NYSE$AESI

AESI Holdings Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Atlas Energy Solutions Inc reported Q2 2025 results with revenue of $288.7 million and a net loss of $5.6 million.

The company achieved total revenue of $288.7 million in the second quarter of 2025, driven by product, service, and rental revenues. Gross profit reached $52.1 million while the company recorded a net loss of $5.6 million or $0.04 per share. Adjusted EBITDA was $71.2 million for the quarter.

  • Total revenue was $288.7 million, with service revenue contributing $146.4 million.
  • Gross profit totaled $52.1 million, reflecting a 18.1% margin.
  • Net loss of $5.6 million resulted in basic and diluted EPS of $(0.04).
  • Adjusted EBITDA reached $71.2 million, representing a 24.7% margin.

Headline financials

Total Revenue

$289M

Previous: $288M+0.4%
EPS (adj)

-$0.04

Previous: $0.13-130.8%
Adjusted EBITDA

$71.2M

No prior period
Adjusted EBITDA Margin

24.7%

No prior period
Capital Expenditures

-$92.7M

Previous: -$211M+56.1%
Net Income

-$4.34M

Previous: $14.8M-129.2%
Operating Income

$7.19M

Previous: $28.2M-74.5%
Gross Profit

$52.1M

Previous: $60.4M-13.6%
Cash & Equivalents

$78.8M

Previous: $105M-24.7%

Revenue & EPS history

AESI Holdings · Revenue · Quarterly

$289M

Q2 2025+0.4%vs Q2 2024
Beat estimate in 3 of 4 quarters(75%)
ActualEstimate

Revenue by segment

AESI Holdings · $289M total across 3 segments · Q2 2025

  • Service revenue
    $146M
  • Product revenue
    $127M
  • Rental revenue
    $15.7M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 8 quarterly earnings reports

Historical avg

-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

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
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%

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