Atlas Energy Solutions Inc. splits its revenue 2 ways in its filings. By operating segments, the largest line in Q3 of fiscal 2026, the quarter ended Sep 30, 2026 was Sand Logistics at $235.2 million, 88% of the total. By sales mix, the largest line in Q3 of fiscal 2026, the quarter ended Sep 30, 2026 was Services at $140.8 million, 53% of the total.
USD in millions. The percent under a figure is the change from the same quarter a year earlier.
| Line |
TTM
Sep 30, 2026
|
Q3 FY2026
Sep 30, 2026
|
Q2 FY2026
Jun 30, 2026
|
Q1 FY2026
Mar 31, 2026
|
Q4 FY2025
Dec 31, 2025
|
Q3 FY2025
Sep 30, 2025
|
Q2 FY2025
Jun 30, 2025
|
Q1 FY2025
Mar 31, 2025
|
Q4 FY2024
Dec 31, 2024
|
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1,076
|
268
|
293
|
266
|
249
|
260
|
289
|
298
|
271
|
| Operating segments | |||||||||
| Sand Logistics |
975
-9.4%
share 90.6%
|
235
-3.0%
share 87.8%
|
264
-3.2%
share 90.0%
|
245
-15.7%
share 92.1%
|
231
-14.7%
share 92.7%
|
242
share 93.4%
|
273
share 94.5%
|
290
share 97.5%
|
271
share 100.0%
|
| Power |
101
share 9.4%
|
33
+90.3%
share 12.2%
|
29
+83.1%
share 10.0%
|
21
+184.4%
share 7.9%
|
18
share 7.3%
|
17
share 6.6%
|
16
share 5.5%
|
7
share 2.5%
|
—
|
| Sales mix | |||||||||
| Services |
569
-1.2%
share 52.9%
|
141
+3.8%
share 52.6%
|
163
+11.1%
share 55.5%
|
139
-7.6%
share 52.4%
|
126
-11.7%
share 50.6%
|
136
share 52.2%
|
146
share 50.7%
|
151
share 50.6%
|
143
share 52.7%
|
| Product |
415
-17.4%
share 38.5%
|
98
-8.9%
share 36.6%
|
104
-18.2%
share 35.3%
|
109
-22.0%
share 41.0%
|
105
-18.1%
share 42.2%
|
108
share 41.4%
|
127
share 43.9%
|
140
share 46.9%
|
128
share 47.3%
|
| Rental Revenue |
93
share 8.6%
|
29
+76.8%
share 10.9%
|
27
+71.6%
share 9.2%
|
18
+138.9%
share 6.6%
|
18
share 7.3%
|
16
share 6.3%
|
16
share 5.4%
|
7
share 2.5%
|
—
|
How these figures are calculated
Quarterly columns are single-quarter amounts. When a 10-Q reports only a year-to-date total, as cash flow statements do, the quarter is that total minus the previous quarter's year-to-date total. The fourth quarter is the annual report's full year minus the first nine months. A column marked YTD is a year-to-date total, shown when the earlier report needed for the single quarter is missing. 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.