---
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"
generated_at: "2026-05-15T00:04:48.377577+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Atlas Energy Q1 net loss $47.3M; revenue $265.5M, down 11% YoY; signs Caterpillar framework, PPA, convertible notes

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-204216
- JSON: https://secwatch.observer/filing/0001193125-26-204216.json
- Plain text: https://secwatch.observer/filing/0001193125-26-204216.txt

## Key facts
- Earnings Releases
  Atlas Energy Solutions Inc. reported first quarter ended March 31, 2026 results: revenue $265.5 million, net income Net loss of ($47.3) million.
  - Period: first quarter ended March 31, 2026
  - Revenue: $265.5 million
  - Net income: Net loss of ($47.3) million
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1984060/000119312526204216/0001193125-26-204216-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.