---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-330740"
form_type: "8-K"
ticker: "AESI"
cik: "0001984060"
company_name: "Atlas Energy Solutions Inc."
filed_at: "2026-08-03T20:50:55+00:00"
generated_at: "2026-08-03T20:52:12.405713+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Atlas Energy Q2 net loss widens to $25.1M; Adj EBITDA drops 30% YoY to $49.5M

## Summary
- Revenue $293.2M, up slightly YoY from $288.7M; net loss $25.1M vs $5.6M loss in Q2 2025.
- Adjusted EBITDA $49.5M (17% margin) vs $71.2M (25% margin) in prior year.
- Set quarterly volume record for Dune Express and Last Mile shipments of 6 million tons.
- Completed 26-MW bridge facility for 120-MW behind-the-meter private power contract.
- Net cash used in operating activities $0.6M; Adjusted Free Cash Flow $34.9M.

## SEC filing metadata
- accession: 0001193125-26-330740
- form_type: 8-K
- ticker: AESI
- cik: 0001984060
- company_name: Atlas Energy Solutions Inc.
- filed_at: 2026-08-03T20:50:55+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1984060/000119312526330740/0001193125-26-330740-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1984060/000119312526330740/aesi-20260803.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-330740
- JSON: https://secwatch.observer/filing/0001193125-26-330740.json
- Plain text: https://secwatch.observer/filing/0001193125-26-330740.txt

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