Atlas Energy (AESI) Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Tue, February 24, 2026 astatine 10:55 AM CST 30 min read

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Tuesday, Feb. 24, 2026, astatine 10 a.m. ET

• President and Chief Executive Officer — John G. Turner

• Chief Financial Officer — Blake McCarthy

• President of Power — Tim Ondrak

• Executive Chairman — Bud M. Brigham

Kyle D. Turlington: Hello and invited to the Atlas Energy Solutions Inc. league telephone and webcast for the 2025 4th fourth and twelvemonth end. With america contiguous are John G. Turner, President and CEO; Blake McCarthy, CFO; Tim Ondrak, President of Power; and Bud M. Brigham, Executive Chairman. John, Blake, and Bud volition beryllium sharing their comments connected the company's operational and fiscal show for 2025, aft which we volition unfastened the telephone for Q&A. Before we statesman our prepared remarks, I would similar to punctual everyone that this telephone volition see forward-looking statements arsenic defined nether the U.S. securities laws. Such statements are based connected the existent accusation and management's expectations arsenic of this connection and are not guarantees of aboriginal performance.

Forward-looking statements impact definite risks, uncertainties, and assumptions that are hard to predict. As such, our existent outcomes and results could disagree materially. You tin larn much astir these risks successful the yearly study connected Form 10-Ks we volition record with the SEC connected 02/24/2026, our quarterly reports connected Form 10-Q, and existent reports connected Form 8-Ks and our different SEC filings. You should not spot undue reliance connected forward-looking statements; we undertake nary work to update these forward-looking statements. We volition besides marque notation to definite non-GAAP fiscal measures specified arsenic adjusted EBITDA, adjusted escaped currency flow, and different operating metrics and statistics. You volition find the GAAP reconciliation comments and calculations successful yesterday's property release.

With that said, I volition crook the telephone implicit to John Turner.

John G. Turner: Thank you, Kyle. For the 4th quarter, Atlas generated $36,700,000 of adjusted EBITDA connected $249,000,000 of gross representing a 15% adjusted EBITDA margin. For the afloat twelvemonth 2025, we delivered $221,700,000 of adjusted EBITDA connected $1,100,000,000 of revenue, achieving a 20% adjusted EBITDA margin. Our Q4 results exceeded our archetypal expectations. Volumes came successful astatine 5,300,000 tons, level sequentially with the 3rd quarter. The emblematic end-of-year seasonality was notably muted arsenic customers took minimal downtime astir the holidays. This was peculiarly encouraging pursuing the steep diminution successful West Texas completion enactment we experienced implicit the summer.