Atlas Energy Solutions (AESI) reported second-quarter 2026 total revenue of $293.2 million and a net loss of $25.1 million for the period ended June 30, 2026. Adjusted EBITDA was $49.5 million, and net cash used in operating activities was $553 thousand.
The company said it set a quarterly volume record for Dune Express and a quarterly shipment record for Last Mile shipments of 6 million tons. Atlas also completed construction of a 26-megawatt bridge facility for a 120-megawatt behind-the-meter private power contract expected online at the end of the first quarter of 2027.
- Total revenue rose 10.4% from the first quarter of 2026 to $293.2 million.
- Product revenue was $103.5 million, service revenue was $162.7 million and rental revenue was $27.0 million.
- Net loss per common share was $0.20 on both a basic and diluted basis.
- Total liquidity was $292.9 million as of June 30, 2026, including $168.2 million in cash and cash equivalents.
- The company will host a results call on August 4, 2026, with a webcast available on the Atlas investor relations website.
$AESI Insider Trading Activity
$AESI insiders have traded $AESI stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $AESI stock by insiders over the last 6 months:
- GREGORY M SHEPARD has made 0 purchases and 2 sales selling 230,000 shares for an estimated $2,732,400.
- CHRIS SCHOLLA sold 8,912 shares for an estimated $105,036
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$AESI Hedge Fund Activity
We have seen 118 institutional investors add shares of $AESI stock to their portfolio, and 97 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ENCOMPASS CAPITAL ADVISORS LLC added 9,135,182 shares (+inf%) to their portfolio in Q1 2026, for an estimated $119,853,587
- COOKE & BIELER LP removed 2,494,964 shares (-99.2%) from their portfolio in Q2 2026, for an estimated $41,441,352
- WASATCH ADVISORS LP added 1,834,289 shares (+inf%) to their portfolio in Q2 2026, for an estimated $30,467,540
- FMR LLC removed 1,705,057 shares (-99.3%) from their portfolio in Q1 2026, for an estimated $22,370,347
- BLACKROCK, INC. removed 1,661,483 shares (-12.6%) from their portfolio in Q1 2026, for an estimated $21,798,656
- FRONTIER CAPITAL MANAGEMENT CO LLC removed 1,655,363 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $21,718,362
- COOPERMAN LEON G removed 970,299 shares (-19.2%) from their portfolio in Q1 2026, for an estimated $12,730,322
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$AESI Congressional Stock Trading
Members of Congress have traded $AESI stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $AESI stock by members of Congress over the last 6 months:
- REPRESENTATIVE CHIP ROY sold up to $250,000 on 05/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
