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Atlas Energy Solutions Inc. (AESI) Form 8-K — Nov 2, 2026

$AESIForm 8-KItems 2.02, 7.01, 9.01Filed Nov 2, 2026, 4:52 PM ET0001193125-26-443818Original filing

Atlas Energy Solutions reported Q3 2026 revenue of $267.8 million, up 3% year-over-year, but a net loss of $45.1 million ($0.36 per share) that widened from $23.7 million a year ago, with Adjusted EBITDA falling to $30.3 million from $41.6 million.

Key figures

Revenue
267778000
Guidance
Q4 2026 Adjusted EBITDA of $40-50 million with sequential improvement in every segment
Debt Amount
424000000
Revenue Yoy
3.1%
Total Assets
2545147000
Cash Position
22322000
Capex q3 2026
184664000
Power gross margin
47%
Allocated tons 2027
more than 23 million
Adjusted ebitda q3 2025
41588000
Adjusted ebitda q3 2026
30317000
Adjusted free cash flow
25337000
Avg proppant price per ton
16.93
Proppant sales volume tons
5400000
Total liquidity post bridge
499400000
Incremental power mw under cras
283

AI analysis

Red flags5 · Pro

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AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.