Q3 FY2026 · ended Sep 30, 2026 · Revenue $267.78M, +3.1% YoY · Filed Nov 3, 2026
Atlas Energy Solutions Inc. (AESI) files with the SEC under industry code 1311, Crude Petroleum & Natural Gas. In Q3 of fiscal 2026, the quarter ended Sep 30, 2026, it reported revenue of $267.8 million and a net loss of $45.1 million. Free cash flow was -$161.3 million.
Revenue
$267.78M
+3.1% vs year-ago quarter
Net income
$-45.12M
-90.2% vs year-ago quarter
Operating cash flow
$23.41M
-27.9% vs year-ago quarter
Free cash flow
$-161.26M
-11765.9% vs year-ago quarter
EPS
$-0.36
-89.5% vs year-ago quarter
Dividend per share
None
Shares outstanding
125.26M
+1.0% vs year-ago quarter
Net cash
—
Operating margin
-10.2%
TTM
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
Key figures
Fiscal-year totals from the annual reports; switch to Annual for the full-year view. Balance sheet lines are as of each year end.
| Line | 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 |
|---|---|---|---|---|---|
| Revenue | $267.8M | $293.2M | $265.6M | $249.4M | $259.6M |
| Operating income | -$40.0M | -$22.5M | -$32.5M | -$14.9M | -$18.5M |
| Net income | -$45.1M | -$25.1M | -$47.3M | -$22.2M | -$23.7M |
| Diluted EPS | -$0.36 | -$0.20 | -$0.38 | -$0.18 | -$0.19 |
| Operating cash flow | $23.4M | -$553,000 | $19.0M | $3.7M | $32.4M |
| Free cash flow | -$161.3M | -$154.4M | -$10.3M | -$18.1M | -$1.4M |
| Total assets | $2.5B | $2.6B | $2.3B | $2.2B | $2.2B |
| Total liabilities | $1.5B | $1.4B | $1.1B | $1.0B | $1.0B |
| Stockholders' equity | $1.1B | $1.1B | $1.2B | $1.2B | $1.2B |
| Total debt | $1.1B | $1.0B | $692.6M | $647.1M | $583.6M |
Recent SEC filings
| Form | Description | Filed | Period |
|---|---|---|---|
| 10-Q | Quarterly report | Nov 3, 2026 | Sep 30, 2026 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Nov 2, 2026 | Nov 2, 2026 |
| 8-K |
Current report
Material agreement, New debt, Regulation FD disclosure
|
Oct 22, 2026 | Oct 22, 2026 |
| 8-K |
Current report
Regulation FD disclosure, Other events
|
Sep 25, 2026 | Sep 25, 2026 |
| 8-K |
Current report
Material agreement, Other events
|
Sep 24, 2026 | Sep 18, 2026 |
| 10-Q | Quarterly report | Aug 5, 2026 | Jun 30, 2026 |
All 264 Atlas Energy Solutions Inc. SEC filings
Source: SEC EDGAR filings. This is company-reported data, not investment advice.