AESI

Atlas Energy Solutions Inc. ( AESI ) Q3 2026 Earnings Call November 3, 2026 10:00 AM EST Company Participants Kyle Turlington - Vice President of Investor Relations John Turner - President, CEO & Director Blake McCarthy - Chief Financial Officer Ben Brigham - Founder & Executive Chairman Tim Ondrak - Senior VP & President of Power Business Unit Brian Leveille Conference Call Participants Stephen Gengaro - Stifel, Nicolaus & Company, Incorporated, Research Division Patrick Coleman James Rollyson - Raymond James & Associates, Inc., Research Division Alexa Breno Derek Podhaizer - Piper Sandler & Co., Research Division Edward Kim - Barclays Bank PLC, Research Division Keith MacKey - RBC Capital Markets, Research Division Joshua Jayne - Daniel Energy Partners, LLC Presentation Operator Greetings. Welcome to the Atlas Energy Solutions Third Quarter 2026 Earnings Call.

Atlas Energy Solutions NYSE: AESI reported third-quarter revenue of $267.8 million and adjusted EBITDA of $30.3 million, representing an adjusted EBITDA margin of 11.3%, as lower sand volumes and higher operating costs per ton weighed on results.

Atlas Energy Solutions Inc. (AESI) came out with a quarterly loss of $0.36 per share versus the Zacks Consensus Estimate of a loss of $0.26. This compares to a loss of $0.13 per share a year ago.

AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today reported financial and operating results for the third quarter ended September 30, 2026. Third Quarter 2026 Highlights Total revenue of $267.8 million, net loss of $45.1 million and Adjusted EBITDA of $30.3 million Net cash generated from operating activities of $23.4 million and Adjusted Free Cash Flow of $25.3 million Announced two Cost Reimbursement Agreements ("CRA") with a leading fron.

Atlas Energy Solutions Inc. (AESI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or “the Company”) today announced it has closed a $424 million committed senior secured bridge facility provided by Goldman Sachs and Barclays. Backed by the two cost reimbursement agreements (“CRAs”) announced previously on September 25, 2026, the facility will fund the purchase of power generation and balance-of-plant equipment for two significant data center projects with first power for both expected in late 20.

ALVO, CSIQ and AESI have been added to the Zacks Rank #5 (Strong Sell) List on October 21, 2026.

AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today announced that it will issue its third quarter 2026 earnings release after market close on Monday, November 2, 2026, and will host a conference call to discuss financial and operational results at 9:00am Central Time (10:00am Eastern Time) on Tuesday, November 3, 2026. A live webcast will be available at https://ir.atlas.energy/ . Please join the webcast at least 10 minutes ahead of the sta.

AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) ("Atlas") today announced that two wholly owned, indirect subsidiaries of Atlas have executed separate cost reimbursement agreements with a leading frontier AI lab in conjunction with the execution of equipment purchase agreements to secure long-lead-time supporting equipment and incremental power generation equipment for specific data center projects. The cost reimbursement agreements allocate the related equipment to thi.

Atlas Energy Solutions is rated STRONG BUY, driven by proppant price recovery and strategic expansion into power solutions. AESI's low-cost sand production, advanced logistics, and autonomous trucking provide a durable competitive advantage as Permian activity rebounds. EBITDA could double if sand prices revert to the five-year average, with further upside from logistics and power divisions.