8-K - Atlas Energy Solutions Inc. | StockGist

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Atlas Energy Solutions announced a 5-year, 120 MW power purchase agreement expected to generate $50-55 million in annualized Adjusted Free Cash Flow, while updating Q1 2026 Adjusted EBITDA guidance down to $26-30 million due to weather-related disruptions.

Key Takeaways

1Subsidiary entered a 5-year PPA for 120 MW with options to renew for up to 10 additional years, securing a long-term revenue stream.

2The PPA is expected to generate approximately $50 to $55 million of Adjusted Free Cash Flow on an annualized basis once operational in H1 2027.

3Q1 2026 Adjusted EBITDA guidance was lowered to $26-30 million from prior expectations of flat Q4 2025 levels due to severe winter weather impacts.

4Maintenance issues and third-party sand purchases negatively impacted Q1 margins despite sand sales volume remaining in-line with guidance at 5.8 million tons.

5Q2 2026 Adjusted EBITDA is expected to improve sequentially to approximately $50 million driven by higher volumes and power contributions.

6Power segment contracts executed in Q1 are expected to contribute approximately $35 million in incremental Adjusted EBITDA over the remaining nine months of 2026.

Current Report Details

Event Type

Financial Results+3 More

Disclosure

Mandatory

Variant

8-K

Items Reported

2.02

by reference. Item 7.01 Regulation FD Disclosure. On April 1, 2026, Atlas Energy Solutions Inc. (the “Company”) issued a press release announcing entry by an af

Financial Results

7.01

of Form 8-K and shall not be deemed to be “filed” for purposes of Section 18 of the Exchange Act or otherwise subject to the liabilities of that section, nor sh

Regulation Fd

8.01

Other Events. On April 1, 2026, the Company announced that Atlas Energy Solutions Socorro, LLC, a Texas limited liability company and wholly-owned, indirect sub

Other Event

Customer pursuant to which the Company

9.01

Financial Statements and Exhibits. (d) Exhibits. | Exhibit Number | | Description | |---|---|---| | 99.1 | | Press Release of Atlas Energy Solutions Inc., dated

Exhibits Only

Source Document

Results of Operations

First Quarter 2026

Metric	Value	Basis	Prior Period
Sand Sales Volume	$5.80

Transaction Details

Material Agreement

Agreement: Power Purchase Agreement (PPA)
Parties: Atlas Energy Solutions Socorro, LLC, Technology infrastructure provider

•Initial term of 5 years with two additional 5-year extension options (up to 10 additional years)
•Capacity of 120 MW representing 50% of recently ordered 240 MW power generation equipment
•Expected energization in the first half of 2027
•Expected to generate approximately $50 to $55 million of Adjusted Free Cash Flow on an annualized basis
•Bridge power rental agreement executed on March 19, 2026 to support customer needs during construction

Exhibits (2)

8-K

99.1

EX-99.1