Atlas Energy Solutions Inc.

NYSE:AESI Stock Report

Market Cap: US$2.4b

Atlas Energy Solutions Management

Management criteria checks 2/4

Atlas Energy Solutions' CEO is John Turner, appointed in Nov 2022, has a tenure of 2.08 years. total yearly compensation is $2.78M, comprised of 18.5% salary and 81.5% bonuses, including company stock and options. directly owns 1.41% of the company’s shares, worth $33.27M. The average tenure of the management team and the board of directors is 2.1 years and 1.8 years respectively.

Key information

John Turner

Chief executive officer

US$2.8m

Total compensation

CEO salary percentage18.5%
CEO tenure2.1yrs
CEO ownership1.4%
Management average tenure2.1yrs
Board average tenure1.8yrs

Recent management updates

Recent updates

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

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

Atlas Energy Solutions Inc. (NYSE:AESI) Not Lagging Industry On Growth Or Pricing

Dec 04
Atlas Energy Solutions Inc. (NYSE:AESI) Not Lagging Industry On Growth Or Pricing

Atlas Energy Solutions' (NYSE:AESI) Weak Earnings May Only Reveal A Part Of The Whole Picture

Nov 07
Atlas Energy Solutions' (NYSE:AESI) Weak Earnings May Only Reveal A Part Of The Whole Picture

Estimating The Intrinsic Value Of Atlas Energy Solutions Inc. (NYSE:AESI)

Oct 05
Estimating The Intrinsic Value Of Atlas Energy Solutions Inc. (NYSE:AESI)

CEO Compensation Analysis

How has John Turner's remuneration changed compared to Atlas Energy Solutions's earnings?
DateTotal CompensationSalaryCompany Earnings
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 ($USD2.78M) is below average for companies of similar size in the US market ($USD5.54M).

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 (51 yo)

2.1yrs

Tenure

US$2,784,985

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 Chairman2.8yrsUS$6.11m13.59%
$ 321.2m
John Turner
President2.1yrsUS$2.78m1.41%
$ 33.3m
Dathan Voelter
General Counsel & Secretary5.7yrsUS$6.28m0.15%
$ 3.5m
Blake McCarthy
Chief Financial Officerless than a yearno datano data
Shaam Farooq
Vice President of Technology2.4yrsno datano data
Kyle Turlington
Vice President of Investor Relations1.6yrsno datano data
Brian McConn
Executive Vice President of Sales & Marketingless than a yearno datano data
Kirk Ginn
Vice President of Human Resources & EHS7.3yrsno data0.42%
$ 10.0m
Chris Scholla
Chief Supply Chain Officer2.1yrsno data0.43%
$ 10.1m

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 Chairman2.8yrsUS$6.11m13.59%
$ 321.2m
John Turner
Presidentless than a yearUS$2.78m1.41%
$ 33.3m
A. Langford
Independent Director1.8yrsUS$206.40k1.12%
$ 26.6m
Mark Mills
Independent Director1.8yrsUS$190.07k0.0073%
$ 172.7k
John Howard
Independent Directorless than a yearno datano data
Gayle Burleson
Independent Director1.8yrsUS$206.40k0.0073%
$ 172.7k
Robb Voyles
Independent Director1.8yrsUS$214.57k0.0073%
$ 172.7k
Stacy Hock
Independent Director1.8yrsUS$190.07k0.83%
$ 19.7m
Douglas Rogers
Director1.8yrsUS$202.15k0.0027%
$ 64.3k

1.8yrs

Average Tenure

61yo

Average Age

Experienced Board: AESI's board of directors are not considered experienced ( 1.8 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 11:38
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

Atlas Energy Solutions Inc. is covered by 17 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Derek PodhaizerBarclays
Eddie KimBarclays
Kurt HalleadBenchmark Company