{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-135688","form_type":"8-K","ticker":"AESI","cik":"0001984060","company_name":"Atlas Energy Solutions Inc.","filed_at":"2026-04-01T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.352263+00:00","generated_at":"2026-05-15T08:02:17.602894+00:00","sec_items":["2.02","7.01","8.01","9.01"],"event_type":"other_material","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Atlas Energy signs 5-yr PPA for 120MW private generation; guides Q1 EBITDA $26-30M, Q2 ~$50M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-135688","json":"https://secwatch.observer/filing/0001193125-26-135688.json","markdown":"https://secwatch.observer/filing/0001193125-26-135688.md","text":"https://secwatch.observer/filing/0001193125-26-135688.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1984060/000119312526135688/0001193125-26-135688-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1984060/000119312526135688/aesi-20260319.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T08:02:17.602894+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"90ba9bf84a419f3a64430b48867e1b1e79e26da9","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.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1984060/000119312526135688/0001193125-26-135688-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter 2026"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}