Skip to main content
TipRanks
Go Ultimate75% OFF

Atlas Energy Solutions (AESI) Capital Expenditure by Segment

324 Followers

Capital Expenditure by Segment

Tracks how much the company is investing in each part of the business, distinguishing growth spending from maintenance capex; shows where future capacity or revenue is being built and where cash flow may be constrained by heavy investment needs.

$0.00$50.00M$100.00M$150.00MMar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 26
Chart Insights

Capital spend has clearly rotated away from sand & logistics toward an accelerated power build‑out in 2026, with a concentrated surge recently as management funded generators and the Socorro project. That explains near‑term balance‑sheet pressure and the Q3 EBITDA headwinds management flagged, but it also underpins the company’s 2027 FCF thesis: sand spend is being trimmed to maintenance while power investments aim to drive outsized cash generation once projects commission.

AESI Capital Expenditure by Segment

DatePowerSand & Logistics
Sep 30, 2026$170.25M$18.28M
Jun 30, 2026$131.62M$18.36M
Mar 31, 2026$48.23M$18.85M
Dec 31, 2025$7.19M$16.70M
Sep 30, 2025$11.14M$27.26M
Jun 30, 2025$6.88M$33.42M
Mar 31, 2025$2.14M$36.72M