Atlas Energy Solutions Inc. Stock Price, News & Analysis

Atlas Energy Solutions (NYSE:AESI) will release its third quarter 2025 earnings after market close on Monday, November 3, 2025. The company will host a conference call to discuss results at 7:00am Central Time (8:00am Eastern Time) on Tuesday, November 4, 2025. A live webcast will be available at https://ir.atlas.energy/.

Investors are asked to join the webcast at least 10 minutes before the start time to ensure connection and registration. An archived version of the third quarter 2025 earnings materials will be posted on the company website after the call.

Kodiak Robotics and Roush Industries have achieved a significant milestone with the delivery of their first Kodiak Driver-equipped autonomous truck from Roush's production line. The truck was delivered to Atlas Energy Solutions (NYSE: AESI) in August 2025, marking Atlas's eighth delivery out of a 100-truck order.

The manufacturing partnership, announced in June 2025, involves Roush upfitting trucks with Kodiak's AI-powered autonomous driving system at their Livonia, Michigan facility. The companies plan to scale production to hundreds of trucks by the end of 2026.

Additionally, Kodiak is pursuing a business combination with Ares Acquisition Corporation II (NYSE: AACT), with a shareholder vote scheduled for September 23, 2025. Upon approval, the combined company plans to list on Nasdaq under symbols "KDK" and "KDKRW" on September 25, 2025, targeting the $4+ trillion global trucking market.

Iron Oak Energy Solutions (NYSE:AESI) has announced the strategic acquisition of HC Minerals' Northern White assets, significantly expanding its presence in the Appalachia region. The acquisition includes the Wyeville, Wisconsin plant with over 3 million tons per year of Northern White Sand capacity and strategic terminal assets in the Marcellus and Utica shale plays.

The deal increases Iron Oak Energy's total production capacity to 37 million tons per year and Northern White Sand production to over 12 million tons annually. The acquisition provides direct access to Class I railways and includes four terminals in key locations. The company secured a new term loan facility with Chambers Energy Capital and GoldenTree Asset Management to fund the acquisition, maintaining leverage levels below one turn of EBITDA.

Atlas Energy Solutions (NYSE:AESI) reported mixed Q2 2025 financial results, with total sales of $288.7 million, representing a 3.0% decrease from Q1 2025. The company posted a net loss of ($5.6) million with an Adjusted EBITDA of $70.5 million (24.4% margin). Sales volumes decreased by 4.0% to 5.4 million tons.

Key highlights include maintaining a quarterly dividend of $0.25 per share, strong free cash flow generation of $48.9 million, and the acquisition of PropFlow, a patented sand filtration system. The company's total liquidity stood at $203.6 million as of June 30, 2025. Management expects Q3 2025 to see increased proppant sales volume and greater Power segment contribution, offset by lower average proppant prices.

Atlas Energy Solutions (NYSE:AESI) has announced its dual listing on NYSE Texas, a new fully electronic equities exchange based in Dallas, while maintaining its primary listing on the New York Stock Exchange. The company will begin trading on NYSE Texas on August 5, 2025, using the same ticker symbol "AESI".

As a Founding Member of NYSE Texas, Atlas Energy Solutions emphasizes its Texas heritage, with its headquarters in Austin and significant operations throughout the state. The dual listing represents the company's commitment to both strengthening its NYSE partnership and supporting Texas's economic growth and capital markets infrastructure.

Atlas Energy Solutions (NYSE:AESI) has announced the acquisition of PropFlow, a company specializing in patented on-wellsite proppant filtration technology. The transaction was completed on July 28, 2025.

PropFlow's innovative filtration system eliminates proppant debris at wellsites, leading to reduced maintenance costs and downtime while enabling continuous 24/7 pumping operations. The acquisition aligns with Atlas' mine-to-blender proppant logistics vision and aims to enhance completion efficiencies for customers by combining PropFlow's technology with Atlas' existing sand and logistics infrastructure.

Kodiak Robotics has selected Roush Industries as its manufacturing partner to scale the upfitting of autonomous trucks equipped with the Kodiak Driver system. Starting in H2 2025, Roush will upfit trucks at its Livonia, Michigan facility, with initial trucks planned for Atlas Energy Solutions. Roush will establish a production line for the modular hardware installation, including SensorPods, AI compute, and safety systems. The partnership leverages Roush's 50-year expertise in mobility and autonomous vehicle upfitting. Kodiak, which achieved the first publicly announced driverless semi-truck delivery in December 2024, is pursuing a business combination with Ares Acquisition Corporation II (NYSE: AACT) expected to close in H2 2025. The deal aims to accelerate Kodiak's market strategy and address the $4+ trillion global trucking market opportunity.

Atlas Energy Solutions (NYSE: AESI) has scheduled its second quarter 2025 earnings release and conference call. The company will release its Q2 2025 financial results after market close on Monday, August 4, 2025. A conference call to discuss the results will be held the following day, Tuesday, August 5, 2025, at 9:00 AM Central Time (10:00 AM Eastern Time). Investors can access the live webcast through the company's investor relations website at https://ir.atlas.energy/. Participants are advised to join the webcast at least 10 minutes before the start time to ensure proper connection. An archived version of the earnings materials will be available on Atlas's website after the event.

Kodiak Robotics has delivered two additional driverless trucks to Atlas Energy Solutions, expanding Atlas's autonomous fleet to four vehicles equipped with the Kodiak Driver AI technology. The delivery is part of a larger 100-truck order from Atlas. The autonomous trucks transport frac sand from Atlas's Dune Express conveyor system to customer well sites in the Permian Basin. Since launching commercial operations in December 2024, Atlas's driverless fleet has completed over 800 loads and 1,600 hours of driverless service. The trucks can now operate up to 24/7, only stopping for maintenance and refueling. Kodiak offers its technology through a Driver as a Service model, charging per-mile or per-vehicle licensing fees. The partnership aims to address challenges like driver recruitment while strengthening Atlas's long-term competitiveness.