Filing Flows › Atlas Energy Solutions (AESI) › Q3 2026 › vs Q2 2026
Atlas Energy Solutions (AESI) Q3 2026 vs Q2 2026 (quarter over quarter)
Atlas Energy Solutions's revenue fell $25.4M (-9%) from $293M in Q2 2026 to $268M in Q3 2026. The biggest changes: Service −$21.9M (-13%); Product −$5.6M (-5%); Rental Revenue +$2.1M (+8%).
Atlas Energy Solutions, Q3 2026: revenue $268M (+3% year over year), operating margin -14.9%, net loss $45.1M, operating cash flow $23.4M. The chart draws each line against Q2 2026, the increases inside each band.
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Service | $141M | $163M | −$21.9M | -13% |
| Product | $97.9M | $104M | −$5.6M | -5% |
| Rental Revenue | $29.1M | $27.0M | $2.1M | +8% |
| Revenue | $268M | $293M | −$25.4M | -9% |
| Income tax benefit | $10.7M | $20.4M | −$9.8M | -48% |
| Net loss | $45.1M | $25.1M | $20.0M | +80% |
| Costs & expenses | $324M | $339M | −$15.2M | -4% |
| Operating costs | $308M | $316M | −$8.0M | -3% |
| Interest & other, net | $15.8M | $23.0M | −$7.2M | -31% |
| Cost of revenue | $263M | $267M | −$4.8M | -2% |
| SG&A | $38.8M | $39.4M | −$639K | -2% |
| Other operating costs | $6.4M | $9.0M | −$2.6M | -28% |
| Operating cash sources | $68.5M | $24.5M | $44.0M | +179% |
| Depreciation & amortization | $47.1M | $46.0M | $1.0M | +2% |
| Share-based compensation | $8.8M | $8.7M | $68K | +0.8% |
| Working capital & other | $12.7M | −$30.2M | $42.9M | — |
| Net loss absorbed | $45.1M | $25.1M | $20.0M | +80% |
| Operating cash flow | $23.4M | −$553K | $24.0M | — |
| Capital expenditures | $185M | $154M | $30.8M | +20% |
| Negative free cash flow (OCF − capex) | $161M | $154M | $6.9M | +4% |
Questions
How much did Atlas Energy Solutions's revenue grow quarter over quarter in Q3 2026?
Atlas Energy Solutions's revenue fell $25.4M (-9%) from $293M in Q2 2026 to $268M in Q3 2026.
What drove Atlas Energy Solutions's revenue change in Q3 2026?
Service −$21.9M (-13%); Product −$5.6M (-5%); Rental Revenue +$2.1M (+8%).