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Atlas Energy Solutions (AESI)
NYSE:AESI
RESEARCH TOOLSreports
Earnings Data
Report Date
May 12, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.21Last Year’s EPS
0.26Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 24, 2025
|% Change Since: -5.92%
|Next Earnings Date:May 12, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted significant achievements with the Dune Express and autonomous trucking projects, alongside a strategic acquisition in Mosier Energy Systems. Despite facing seasonal slowdowns and pricing pressures, the company demonstrated strong growth potential and commitment to shareholder returns. The sentiment is bolstered by operational advancements and increasing market share in key segments.Company Guidance
During the Atlas Energy Solutions conference call, the company highlighted several key metrics and developments for the upcoming year. For 2025, Atlas anticipates a transformative year, focusing on reaching full utilization of the Dune Express by midyear. They have already achieved significant milestones, such as delivering 100 loads of proppants with autonomous trucks and increasing their productive capacity to nearly two and a half times since their IPO. The company also announced a 4% increase in their quarterly dividend to $0.25 per share. Financially, Atlas reported an adjusted EBITDA of $63.2 million for the fourth quarter of 2024, with total sales reaching $271.3 million. They expect to sell over 25 million tons of sand in 2025, up from around 20 million tons in 2024, and project full-year adjusted EBITDA to reflect contributions from a new acquisition, Mosier Energy Systems, amounting to 22 million contracted tons already, with expectations to surpass 25 million soon. Additionally, CapEx for 2025 is estimated at $115 million, with a focus on expanding the Mosier platform and maintaining their proppant and logistics business.Dune Express Achievements
Successfully commenced commercial delivery and achieved significant operational milestones with the Dune Express, the second longest conveyor ever built, which is expected to reach full capacity utilization by midyear.
Autonomous Trucking Progress
Initiated commercial driverless delivery operations using Kodiak-enabled autonomous trucks, completing approximately 300 deliveries by the end of the month.
Increased Productive Capacity
Productive capacity nearly two and a half times larger since IPO, with significant improvements in logistics operations and expansion in wet sand offerings.
Mosier Energy Systems Acquisition
Successfully acquired Mosier Energy Systems, enhancing growth opportunities and cash flow stability, with plans to expand fleet from 212 MW to 310 MW by 2026.
Dividend Increase
Announced a 4% increase to quarterly dividend, representing a 67% increase from initial dividend, reinforcing commitment to shareholder returns.
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AESI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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AESI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 24, 2025 | $20.60 | $19.42 | -5.73% |
| Oct 28, 2024 | $19.57 | $19.91 | +1.74% |
| Aug 05, 2024 | $17.51 | $18.50 | +5.65% |
| May 06, 2024 | $21.02 | $21.93 | +4.33% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Atlas Energy Solutions (AESI) report earnings?
Atlas Energy Solutions (AESI) is schdueled to report earning on May 12, 2025, TBA Not Confirmed.
What is Atlas Energy Solutions (AESI) earnings time?
Atlas Energy Solutions (AESI) earnings time is at May 12, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AESI EPS forecast?
AESI EPS forecast for the fiscal quarter 2025 (Q1) is 0.21.
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