Atlas Energy Q2 sales miss estimates

Atlas Energy Solutions

04/08/2025 21:54

Overview

Atlas Q2 2025 sales of $288.7 mln miss analyst expectations, per LSEG data

Adjusted EBITDA for Q2 2025 misses estimates, reported at $70.5 mln, per LSEG data

Co acquires PropFlow sand filtration system post-quarter close

Outlook

Company expects Q3 2025 proppant sales volume to increase

Company forecasts a decrease in average proppant sales prices in Q3 2025

Atlas anticipates a modest decline in Q3 2025 consolidated revenue and adjusted EBITDA

Result Drivers

PERMIAN BASIN SLOWDOWN - Atlas attributes Q2 results to reduced activity in the Permian Basin, impacting sales volumes

POWER SEGMENT CONTRIBUTION - First full quarter of contribution from new Power segment, seen as a growth opportunity

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Miss
$288.68 mln
$289.50 mln (9 Analysts)
Q2 EPS
-$0.04
Q2 Net Income
-$5.56 mln
Q2 Adjusted EBITDA
Miss
$70.46 mln
$75.50 mln (10 Analysts)
Q2 Adjusted EBITDA Margin
24.0%
Q2 Adjusted Free Cash Flow
$48.87 mln
Q2 Gross Profit
$52.14 mln
Q2 Operating Income
$7.19 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the construction materials peer group is "buy"

Wall Street's median 12-month price target for Atlas Energy Solutions Inc is $15.00, about 16.6% above its August 1 closing price of $12.51

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nBw2kb3Vpa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)