What is the revenue and EPS growth rate for Atlas Energy year over year?

What is Atlas Energy's latest dividend and current dividend yield?

What is the market's earnings forecast for Atlas Energy next quarter?

Did Atlas Energy beat or miss consensus estimates last quarter?

What guidance did Atlas Energy's management provide for the next earnings period?

What were the key takeaways from Atlas Energy’s earnings call?

What were the key takeaways from Atlas Energy's earnings call?

What does Atlas Energy do and what are its main business segments?

- **Power Business Expansion**: 240 MW new capacity ordered, targeting 400+ MW deployed by early 2027. 2 GW pipeline includes C&I (40%), data centers (50%), and oil/gas (10%).
- **Sand & Logistics Resilience**: 35% Permian market share, Q4 2025 volumes expected at 4.8 million tons (low point), OpEx normalization in Q1 2026.
- **Dividend Suspension**: Temporary pause to prioritize power investments, with resumption expected as power contracts materialize.
- **Efficiency Drive**: $20 million annualized cost savings target, focusing on G&A, fixed costs, and procurement.
- **Dune Express Growth**: 10 million+ tons/year utilization expected in 2026, driving long-term stability.

**【CEO Summary Section】**
- Q3 2025 revenue: $259.6 million, adjusted EBITDA: $40.2 million (15% margin). Volumes: 5.25 million tons, down sequentially due to customer delays in completions.
- Kermit plant challenges drove OpEx per ton to $13.52, with improvements expected in Q4 2025 and further in Q2 2026 with new dredges.
- Power business expansion: Targeting 400+ MW deployed by early 2027, with 240 MW new capacity ordered. Moser acquisition provides platform for long-term contracts in C&I and data centers.
- Dividend suspension announced to prioritize capital allocation for high-growth power opportunities.
- Sand and logistics business: 35% Permian market share, Dune Express utilization ramping in 2026.

**【CFO Financial Commentary】**
- Q3 2025: GAAP net loss $23.7 million, adjusted free cash flow $22 million (8% of revenue). CapEx $30.5 million (Q3), total 2025 guidance $115 million.
- Efficiency initiative: $20 million annualized cost savings target, focusing on G&A, fixed costs, and procurement.
- Q4 2025 outlook: Volumes ~4.8 million tons (low point), OpEx per ton to normalize in Q1 2026. Logistics margins pressured by seasonality.

**【Q&A Key Highlights】**
- **Power Business**: 240 MW new capacity ordered with long-term contracts in sight. 2 GW pipeline includes C&I (40%), data centers (50%), and oil/gas (10%). EBITDA per MW expected in line with industry norms (4-6x).
- **Kermit Plant**: Wet shed issues resolved, OpEx improving. New dredges to unlock 10 million+ tons/year in 2026.
- **CapEx**: 2026 cash CapEx near maintenance levels (~$30 million). Power projects to use project financing.
- **Buyback**: $200 million authorization remains, but priority on power investments. Stock undervalued, buybacks possible if capital allows.
- **Market Share**: Permian sand market share ~35%, Dune Express utilization ramping to 10 million+ tons/year in 2026.

Atlas Energy Solutions Inc. (AESI) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

AESI

AESI fundamentals

You can ask Aime