AESI at a glance
Atlas Energy Solutions Inc. (AESI, SEC CIK 1984060) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 25, 2026 and Form 4 insider filings as recently as May 20, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Atlas Energy Solutions Inc. (AESI) reported revenue of $1.1 billion (up 3.7% from FY2024) and a net loss of $50.3 million. Diluted EPS was -$0.41.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Atlas Energy Solutions Inc. (AESI) shares worth $772.4 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.1B
- +3.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $772.4M · +4 vs prior quarter
- Latest 8-K
- Sep 25, 2026
- Item 7.01 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Regulatory risk: U.S. tariffs imposed April and June 2025 (10% general, 50% on steel) increasing raw material input costs for proppant and power segments
- Geopolitical threat: Middle East conflicts (Israel-Hamas war, Israel-Iran tensions), Houthi attacks causing shipping disruptions and supply chain delays
- Operational vulnerability: Power segment dependent on sole key equipment supplier, risking supply delays, inflationary price pressures, and competitive harm
- Market disruption: Competitors’ vertical integration via own proppant reserves and production capacity expansion reducing demand for Atlas’s frac sand
- Financial risk: Over 30% of power segment 2025 revenue concentrated in two customers, risking material adverse impact from customer loss or unfavorable contract changes
Management Discussion & Analysis
- Revenue details/Y-o-Y change not explicitly stated in provided text
- Best performing segment implied: Power equipment rental and services, due to increasing demand and long-term commitments
- Worst performing segment not identified
- Share repurchases: 16,380 shares bought for $200,000; $199.8 million remaining authorization
- Dividends declared thrice in 2025, each $0.25 per share; total amount not specified
- Capex: $278.3 million power equipment reservation, financed via lease agreement
- Recent acquisitions: Moser for $180 million cash + 1.7 million shares; PropFlow for $25 million cash + up to $15 million earn-out
- Equity offering net proceeds $253.1 million; used to repay $70 million ABL credit and $101.3 million Deferred Cash Consideration Note
- Debt: $540 million 2025 Term Loan at 9.51% interest, maturing 2032; $100 million Acquisition Loan at ~10.25% interest
- Forward-looking: Lower oil prices in 2025 ($65.46 vs $76.80 in 2024) caused reduced drilling activity; demand for power generation expected to rise due to grid constraints, AI, data centers
- Risks: Tariffs increase raw material costs; possible reduced demand if tariffs/recession persist; monitoring trade developments
AI summary of the AESI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- New power-concentration risk triggered by five-year PPA, committing equipment representing 50% of recently ordered 240 MW capacity to one technology customer
- Regulatory and compliance exposure from litigation-related costs, rising to $8.2 million in six months from $1.1 million
- Commodity-market risk from volatile crude prices and U.S.–Iran relations affecting drilling, completions, and proppant demand
- Financial leverage risk with total debt of $966.7 million and net debt of $897.9 million at June 30, 2026
- Liquidity pressure from $183.1 million six-month capital expenditures versus $40.2 million adjusted free cash flow
AI summary of the AESI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Equipment purchase agreements signal planned capital deployment and potential capacity expansion
- Two cost reimbursement agreements may offset specified expenditures and reduce net project costs
Item 8.01: Other Events
- Atlas subsidiary committed to 283 MW of Caterpillar natural-gas generation equipment
- Equipment supports a specific ProjectCo power-generation project
Item EX-99.1: Item EX-99.1
- Two cost reimbursement agreements with a frontier AI lab support equipment purchases tied to specific data center projects
- Incremental 283 MW Caterpillar power commitments enable initial ramp of a separate data center project
Item 8.01: Other Events
- Shackelford agreed to purchase approximately 328 MW of generation equipment from WMC for approximately $273.0 million
- Installment payments run from September 2026 through January 2028, creating substantial near-term capital commitments
Item 1.01: Entry into a Material Definitive Agreement
- $340.5M balance-of-plant equipment commitment for a power generation project
- Equipment shipments scheduled June–December 2027, with installments due September 2026–May 2027
Item 7.01: Regulation FD Disclosure
- Website and Investor Relations pages may contain material financial information
- Investors should monitor SEC filings, press releases, conference calls and AESI’s website for company disclosures
Item 2.02: Results of Operations and Financial Condition
- Earnings release covers quarter ended June 30, 2026
- Exhibit 99.1 contains Atlas Energy Solutions’ detailed quarterly financial results
Item EX-99.1: Item EX-99.1
- Q2 revenue $293.2M, up 10.4% sequentially, led by service revenue $162.7M and rental revenue $27.0M
- Adjusted EBITDA $49.5M, margin 17%, versus 25% a year earlier; net loss $25.1M, or $0.20 per share
AI summaries of AESI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AESI
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| McCarthy Benjamin Blake | F | May 18, 2026 | 4,736 | $18.87 |
| Voelter Dathan C | F | Mar 23, 2026 | 2,201 | $13.48 |
| Turner John Gregory | F | Mar 23, 2026 | 11,246 | $13.48 |
| Rogers Douglas G | J | Mar 18, 2026 | 12,536 | - |
| Voelter Dathan C | F | Mar 16, 2026 | 4,857 | $13.60 |
| McCarthy Benjamin Blake | F | Mar 16, 2026 | 4,266 | $13.60 |
| Turner John Gregory | F | Mar 16, 2026 | 16,130 | $13.60 |
| Ginn Kirk Edwards | F | Mar 16, 2026 | 3,048 | $13.60 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.1B | $1.1B |
| Gross Profit | - | $232.0M | $150.7M |
| Operating Income | - | $113.9M | -$10.9M |
| Net Income | $105.4M | $59.9M | -$50.3M |
| Gross Margin | - | 22.0% | 13.8% |
| Op. Margin | - | 10.8% | -1.0% |
| Net Margin | - | 5.7% | -4.6% |
| Balance Sheet | |||
| Total Assets | $1.3B | $2.0B | $2.2B |
| Equity | - | $1.0B | $1.2B |
| ROE | - | 5.8% | -4.2% |
| Per Share | |||
| EPS | - | $0.55 | $-0.41 |
| Cash Flow | |||
| Operating CF | - | $256.5M | $117.3M |
| CapEx | - | $374.0M | $148.3M |
Source: XBRL data in Atlas Energy Solutions Inc. (AESI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AESI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $772.4M |
| Q1 2026 | 27 | $471.5M |
| Q4 2025 | 25 | $340.9M |
| Q3 2025 | 28 | $418.7M |
| Q2 2025 | 26 | $476.9M |
| Q1 2025 | 21 | $383.5M |
| Q4 2024 | 17 | $300.5M |
| Q3 2024 | 12 | $99.6M |
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- Raymond James Financial+11.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 187 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AESI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 25, 2026 | - | Analysis | - |
| 8-K | Sep 24, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 4 | May 20, 2026 | - | - | |
| 8-K | May 8, 2026 | - | Analysis | |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 4, 2026 | - | Analysis | - |
| 4 | Apr 21, 2026 | - | - | - |
| 8-K | Apr 9, 2026 | - | Analysis | - |
| 8-K | Apr 6, 2026 | - | Analysis | - |
| 8-K | Apr 1, 2026 | - | - | - |
| 4 | Mar 31, 2026 | - | - | - |
| 4 | Mar 24, 2026 | - | - | - |
| 4 | Mar 24, 2026 | - | - | - |
| 4 | Mar 24, 2026 | - | - | - |
| SC 13G | Mar 18, 2026 | - | - | |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 8-K | Mar 10, 2026 | - | Analysis | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
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AESI SEC filings: frequently asked questions
Which institutions hold AESI stock?
As of June 30, 2026, the largest Atlas Energy Solutions Inc. (AESI) holders among the 13F filers tracked by SignalX were BlackRock ($218.8 million), Vanguard Portfolio Management LLC ($83.6 million), State Street Corp ($63.4 million), Vanguard Capital Management LLC ($59.1 million), Two Sigma Investments ($53.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AESI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Atlas Energy Solutions Inc. (AESI) reported revenue of $1.1 billion (up 3.7% from FY2024) and a net loss of $50.3 million. Diluted EPS was -$0.41. The figures come from the XBRL data in the 10-K.
What are the main risks in AESI's latest 10-K?
In the 10-K filed February 24, 2026, Atlas Energy Solutions Inc. (AESI) flagged: Regulatory risk: U.S. tariffs imposed April and June 2025 (10% general, 50% on steel) increasing raw material input costs for proppant and power segments. Geopolitical threat: Middle East conflicts (Israel-Hamas war, Israel-Iran tensions), Houthi attacks causing shipping disruptions and supply chain delays. (AI summary of the Risk Factors section.)
What did AESI report in its latest 8-K?
Atlas Energy Solutions Inc. (AESI) filed an 8-K on September 25, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 8.01 (Other Events). Equipment purchase agreements signal planned capital deployment and potential capacity expansion.
What are the latest AESI SEC filings?
Atlas Energy Solutions Inc. (AESI) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 25, 2026 and a Form 4 insider filing on May 20, 2026.
What is AESI's SEC CIK number?
Atlas Energy Solutions Inc. (AESI)'s SEC Central Index Key (CIK) is 1984060. EDGAR lists every AESI filing under that number.
Ask anything about AESI
The research agent reads AESI's filings, financials, insider trades and 13F holders, then answers with sources.