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EROC compared with AESI: revenue, margins and what each company keeps, and the suppliers and customers both name
EROC
ERock, Inc.
Change
Mkt cap
Revenue
Revenue
AESI
Atlas Energy Solutions Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
EROC
ERock, Inc.
vs
AESI
Atlas Energy Solutions Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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EROC
ERock, Inc.
Change
8.99
▲
+13.78%
· post 8.98
Mkt cap
$431.6M
Revenue
$40M
Q2 FY26
AESI
Atlas Energy Solutions Inc.
Change
8.10
▼
−1.55%
· post 8.10
Closed
Nov 3 '26
Mkt cap
$823.0M
Revenue
$162M
Q2 FY23
vs
Compare
Closed
Nov 3 '26
EROC
ERock, Inc.
vs
AESI
Atlas Energy Solutions Inc.
8.99
▲
+13.78%
post 8.98
Price
8.10
▼
−1.55%
post 8.10
$431.6M
Mkt cap
$823.0M
Q2 FY26
$40M
Revenue
$162M
Q2 FY23
Change
Change
EROC
8.99
▲
+13.78%
vs
AESI
8.10
▼
−1.55%
Closed
Nov 3 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
EROC: latest quarter is a loss; flow not drawable.
Method
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
EROC, solid
AESI, dashed
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only EROC
0
None
Shared
0
No disclosed counterparties: EROC.
Only AESI
4
—
Undisclosed largest customers
unlisted
customer
KDK
Kodiak AI
supplier
—
Sealy Smith
unlisted
supplier
—
General Land Office of Texas (GLO)
unlisted
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR