NYSE$AESI
AESI Holdings Inc · Q1 2026 earnings
Q1 2026 earnings · · Investor relations
Briefing
Atlas Energy Solutions reported Q1 2026 revenue of $265.6M (-11% YoY) with a net loss of $47.3M, or $(0.38) diluted EPS.
For the quarter ended March 31, 2026, Atlas Energy Solutions generated $265.6 million in total revenue versus $297.6 million a year ago as proppant and services volumes faced softer demand. The company posted an operating loss of $32.5 million and a net loss of $47.3 million, or $(0.38) per share, compared with net income of $1.2 million and $0.01 EPS in Q1 2025. Gross profit fell to $6.3 million on higher depreciation and SG&A.
- Total revenue $265.6M; gross profit $6.3M versus $54.5M prior year.
- Operating loss $(32.5)M; net loss $(47.3)M ($(0.38) diluted EPS).
- Product, service, and rental revenue mix shifted with power-equipment sales.
- Interest expense $15.8M; insurance recovery gain $3.3M in the quarter.
- Oilfield activity and proppant pricing remain key swing factors in MD&A.
Headline financials
Revenue & EPS history
AESI Holdings · Revenue · Quarterly
$266M
Forward guidance
The 10-Q discusses proppant demand, power-equipment utilization, and cost actions without numeric quarterly EPS or revenue guidance.
Tailwinds
- Diversified revenue from proppant, services, and rental power equipment.
- Insurance recovery partially offset operating costs.
- Management focused on cost control amid cyclical downturn.
Headwinds
- Sharp YoY decline in gross profit and swing to net loss.
- Higher depreciation and amortization on acquired assets.
- Commodity and completion-activity volatility weigh on volumes.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 8 quarterly earnings reports · overlaid with Q1 2026
-2.7%
Avg return
Earnings day
-3.5%
Avg return
5 days after
+1.6%
Avg return
30 days after
50%
4 / 8 earnings
Positive
+8.3%
Q1 2026
Best reaction
-15.9%
Q3 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +8.3% | +5.4% | +2.5% | |
| Q4 2025 | -5.7% | -12.5% | +27.3% | |
| Q3 2025 | -15.9% | -11.9% | -20.6% | |
| Q1 2025 | -10.6% | -10.7% | -9.4% | |
| Q3 2024 | +1.7% | -4.3% | +17.0% | |
| Q2 2024 | +5.6% | +7.6% | +12.8% | |
| Q1 2024 | +0.8% | +0.4% | -5.6% | |
| Q3 2023 | -5.6% | -1.7% | -11.6% |
Discussion
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