Wall Street expects a year-over-year decline in earnings on higher revenues when Atlas Energy Solutions Inc. (AESI) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:Insteel Industries (IIIN) is one of the nation's largest manufacturers of steel wire reinforcing products for concrete construction applications. The Zacks Consensus Estimate for its current year earnings has been revised almost 27.7% downward over the last 60 days.Atlas Energy Solutions Inc. (AESI) is a provider of proppant and logistics services to customers engaged in the oil and natural gas industry principally within the Permian ...

Dividend stocks are among the most attractive on Wall Street because they pay you to own them. However, not all dividend stocks are equal, so it takes more than a distribution and some attractive metrics to make them a good buy. This is a look at three dividend stocks that also get high ratings from analysts. They are ranked highly on MarketBeat’s Top Rated Dividend Stocks list because of their safe payments and analysts' sentiment. All come with a rating of 3.0 or higher, which equates to a Buy or Better r ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common stock, par value $0.01 per share AESI New York Stock Exchange FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commissi ...

财务数据和关键指标变化 - 第一季度总销售额为1.93亿美元,其中产品销售收入为1.13亿美元,销量为390万吨,平均销售价格约为每吨29美元 [45] - 服务销售收入为7900万美元,总销售成本(不含折旧)为1.07亿美元,包括工厂运营成本4000万美元和物流运营成本6700万美元 [46][47] - 第一季度每吨工厂运营成本为10.88美元,受到新建干燥机投产影响 [47] - 第一季度净利润为2700万美元,净利润率为14%,每股收益为0.26美元 [48][49] - 第一季度经调整EBITDA为7600万美元,经调整EBITDA利润率为39% [49] - 第一季度经调整自由现金流为7100万美元,经调整自由现金流利润率为37% [50] 各条业务线数据和关键指标变化 - 公司现有28支最后一英里物流车队,其中24支在Permian盆地,公司已将超过50%的总销量通过自有物流车队运输 [33] - 公司推出了自动订单功能和自动调度功能,进一步提升了数字化和自动化水平 [34] - 公司第8台OnCore移动采砂设备即将投产,产能约为现有7台设备的两倍 [35][36] 各个市场数据和关键指标变化 - 公司在德拉华盆地的物流业务增长了8-10倍,为Dune Express项目做好了准备 [129][130] - 公司正在推广使用双拖车和三拖车运输,平均每次运输量不断提高,客户也在优化作业布局以适应这种运输方式 [132][133] 公司战略和发展方向及行业竞争 - 公司通过收购Hi-Crush进一步扩大了规模和整合了资产,为客户提供更全面的解决方案 [27][32] - 公司正在寻求进一步的协同效应和整合机会,包括将Hi-Crush的Kermit业务与Dune Express相结合 [31] - 公司认为规模和多样化的资产是关键优势,能够在意外事故发生时快速恢复并持续为客户提供服务 [10][16][17] - 行业整合趋势下,公司的高毛利和现金流优势有望得到进一步体现 [77][78] 管理层对经营环境和未来前景的评论 - 油价最近有所上涨,行业对复苏的预期正在从"能跌到多低"转向"何时复苏" [42][99] - 完井效率的持续提升,特别是同步和三联完井的增加,将带动对馅料的需求增长 [42][99] - 公司2024年的产品销量已基本锁定,减少了价格波动的风险 [44] - 公司未来几年的维护资本支出预计为每年6000万美元左右,为进一步增加股东回报创造条件 [41] 问答环节重要的提问和回答 问题1 **Sean Mitchell 提问** 询问公司在Kermit工厂火灾事故后快速恢复的具体措施 [59] **Chris Scholla 回答** 公司迅速调动了跨部门的资源,包括生产、物流、装车等团队,采取临时解决方案在11天内恢复了装车作业 [61][62][63] 问题2 **Jim Rollyson 提问** 询问新建干燥机投产后对单位成本的影响,以及将Hi-Crush Kermit矿场改用公司的干燥机的可能性 [70][73] **John Turner 回答** 新建干燥机投产后,单位采砂成本预计可降低约3美元,但整体单位成本下降幅度会小于此,因为公司还有其他采砂资产 [71] 公司计划将一台闲置的干燥机转移至Hi-Crush Kermit矿场试用,但需要等待新建干燥机投产并稳定运行后再进行 [73][74] 问题3 **Scott Gruber 提问** 询问未来一年左右的单位运营成本目标 [83] **John Turner 回答** 公司未来一年左右的单位运营成本目标在9美元左右,希望通过整合协同效应进一步降低 [84]

Exhibit 99.1 Atlas Energy Solutions Announces First Quarter 2024 Results; Increases Quarterly Dividend Austin, TX – May 6, 2024 – Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today reported financial and operating results for the quarter ended March 31, 2024. First Quarter 2024 Highlights • Total sales of $192.7 million • Net income of $26.8 million (14% Net Income Margin) • Adjusted EBITDA of $75.5 million (39% Adjusted EBITDA Margin) (1) • Net cash provided by operating activities o ...

Investors looking for stocks in the Oil and Gas - Integrated - United States sector might want to consider either Atlas Energy Solutions Inc. (AESI) or Cactus, Inc. (WHD) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven st ...

Investors interested in Oils-Energy stocks should always be looking to find the best-performing companies in the group. Atlas Energy Solutions Inc. (AESI) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Oils-Energy peers, we might be able to answer that question.Atlas Energy Solutions Inc. is a member of the Oils-Energy sector. This group inc ...

AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today announced the completion of the acquisition of Hi-Crush Inc. (“Hi-Crush”). The transaction strengthens Atlas’s position as the largest proppant producer in the country, with a total combined annual production capacity of ~28 million tons per year, and an industry leading provider of proppant logistics in the Permian Basin. This acquisition brings together two of the leading innovators in the Permian pro ...

Atlas Energy Solutions Inc. (AESI) , a market leader in the proppant and logistics industry, announced the purchase of Hi-Crush Inc.'s Permian Basin proppant production assets and North American logistics operations in a deal worth $450 million.By combining Atlas’ Dune Express logistics with Hi-Crush’s Oncore + Pronghorn logistics, the acquisition will help expand the former’s logistic capabilities.The companies stated that the buyout will combine two of the largest holders of premium giant open dune sand r ...