Atlas Energy Solutions Inc. (AESI) company profile
Close on Nov 13, 2026Market cap $696.27MP/E –Yield 13.46%
About Atlas Energy Solutions
Crude Petroleum & Natural Gas, SIC 1311
Atlas Energy Solutions Inc. provides proppant and distributed power solutions primarily to energy and industrial clients. The company operates through two core business segments: Sand and Logistics, and Power. In its Sand and Logistics segment, it supplies commercial sand products alongside specialized transportation and logistical services. In its Power segment, the company provides power systems, equipment rentals, and generation capabilities, including dedicated generator units and proprietary operational technology. Its customer base includes multiple major commercial clients that rely on its sand supply, delivery logistics, and power services.
The company maintains its corporate headquarters in Austin, Texas, and is organized under the laws of Delaware. Its geographic footprint and commercial operations span several United States markets, with active business presence in Texas, Colorado, Utah, and other domestic states. The company's operational infrastructure includes transportation fleets, logistics and power equipment, and production facilities such as its Kermit facility.
Summary of the business section of Atlas Energy Solutions's latest annual report, written by StockData.
Company profile
Company
- Legal name
- Atlas Energy Solutions Inc.
- Founded
- 2017
- Headquarters
- Austin, TX
- Address
- 5918 West Courtyard Drive, Suite 500 78730
- Phone
- (512) 220-1200
- Website
- atlas.energy
- Employees
- 1,511, Dec 31, 2025
- Industry
- Crude Petroleum & Natural Gas
- Incorporated in
- Delaware
- Fiscal year ends
- December 31
- Auditor
- Ernst & Young LLP, Austin, Texas
Stock & identifiers
- Ticker
- AESI
- Exchange
- NYSE
- IPO date
- Mar 9, 2023
- Shares outstanding
- 125M, Jul 30, 2026
- Public float
- $1.10B, Jun 30, 2025
- Filer category
- Large accelerated filer
- SEC CIK
- 1984060
- CUSIP
- 642045108
- ISIN
- US6420451089
- FIGI
- BBG01JFZ96X4
- Share class FIGI
- BBG01JFZ96Y3
- LEI
- 254900IYAISQ4C8AVO27
- EIN
- 93-2154509
Executives and directors
Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years
| Name | Position | Shares owned |
|---|---|---|
| John Gregory Turner | CEO and President, Director | 1,984,658 |
| Ben M. Brigham | Executive Chairman, Director | 2,414,521 |
| Dathan C. Voelter | General Counsel and Secretary | 463,859 |
| Benjamin Blake McCarthy | Chief Financial Officer | 183,854 |
| Robb L. Voyles | Director | 54,394 |
| Douglas G. Rogers | Director | 10,000 |
| Gayle Burleson | Director | 37,816 |
| A. Lance Langford | Director | 803,479 |
| Mark P. Mills | Director | 53,209 |
| John Michael Howard | Director | 45,153 |
CEO pay and shareholder return
Pay versus performance table from the proxy statement
| Fiscal year | CEO total pay | CEO pay actually paid | Other executives (avg) | Value of $100 invested | Peer group |
|---|---|---|---|---|---|
| FY2025 | $5.51M | -$2.84M | $3.27M | $52 | $95 |
| FY2024 Mr Brigham | $6.76M | $10.14M | $2.60M | $123 | $86 |
| FY2024 Mr Turner | $5.90M | $6.36M | $2.60M | $123 | $86 |
| FY2023 | $6.11M | $6.71M | $4.53M | $96 | $97 |
“Actually paid” adjusts reported pay for changes in the value of equity awards. Shareholder return assumes $100 invested at the start of the measurement period, as disclosed by the company.
Executive compensation, fiscal 2025
Summary compensation table from the latest proxy statement
| Executive | Salary | Bonus | Stock awards | Other | Total | vs. prior year |
|---|---|---|---|---|---|---|
| Ben M. “Bud” Brigham Executive Chairman | $253.08K | $0 | $4.20M | – | $4.45M | -34% |
| John Turner Chief Executive Officer and President | $906.15K | $476.10K | $4.07M | $52.83K | $5.51M | -7% |
| Blake McCarthy Chief Financial Officer | $494.23K | $225.00K | $1.73M | $33.64K | $2.48M | -18% |
| Dathan C. Voelter General Counsel, Secretary and Chief Compliance Officer | $438.40K | $158.40K | $1.15M | $162.94K | $1.91M | -11% |
| Chris Scholla Former Executive Vice President and President of Sand and Logistics | $409.62K | $0 | $1.73M | $2.10M | $4.24M | +63% |
Stock and option awards are grant-date fair values, not realized pay. “Other” includes pension value changes and all other compensation. Source proxy statement.
Employees
Headcount reported in annual reports
“As of December 31, 2025, we had a total of 1,511 employees, of which 191 service our corporate headquarter offices and 1,320 work in field locations.”
Corporate history
Events identified from SEC filings
| Date | Event | Details |
|---|---|---|
| Aug 4, 2025 | Listing | Registration of securities on an exchange (Form 8-A) |
| Feb 24, 2025 | Acquisition / sale | Completion of acquisition or disposition of assets (8-K Item 2.01) |
| Mar 5, 2024 | Acquisition / sale | Completion of acquisition or disposition of assets (8-K Item 2.01) |
| Oct 3, 2023 | Name change | Name changed from New Atlas HoldCo Inc. to Atlas Energy Solutions Inc. |
| Aug 1, 2023 | Merger | Registration of securities for a merger or exchange offer (S-4) |
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