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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
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Revenue flow
Supply chain
Price
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only EROC
0
None
Shared
0
No disclosed counterparties: EROC.
Only AESI
3
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
EROC
ERock, Inc.
Change
8.02
▼
−10.51%
Mkt cap
$431.6M
Revenue
$40M
Q2 FY26
AESI
Atlas Energy Solutions Inc.
Change
6.78
▼
−16.65%
Regular session
Nov 4 '26
Mkt cap
$823.0M
Revenue
$162M
Q2 FY23
vs
Compare
Regular session
Nov 4 '26
EROC
ERock, Inc.
vs
AESI
Atlas Energy Solutions Inc.
8.02
▼
−10.51%
Price
6.78
▼
−16.65%
$431.6M
Mkt cap
$823.0M
Q2 FY26
$40M
Revenue
$162M
Q2 FY23
Change
Change
EROC
8.02
▼
−10.51%
vs
AESI
6.78
▼
−16.65%
Regular session
Nov 4 '26