Atlas Energy Solutions Inc. (AESI)
NYSE NYSE Primary Summary
Atlas Energy Solutions Inc. (AESI) Q3 2025 Earnings Call Transcript
Atlas Energy Solutions Inc. ( AESI ) Q3 2025 Earnings Call November 4, 2025 8:00 AM EST Company Participants Kyle Turlington - Vice President of Investor Relations John Turner - President, CEO & Director Blake McCarthy - Chief Financial Officer Ben Brigham - Founder & Executive Chairman Tim Ondrak Bud Brigham Conference Call Participants James Rollyson - Raymond James & Associates, Inc., Research Division Derek Podhaizer - Piper Sandler & Co., Research Division Stephen Gengaro - Stifel, Nicolaus & Company, Incorporated, Research Division Doug Becker - Capital One Securities, Inc., Research Division Keith MacKey - RBC Capital Markets, Research Division Sean Mitchell - Daniel Energy Partners, LLC Edward Kim - Barclays Bank PLC, Research Division Lee Cooperman Presentation Operator " Kyle Turlington Vice President of Investor Relations " John Turner President, CEO & Director " Blake McCarthy Chief Financial Officer " Ben Brigham Founder & Executive Chairman " James Rollyson Raymond James & Associates, Inc., Research Division " Raymond James & Associates, Inc., Research Division Derek Podhaizer Piper Sandler & Co., Research Division " Piper Sandler & Co., Research Division Tim Ondrak " Stephen Gengaro Stifel, Nicolaus & Company, Incorporated, Research Division " Stifel, Nicolaus & Company, Incorporated, Research Division Doug Becker Capital One Securities, Inc., Research Division " Capital One Securities, Inc., Research Division Keith MacKey RBC Capital Markets, Research Division " RBC Capital Markets, Research Division Sean Mitchell Daniel Energy Partners, LLC " Daniel Energy Partners, LLC Edward Kim Barclays Bank PLC, Research Division " Barclays Bank PLC, Research Division Bud Brigham " Lee Cooperman " Omega Family Office Operator Greetings, and welcome to the Atlas Energy Solutions Third Quarter 2025 Financial and Operational Results Conference Call. [Operator Instructions] Please note, this conference is being recorded.
Atlas Energy Solutions Inc. (AESI) Q2 2025 Earnings Call Transcript
Atlas Energy Solutions Inc. (NYSE:AESI ) Q2 2025 Earnings Conference Call August 5, 2025 10:00 AM ET Company Participants Ben M. Brigham - Founder & Executive Chairman Blake McCarthy - Chief Financial Officer Chris Scholla - Executive VP & President, of Sand Logistics.
Atlas Energy Solutions Inc. (AESI) Reports Q2 Earnings: What Key Metrics Have to Say
The headline numbers for Atlas Energy Solutions Inc. (AESI) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
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Atlas Energy Solutions Inc. Profile
| Energy Equipment & Services Industry | Energy Sector | John G. Turner CEO | NYSE Exchange | 642045108 CUSIP |
| US Country | 1,143 Employees | 14 Aug 2025 Last Dividend | - Last Split | - IPO Date |
Overview
Atlas Energy Solutions Inc., founded in 2017, has carved a niche in the energy sector by focusing on the production, processing, and sale of proppants used in well completion processes, specifically in the Permian Basin located across Texas and New Mexico. With its headquarters nestled in Austin, Texas, the company has become a key player in supplying necessary materials for the oil and natural gas industry. It extends its market to both exploration and production companies as well as oilfield services companies, addressing the growing demand for high-quality proppants in hydraulic fracturing operations. Atlas Energy Solutions combines its product offerings with transportation, logistics, storage solutions, and contract labor services, presenting a comprehensive suite of solutions to its clientele in the energy sector.
Products and Services
Mesh and Sand Proppants: Atlas Energy Solutions specializes in the production and processing of mesh and sand proppants. These materials are essential in the hydraulic fracturing (fracking) process, as they help to keep the fractures in the earth open, allowing oil and natural gas to be extracted more efficiently. The proppants provided by Atlas Energy are designed to withstand the high pressures of the fracking process, optimizing the extraction of resources from the Permian Basin.
Transportation and Logistics: Recognizing the importance of timely and safe delivery of proppants to the drilling sites, Atlas Energy Solutions offers customized transportation and logistics services. These services are tailored to meet the specific needs of their clients, ensuring that the crucial materials reach their destination in an efficient and reliable manner.
Storage Solutions: To further accommodate the needs of its clients, Atlas Energy provides storage solutions for the mesh and sand proppants. These services ensure that the materials are maintained in optimal condition until they are needed for use, reducing the risk of contamination or damage and facilitating smooth operations for oil and natural gas exploration and production companies.
Contract Labor Services: Beyond the supply of proppants, Atlas Energy Solutions extends its expertise to offering contract labor services. This aspect of their offering allows companies in the oil and gas sector to leverage Atlas Energy’s skilled workforce for various operational needs, ensuring that they have access to the manpower necessary for efficient and safe production processes.
Contact Information
