Atlas Energy Solutions

AESI

Oil & Gas Equipment & Services · Energy

Winston Score

Winston is worried

Weak fundamentals across most pillars.

Data as of Aug 23, 2026 · filings through Jun 30, 2026

How the score breaks down

Quality

Weak

Growth

Weak

Cash Flow

Weak

Stability

Good

Valuation

Data not available

Dividends

Strong

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Winston Score History

The full picture

Atlas Energy Solutions mines and sells proppant — a type of sand used in oil and gas drilling. When energy companies drill wells in places like the Permian Basin in Texas, they pump this sand underground to keep cracks open so oil and gas can flow out. Atlas is one of the largest proppant suppliers in the Permian Basin, which is the most active oil-producing region in the United States.

The company makes money by selling proppant by the ton to oil and gas producers and oilfield service companies. It also operates a conveyor system called the Dune Express, which moves sand more cheaply than trucks. Atlas operates almost entirely in the Permian Basin, giving it a geographic advantage over suppliers who must ship sand from farther away. However, its negative operating margin and low gross margin show the business is under cost pressure, and its financial performance is closely tied to how active drilling is in the region — a key risk if oil prices fall and producers cut spending.

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Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+1.6% YoY

YoY Growth Rate

Slow revenue growth

EPS Growth

-345.4% YoY

YoY Growth Rate

Earnings declining

Insider Activity

36.2%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Runway

~3 months

$168M cash & investments

Quarterly Free Cash Flow

↓ Burn rate worsening

Short runway — potential dilution ahead through share issuance

Cash watch

Atlas Energy Solutions has less than a year of cash at its current burn rate. Growth investors should watch for potential share dilution from future fundraising — that directly reduces your ownership.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Profit per sale

Gross Margin

8.8%

Thin — 8.8% gross margin

Profit after running costs

Operating Margin

-7.7%

Losing money on operations — -7.7%

Return on the money invested

ROCE

-8.2%

Weak — -8.2% return on capital

Negative ROIC means the business is losing money on every dollar invested in it.

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Growth

Sales growth

Sales YoY

-8.1%

Shrinking sales (-8.1% YoY)

Profit growth

EPS YoY

-824.6%

Earnings shrinking (-824.6% YoY)

Earnings per share down more than 10%. Either a bad year, or a real decline.

How steady the profit is

EPS Consistency

0/8 quarters

Earnings rarely grow — volatile business

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Cash Flow

Profit that turns into cash

Cash Conversion

N/A

Data not available

Spare cash per sale

FCF Margin

-17.2%

Burning cash (-17.2%)

Free cash flow is negative. They are burning cash, not generating it.

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Stability

What it owes vs what it owns

Debt / Equity

0.05

Conservative — low debt load (0.05)

Covers its interest

Interest Cover

N/A

Data not available

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Valuation

Price vs profit

P/E Ratio (TTM)

N/M

no trend

Negative earnings — P/E not meaningful

Cheaper or dearer next year

P/E vs Forward

N/A

not available

Data not available

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Dividends

Dividend

Dividend Yield

2.32%

no trend

Moderate income — 2.32% yield

Standard yield zone for stable dividend payers. A meaningful piece of total return.

Dividend record

Dividend Growth

+15.1%

no trend

Dividend growing fast (15.1% YoY)

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