Financial Performance - Atlas Energy Solutions Inc. reported quarterly earnings of $0.19 per share, missing the Zacks Consensus Estimate of $0.25 per share, and down from $0.55 per share a year ago, representing an earnings surprise of -24% [1] - The company posted revenues of $304.43 million for the quarter ended September 2024, missing the Zacks Consensus Estimate by 1.74%, compared to year-ago revenues of $157.62 million [2] - Over the last four quarters, Atlas Energy Solutions has not surpassed consensus EPS estimates and has topped consensus revenue estimates only once [2] Stock Performance and Outlook - Shares of Atlas Energy Solutions have increased by approximately 16.3% since the beginning of the year, while the S&P 500 has gained 21.8% [3] - The company's current consensus EPS estimate for the coming quarter is $0.24 on revenues of $317.42 million, and for the current fiscal year, it is $0.88 on revenues of $1.11 billion [7] Industry Context - The Oil and Gas - Integrated - United States industry, to which Atlas Energy Solutions belongs, is currently ranked in the bottom 18% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Atlas Energy Solutions' stock performance [5][6]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Delaware 001-41828 93-2154509 (State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.) Title of each class Trading Symbol(s) Name of each exchange on which registered Common stock, par value $0.01 per share AESI New York Stock Exchange FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 10 ...

Wall Street expects a year-over-year decline in earnings on higher revenues when Atlas Energy Solutions Inc. (AESI) reports results for the quarter ended September 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if th ...

(Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Atlas Energy Solutions Inc. (Exact Name of Registrant as Specified in its Charter) For the quarterly period ended June 30, 2024 (State or other jurisdiction of incorporation or organization) 5918 W. Courtyard Drive, Suite 500 Austin, Texas 78730 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ...

Financial Data and Key Metrics Changes - Atlas reported revenues of $288 million for Q2 2024, a 49% sequential increase from Q1, primarily due to the full quarter impact from the acquisition of Hi-Crush [22] - Adjusted EBITDA decreased slightly to $72 million, representing 25% of revenue, while net income was $14.8 million, or 5% of revenue [22] - The total financial impact from the fire incident at the Kermit facility was at the top end of the $20 million to $40 million range previously estimated [24] Business Line Data and Key Metrics Changes - Revenues from product sales were approximately $128 million on volumes of 4.9 million tons, with an average sales price of about $26.07 per ton [23] - Service revenues reached approximately $159 million, doubling from Q1 levels due to the Hi-Crush acquisition and growth in the legacy business [23] - The logistics team set a quarterly record for loads delivered, with over 50% of sand volumes delivered using in-house last mile crews [23] Market Data and Key Metrics Changes - The Permian rig count has declined approximately 10% over the past 12 months and is expected to remain stagnant through the latter half of the year [15] - Despite a decline in rig activity, proppant demand is expected to increase slightly year-over-year, with the average amount of sand pumped per fracture rising from approximately 40,000 tons to over 65,000 tons [17] - The supply-demand balance in the Permian proppant market is looser than the previous year, with spot prices nearing breakeven for less advantaged competitors [17][18] Company Strategy and Development Direction - The construction of the Dune Express, a 42-mile overland conveyor system, is on track for commissioning by the end of the year, which is expected to significantly enhance proppant logistics in the Permian Basin [11][12] - Atlas is focusing on innovations in logistics, including a partnership with Kodiak Robotics for autonomous trucking, which is anticipated to improve last-mile delivery efficiency [14] - The company aims to maintain its competitive edge by leveraging its low-cost structure and operational efficiencies to navigate current market challenges [45][46] Management's Comments on Operating Environment and Future Outlook - Management noted that 2024 has been a challenging year for the oilfield, with weak natural gas prices impacting drilling and completion activities [15] - Despite current market conditions, Atlas remains confident in its ability to generate healthy margins and returns, as its operational advantages allow it to thrive even when competitors struggle [18] - The company is optimistic about future growth, particularly with the Dune Express expected to enhance logistics capabilities and customer service [35][36] Other Important Information - The company has increased its dividend to $0.23 per share, representing a 5% increase over the prior period, and has shifted to a stand-alone ordinary dividend structure [28] - Atlas has launched OnCore 8 in the Midland Basin, which has a production capacity exceeding one million tons annually [21] Q&A Session Summary Question: Impact of trucking rates on logistics business - Chris Scholla explained that while trucking rates have fallen, Atlas's structural advantages will enhance margins as the Dune Express ramps up [32][34] Question: Customer demand and volume outlook - Bud Brigham indicated that the sales team has secured over 9 million tons for delivery next year, and they are optimistic about future contracts [37] Question: Logistics outlook for Q3 - Blake McCarthy noted that while Q2 logistics results were exceptional, some normalization is expected in Q3, but no significant degradation in market conditions is anticipated [40] Question: Supply and demand dynamics in the proppant market - John Turner mentioned that some competitors are shutting down operations due to low pricing, which could positively impact pricing dynamics in the long run [42][43] Question: Market conditions in the Delaware Basin - Bud Brigham highlighted that the Dune Express will significantly enhance Atlas's position in the Delaware Basin, where demand is strong [49][50] Question: Future M&A considerations - John Turner stated that while the market is fragmented and consolidation is likely, Atlas will be selective in any future acquisitions to maintain its competitive position [87] Question: Ramping last mile deliveries ahead of Dune Express - Chris Scholla confirmed that they are expanding last mile contracts and targeting additional crews as the Dune Express nears completion [92]

Investor Presentation August 2024 NYSE: AESI Important Disclosures Forward-Looking Statements This Presentation contains "forward-looking statements" of Atlas Energy Solutions Inc. ("Atlas," the "Company," "AESI," "we," "us" or "our") within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Statements that are predictive or prospective in nature, that depend upon or refer to future events or conditions or that include th ...

Exhibit 99.1 Atlas Energy Solutions Announces Second Quarter 2024 Results; Increases Quarterly Dividend Austin, TX – August 5, 2024 – Atlas Energy Solutions Inc. (NYSE: AESI) ("Atlas" or the "Company") today reported financial and operating results for the second quarter ended June 30, 2024. Second Quarter 2024 Highlights Financial Summary | . | Three Months Ended | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | June 30, 2024 March 31, 2024 | | | | | June 30, 2023 | | | (unaudited, in thousands, ...

Wall Street expects a year-over-year decline in earnings on higher revenues when Atlas Energy Solutions Inc. (AESI) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:Insteel Industries (IIIN) is one of the nation's largest manufacturers of steel wire reinforcing products for concrete construction applications. The Zacks Consensus Estimate for its current year earnings has been revised almost 27.7% downward over the last 60 days.Atlas Energy Solutions Inc. (AESI) is a provider of proppant and logistics services to customers engaged in the oil and natural gas industry principally within the Permian ...

Dividend stocks are among the most attractive on Wall Street because they pay you to own them. However, not all dividend stocks are equal, so it takes more than a distribution and some attractive metrics to make them a good buy. This is a look at three dividend stocks that also get high ratings from analysts. They are ranked highly on MarketBeat’s Top Rated Dividend Stocks list because of their safe payments and analysts' sentiment. All come with a rating of 3.0 or higher, which equates to a Buy or Better r ...