{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-06-03T07:31:07.278375+00:00","company":{"ticker":"AESI","cik":1984060,"company_name":"Atlas Energy Solutions Inc."},"pagination":{"limit":100,"returned":16,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). 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EBITDA of $28.4 million, in-line with previously announced range of $26-30 million","confidence":0.97,"filing_url":"https://secwatch.observer/filing/0001193125-26-204216","anchor_url":"https://secwatch.observer/filing/0001193125-26-204216#claim-291ff6cc9469ffd5eb555cab7adee812062641bc","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1984060/000119312526204216/0001193125-26-204216-index.htm"},{"fact_type":"debt_financing","fact_key":"dad5eba7aa810b1413ca929cd533c5cd0c00f349","cik":1984060,"ticker":"AESI","company_name":"Atlas Energy Solutions Inc.","filed_at":"2026-04-09T23:59:59+00:00","payload":{"counterparty":"U.S. Bank Trust Company, National Association","effective_date":"2026-04-09","event":"incurrence","instrument_type":"convertible_notes","interest_rate_text":"0.50%","item_codes_triggered":["2.03"],"maturity_text":"April 15, 2031","principal_text":"$450 million aggregate principal amount"},"claim":"Atlas Energy Solutions Inc. incurred convertible notes of $450 million aggregate principal amount with U.S. Bank Trust Company, National Association at 0.50% maturing April 15, 2031.","evidence_excerpt":"On April 9, 2026, Atlas Energy Solutions Inc. (the “Company”), issued $450 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2031 (the “Notes”)","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001140361-26-014025","anchor_url":"https://secwatch.observer/filing/0001140361-26-014025#claim-dad5eba7aa810b1413ca929cd533c5cd0c00f349","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1984060/000114036126014025/0001140361-26-014025-index.htm"},{"fact_type":"material_agreement","fact_key":"ee06af92f742f7dfd969545a975308a5daa519d9","cik":1984060,"ticker":"AESI","company_name":"Atlas Energy Solutions Inc.","filed_at":"2026-04-09T23:59:59+00:00","payload":{"action":"entry","agreement_name":"Indenture","agreement_type":"notes_offering","counterparty":"U.S. Bank Trust Company, National Association","effective_date":"2026-04-09","item_codes_triggered":["1.01"],"value_text":"$450,000,000 0.50% Convertible Senior Notes due 2031"},"claim":"Atlas Energy Solutions Inc. entered into Indenture with U.S. Bank Trust Company, National Association valued at $450,000,000 0.50% Convertible Senior Notes due 2031 (effective 2026-04-09).","evidence_excerpt":"On April 9, 2026, Atlas Energy Solutions Inc. (the “Company”), issued $450 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2031 (the “Notes”), which included the exercise in full of the Initial Purchasers’ (as defined below) option to purchase up to an additional $60 million principal amount of Notes. The Notes were issued pursuant to, and are governed by, an indenture (the “Indenture”), dated as of April 9, 2026, between the Company and U.S. Bank Trust Company, National Association, as trustee (the “Trustee”).","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001140361-26-014025","anchor_url":"https://secwatch.observer/filing/0001140361-26-014025#claim-ee06af92f742f7dfd969545a975308a5daa519d9","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1984060/000114036126014025/0001140361-26-014025-index.htm"},{"fact_type":"earnings_release","fact_key":"90ba9bf84a419f3a64430b48867e1b1e79e26da9","cik":1984060,"ticker":"AESI","company_name":"Atlas Energy Solutions Inc.","filed_at":"2026-04-01T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"initiated","item_codes_triggered":["2.02"],"net_income_text":null,"period_text":"second quarter 2026","report_date":"2026-04-01","result_type":"guidance_update","revenue_text":null},"claim":"Atlas Energy Solutions Inc. updated its second quarter 2026 guidance (initiated).","evidence_excerpt":"For the second quarter, higher sales volume and improved margin flow-through in sand & logistics, combined with meaningfully increased power contribution, is expected to result in sequentially improved financial results with Adjusted EBITDA (1) expected to total approximately $50 million.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001193125-26-135688","anchor_url":"https://secwatch.observer/filing/0001193125-26-135688#claim-90ba9bf84a419f3a64430b48867e1b1e79e26da9","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1984060/000119312526135688/0001193125-26-135688-index.htm"},{"fact_type":"earnings_release","fact_key":"dd82b2a2343145e3870edd82bc16cb31b6dcc25d","cik":1984060,"ticker":"AESI","company_name":"Atlas Energy Solutions Inc.","filed_at":"2026-04-01T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"unknown","item_codes_triggered":["2.02"],"net_income_text":null,"period_text":"first quarter 2026","report_date":"2026-04-01","result_type":"guidance_update","revenue_text":null},"claim":null,"evidence_excerpt":"Atlas is updating its first quarter 2026 financial guidance ahead of its full earnings release. The Company now expects first quarter Adjusted EBITDA (1) in a range of approximately $26-30 million, compared to prior guidance of approximately flat with Q4 2025 levels.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001193125-26-135688","anchor_url":"https://secwatch.observer/filing/0001193125-26-135688#claim-dd82b2a2343145e3870edd82bc16cb31b6dcc25d","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1984060/000119312526135688/0001193125-26-135688-index.htm"},{"fact_type":"material_agreement","fact_key":"462c956be98b95860645356efedbe7739c09929c","cik":1984060,"ticker":"AESI","company_name":"Atlas Energy Solutions Inc.","filed_at":"2026-03-10T23:59:59+00:00","payload":{"action":"entry","agreement_name":"Global Framework Agreement","agreement_type":"supply","counterparty":"Caterpillar Inc.","effective_date":"2026-03-04","item_codes_triggered":["1.01"],"value_text":"approximately $840 million"},"claim":"Atlas Energy Solutions Inc. entered into Global Framework Agreement with Caterpillar Inc. valued at approximately $840 million (effective 2026-03-04).","evidence_excerpt":"On March 4, 2026 (the “ Effective Date ”), Atlas Energy Solutions ProjectCo, LLC (“ ProjectCo ”), a Texas limited liability company and an indirect wholly owned subsidiary of Atlas Energy Solutions Inc. (the “ Company ”), a Delaware corporation, entered into the Global Framework Agreement (the “ GFA ”) with Caterpillar Inc. (“ Caterpillar ”) pursuant to which Caterpillar will reserve approximately 1.4 gigawatts (“ Reserved Capacity ”) of incremental power generation equipment (the “ Equipment ”) and ProjectCo will commit to purchase the Equipment from certain Caterpillar authorized dealers (“ Participating Dealers ”) based on ProjectCo’s monthly demand forecast beginning on the Effective Date and ending on December 31, 2030 (the “ Term ”) for an initial total aggregate purchase obligation of approximately $840 million.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-26-099341","anchor_url":"https://secwatch.observer/filing/0001193125-26-099341#claim-462c956be98b95860645356efedbe7739c09929c","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1984060/000119312526099341/0001193125-26-099341-index.htm"},{"fact_type":"material_agreement","fact_key":"ac4f7634f9511407ac9f6811131589ed3d399565","cik":1984060,"ticker":"AESI","company_name":"Atlas Energy Solutions 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Agreement (the “Interim Funding Agreement” and, together with the Lease Agreement, the “Lease Documents”), by and between Galt and Stonebriar, pursuant to which Galt assigned a reservation agreement (the “Reservation Agreement”) for the manufacture of approximately 240 megawatts of power generation equipment (the “Equipment”) to Stonebriar and Stonebriar agreed to lease such power generation equipment back to Galt (the “Transaction”).","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-25-337132","anchor_url":"https://secwatch.observer/filing/0001193125-25-337132#claim-feb140eae00e07e4cff4d890e794df92b30a08b2","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1984060/000119312525337132/0001193125-25-337132-index.htm"},{"fact_type":"material_agreement","fact_key":"a2f202692da516b3f95ee12092432c3a8319198b","cik":1984060,"ticker":"AESI","company_name":"Atlas Energy Solutions 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The Company’s stockholders were requested to ratify the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2024. 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