Filing Flows › Atlas Energy Solutions (AESI) › Q3 2026 › vs Q3 2025
Atlas Energy Solutions (AESI) Q3 2026 vs Q3 2025 (year over year)
Atlas Energy Solutions's revenue rose $8.2M (+3%) from $260M in Q3 2025 to $268M in Q3 2026. The biggest changes: Rental Revenue +$12.6M (+77%); Product −$9.6M (-9%); Service +$5.2M (+4%).
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 Q3 2025, the increases inside each band.
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Service | $141M | $136M | $5.2M | +4% |
| Product | $97.9M | $108M | −$9.6M | -9% |
| Rental Revenue | $29.1M | $16.4M | $12.6M | +77% |
| Revenue | $268M | $260M | $8.2M | +3% |
| Income tax benefit | $10.7M | $9.8M | $825K | +8% |
| Net loss | $45.1M | $23.7M | $21.4M | +90% |
| Costs & expenses | $324M | $293M | $30.4M | +10% |
| Operating costs | $308M | $278M | $29.6M | +11% |
| Interest & other, net | $15.8M | $15.0M | $761K | +5% |
| Cost of revenue | $263M | $236M | $26.7M | +11% |
| SG&A | $38.8M | $36.3M | $2.5M | +7% |
| Other operating costs | $6.4M | $6.0M | $460K | +8% |
| Operating cash sources | $68.5M | $56.2M | $12.4M | +22% |
| Depreciation & amortization | $47.1M | $40.6M | $6.4M | +16% |
| Share-based compensation | $8.8M | $9.3M | −$593K | -6% |
| Working capital & other | $12.7M | $6.2M | $6.5M | +105% |
| Net loss absorbed | $45.1M | $23.7M | $21.4M | +90% |
| Operating cash flow | $23.4M | $32.4M | −$9.0M | -28% |
| Capital expenditures | $185M | $33.8M | $151M | +446% |
| Negative free cash flow (OCF − capex) | $161M | $1.4M | $160M | 119× |
Questions
How much did Atlas Energy Solutions's revenue grow year over year in Q3 2026?
Atlas Energy Solutions's revenue rose $8.2M (+3%) from $260M in Q3 2025 to $268M in Q3 2026.
What drove Atlas Energy Solutions's revenue change in Q3 2026?
Rental Revenue +$12.6M (+77%); Product −$9.6M (-9%); Service +$5.2M (+4%).