Atlas Energy Solutions Q4 revenue exceeds expectations, stock price rises 5%

LootboxPhobia · 2026-02-24T00:34:51+00:00

Atlas Energy Solutions in Austin, Texas, announced its Q4 earnings, with revenue exceeding expectations but a loss of $0.18 per share. Despite missing profit targets, strong sales and business expansion drove the stock up 5.5%. The company expects stable EBITDA in Q1 2026 and is actively developing power generation opportunities.

LootboxPhobia

2026-02-24 00:34:51

Abstract generation in progress

Austin, Texas - Atlas Energy Solutions Inc. (NYSE:AESI) reported fourth-quarter results that exceeded revenue expectations but fell short of earnings forecasts. However, due to stronger-than-expected trading volume and the company’s ongoing expansion of its power generation business, investor reactions were positive, and the stock rose 5.5%.

The company posted a fourth-quarter loss of $0.18 per share, compared to analysts’ expected profit of $1.05 per share. Revenue reached $249.9 million, surpassing the consensus estimate of $231.1 million, but down 3.9% from the previous quarter. Full-year revenue for fiscal 2025 increased 3.7% year-over-year to $1.1 billion. In the fourth quarter, the company sold 5.3 million tons of product, unchanged from the previous quarter, with an adjusted EBITDA of $36.7 million.

President and CEO John Turner stated, “Our fourth-quarter performance exceeded initial expectations, primarily driven by stronger-than-anticipated sales compared to our holiday season outlook.” “The seasonal factors we typically see at year-end were especially muted this year because customers had limited downtime during the holidays.”

For the first quarter of 2026, Atlas expects EBITDA to be roughly in line with the fourth quarter results, due to falling sand prices and January’s severe cold weather, which negatively impacted EBITDA by approximately $6 million. These adverse effects are expected to be offset by improvements in sand and logistics volumes and increased contributions from the power business.

The company highlighted that its Dune Express logistics system achieved record utilization levels this quarter, with total transportation volume for fiscal 2025 reaching 5.9 million tons. Atlas is actively seeking power generation opportunities representing over 2 gigawatts of potential capacity, aiming to deploy about 500 megawatts of generation capacity by 2027.

For the full fiscal year 2025, Atlas reported a net loss of $50.3 million, with an adjusted EBITDA of $221.7 million. As of December 31, 2025, the company’s total liquidity stood at $108.5 million.

This article was translated with the assistance of artificial intelligence. For more information, please see our Terms of Use.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.