Atlas Energy Solutions acquires proppant filtration tech company

Published 29/07/2025, 12:40
Atlas Energy Solutions acquires proppant filtration tech company

AUSTIN - Atlas Energy Solutions Inc. (NYSE:AESI), a $1.75 billion market cap energy services company, announced Monday the acquisition of Propflow, LLC, a provider of patented on-wellsite proppant filtration technology. The transaction closed on July 28, 2025. According to InvestingPro data, Atlas maintains a strong financial position with liquid assets exceeding short-term obligations.

PropFlow’s technology eliminates proppant debris at wellsites, which can reduce maintenance costs and downtime for hydraulic fracturing equipment while supporting continuous pumping operations. This acquisition comes as Atlas has demonstrated robust revenue growth of 77.7% over the last twelve months.

"The addition of PropFlow is just another step in our mission to drive higher completion efficiencies for our customers," said John Turner, Atlas’s President & Chief Executive Officer, in a press release statement.

The acquisition aligns with Atlas’s strategy of developing comprehensive mine-to-blender proppant logistics capabilities for the energy industry. The company believes the combination of PropFlow’s filtration system with Atlas’s sand and logistics platform will enable customers to pump at rates exceeding historical benchmarks.

PropFlow, founded in 2021 by Britt Mitchell and Chris Martin, was headquartered in Little Rock, Arkansas, with operations based in Odessa, Texas prior to the acquisition. The company’s technology is designed to improve proppant delivery while reducing equipment maintenance costs.

Atlas Energy Solutions provides oilfield logistics, distributed power systems, and proppant supply across the Permian Basin. The company focuses on leveraging technology and automation to enhance operational efficiencies.

Financial terms of the acquisition were not disclosed in the announcement. The company, which offers a significant 7.05% dividend yield, is scheduled to report its next earnings on August 4, 2025. For deeper insights into Atlas Energy Solutions’ financials and growth prospects, including exclusive analysis and Fair Value estimates, investors can access the comprehensive research report available on InvestingPro, which covers over 1,400 US stocks with detailed metrics and expert analysis.

In other recent news, Atlas Energy Solutions reported its first-quarter 2025 earnings, showing a notable shortfall in earnings per share (EPS), which came in at $0.01 compared to the anticipated $1.06. However, the company surpassed revenue expectations, bringing in $297.6 million against the forecasted $234.1 million. Additionally, Atlas Energy recently acquired the power generation business Moser, which is anticipated to provide significant growth opportunities. In terms of analyst updates, Stifel initiated coverage on Atlas Energy with a Buy rating and a price target of $15, citing the company’s efficient operations and strong future cash flow expectations. Conversely, Citi adjusted its price target for Atlas Energy to $14 from $18, maintaining a Neutral rating due to revised financial models reflecting decreased proppant sales and adjusted logistics segment projections. At the company’s annual meeting, three Class II directors were elected to the board for three-year terms, with voting results detailed in a definitive proxy statement. These developments reflect ongoing strategic and operational shifts within Atlas Energy Solutions.

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