Atlas Energy signs 5-yr PPA for 120MW private generation; guides Q1 EBITDA $26-30M, Q2 ~$50M

Atlas Energy Solutions Inc.

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.

item 2.02 item 7.01 item 8.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Atlas Energy Solutions Inc. updated its second quarter 2026 guidance (initiated).

Period: second quarter 2026
Guidance: initiated
Result: guidance update

Exact text from the filing

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.

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Source: SEC EDGAR

accession 0001193125-26-135688

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