Atlas Energy Solutions (NYSE:AESI) Q4 2025 Earnings call February 24, 2026 10:00 AM ET Company ParticipantsBlake McCarthy - CFOBud Brigham - Executive ChairmanEddie Kim - VP in Equity ResearchJeff LeCorgne - Director in the Equity Research divisionJohn Daniel - FounderJohn Turner - President and CEOKyle Turlington - VP of Investor RelationsMichael Scialla - Managing DirectorStephen Gengaro - Managing DirectorTim Ondrak - SVP and PresidentConference Call ParticipantsDerek Podhaizer - Director and Senior Rese ...

Atlas Energy Solutions (NYSE:AESI) Q4 2025 Earnings call February 24, 2026 10:00 AM ET Company ParticipantsBlake McCarthy - CFOBud Brigham - Executive ChairmanEddie Kim - VP in Equity ResearchJeff LeCorgne - Director in the Equity Research divisionJohn Daniel - FounderJohn Turner - President and CEOKyle Turlington - VP of Investor RelationsMichael Scialla - Managing DirectorStephen Gengaro - Managing DirectorTim Ondrak - SVP and PresidentConference Call ParticipantsDerek Podhaizer - Director and Senior Rese ...

Atlas Energy Solutions (NYSE:AESI) Q4 2025 Earnings call February 24, 2026 10:00 AM ET Speaker11Welcome to Atlas Energy Solutions, Inc. fourth quarter and year-end 2025 earnings conference call. At this time, all participants are on a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone requires operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introd ...

Core Insights - Atlas Energy Solutions Inc. (AESI) reported a revenue of $249.43 million for the quarter ended December 2025, reflecting an 8.1% decrease compared to the same period last year [1] - The company's earnings per share (EPS) was -$0.22, a decline from $0.06 in the year-ago quarter, with no EPS surprise as the consensus estimate was also -$0.22 [1] Revenue Breakdown - Product revenue was reported at $105.17 million, exceeding the average estimate of $95.69 million by two analysts [4] - Rental revenue came in at $18.09 million, slightly below the average estimate of $18.61 million by two analysts [4] - Service revenue reached $126.17 million, surpassing the average estimate of $118.8 million by two analysts [4] Stock Performance - Over the past month, shares of Atlas Energy Solutions Inc. have returned -1.8%, contrasting with the Zacks S&P 500 composite's +1.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

分组1 - Atlas Energy Solutions Inc. (AESI) reported a quarterly loss of $0.22 per share, consistent with the Zacks Consensus Estimate, compared to earnings of $0.06 per share a year ago [1] - The company posted revenues of $249.43 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 6.65%, but down from $271.34 million year-over-year [2] - Atlas Energy Solutions Inc. shares have increased approximately 24.3% since the beginning of the year, outperforming the S&P 500's gain of 0.9% [3] 分组2 - The earnings outlook for Atlas Energy Solutions Inc. is mixed, with the current consensus EPS estimate for the coming quarter at -$0.15 on revenues of $258.4 million, and -$0.31 on revenues of $1.09 billion for the current fiscal year [7] - The Zacks Industry Rank for Oil and Gas - Integrated - United States is currently in the bottom 15% of over 250 Zacks industries, indicating potential challenges for the sector [8]

Exhibit 99.1 Atlas Energy Solutions Announces Fourth Quarter and Year End 2025 Results Austin, TX – February 23, 2026 – Atlas Energy Solutions Inc. (NYSE: AESI) ("Atlas" or the "Company") today reported financial and operating results for the fourth quarter and fiscal year ended December 31, 2025. Year End 2025 Financial Highlights and Operational Updates Bud Brigham, Executive Chairman, said, "The growth case for Atlas is as exciting as it has ever been in my opinion. While waiting for Permian activity to ...

Core Insights - Signia Capital Management's Small-Micro Cap Values strategy achieved a gross return of 39.28% and a net return of 35.04% for the full year 2025, significantly outperforming the Russell Microcap Value's return of 23.83% and the Russell 2000 Value's return of 12.59% [1] - Since inception, the strategy has delivered a net annualized return of 29.42%, compared to 16.15% for the Russell Microcap Value and 14.54% for the Russell 2000 Value [1] Company Focus - Atlas Energy Solutions Inc. (NYSE:AESI) is highlighted as a key investment, providing frac sand used in oil and gas well-completion processes [2][3] - As of February 11, 2026, Atlas Energy Solutions Inc. had a stock price of $12.01 per share, with a one-month return of 9.88% but a decline of 42.97% over the past twelve months [2] - The market capitalization of Atlas Energy Solutions Inc. is reported at $1.997 billion [2] - Signia Capital Management initiated a position in Atlas Energy Solutions Inc. in early December 2025, marking one of seven new buys in the second half of 2025 [3]

Group 1 - Atlas Energy Solutions Inc. (NYSE:AESI) experienced a share price decline of 2.10% from January 23 to January 30, 2026, ranking it among the energy stocks that lost the most during that week [1] - The company is involved in the production, processing, and sale of frac sand, which is utilized as a proppant in the well completion process, primarily in the Permian Basin of West Texas and New Mexico [2] - Stephens has reduced its price target for AESI from $20 to $16 while maintaining an 'Overweight' rating, projecting a mixed Q4 report with EBITDA estimates 14% above and cash flow per share estimates 8% below consensus [3] Group 2 - Over the past year, AESI's share price has declined by more than 49%, indicating significant volatility and potential investment risks [4] - The company is expected to provide mixed guidance for 2026, with EBITDA estimates in line with and cash flow per share estimates 7% above market expectations [3]

Group 1 - Atlas Energy Solutions Inc. will release its fourth quarter and year-end 2025 earnings after market close on February 23, 2026 [1] - A conference call to discuss financial and operational results is scheduled for 9:00 AM Central Time on February 24, 2026 [1] - A live webcast of the conference call will be available, and participants are encouraged to join at least 10 minutes early [2] Group 2 - Atlas Energy Solutions is a leading solutions provider in the energy industry, focusing on oilfield logistics, distributed power systems, and proppant supply [3] - The company aims to leverage technology, automation, and remote operations to enhance efficiencies and maximize shareholder value [3] - Atlas Energy's core mission is to improve access to hydrocarbons that power lives [3]

Company Overview - Atlas Energy Solutions is a leading provider of proppant and logistics services to the oil and gas sector, focusing on the Permian Basin [6] - The company generates revenue primarily through the sale and delivery of proppant materials and integrated logistics solutions for hydraulic fracturing operations [9] - As of November 11, 2025, Atlas Energy Solutions had a market capitalization of $1.26 billion and a revenue of $1.12 billion for the trailing twelve months (TTM) [4] Recent Developments - B & T Capital Management DBA Alpha Capital Management increased its stake in Atlas Energy Solutions by 306,363 shares, raising the position value by approximately $2.64 million [1] - Following this purchase, B & T Capital's total stake in Atlas Energy Solutions reached 725,000 shares, valued at about $8.25 million as of September 30, 2025 [2][7] - The additional shares brought Atlas Energy's representation in B & T's portfolio to 1.3% of its total assets under management (AUM) [8] Market Performance - Shares of Atlas Energy Solutions were priced at $10.18 as of November 11, 2025, reflecting a decline of 51.29% over the past year, significantly underperforming the S&P 500 by 62.26 percentage points [8] - The company offers a dividend yield of 9.72% and is currently priced 62.10% below its 52-week high [8] Industry Context - The Permian Basin, where Atlas Energy Solutions operates, produces approximately 45% of the total crude oil in the United States, indicating significant potential for future income [10] - The company serves exploration and production companies in the Permian Basin, targeting upstream oil and gas producers as its core customer base [9]