Highest-materiality recent filing
Atlas Energy Q2 net loss widens to $25.1M; Adj EBITDA drops 30% YoY to $49.5M
Revenue $293.2M, up slightly YoY from $288.7M; net loss $25.1M vs $5.6M loss in Q2 2025.
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.
Atlas Energy Solutions issues $450M 0.50% convertible notes due 2031; conversion price $14.51
Issued $450M aggregate principal of 0.50% Convertible Senior Notes due 2031; up from $300M initially announced.
Offers $300M (plus $45M greenshoe) of Convertible Senior Notes due 2031.
Atlas Energy signs 5-yr PPA for 120MW private generation; guides Q1 EBITDA $26-30M, Q2 ~$50M
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.
Atlas Energy Solutions (NYSE: AESI) signed Global Framework Agreement with Caterpillar Inc. (NYSE: CAT) for 1.4 gigawatts of incremental power generation equipment.
Atlas Energy FY2025 net loss $50.3M; revenue $1.1B, down YoY profit
Revenue for FY2025 $1.1B, net loss $50.3M vs prior year net income of $59.9M.
Atlas Energy Q3 net loss $23.7M; suspends quarterly dividend
Q3 revenue $259.6M, down from $304.4M YoY; net loss of $23.7M vs prior year net income of $3.9M.
Atlas Energy orders 240 MW of power generation equipment for long-term solutions
Order of 240 MW from blue-chip provider; units have 4 MW nameplate capacity per engine.
Atlas Energy EVP & President Sand and Logistics Chris Scholla departs effective Oct 21
Chris Scholla, EVP & President, Sand and Logistics, departed Atlas Energy Solutions on October 21, 2025.
Atlas Energy Q2 net loss $5.6M; Adj EBITDA $70.5M; acquires PropFlow sand filter system
Total sales $288.7M, flat YoY; net loss ($5.6M) vs. net income $14.8M in Q2 2024.
Q1 2025 sales $297.6M, net income plunges to $1.2M from $26.8M YoY
Revenue of $297.6M, up 54% YoY from $192.7M; net income margin 0% vs 14%.
Atlas Energy Q4/FY2024: Revenue $1.1B but net income drops to $59.9M from $226.5M YoY
FY2024 total sales $1.056B vs $614M in 2023; net income margin fell to 6% from 37%.
Atlas Energy Solutions closes Moser buy for $180M+~1.7M shares; secures $540M loan at 9.51%
Completed acquisition of Moser Energy Systems for $180M cash + ~1.7M shares, closed February 24, 2025.
Atlas Energy Solutions prices upsized 11.5M share offering at $23/sh, gross proceeds $264.5M
Offering of 11,500,000 shares at $23.00 per share; underwriters have 30-day option for up to 1,725,000 additional shares.
Offering of 10,000,000 shares; underwriters granted 30-day option for 1,500,000 additional shares.
Atlas Energy to acquire Moser Energy Systems for $220M; expects $40-45M EBITDA contribution in 2025
Deal value $220M: $180M cash plus ~1.7M shares valued at $40M (based on 20-day VWAP).
Atlas Energy Solutions to acquire Moser Energy Systems for $180M cash plus stock
Aggregate consideration of $180M in cash plus approx. 1.7M shares of AESI common stock, subject to customary adjustments.
Q3 net income $3.9M (down 93% YoY); dividend raised to $0.24/share; $200M buyback authorized
Sales $304.4M (up 93% YoY from $157.6M); net income $3.9M (down from $56.3M YoY).
Atlas Energy lowers Q3 guidance: revenue $300-310M, adj. EBITDA $70-75M, below prior outlook
Proppant sales volumes expected ~6.0M tons; asset write-down of ~$9M on dredge mining asset.
Atlas Energy Solutions appoints Chris Scholla COO with $450K base salary
Chris Scholla promoted from Chief Supply Chain Officer to COO effective August 5, 2024.
Atlas Energy Q2 2024: Revenue $287.5M, net income $14.8M, dividend raised to $0.23
Sales of $287.5M (up 78% YoY); net income $14.8M (down from $71.2M YoY).
Hi-Crush carve-out revenue $587.5M in 2023 (+37% YoY); net income $125.5M (+87% YoY).
Atlas Energy Q1 net income $26.8M on sales $192.7M; declares $0.22 dividend
Total sales $192.7M, up 26% YoY from $153.4M; net income $26.8M (14% margin) vs $62.9M a year ago.
Fire on April 14 at Kermit frac sand facility; no injuries or environmental impact.
Ben 'Bud' Brigham steps down as CEO effective March 6, 2024, remains as Executive Chairman.
Acquired Hi-Crush's Permian proppant/logistics assets; combined annual capacity ~28M tons.
Total sales of $614.0M (11.0M tons), net income $226.5M (37% margin), adjusted EBITDA $329.7M (54% margin).
Atlas Energy Solutions to acquire Hi-Crush for $450M, creating largest US proppant producer
Deal includes $150M cash, 9.7M shares (~8.8% of Atlas), and $125M seller note; expected close in Q1 2024.
Atlas Energy Q3 2023: Sales $157.6M, net income $56.3M, margins remain strong
Sales of $157.6M, net income $56.3M (36% margin), adjusted EBITDA $84.1M (53% margin).
Atlas Energy completes Up-C simplification; dual-class structure eliminated
Completed Up-C simplification; Old Atlas Class A shares exchanged 1:1 for new common stock; Class B shares cancelled for no consideration.
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.
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.
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.
On February 29, 2024, Ben M. “Bud” Brigham informed the Board of Directors (the “ Board ”) of Atlas Energy Solutions Inc., a Delaware corporation (the “ Company ” or “ Atlas ”) of his plans to step down as Chief Executive Officer of the Company, effective as of March 6, 2024.
On February 29, 2024, the Board promoted John Turner, the Company’s President and Chief Financial Officer, to become the Company’s President and Chief Executive Officer, effective as of March 6, 2024.
On February 8, 2024, the Board of Directors (the “Board”) of Atlas Energy Solutions Inc. (the “Company”) appointed Mike Howard as a Class I director of the Board, to fill an existing vacancy on the Board and to serve as a member of the Nominating and Corporate Governance Committee of the Board, to serve until his successor is elected and qualified or, if earlier, until his death, disability, resignation, disqualification or removal.
the Board increased the size of the Board to nine members and appointed Ben M. Brigham, Gayle Burleson, Stacy Hock, A. Lance Langford, Mark P. Mills, Douglas Rogers, Gregory M. Shepard and Robb L. Voyles to the Board.
On October 2, 2023, in connection with the completion of the Reorganization, Dathan C. Voelter resigned from the Board.
the Board increased the size of the Board to nine members and appointed Ben M. Brigham, Gayle Burleson, Stacy Hock, A. Lance Langford, Mark P. Mills, Douglas Rogers, Gregory M. Shepard and Robb L. Voyles to the Board.
the Board increased the size of the Board to nine members and appointed Ben M. Brigham, Gayle Burleson, Stacy Hock, A. Lance Langford, Mark P. Mills, Douglas Rogers, Gregory M. Shepard and Robb L. Voyles to the Board.
the Board increased the size of the Board to nine members and appointed Ben M. Brigham, Gayle Burleson, Stacy Hock, A. Lance Langford, Mark P. Mills, Douglas Rogers, Gregory M. Shepard and Robb L. Voyles to the Board.
the Company appointed the following individuals as officers: Chris Scholla as Chief Supply Chain Officer and Jefferey Allison as Executive Vice President, Sales & Marketing.
Max materiality 0.90 · Median 0.70 · Most common event earnings