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Assets by Segment
Lists tangible and intangible assets by segment to reveal how much capital is tied up in equipment, facilities, or intellectual property in each area; helps investors understand balance‑sheet intensity, potential impairment risk, and where scale or bottlenecks exist.Power assets are accelerating — a meaningful jump in early‑2026 reflects capitalizing the 240MW purchase and early buildout tied to the 1.4GW Caterpillar framework — confirming management’s pivot to capital‑intensive, higher‑margin power contracts. Sand & Logistics assets remain largely flat-to-down versus a year earlier despite improving logistics throughput and margins, signaling operational recovery but limited reinvestment. That mix shift explains the higher CapEx guidance and convertible financing: more upside from PPAs if execution and contracting timelines hold, but greater near‑term execution and funding risk.
Date | Sand & Logistics | Power |
|---|---|---|
Jun 30, 2026 | $2.22B | $337.55M |
Mar 31, 2026 | $1.97B | $332.19M |
Dec 31, 2025 | $1.95B | $282.13M |
Sep 30, 2025 | $1.96B | $277.77M |
Jun 30, 2025 | $1.97B | $276.70M |
Mar 31, 2025 | $2.02B | $274.56M |