{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-204216","form_type":"8-K","ticker":"AESI","cik":"0001984060","company_name":"Atlas Energy Solutions Inc.","filed_at":"2026-05-04T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.352863+00:00","generated_at":"2026-05-15T00:04:48.377577+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Atlas Energy Q1 net loss $47.3M; revenue $265.5M, down 11% YoY; signs Caterpillar framework, PPA, convertible notes","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-204216","json":"https://secwatch.observer/filing/0001193125-26-204216.json","markdown":"https://secwatch.observer/filing/0001193125-26-204216.md","text":"https://secwatch.observer/filing/0001193125-26-204216.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1984060/000119312526204216/0001193125-26-204216-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1984060/000119312526204216/aesi-20260504.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T00:04:48.377577+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":"291ff6cc9469ffd5eb555cab7adee812062641bc","claim":"Atlas Energy Solutions Inc. reported first quarter ended March 31, 2026 results: revenue $265.5 million, net income Net loss of ($47.3) million.","evidence_excerpt":"Total revenue of $265.5 million, Net loss of ($47.3) million and Adj. EBITDA of $28.4 million, in-line with previously announced range of $26-30 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1984060/000119312526204216/0001193125-26-204216-index.htm","confidence":0.97,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$265.5 million"},{"label":"Net income","value":"Net loss of ($47.3) million"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}