Atlas Energy Solutions Inc. (NYSE: AESI) reported Q3 EPS of ($0.19), $1.26 worse than the analyst estimate of $1.07. Revenue for the quarter came in at $259.61 million versus the consensus estimate of $237.09 million.

Future Guidance

The Company is providing financial guidance for the fourth quarter of 2025. Guidance is based on current outlook and plans and is subject to a number of known and unknown uncertainties and risks and constitutes a “forward-looking statement” within the meaning of Section 21E of the Securities Exchange Act of 1934 as further described under the Cautionary Statement below. Actual results may differ materially from the guidance set forth below.

For the fourth quarter of 2025, Adjusted EBITDA is projected to be lower sequentially. Volumes for the Sand & Logistics business are currently forecast to be approximately 4.8 million tons as year-end seasonality is only partially offset by new customer additions and a resumption of completion activity from current customers. Operating expenses per ton is expected to remain temporarily elevated due to lower fixed cost absorption and elevated expenses at our Kermit facility that are expected to normalize by year-end. Contribution from the Power business is expected to be up slightly due to increased unit deployments.

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