10-Q quarterly report · filed Aug 5, 2026

Atlas Energy Solutions Inc. (AESI) Q2 2026 10-Q Quarterly Report

Short answer

Atlas Energy Solutions Inc. (AESI) filed its Q2 2026 10-Q quarterly report on Aug 5, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $293M (up 1.6% year over year) with net income of −$25M.

Q2 2026 key financials · XBRL

Revenue
$293M
+1.6% YoY · +10.4% QoQ
Net income
−$25M
−351.5% YoY · +46.9% QoQ
Operating margin
-7.7%
Gross margin
8.8%
EPS (diluted)
−$0.20
−300.0% YoY · +47.4% QoQ

Source: XBRL data from the Atlas Energy Solutions Inc. (AESI) Q2 2026 10-Q on SEC EDGAR. USD.

Atlas Energy Solutions Inc. Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

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

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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