Atlas Energy Solutions Inc.

NYSE:AESI Stock Report

Market Cap: US$1.8b

Atlas Energy Solutions Management

Management criteria checks 2/4

Atlas Energy Solutions' CEO is John Turner, appointed in Nov 2022, has a tenure of 2.58 years. total yearly compensation is $5.90M, comprised of 12.7% salary and 87.3% bonuses, including company stock and options. directly owns 1.29% of the company’s shares, worth $23.23M. The average tenure of the management team and the board of directors is 2.1 years and 2.3 years respectively.

Key information

John Turner

Chief executive officer

US$5.9m

Total compensation

CEO salary percentage12.73%
CEO tenure2.6yrs
CEO ownership1.3%
Management average tenure2.1yrs
Board average tenure2.3yrs

Recent management updates

Recent updates

Atlas Energy Solutions: High Margins And AV Upside Once The Cycle Turns

May 20

We Think That There Are More Issues For Atlas Energy Solutions (NYSE:AESI) Than Just Sluggish Earnings

May 14
We Think That There Are More Issues For Atlas Energy Solutions (NYSE:AESI) Than Just Sluggish Earnings

Atlas Energy Solutions Inc. Just Missed EPS By 93%: Here's What Analysts Think Will Happen Next

May 08
Atlas Energy Solutions Inc. Just Missed EPS By 93%: Here's What Analysts Think Will Happen Next

Atlas Energy Solutions Inc.'s (NYSE:AESI) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of Investors

Apr 24
Atlas Energy Solutions Inc.'s (NYSE:AESI) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of Investors

Atlas Energy Solutions Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Feb 27
Atlas Energy Solutions Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Atlas Energy Solutions' (NYSE:AESI) Returns On Capital Are Heading Higher

Jan 06
Atlas Energy Solutions' (NYSE:AESI) Returns On Capital Are Heading Higher

Why Investors Shouldn't Be Surprised By Atlas Energy Solutions Inc.'s (NYSE:AESI) 25% Share Price Surge

Dec 04
Why Investors Shouldn't Be Surprised By Atlas Energy Solutions Inc.'s (NYSE:AESI) 25% Share Price Surge

Atlas Energy Solutions: Operational Hurdles And Premature Capital Allocation Decisions (Rating Downgrade)

Nov 02

Atlas Energy Solutions (NYSE:AESI) Is Paying Out A Larger Dividend Than Last Year

Nov 01
Atlas Energy Solutions (NYSE:AESI) Is Paying Out A Larger Dividend Than Last Year
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Innovative Logistics And Recovery Strategies Propel Energy Firm's Growth And Margin Expansion

Initiatives like the Dune Express and autonomous trucking partnerships are geared towards enhancing logistics efficiency and reducing long-term costs, improving revenue.

Atlas Energy Solutions' (NYSE:AESI) Profits May Not Reveal Underlying Issues

Aug 14
Atlas Energy Solutions' (NYSE:AESI) Profits May Not Reveal Underlying Issues

Atlas Energy Solutions: An Intriguing High-Yield Energy Play

Aug 13

Take Care Before Diving Into The Deep End On Atlas Energy Solutions Inc. (NYSE:AESI)

Aug 13
Take Care Before Diving Into The Deep End On Atlas Energy Solutions Inc. (NYSE:AESI)

Is Atlas Energy Solutions (NYSE:AESI) Using Too Much Debt?

Jul 22
Is Atlas Energy Solutions (NYSE:AESI) Using Too Much Debt?

Atlas Energy Solutions: Next Leader Of The Fracking Revolution

Apr 26

Investors Shouldn't Overlook Atlas Energy Solutions' (NYSE:AESI) Impressive Returns On Capital

Apr 06
Investors Shouldn't Overlook Atlas Energy Solutions' (NYSE:AESI) Impressive Returns On Capital

Investors Interested In Atlas Energy Solutions Inc.'s (NYSE:AESI) Earnings

Mar 19
Investors Interested In Atlas Energy Solutions Inc.'s (NYSE:AESI) Earnings

Earnings Miss: Atlas Energy Solutions Inc. Missed EPS By 43% And Analysts Are Revising Their Forecasts

Mar 01
Earnings Miss: Atlas Energy Solutions Inc. Missed EPS By 43% And Analysts Are Revising Their Forecasts

We Think Atlas Energy Solutions (NYSE:AESI) Can Stay On Top Of Its Debt

Feb 21
We Think Atlas Energy Solutions (NYSE:AESI) Can Stay On Top Of Its Debt

Atlas Energy Solutions: The Road Must Roll!

Feb 06

Atlas Energy Solutions Inc. (NYSE:AESI) Shares Could Be 49% Below Their Intrinsic Value Estimate

Jan 23
Atlas Energy Solutions Inc. (NYSE:AESI) Shares Could Be 49% Below Their Intrinsic Value Estimate

Atlas Energy Solutions Scales Permian Operations As E&P Consolidation Continues

Dec 08

CEO Compensation Analysis

How has John Turner's remuneration changed compared to Atlas Energy Solutions's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2025n/an/a

US$34m

Dec 31 2024US$6mUS$752k

US$60m

Sep 30 2024n/an/a

US$81m

Jun 30 2024n/an/a

US$107m

Mar 31 2024n/an/a

US$130m

Dec 31 2023US$3mUS$515k

US$105m

Sep 30 2023n/an/a

US$132m

Jun 30 2023n/an/a

US$168m

Mar 31 2023n/an/a

US$198m

Dec 31 2022US$884kUS$394k

US$217m

Compensation vs Market: John's total compensation ($USD5.90M) is about average for companies of similar size in the US market ($USD6.04M).

Compensation vs Earnings: John's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.


CEO

John Turner (52 yo)

2.6yrs
Tenure
US$5,904,989
Compensation

Mr. John G. Turner serves as the President of at Atlas Energy Solutions Inc. since November 2022 and served as its Chief Financial Officer since April 2017, until May 13, 2024 and serves as its Chief Execu...


Leadership Team

NamePositionTenureCompensationOwnership
Ben Brigham
Founder & Executive Chairman3.3yrsUS$6.76m12.32%
$ 222.8m
John Turner
President2.6yrsUS$5.90m1.29%
$ 23.2m
Blake McCarthy
Chief Financial Officer1.1yrsUS$3.19m0.012%
$ 215.1k
Chris Scholla
Executive VP & Presidentless than a yearUS$2.60m0.39%
$ 7.1m
Dathan Voelter
General Counsel & Secretary6.2yrsUS$2.15m0.15%
$ 2.7m
Shaam Farooq
Vice President of Technology2.9yrsno datano data
Kirk Ginn
Senio VP & Chief Administrative Officerno datano data0.38%
$ 6.9m
Kyle Turlington
Vice President of Investor Relations2.1yrsno datano data
Brian McConn
Executive Vice President of Sales & Marketing1.4yrsno datano data
2.1yrs
Average Tenure
52yo
Average Age

Experienced Management: AESI's management team is considered experienced (2.1 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Ben Brigham
Founder & Executive Chairman3.3yrsUS$6.76m12.32%
$ 222.8m
John Turner
Presidentless than a yearUS$5.90m1.29%
$ 23.2m
A. Langford
Independent Director2.3yrsUS$245.00k1.01%
$ 18.3m
Mark Mills
Independent Director2.3yrsUS$220.00k0.015%
$ 270.1k
John Howard
Independent Director1.3yrsUS$220.00kno data
Gayle Burleson
Independent Director2.3yrsUS$245.00k0.012%
$ 218.2k
Robb Voyles
Independent Director2.3yrsUS$255.00k0.012%
$ 218.2k
Stacy Hock
Independent Director2.3yrsUS$220.00k0.71%
$ 12.9m
Douglas Rogers
Director2.3yrsUS$220.00k0.0081%
$ 146.2k
2.3yrs
Average Tenure
62yo
Average Age

Experienced Board: AESI's board of directors are not considered experienced ( 2.3 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/06/18 10:21
End of Day Share Price 2025/06/18 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Atlas Energy Solutions Inc. is covered by 17 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Sungeun KimBarclays
Derek PodhaizerBarclays
Saurabh PantBofA Global Research