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Atlas Energy Solutions (AESI) investor relations material
Atlas Energy Solutions Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Generated $259.6 million in Q3 2025 revenue and $40.2 million adjusted EBITDA (15% margin), with a net loss of $23.7 million, as volumes and margins were pressured by a weak West Texas completions market and operational challenges at the Kermit facility.
Sequential volume decline to 5.25 million tons, with further expected drop to 4.8 million tons in Q4 due to seasonality and customer capital discipline, but early 2026 volumes expected to improve.
Power business transformation accelerating, targeting over 400 MW deployed by early 2027, with a 2 GW opportunity pipeline and major equipment order placed for 240 MW.
Temporary suspension of dividend to prioritize capital for high-return power investments and balance sheet strength.
Launched a $20 million annualized cost savings initiative, with full impact expected by mid-2026.
Financial highlights
Q3 revenue: $259.6 million; adjusted EBITDA: $40.2 million (15% margin); net loss: $23.7 million ($0.19 per share); gross profit: $23.8 million.
Adjusted free cash flow: $22 million (8% of revenue); net cash from operations: $32.4 million; liquidity at quarter-end: $128.9 million.
Proppant sales: $106.8 million; logistics: $135.7 million; power rentals: $17.1 million.
OpEx per ton (including royalties): $13.52, elevated due to Kermit plant issues.
No shortfall revenue recorded in Q3.
Outlook and guidance
Q4 volumes expected to decline to 4.8 million tons, with average proppant sales price slightly under $20/ton.
OpEx per ton to remain elevated in Q4, normalizing in Q1 2026 as Kermit operations stabilize and new dredges are commissioned in Q2 2026.
Logistics margins to decline sequentially in Q4; power business expected to grow with increased deployments.
2026 CapEx expected to be down from 2025, near maintenance levels, with power CapEx primarily project-financed.
Targeting over 10 million tons on Dune Express in 2026 and more than 400 MW of power generation deployed by early 2027.
Dividend suspension's impact on power growth?
Timeline for 400 MW power generation deployment?
Efficiency initiative's impact on Kermit costs?
240MW power asset deployment strategy and end markets
2026 sand volume outlook vs. market conditions
Dividend reinstatement or share buyback triggers
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Next Atlas Energy Solutions earnings date
Q4 202524 Feb, 2026
Next Atlas Energy Solutions earnings date
Q4 202524 Feb, 2026
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Frequently asked questions
Atlas Energy Solutions Inc. is a provider of proppant and logistics services to the oil and gas industry, primarily operating within the Permian Basin of West Texas and New Mexico. The company specializes in delivering high-quality proppant and logistics solutions, aiming to improve operational efficiency and reliability for its oil and gas clients. Atlas Energy Solutions is recognized for its entrepreneurial team with deep exploration and production experience, enabling the company to offer differentiated solutions that address the unique challenges and needs of its customers. The company is headquartered in Austin, Texas, and its shares are listed on the NYSE.
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