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Atlas Energy Solutions Inc. (AESI) company profile

AESINYSECrude Petroleum & Natural GasFiscal year ends December 31
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Nov 3, 2026Score 5/3053% below fair value
$5.57+0.07 (+1.27%)

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
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

NamePositionShares owned
John Gregory TurnerCEO and President, Director1,984,658
Ben M. BrighamExecutive Chairman, Director2,414,521
Dathan C. VoelterGeneral Counsel and Secretary463,859
Benjamin Blake McCarthyChief Financial Officer183,854
Robb L. VoylesDirector54,394
Douglas G. RogersDirector10,000
Gayle BurlesonDirector37,816
A. Lance LangfordDirector803,479
Mark P. MillsDirector53,209
John Michael HowardDirector45,153

CEO pay and shareholder return

Pay versus performance table from the proxy statement

Fiscal yearCEO total payCEO pay actually paidOther executives (avg)Value of $100 investedPeer 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

ExecutiveSalaryBonusStock awardsOtherTotalvs. 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

DateEventDetails
Aug 4, 2025ListingRegistration of securities on an exchange (Form 8-A)
Feb 24, 2025Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Mar 5, 2024Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Oct 3, 2023Name changeName changed from New Atlas HoldCo Inc. to Atlas Energy Solutions Inc.
Aug 1, 2023MergerRegistration of securities for a merger or exchange offer (S-4)

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