AESI

Energy

Atlas Energy Solutions, Inc.

Revenue TTMXBRL

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Net IncomeXBRL

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Gross MarginXBRL

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EPS (Diluted)XBRL

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AI-extracted key facts from press releases and SEC filings. Significance 1–10.

EarningsNeutralPer-CompanyMay 6, 2026

Atlas Energy Q1 Revenue $265.5M, EBITDA $28.4M Amid Weather Headwinds

▸Q1 revenue $265.5M, EBITDA $28.4M with 11% margin
▸Proppant sales volume 5.7 million tons; logistics record 5.5 million tons
▸Average proppant sales price $18.19 per ton
▸Logistics margins expanded from low single digits in January to mid-teens by March
▸Q2 proppant sales price expected slightly below $18 per ton

GuidanceBearishPer-CompanyApr 1, 2026

AESI executes 5-year 120MW power agreement, updates Q1 2026 Adjusted EBITDA guidance

▸Executed 5-year PPA for 120MW of private generation capacity
▸Projected annualized Adjusted Free Cash Flow of $50M–$55M
▸Q1 2026 Adjusted EBITDA guidance updated to $26M–$30M
▸Equipment sourced from Caterpillar dealer, delivery begins later this year
▸Q1 results impacted by severe January weather and Kermit facility maintenance costs

GuidanceBullishSEC 8-KApr 1, 2026

AESI signs 5-year 120MW power agreement, updates Q1 Adjusted EBITDA guidance to $26-30M

▸Executed 5-year PPA for 120MW of private generation capacity
▸Projected annualized Adjusted Free Cash Flow of $50M–$55M
▸Q1 2026 Adjusted EBITDA guidance updated to $26M–$30M
▸Commissioning and energization of power assets expected in 1H 2027
▸January winter weather caused incremental maintenance expenses at Kermit facility