Overview

* Atlas Q2 2025 sales of $288.7 mln miss analyst expectations, per LSEG data

* Adjusted EBITDA for Q2 2025 misses estimates, reported at $70.5 mln, per LSEG data

* Co acquires PropFlow sand filtration system post-quarter close

Outlook

* Company expects Q3 2025 proppant sales volume to increase

* Company forecasts a decrease in average proppant sales prices in Q3 2025

* Atlas anticipates a modest decline in Q3 2025 consolidated revenue and adjusted EBITDA

Result Drivers

* PERMIAN BASIN SLOWDOWN - Atlas attributes Q2 results to reduced activity in the Permian Basin, impacting sales volumes

* POWER SEGMENT CONTRIBUTION - First full quarter of contribution from new Power segment, seen as a growth opportunity

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Sales Miss $288.68 $289.50

mln mln (9

Analysts

)

Q2 EPS -$0.04

Q2 Net -$5.56

Income mln

Q2 Miss $70.46 $75.50

Adjusted mln mln (10

EBITDA Analysts

)

Q2 24.0%

Adjusted

EBITDA

Margin

Q2 $48.87

Adjusted mln

Free

Cash

Flow

Q2 Gross $52.14

Profit mln

Q2 $7.19

Operatin mln

g Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the construction materials peer group is "buy"

* Wall Street's median 12-month price target for Atlas Energy Solutions Inc ( AESI ) is $15.00, about 16.6% above its August 1 closing price of $12.51

* The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)