Atlas Energy Solutions Inc. splits its revenue 2 ways in its filings. By operating segments, the largest line in fiscal 2025, which ended Dec 31, 2025 was Sand Logistics at $1.0 billion, 95% of the total. By sales mix, the largest line in fiscal 2025, which ended Dec 31, 2025 was Services at $558.8 million, 51% of the total.
USD in millions. The percent under a figure is the change from the year before.
| Line |
FY 2026
Sep 30, 2026
|
FY 2025
Dec 31, 2025
|
FY 2024
Dec 31, 2024
|
FY 2023
Dec 31, 2023
|
|---|---|---|---|---|
| Revenue |
1,076
|
1,095
|
1,056
|
614
|
| Operating segments | ||||
| Sand Logistics |
975
-9.4%
share 90.6%
|
1,037
-1.8%
share 94.7%
|
1,056
+72.0%
share 100.0%
|
614
share 100.0%
|
| Power |
101
share 9.4%
|
59
share 5.3%
|
—
|
—
|
| Sales mix | ||||
| Services |
569
-1.2%
share 52.9%
|
559
+3.4%
share 51.0%
|
541
+270.6%
share 51.2%
|
146
share 23.8%
|
| Product |
415
-17.4%
share 38.5%
|
478
-7.3%
share 43.6%
|
515
+10.1%
share 48.8%
|
468
share 76.2%
|
| Rental Revenue |
93
share 8.6%
|
59
share 5.3%
|
—
|
—
|
| Shortfall Revenues |
2
-94.4%
share 0.2%
|
24
+82.4%
share 2.2%
|
13
share 1.2%
|
—
|
How these figures are calculated
Annual columns are full-year amounts from the annual report (Form 10-K, 20-F, or 40-F). If a company restates a year, the latest filed number is shown. USD in millions. Each group is a separate split of total revenue, so the groups are not added together. Share of revenue is that line divided by total revenue. The first column adds the latest year-to-date segment amount to the last fiscal year and subtracts the year-ago year-to-date amount. More on our methodology.
Company profile
- Industry
- Crude Petroleum & Natural Gas (SIC 1311)
- Listed as
- AESI (NYSE)
- Fiscal year ends
- December 31
- Incorporated in
- DE
- Headquarters
- Austin, TX
- SEC filer status
- Large accelerated filer
- SEC CIK
- 1984060
- Former names
- New Atlas HoldCo Inc. (until Oct 3, 2023)
Other Crude Petroleum & Natural Gas companies
Source: SEC EDGAR filings. This is company-reported data, not investment advice.