Welcome to our dedicated page for Atlas Energy Solutions SEC filings (Ticker: AESI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Atlas Energy Solutions Inc. filings document regulatory disclosures for an NYSE-listed energy services company with Permian Basin proppant, logistics and distributed power operations. Recent Form 8-K filings cover quarterly and annual operating results, Regulation FD disclosures, material definitive agreements, power purchase arrangements, equipment supply commitments and related business updates.
The company’s SEC record also documents capital-structure matters, including senior unsecured convertible notes due 2031, capped-call and financing-related disclosures, and uses of proceeds connected to debt repayment, power generation equipment and general corporate purposes. Proxy materials and annual-meeting reports cover board elections, auditor ratification, executive-compensation votes and the Atlas Energy Solutions Inc. Employee Stock Purchase Plan.
Atlas Energy Solutions Chief Financial Officer Benjamin Blake McCarthy reported a Form 4 showing 4,736 shares of common stock withheld at $18.87 per share to satisfy tax withholding obligations upon vesting of restricted stock units. After this tax-withholding disposition, he directly holds 183,854 shares of Atlas Energy Solutions common stock.
Atlas Energy Solutions Inc. ownership disclosure: Encompass Capital Advisors LLC, Encompass Capital Partners LLC and Todd J. Kantor reported shared beneficial ownership positions in Common Stock via an amended Schedule 13G filed May 15, 2026.
The filing lists Encompass Capital Advisors LLC beneficially owning 9,135,182 shares (7.36%), Todd J. Kantor holding 9,132,182 shares (7.36%), and Encompass Capital Partners LLC holding 7,218,336 shares (5.81%). Each entity reports shared voting and dispositive power for the listed shares. The filing is executed under a joint filing agreement dated May 15, 2026.
Atlas Energy Solutions Inc. reported the results of its 2026 Annual Meeting of Stockholders held on May 7, 2026. Stockholders elected Gayle Burleson and Robb L. Voyles as Class III directors for three-year terms ending at the 2029 annual meeting.
Stockholders also ratified Ernst & Young LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026. In addition, they approved on a non-binding advisory basis the compensation of the company’s named executive officers and approved the Atlas Energy Solutions Inc. Employee Stock Purchase Plan.
Atlas Energy Solutions Inc. reported a sharp downturn for the three months ended March 31, 2026. Total revenue was $265.6M, down from $297.6M a year earlier, as product and service revenue declined while rental revenue increased.
Gross profit fell to $6.3M from $54.5M, and the company recorded an operating loss of $32.5M. Net loss was $47.3M, compared with net income of $1.2M in 2025, translating to basic and diluted EPS of $(0.38) versus $0.01.
Despite the loss, operating cash flow improved to $19.0M from negative $7.5M, helped by working capital movements and non‑cash charges. Atlas invested $29.3M in property, plant and equipment and ended the quarter with $39.8M in cash, total assets of $2.30B, and stockholders’ equity of $1.17B. Long‑term borrowings included a $520.6M 2025 Term Loan and $75.0M drawn on its 2023 ABL Credit Facility.
Atlas Energy Solutions Inc. reported first quarter 2026 revenue of $265.6 million, up 6.5% from the prior quarter, but posted a net loss of $47.3 million and an Adjusted EBITDA of $28.4 million, near the low end of its guided range.
Cash generation remained modest, with $19.0 million of net cash from operating activities and $3.8 million of Adjusted Free Cash Flow. The company highlighted rapid expansion of its power business, including a 1.4 GW Global Framework Agreement with Caterpillar, a 120 MW 5‑year power purchase agreement, and a completed $450 million private placement of 0.50% convertible notes due 2031. Management now targets deployment of more than 550 MW of power capacity by mid‑2027 and expects second quarter 2026 Adjusted EBITDA of about $50 million.
Atlas Energy Solutions Inc. insider Sealy & Smith Foundation, a 10% owner, reported its ownership position in Common Stock. The Foundation directly holds 14,844,390 shares after the reported update. A separate entry covers equity compensation awarded to a director but economically committed to the Foundation.
The filing notes an award of 22,200 restricted stock units (RSUs) granted on March 4, 2026 to director Douglas G. Rogers under the 2023 Long Term Incentive Plan. Under an Outside Compensation Agreement, all director compensation from Atlas, including these RSUs upon vesting, must be transferred for no consideration to the Foundation, and the RSUs are held by Mr. Rogers for the Foundation’s benefit until transfer.
Atlas Energy Solutions Inc. is raising capital through a private placement of $450 million in 0.50% Convertible Senior Notes due 2031, including full exercise of a $60 million option. The notes are senior unsecured, pay 0.50% interest semi-annually, and mature on April 15, 2031 unless earlier converted, redeemed or repurchased.
The initial conversion rate is 68.9275 shares per $1,000 of notes, implying a conversion price of about $14.51, a 30% premium to the $11.16 stock price on April 6, 2026. Atlas may redeem the notes for cash starting April 20, 2029 if the share price is at least 130% of the conversion price, and holders have put rights upon certain fundamental changes.
Atlas entered into $50 million capped call transactions with a cap price of $22.32 per share to help limit potential dilution and excess cash outlay on conversion. The company estimates net proceeds of about $377 million, to be used partly for capped call costs, repayment of Stonebriar lease advances and its 2023 ABL Credit Facility, and for general corporate purposes including power equipment purchases.
Atlas Energy Solutions Inc. plans a private offering of $300 million in convertible senior notes due 2031, with an option for purchasers to buy an additional $45 million. Atlas expects to use proceeds to repay lease and ABL borrowings, enter capped call transactions, and fund power generation equipment purchases.
For the quarter ended March 31, 2026, Atlas preliminarily estimates a net loss between $40.0 million and $43.3 million, EBITDA between $19.0 million and $22.9 million, and Adjusted EBITDA between $26.0 million and $30.0 million. As of April 2, 2026, Atlas had approximately $61 million outstanding under its master equipment lease and $75 million under its 2023 ABL credit facility.
Atlas Energy Solutions Inc. has signed a 5‑year power purchase agreement for 120 megawatts of dedicated on‑site generation with a subsidiary of an investment‑grade technology infrastructure provider, with two additional 5‑year extension options. The company expects these power assets to generate approximately $50 to $55 million of annualized Adjusted Free Cash Flow once fully energized in the first half of 2027.
Atlas also updated its outlook, now guiding first quarter 2026 Adjusted EBITDA to approximately $26 to $30 million, impacted by severe winter weather, higher maintenance spending at its Kermit facility, and temporary increases in trucking and diesel costs. Sand sales volume is expected to be about 5.8 million tons, including 150 thousand tons purchased from third parties.
The company cites improving market conditions, noting an additional one million tons of sand contracted for the remainder of 2026 and mining operations effectively sold out for the second quarter at current production levels. For second quarter 2026, Atlas expects Adjusted EBITDA of approximately $50 million, supported by higher sand and logistics margins and rising contributions from its expanding Power business.
Voyles Robb L. reported acquisition or exercise transactions in this Form 4 filing.
Atlas Energy Solutions Inc. director Robb L. Voyles received an award of 25,227 shares of Common Stock in the form of restricted stock units under the company’s Long Term Incentive Plan. The award vests in full on the first anniversary of the grant date, subject to continued service, bringing his direct holdings to 54,394 shares.