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Revenue by Segment
Breaks revenue into business units or regions to show which areas are growing or shrinking, how diversified the business is, and where management is finding demand — important for assessing growth prospects and concentration risk.Sand & Logistics remains the revenue engine but hit a late‑2025 trough before rebounding in Q1 2026—management says Q2 is effectively sold out and expects a large EBITDA step‑up, so improving volumes and logistics margin recovery should drive near‑term profitability even with sub‑$23/ton sand pricing. Power revenue is small but accelerating; the Caterpillar framework, 240 MW order and the 120 MW PPA convert that growth into predictable, high‑margin cash flow over time, though heavy 2026 capex and commissioning/timing risks could mute FCF until deployments scale.
Date | Sand & Logistics | Power |
|---|---|---|
Jun 30, 2026 | $263.90M | $29.28M |
Mar 31, 2026 | $244.72M | $20.87M |
Dec 31, 2025 | $231.34M | $18.09M |
Sep 30, 2025 | $242.48M | $17.13M |
Jun 30, 2025 | $272.68M | $15.99M |
Mar 31, 2025 | $290.25M | $7.34M |