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Atlas Energy Solutions (AESI) investor relations material
Atlas Energy Solutions Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
Q2 2025 revenue was $288.7M–$289M, with adjusted EBITDA of $70.5M–$71M (24% margin), and a net loss of $5.6M, reflecting higher depreciation, interest, and credit loss expense; operations span multiple North American basins, with a strong Permian presence and blue-chip customer base.
Market share expanded from 15% at IPO to ~35% in 2025, driven by acquisitions (Moser/Mosier, PropFlow/PropFlo, Hi-Crush) and integrated logistics, with further gains expected in 2026.
Dune Express, a 42-mile electrified conveyor, is fully operational, delivering over 1.5M tons in Q2, reducing road traffic and emissions, and attracting strong customer demand for 2026.
Power business, established with the Moser/Mosier acquisition, exceeded expectations, contributed $16M in Q2, and targets growth in commercial, industrial, and microgrid markets.
Management maintains a track record of value creation and innovation, focusing on technology (autonomous trucking, Dune Express) and durable shareholder returns.
Financial highlights
Q2 2025 revenue: $288.7M–$289M; adjusted EBITDA: $70.5M–$71M (24% margin); net income: -$5.6M; EPS: -$0.04; adjusted free cash flow: $48.9M–$49M (17% margin); net cash from operating activities: $88.6M–$89M.
Proppant sales: $126.3M; logistics: $146.4M; power rentals: $16M; proppant volumes: 5.4M tons, down 4% sequentially.
Average revenue per ton: $23.29 (with shortfall revenue), $21.17/ton (excluding shortfall); expected to decline to ~$20.50 in Q3.
CapEx for Q2: $34.1M ($12.5M growth, $21.6M maintenance); H1 CapEx: $69.6M; 2025 CapEx budget: $115M.
$314M returned to shareholders since inception; quarterly dividend of $0.25/share (7.7%–7.9% yield), paid in Q2 and Q3 2025.
Outlook and guidance
Q3 2025 volumes expected up mid-single digits sequentially, with August and September as strongest months, but lower proppant prices and shortfall revenue to offset gains, leading to modest sequential revenue and EBITDA decline.
Q4 expected to follow historical seasonality with potential low double-digit sequential declines in revenue and volumes.
Focus on logistics and power segment growth, with capital allocated to technology and equipment; CapEx for 2025 maintained at $115M.
Anticipates growth in distributed power and logistics, leveraging acquisitions and strong Permian fundamentals.
Ongoing impacts from tariffs, trade policy, and litigation may affect costs and demand.
How does power business diversification mitigate O&G risk?
Impact of Permian sand supply contraction on Atlas?
What drives Dune Express customer adoption for 2026?
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Next Atlas Energy Solutions earnings date
Q3 20254 Nov, 2025
Next Atlas Energy Solutions earnings date
Q3 20254 Nov, 2025
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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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