Atlas Energy Solutions stock kpis
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Revenue by Type
Shows how sales split between products, services, recurring contracts, and one‑time projects, revealing which revenue streams are stable versus cyclical and how exposed the company is to commodity swings or project timing — key for judging revenue predictability and valuation.
Atlas is clearly shifting away from a product-heavy proppant profile toward services and an emerging rental/power business: services surged in 2024, eased through 2025 and are recovering in 2026 as logistics automation and utilization improve, while rental revenue only appears in 2025 and is ramping with power deployments. Product (sand) revenue has softened as management intentionally trades volume for price, creating near-term EBITDA variability. The pivot should raise recurring, higher‑margin cash flows long term, but heavy near‑term CapEx and timing of behind‑the‑meter project cash generation keep 2026 lumpy until 2027 ramps.
AESI Revenue by Type
| Date | Service | Product | Rental |
|---|---|---|---|
| Sep 30, 2026 | $140.79M | $97.91M | $29.07M |
| Jun 30, 2026 | $162.67M | $103.54M | $26.97M |
| Mar 31, 2026 | $139.11M | $108.94M | $17.53M |
| Dec 31, 2025 | $126.17M | $105.17M | $18.09M |
| Sep 30, 2025 | $135.64M | $106.84M | $17.13M |
| Jun 30, 2025 | $146.35M | $126.33M | $15.99M |
| Mar 31, 2025 | $150.61M | $139.65M | $7.34M |
| Dec 31, 2024 | $159.09M | $145.35M | $0.00 |
| Sep 30, 2024 | $159.09M | $145.35M | $0.00 |
| Jun 30, 2024 | $159.31M | $128.21M | $0.00 |
| Mar 31, 2024 | $79.23M | $113.43M | $0.00 |
| Dec 31, 2023 | $42.84M | $114.77M | $0.00 |
| Sep 30, 2023 | $42.84M | $114.77M | $0.00 |
| Jun 30, 2023 | $36.57M | $125.22M | $0.00 |
| Mar 31, 2023 | $25.28M | $128.14M | $0.00 |
| Dec 31, 2022 | $27.98M | $121.88M | $0.00 |
