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.
Encompass Capital Advisors LLC, Todd J. Kantor and Encompass Capital Partners LLC report significant beneficial ownership positions in Atlas Energy Solutions Inc. common stock. Encompass Capital Advisors LLC and Todd J. Kantor each report beneficial ownership of 6,540,322 shares, representing 5.24% of the outstanding common stock, while Encompass Capital Partners LLC reports beneficial ownership of 5,197,896 shares, representing 4.16% of the class.
All three reporting persons indicate no sole voting or dispositive power and instead report shared voting and shared dispositive power over their respective share amounts. The parties have entered into a joint filing agreement so that this Schedule 13G/A is filed on behalf of each of them under Rule 13d-1(k).
Atlas Energy Solutions Inc. reported Q2 2026 total revenue of $293.2M, roughly flat year over year, as lower product revenue was offset by higher services and rental income. Gross profit fell to $25.9M from $52.1M, and the company recorded a net loss of $25.1M versus a $5.6M loss a year earlier. For the first half of 2026, revenue was $558.8M and net loss widened to $72.4M.
Cash and cash equivalents increased to $168.2M from $40.6M at December 31, 2025, driven mainly by financing inflows, while operating cash flow declined to $18.4M from $81.2M in the prior-year period. The company issued $450.0M of 0.50% Convertible Senior Notes due 2031, lifting long-term debt (net of discounts and fees) to $914.2M, and continued heavy capital investment with $183.1M of property, plant and equipment purchases.
Atlas Energy Solutions Inc. reported Q2 2026 revenue of $293.2 million, up 10.4% from Q1 2026, with a net loss of $25.1 million (basic and diluted loss per share of $0.20) and Adjusted EBITDA of $49.5 million, a 17% margin. Net cash used in operating activities was $553 thousand, while Adjusted Free Cash Flow was $34.9 million, a 12% margin.
The company highlighted record Dune Express volumes and a quarterly shipment record of 6 million tons for Last Mile services, with proppant sales volumes of 5.6 million tons. Management emphasized growth in its private power business, completing a 26 MW bridge facility for a 120 MW behind-the-meter contract expected online by the end of Q1 2027. Liquidity as of June 30, 2026 was $292.9 million, including $168.2 million of cash and $124.7 million of availability under the 2023 ABL Credit Facility.
Atlas Energy Solutions Inc. ten percent owners Stacy and Joel Hock reported a charitable gift of 90,866 shares of Common Stock. The filing notes this was a bona fide gift to a donor-advised fund. After the donation, they jointly own 800,000 shares with shared voting and investment power.
Atlas Energy Solutions Inc. insider Ginn Kirk Edwards reported a routine tax-related share disposition. On the vesting of restricted stock units, 1,134 shares of common stock were withheld at $16.69 per share to cover tax obligations. This was not an open-market sale. After this withholding, Edwards directly holds 559,317 shares of Atlas Energy Solutions common stock.
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.