What is the 13F Pro Quality Score for AESI?

13F Pro ranks Atlas Energy Solutions Inc. (AESI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View AESI's current score at https://13fpro.ai/research/AESI (free sign-up required for the full ranking).

Where does 13F Pro source AESI data?

All Atlas Energy Solutions Inc. fundamentals and ownership data come directly from SEC EDGAR. Atlas Energy Solutions Inc. files with the SEC under CIK 1984060. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is AESI in?

Atlas Energy Solutions Inc. (AESI) is classified in the Energy sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/energy.

How often is AESI research updated on 13F Pro?

AESI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Atlas Energy Solutions Inc.(AESI)Stock Analysis

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SEC EDGAR: CIK 1984060 AESI stock profile & AI dashboard →

13F Pro Quality Score

29.9/100

Rank #2,382 of 2,879 stocks

View Energy peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

9.3/100

Profitability

25.9/100

Balance Sheet

26.8/100

Earnings Quality

30.0/100

Free Cash Flow

28.9/100

Institutional Flow

71.8/100

Revenue Scale

51.4/100

Dilution Risk

33.3/100

AESI Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Atlas Energy Solutions Inc. (AESI), a Energy sector company. 13F Pro's AI-powered ranking engine scores AESI at 29.9/100 on a 32-signal composite quality model, placing it at rank #2,382 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue growth (9.3) and profitability (25.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 33.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Atlas Energy Solutions Inc. reports quarterly revenue of $265.6M, net income of $-47.3M, free cash flow of $-10.3M. Top institutional holders of AESI by reported 13-F value include BlackRock,, Encompass Capital Advisors, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. AESI trades on the NYSE exchange and files with the SEC under CIK 1984060. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AESI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Atlas Energy Solutions Inc. directly from SEC EDGAR. Atlas Energy Solutions Inc.'s 13F Pro composite quality score has ranged between 8 and 88 since 2024, currently 29.9 — a declining long-term trajectory across 44 quarterly and live scoring snapshots.

Revenue

Q1 2026

$265.6M

Net Income

Q1 2026

$-47.3M

Free Cash Flow

Q1 2026

$-10.3M

ROIC

Q1 2026

-1.9%

D/E Ratio

Q1 2026

0.53

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+3.7% YoY

$1.10BFY 2025

FY21 $172.4MFY23 $614.0MFY24 $1.06BFY25 $1.10B

Net Income

-183.9% YoY

$-50.3MFY 2025

FY21 $4.3MFY23 $105.4MFY24 $59.9MFY25 $-50.3M

Operating Income

-109.6% YoY

$-10.9MFY 2025

FY21 $47.0MFY23 $265.1MFY24 $113.9MFY25 $-10.9M

EPS (Diluted)

-174.5% YoY

$-0.41FY 2025

FY21 —FY23 $1.48FY24 $0.55FY25 $-0.41

Total Assets

+13.0% YoY

$2.23BFY 2025

FY21 —FY23 $1.26BFY24 $1.97BFY25 $2.23B

Total Debt

+14.2% YoY

$644.9MFY 2025

FY21 —FY23 $180.0MFY24 $564.7MFY25 $644.9M

Op. Cash Flow

-54.2% YoY

$117.3MFY 2025

FY21 $21.4MFY23 $299.0MFY24 $256.5MFY25 $117.3M

Metric	FY 2025	FY 2024	FY 2023	FY 2021	FY 2020
Revenue	$1.10B +3.7%	$1.06B +72.0%	$614.0M +256.1%	$172.4M	—
Net Income	$-50.3M -183.9%	$59.9M -43.1%	$105.4M +2376.0%	$4.3M	—
Operating Income	$-10.9M -109.6%	$113.9M -57.0%	$265.1M +464.2%	$47.0M	—
EPS (Diluted)	$-0.41 -174.5%	$0.55 -62.8%	$1.48	—	—
Total Assets	$2.23B +13.0%	$1.97B +56.4%	$1.26B	—	—
Total Debt	$644.9M +14.2%	$564.7M +213.7%	$180.0M	—	—
Operating Cash Flow	$117.3M -54.2%	$256.5M -14.2%	$299.0M +1300.2%	$21.4M	—

AI Insight: AESI Financial Trends

Atlas Energy has turned unprofitable with operating income collapsing from $31M in Q4 2024 to -$32M in Q1 2026.

• Revenue declined from $304M in Q3 2024 to $266M in Q1 2026, down 12.5%.

• Operating income turned negative, falling from $31M in Q4 2024 to -$32M in Q1 2026.

• Net income deteriorated from $14M profit in Q4 2024 to -$47M loss in Q1 2026.

• Operating cash flow turned volatile, swinging from -$7M in Q1 2025 to $89M in Q2 2025.

⚠ Total debt increased from $565M in Q4 2024 to $645M in Q4 2025 amid deteriorating profitability.

⚠ Operating cash flow weakened to just $19M in Q1 2026 from $89M in Q2 2025.

AI Insight: AESI Ratio Trends

Atlas Energy Solutions experienced a dramatic profitability collapse, with operating margin plummeting from 11.3% in Q4 2024 to -12.2% in Q1 2026.

• Operating margin deteriorated from 11.3% in Q4 2024 to -12.2% in Q1 2026, marking six consecutive quarters of decline.

• ROE turned deeply negative, falling from 5.6% in Q4 2024 to -16.2% in Q1 2026.

• ROIC collapsed from 7.7% in Q4 2024 to -7.2% in Q1 2026, indicating value destruction.

• Debt-to-equity ratio remained relatively stable around 0.45-0.54 range throughout the period.

⚠ Net profit margin reached -17.8% in Q1 2026, the worst quarterly performance on record for the company.

⚠ Company shifted from consistent profitability in Q2-Q4 2024 to sustained losses starting Q2 2025.

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Available Research

13F Pro tracks comprehensive data for Atlas Energy Solutions Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of AESI

BlackRock, Inc.
$150.8M11,490,854 sh
Encompass Capital Advisors LLC
$119.9M9,135,182 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$63.6M4,846,431 sh
COOPERMAN LEON G
$53.6M4,083,175 sh
VANGUARD CAPITAL MANAGEMENT LLC
$46.3M3,530,536 sh
STATE STREET CORP
$44.1M3,358,027 sh
BARROW HANLEY MEWHINNEY & STRAUSS LLC
$41.3M3,149,891 sh
JANUS HENDERSON GROUP PLC
$33.6M2,563,334 sh
COOKE & BIELER LP
$33.0M2,515,894 sh
MILLENNIUM MANAGEMENT LLC
$32.3M2,464,227 sh

Fund	Value	Shares
BlackRock, Inc.	$150.8M	11,490,854
Encompass Capital Advisors LLC	$119.9M	9,135,182
VANGUARD PORTFOLIO MANAGEMENT LLC	$63.6M	4,846,431
COOPERMAN LEON G	$53.6M	4,083,175
VANGUARD CAPITAL MANAGEMENT LLC	$46.3M	3,530,536
STATE STREET CORP	$44.1M	3,358,027
BARROW HANLEY MEWHINNEY & STRAUSS LLC	$41.3M	3,149,891
JANUS HENDERSON GROUP PLC	$33.6M	2,563,334
COOKE & BIELER LP	$33.0M	2,515,894
MILLENNIUM MANAGEMENT LLC	$32.3M	2,464,227

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Is AESI a good stock to buy?

13F Pro's AI-powered analysis of Atlas Energy Solutions Inc. (AESI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AESI are available on the AESI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own AESI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AESI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Atlas Energy Solutions Inc.'s investment landscape.