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Mach Natural Resources LP vs Atlas Energy Solutions: MNR and AESI compared
Mach Natural Resources LP is the larger company: $319M of revenue in its latest quarter (Q3 2026) against $268M for Atlas Energy Solutions (Q3 2026). Mach Natural Resources LP is growing faster (+17% against +3% a year earlier). Mach Natural Resources LP is more profitable, with an operating margin of 11.5% against -14.9%.
Where the money goes: MNR and AESI
Mach Natural Resources LP (MNR) · Q3 2026
Mach Natural Resources LP, Q3 2026: revenue $319M (+17% year over year), operating margin 11.5%, net earnings $10.2M, operating cash flow $135M. The chart follows the revenue to costs, profit and cash.
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.
| Mach Natural Resources LP (MNR) | Atlas Energy Solutions (AESI) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $319M | $268M |
| Revenue growth, Y/Y | +17% | +3% |
| Operating margin | 11.5% | -14.9% |
| Net earnings | $10.2M | −$45.1M |
| Net margin | 3.2% | -16.8% |
| Operating cash flow | $135M | $23.4M |
| Free cash flow | $30.6M | — |
| Market value | $1.8B | $1.5B |
| P/E | 17.7× | — |
| Analysts’ mean target | $16.86 | $16.92 |
Where the revenue comes from
Atlas Energy Solutions
- Service: $141M (53%)
- Product: $97.9M (37%)
- Rental Revenue: $29.1M (11%)
Questions
Which is bigger, Mach Natural Resources LP or Atlas Energy Solutions?
Mach Natural Resources LP is the larger company: $319M of revenue in its latest quarter (Q3 2026) against $268M for Atlas Energy Solutions (Q3 2026).
Is Mach Natural Resources LP or Atlas Energy Solutions growing faster?
Mach Natural Resources LP is growing faster (+17% against +3% a year earlier).
Which is more profitable, Mach Natural Resources LP or Atlas Energy Solutions?
Mach Natural Resources LP is more profitable, with an operating margin of 11.5% against -14.9%.
More: Mach Natural Resources LP earnings · how Mach Natural Resources LP makes money · Atlas Energy Solutions earnings · how Atlas Energy Solutions makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Nov 3, 2026). Fiscal quarters can end on different dates. Not investment advice.