Financial & Operational Highlights - Atlas Energy Solutions reported Q2'25 Revenue of $289 million[16] - The company's Q2'25 Adjusted EBITDA was $71 million[16] - Net Cash from Operating Activities for Q2'25 reached $89 million[16] - Q2'25 Adjusted Free Cash Flow was $49 million[16] - The company returned $314 million to shareholders since inception[16] - $229 million has been returned to shareholders since IPO[16] Market Position & Logistics - Atlas Energy Solutions is the largest Permian Basin Frac Sand Provider[21] - The company directs over 80% of its volumes to large-cap companies (defined as $10B+ market capitalization)[21] - The Dune Express is expected to reduce trucking miles by approximately 60-70%[33] - Atlas deliveries are expected to reduce emissions by approximately 60 to 70% relative to traditional deliveries[37] Distributed Power Solutions - The company has a generator fleet of over 900 natural-gas powered units, generating over 225 MW of power[25] - In-house remanufacturing costs are approximately 50%+ lower than third-party costs, providing a competitive advantage[27] Market Data - The company's market capitalization is $1.5 billion and enterprise value is $2.0 billion as of August 1, 2025[11]