Source-grounded facts extracted from Atlas Energy Solutions Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Atlas Energy Solutions Inc. reported first quarter ended March 31, 2026 results: revenue $265.5 million, net income Net loss of ($47.3) million.
“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”
Atlas Energy Solutions Inc. incurred convertible notes of $450 million aggregate principal amount with U.S. Bank Trust Company, National Association at 0.50% maturing April 15, 2031.
“On April 9, 2026, Atlas Energy Solutions Inc. (the “Company”), issued $450 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2031 (the “Notes”)”
Atlas Energy Solutions Inc. entered into Indenture with U.S. Bank Trust Company, National Association valued at $450,000,000 0.50% Convertible Senior Notes due 2031 (effective 2026-04-09).
“On April 9, 2026, Atlas Energy Solutions Inc. (the “Company”), issued $450 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2031 (the “Notes”), which included the exercise in full of the Initial Purchasers’ (as defined below) option to purchase up to an additional $60 million principal amount of Notes. The Notes were issued pursuant to, and are governed by, an indenture (the “Indenture”), dated as of April 9, 2026, between the Company and U.S. Bank Trust Company, National Association, as trustee (the “Trustee”).”
Atlas Energy Solutions Inc. updated its second quarter 2026 guidance (initiated).
“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.”
Atlas Energy Solutions Inc. entered into Global Framework Agreement with Caterpillar Inc. valued at approximately $840 million (effective 2026-03-04).
“On March 4, 2026 (the “ Effective Date ”), Atlas Energy Solutions ProjectCo, LLC (“ ProjectCo ”), a Texas limited liability company and an indirect wholly owned subsidiary of Atlas Energy Solutions Inc. (the “ Company ”), a Delaware corporation, entered into the Global Framework Agreement (the “ GFA ”) with Caterpillar Inc. (“ Caterpillar ”) pursuant to which Caterpillar will reserve approximately 1.4 gigawatts (“ Reserved Capacity ”) of incremental power generation equipment (the “ Equipment ”) and ProjectCo will commit to purchase the Equipment from certain Caterpillar authorized dealers (“ Participating Dealers ”) based on ProjectCo’s monthly demand forecast beginning on the Effective Date and ending on December 31, 2030 (the “ Term ”) for an initial total aggregate purchase obligation of approximately $840 million.”
Atlas Energy Solutions Inc. amended Fourth Amendment to Loan, Security and Guaranty Agreement with Bank of America, N.A., as administrative agent (effective 2025-12-26).
“On December 26, 2025, Atlas Sand Company, LLC (“Atlas LLC”) and certain other subsidiaries of the Company entered into that certain Fourth Amendment to Loan, Security and Guaranty Agreement (the “Fourth ABL Amendment”), among Atlas LLC, as the borrower, the subsidiary guarantors party thereto, the lenders party thereto and Bank of America, N.A., as administrative agent.”
Atlas Energy Solutions Inc. entered into Interim Funding Agreement with Stonebriar Commercial Finance LLC valued at up to $385.0 million (effective 2025-12-26).
“and an Interim Funding Agreement (the “Interim Funding Agreement” and, together with the Lease Agreement, the “Lease Documents”), by and between Galt and Stonebriar, pursuant to which Galt assigned a reservation agreement (the “Reservation Agreement”) for the manufacture of approximately 240 megawatts of power generation equipment (the “Equipment”) to Stonebriar and Stonebriar agreed to lease such power generation equipment back to Galt (the “Transaction”).”
Atlas Energy Solutions Inc. entered into Master Lease Agreement with Stonebriar Commercial Finance LLC valued at up to $385.0 million (effective 2025-12-26).
“On December 26, 2025, Atlas Energy Solutions Inc., a Delaware corporation (the “Company”), entered into a Master Lease Agreement (the “Lease Agreement”) by and between Galt Power Solutions LLC, a Texas limited liability company and indirect wholly-owned subsidiary of the Company (“Galt”), as lessee, and Stonebriar Commercial Finance LLC, a Delaware limited liability company (“Stonebriar”), as lessor”
Atlas Energy Solutions Inc. incurred lease obligation of up to $385.0 million with Stonebriar Commercial Finance LLC at 1-Month SOFR plus 635 basis point.
“Inc., a Delaware corporation (the “Company”), entered into a Master Lease Agreement (the “Lease Agreement”) by and between Galt Power Solutions LLC, a Texas limited liability company and indirect wholly-owned subsidiary of the Company (“Galt”), as lessee, and Stonebriar Commercial Finance LLC, a Delaware limited liability company (“Stonebriar”), as lessor, and an Interim Funding Agreement (the “Interim Funding Agreement” and, together with the Lease Agreement, the “Lease Documents”), by and between Galt and Stonebriar, pursuant to which Galt assigned a reservation agreement (the “Reservation Agreement”) for the manufacture of approximately 240 megawatts of power generation equipment (the “Equipment”) to Stonebriar and Stonebriar agreed to lease such power generation equipment back to Galt (the “Transaction”).”
John Turner was elected as Director at Atlas Energy Solutions Inc..
“On August 22, 2024, the Board of Directors (the “Board”) of Atlas Energy Solutions Inc. (the “Company”) increased the size of the Board from eight members to nine and elected John Turner, the Company’s current Chief Executive Officer, to the Board effective immediately.”
Chris Scholla was appointed as Chief Operating Officer at Atlas Energy Solutions Inc..
“On August 5, 2024, Atlas Energy Solutions Inc. (the “Company”) announced the appointment of Chris Scholla, the Company’s current Chief Supply Chain Officer, to serve as Chief Operating Officer of the Company effective as of August 5, 2024.”
Atlas Energy Solutions Inc. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2024-05-09 meeting.
“Proposal 2 - Ratification of Appointment of Independent Registered Public Accounting Firm. The Company’s stockholders were requested to ratify the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2024. The voting results were as follows: For Against Abstentions 75,850,276 20,108 2,812”
Atlas Energy Solutions Inc. shareholders approved Election of Class I Directors at the 2024-05-09 meeting.
“Proposal 1 - Election of Directors. The Company’s stockholders were requested to elect the following nominees to serve as Class I directors of the Company’s board of directors (the “Board”) for three-year terms expiring at the 2027 Annual Meeting of Stockholders. The voting results were as follows: Director For Withheld Broker Non-Votes Ben M. “Bud” Brigham 30,798,952 2,884,353 42,189,891 J. Michael Howard 30,301,427 3,381,878 42,189,891”
Blake McCarthy was appointed as Chief Financial Officer at Atlas Energy Solutions Inc..
“On May 6, 2024, Atlas Energy Solutions Inc. (the “Company”) announced the appointment of Blake McCarthy as Chief Financial Officer, to be effective as of May 13, 2024.”
Atlas Energy Solutions Inc. reported March 31, 2024 results: revenue $192.7 million, net income $26.8 million.
“Inc. (NYSE: AESI) (“Atlas” or the “Company”) today reported financial and operating results for the quarter ended March 31, 2024. First Quarter 2024 Highlights • Total sales of $192.7 million • Net income of $26.8 million (14% Net Income Margin) • Adjusted EBITDA of $75.5 million (39% Adjusted EBITDA Margin) (1) • Net cash provided by operating activities of $39.6”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.