiment. The market cap suggests moderate stock price movement, and the overall sentiment leans positive due to the optimistic outlook and strategic initiatives.
Atlas Energy Solutions Inc. (AESI) Q2 2024 Earnings Call Summary
Positive
2024-08-06
The earnings call summary indicates strong financial performance with increased revenue, despite fire-related costs. The dividend increase and robust cash flow are positive signals. The Q&A section reveals management's confidence in logistics and sand demand, despite some uncertainties in pricing and CapEx. The market cap suggests moderate volatility. Overall, the combination of strong earnings, optimistic guidance, and strategic positioning in logistics and sand supply support a positive stock price movement prediction (2% to 8%) over the next two weeks.

FAQ

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What were the key highlights of AESI’s latest earnings report for FY2025Q2?

AESI reported its FY2025Q2 earnings on 2025-08-04, showcasing a revenue of 288.68M against an estimate of 289.58M, resulting in a -0.31% surprise. The EPS was -0.04, surpassing the expected 0.14 by -128.57% . The stock experienced a 1.37% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.
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How did AESI’s stock price react after the FY2025Q2 earnings release?

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What are the revenue and EPS estimates for AESI for 2025/Q3?

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How does AESI’s stock price correlate with earnings forecast revisions?

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What should investors expect from AESI’s next earnings report?

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What is the sentiment in Atlas Energy Solutions Inc (AESI) Q2 2025 Earnings Call Summary?