{"filings":[{"id":97067,"accession_number":"0001193125-26-214632","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2026-05-08T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Atlas Energy stockholders approve all four proposals at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Gayle Burleson and Robb L. Voyles as Class III directors for terms expiring 2029.","Ratified Ernst & Young as independent auditor for FY 2026; 112.8M for, 0.3M against.","Non-binding advisory vote on named executive officer compensation approved: 82.3M for, 2.4M against.","Employee Stock Purchase Plan approved: 84.5M for, 0.3M against, 0.1M abstentions.","All votes passed with no material opposition; broker non-votes noted for director and advisory votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97066,"accession_number":"0001193125-26-204216","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Atlas Energy Q1 net loss $47.3M; revenue $265.5M, down 11% YoY; signs Caterpillar framework, PPA, convertible notes","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2026 net loss $47.3M vs net income $1.2M in Q1 2025; revenue $265.5M, down 11% from $297.6M YoY; Adj. EBITDA $28.4M, down 62% from $74.3M.","Adj. EBITDA $28.4M within prior guidance range of $26-30M; Adj. Free Cash Flow $3.8M vs $58.8M Q1 2025.","Signed Global Framework Agreement with Caterpillar for 1.4 GW of incremental power generation through 2030.","Completed $450M private placement of 0.50% convertible notes due 2031; net proceeds ~$386.2M.","Targeting >550 MW power generation capacity deployed by first half 2027; evaluating ~4 GW of potential opportunities."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":265583000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97065,"accession_number":"0001140361-26-014025","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2026-04-09T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Atlas Energy Solutions issues $450M 0.50% convertible notes due 2031; conversion price $14.51","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $450M aggregate principal of 0.50% Convertible Senior Notes due 2031; up from $300M initially announced.","Initial conversion price ~$14.51 (30% premium over $11.16 close); capped call transactions cost $50M with cap at $22.32.","Net proceeds ~$435M: ~$66M to repay Stonebriar advances, ~$75M to repay ABL facility, remainder for Caterpillar equipment and general corporate.","Notes are senior unsecured, interest payable semi-annually, redeemable after April 2029 if stock price exceeds 130% of conversion price.","Capped call transactions with option counterparties reduce potential dilution upon conversion or offset cash payments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97064,"accession_number":"0001140361-26-013230","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2026-04-06T23:59:59+00:00","items":["2.02","8.01","7.01","9.01"],"status":"ready","headline":"Atlas Energy Solutions files to offer $300M convertible notes due 2031; preliminary Q1 net loss of $40-43M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offers $300M (plus $45M greenshoe) of Convertible Senior Notes due 2031.","Preliminary Q1 2026 net loss $40M-$43M; adjusted EBITDA $26M-$30M.","Proceeds to repay $66M Stonebriar advances, $75M ABL facility, and buy Caterpillar power generation equipment.","Plans capped call transactions with initial purchasers to reduce potential dilution upon conversion.","Notes offered only to qualified institutional buyers under Rule 144A; not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97063,"accession_number":"0001193125-26-135688","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2026-04-01T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Atlas Energy signs 5-yr PPA for 120MW private generation; guides Q1 EBITDA $26-30M, Q2 ~$50M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["PPA with investment-grade tech infra provider: 120 MW, 5-yr term with two 5-yr extensions; annualized Adj. FCF $50-55M; energization H1 2027.","Q1 Adj. EBITDA expected $26-30M (down from prior guidance of flat with Q4 2025) due to winter weather and Kermit facility maintenance.","Q2 Adj. EBITDA expected approx. $50M, driven by improved sand & logistics margins and higher Power segment contribution.","Power segment executed multiple Q1 contracts adding ~$35M incremental Adj. EBITDA over remaining 9 months of 2026.","Bridge power agreement entered March 2026 using mobile generators to support customer during construction phase."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111541,"accession_number":"0001193125-26-099341","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2026-03-10T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Atlas Energy Solutions enters $840M agreement with Caterpillar for 1.4 GW of power generation equipment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Atlas Energy Solutions (NYSE: AESI) signed Global Framework Agreement with Caterpillar Inc. (NYSE: CAT) for 1.4 gigawatts of incremental power generation equipment.","Aggregate purchase obligation of approximately $840 million under the agreement, with orders scheduled from 2027 through 2029.","Atlas forecasts to own and operate approximately 2.0 GW of power generation assets by 2030.","Annual capacity deposit of $5 million required from June 2027, credited against equipment purchase price.","Agreement secures supply of CG260-16 and G3520 series natural gas generator sets for behind-the-meter and bridge power."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111540,"accession_number":"0001193125-26-064170","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2026-02-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Atlas Energy FY2025 net loss $50.3M; revenue $1.1B, down YoY profit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue for FY2025 $1.1B, net loss $50.3M vs prior year net income of $59.9M.","Adjusted EBITDA $221.7M (20% margin) vs $288.9M (27% margin) in 2024.","Total volumes 21.6M tons; Dune Express shipments 5.9M tons for the year.","Q4 2025: revenue $249.4M, net loss $22.2M, adjusted EBITDA $36.7M.","Evaluating >2 GW power opportunities; targeting ~500 MW deployed in 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":1095310000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111539,"accession_number":"0001193125-26-033720","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2026-02-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Stacy Hock to leave Atlas Energy board after 2026 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stacy Hock notified the Board on Jan 28, 2026 of her decision not to stand for reelection.","Her departure is not due to any disagreement with Company operations, policies, or practices.","She will continue serving on the Board and Committees until her term expires at the 2026 Annual Meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128159,"accession_number":"0001193125-25-337132","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2025-12-30T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Atlas Energy enters $385M lease financing for 240 MW power generation equipment","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Stonebriar Commercial Finance to advance up to $385M for ~240 MW power generation equipment.","Lease payments: monthly rental at 1-Month SOFR plus 635 bps during interim phase, then fixed schedule.","Company (Atlas Energy) provides unsecured guarantee of Galt's obligations under the lease.","Fourth ABL Credit Amendment permits formation of Galt and guarantee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128158,"accession_number":"0001193125-25-262683","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Atlas Energy orders 240 MW of power generation equipment for long-term solutions","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Order of 240 MW from blue-chip provider; units have 4 MW nameplate capacity per engine.","Equipment scheduled for delivery in late 2026; first order for behind-the-meter applications.","Company targets 400 MW deployed by early 2027, majority under long-term contracts.","CEO expects this to be first of multiple orders as customer demand accelerates."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128157,"accession_number":"0001193125-25-262658","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Atlas Energy Q3 net loss $23.7M; suspends quarterly dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $259.6M, down from $304.4M YoY; net loss of $23.7M vs prior year net income of $3.9M.","Adjusted EBITDA fell to $40.2M from $71.1M YoY; margin declined to 15% from 23%.","Suspended quarterly common stock dividend; targeting $20M annual cost savings via efficiency initiative.","Dune Express conveyor expected to exceed 10M tons in 2026; ordered 240 MW power generation assets for late 2026 delivery.","Cash flow from operations $32.4M; adjusted free cash flow $22.0M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":845880000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128156,"accession_number":"0001193125-25-244603","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2025-10-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Atlas Energy EVP & President Sand and Logistics Chris Scholla departs effective Oct 21","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chris Scholla, EVP & President, Sand and Logistics, departed Atlas Energy Solutions on October 21, 2025.","Departure is a Qualifying Termination under the Severance Plan; Scholla eligible for post-employment benefits.","CEO John Turner will oversee sand and logistics operations while a successor is sought."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144959,"accession_number":"0001193125-25-203668","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2025-09-15T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Atlas Energy Solutions adopts stock ownership guidelines for execs and directors","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CEO and Executive Chairman must hold 5x annual base salary in shares.","Other executive officers: 3x annual base salary.","Independent directors: 3x annual base cash retainer.","Executive and senior vice presidents: 1x annual base salary.","Compliance period: within 5 years of adoption date (Sept 9, 2025)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144958,"accession_number":"0000950170-25-102091","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Atlas Energy Q2 net loss $5.6M; Adj EBITDA $70.5M; acquires PropFlow sand filter system","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total sales $288.7M, flat YoY; net loss ($5.6M) vs. net income $14.8M in Q2 2024.","Adjusted EBITDA $70.5M (24.4% margin), down from $79.1M (27.5% margin) a year ago.","Quarterly dividend maintained at $0.25/share, payable Aug 21, 2025.","Acquired PropFlow, a patented sand filtration system for wellsite proppant debris removal; no deal value disclosed.","Net cash from operations $88.6M; Adjusted Free Cash Flow $48.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":586267000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144957,"accession_number":"0000950170-25-099390","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Atlas Energy Solutions closes acquisition of PropFlow, LLC for patented proppant filtration technology","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["Acquisition closed July 28, 2025; PropFlow provides patented on-wellsite proppant filtration technology.","Technology reduces frac equipment maintenance costs and downtime, enabling 24/7 pumping operations.","CEO John Turner says deal strengthens Atlas' mine-to-blender proppant logistics platform.","Aims to help customers achieve pumping rates that surpass historical benchmarks."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163337,"accession_number":"0001104659-25-052436","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2025-05-23T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Atlas Energy Solutions files prospectus for resale of up to 1.73M shares by stockholder","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Filed prospectus supplement for resale of up to 1,727,764 shares by a stockholder.","No new shares are being issued; no proceeds to the company.","The resale covers common stock under Form S-3ASR filed May 15, 2024.","Legal opinion from Vinson & Elkins on share validity filed as Exhibit 5.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163336,"accession_number":"0000950170-25-070454","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2025-05-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Atlas Energy Solutions annual meeting: directors elected, auditor ratified, one-year say-on-pay frequency approved","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Director votes: Langford 52.3M for/33.8M withheld; Mills 57.8M for/28.3M withheld; Rogers 84.7M for/1.3M withheld.","Ratification of Ernst & Young as auditor: 114.1M for, 0.2M against, 12k abstain.","Advisory vote on say-on-pay frequency: 85.4M for 1-year, 15k for 2-year, 571k for 3-year, 83k abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163335,"accession_number":"0000950170-25-063610","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2025-05-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Q1 2025 sales $297.6M, net income plunges to $1.2M from $26.8M YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $297.6M, up 54% YoY from $192.7M; net income margin 0% vs 14%.","Adjusted EBITDA $74.3M (25% margin) vs $75.5M (39% margin) YoY; adjusted free cash flow $58.8M.","Net cash used in operating activities of $7.5M vs $39.6M provided in Q1 2024.","Quarterly dividend maintained at $0.25/share, payable May 22, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":297591000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181269,"accession_number":"0001104659-25-016527","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2025-02-24T23:59:59+00:00","items":["1.01","2.01","2.03","3.02","7.01","9.01"],"status":"ready","headline":"Atlas Energy Solutions closes Moser buy for $180M+~1.7M shares; secures $540M loan at 9.51%","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Completed acquisition of Moser Energy Systems for $180M cash + ~1.7M shares, closed February 24, 2025.","Entered into a new $540M term loan credit facility with Stonebriar at 9.51% interest, maturing 2032.","Proceeds used to refinance existing term loan, fund Moser cash consideration, and for general corporate purposes.","Registration Rights Agreement requires resale filing by March 26, 2025 (or May 25 if WKSI).","Third ABL Amendment executed to allow new $540M term loan; ABL facility covenants modified."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181268,"accession_number":"0000950170-25-025703","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2025-02-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Atlas Energy Q4/FY2024: Revenue $1.1B but net income drops to $59.9M from $226.5M YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2024 total sales $1.056B vs $614M in 2023; 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underwriters have 30-day option for up to 1,725,000 additional shares.","Net proceeds of ~$254.1M; used to repay debt (PIK toggle seller note, credit facility, term loan) and fund Moser Acquisition cash consideration.","Executive Chairman Ben Brigham purchased ~0.2M shares in the offering at reduced underwriting discount.","Offering closed February 3, 2025; Moser Acquisition expected to close in Q1 2025, not contingent on offering."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181266,"accession_number":"0001104659-25-007640","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2025-01-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Atlas Energy Solutions announces public offering of 10M shares to fund Moser acquisition and debt repayment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Offering of 10,000,000 shares; 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LLC and Piper Sandler & Co.","Offering conducted under effective shelf registration statement on Form S-3 filed May 15, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181265,"accession_number":"0001104659-25-006379","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2025-01-27T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"Atlas Energy Solutions to acquire Moser Energy Systems for $180M cash plus stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Aggregate consideration of $180M in cash plus approx. 1.7M shares of AESI common stock, subject to customary adjustments.","Purchaser may elect to pay all cash instead of stock; if stock issued, company may redeem within 90 days.","Atlas amended its term loan to add $100M delayed draw term loan to partially finance the acquisition.","Closing expected by May 27, 2025, subject to HSR and other customary conditions.","Seller subject to 90-day lock-up on stock consideration; registration rights agreement required."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181264,"accession_number":"0001104659-25-006117","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2025-01-27T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Atlas Energy to acquire Moser Energy Systems for $220M; 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program may be discontinued without notice."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2173357182.257709,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198096,"accession_number":"0000950170-24-117753","cik":1984060,"company_name":"Atlas Energy Solutions Inc.","ticker":"AESI","form_type":"8-K","filed_at":"2024-10-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Q3 net income $3.9M (down 93% YoY); dividend raised to $0.24/share; $200M buyback authorized","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales $304.4M (up 93% YoY from $157.6M); net income $3.9M (down from $56.3M YoY).","Adjusted EBITDA $71.1M (23% margin); 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