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Atlas Energy Solutions vs Riley Exploration Permian: AESI and REPX compared
Atlas Energy Solutions is the larger company: $268M of revenue in its latest quarter (Q3 2026) against $201M for Riley Exploration Permian (Q3 2026). Riley Exploration Permian is growing faster (+88% against +3% a year earlier). Riley Exploration Permian is more profitable, with an operating margin of 53.0% against -14.9%.
Where the money goes: AESI and REPX
Atlas Energy Solutions (AESI) · Q3 2026
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 follows the revenue to costs, profit and cash.
Riley Exploration Permian (REPX) · Q3 2026
Riley Exploration Permian, Q3 2026: revenue $201M (+88% year over year), operating margin 53.0%, net loss $2.4M, operating cash flow $111M. The chart follows the revenue to costs, profit and cash.
| Atlas Energy Solutions (AESI) | Riley Exploration Permian (REPX) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $268M | $201M |
| Revenue growth, Y/Y | +3% | +88% |
| Operating margin | -14.9% | 53.0% |
| Net earnings | −$45.1M | −$2.4M |
| Net margin | -16.8% | -1.2% |
| Operating cash flow | $23.4M | $111M |
| Free cash flow | — | $46.1M |
| Market value | $1.5B | — |
| Analysts’ mean target | $16.92 | — |
Where the revenue comes from
Atlas Energy Solutions
- Service: $141M (53%)
- Product: $97.9M (37%)
- Rental Revenue: $29.1M (11%)
Riley Exploration Permian
- Oil sales, net: $196M (97%)
- NGL sales, net: $4.4M (2%)
- Natural Gas: $1.1M (1%)
Questions
Which is bigger, Atlas Energy Solutions or Riley Exploration Permian?
Atlas Energy Solutions is the larger company: $268M of revenue in its latest quarter (Q3 2026) against $201M for Riley Exploration Permian (Q3 2026).
Is Atlas Energy Solutions or Riley Exploration Permian growing faster?
Riley Exploration Permian is growing faster (+88% against +3% a year earlier).
Which is more profitable, Atlas Energy Solutions or Riley Exploration Permian?
Riley Exploration Permian is more profitable, with an operating margin of 53.0% against -14.9%.
More: Atlas Energy Solutions earnings · how Atlas Energy Solutions makes money · Riley Exploration Permian earnings · how Riley Exploration Permian makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 3, 2026; 10-Q filed Nov 4, 2026). Fiscal quarters can end on different dates. Not investment advice.