Short answer
Atlas Energy Solutions Inc. (AESI) filed its Q1 2026 10-Q quarterly report on May 5, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $266M (down 10.8% year over year) with net income of −$47M.
Q1 2026 key financials · XBRL
- Revenue
- $266M
- −10.8% YoY
- Net income
- −$47M
- −3977.3% YoY
- Operating margin
- -12.2%
- Gross margin
- 2.4%
- EPS (diluted)
- −$0.38
- −3900.0% YoY
Source: XBRL data from the Atlas Energy Solutions Inc. (AESI) Q1 2026 10-Q on SEC EDGAR. USD.
Atlas Energy Solutions Inc. Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Risk Factors
- New power-concentration risk: five-year PPA with one technology infrastructure customer, full energization targeted for first half of 2027
- Most material update, capital commitment risk: Caterpillar agreement requires approximately $840.0 million equipment purchases through December 31, 2030
- Regulatory and compliance risk: Caterpillar equipment costs subject to tariff adjustments under the Global Framework Agreement
- Near-term market risk: West Texas Intermediate averaged $71.80 per barrel in first-quarter 2026 amid volatile commodity prices
- Financial risk: Net debt increased to $660.2 million from $492.4 million year-over-year
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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