Atlas Energy Solutions Announces Third Quarter 2026 Results
Business Wire•02/11/2026•16:30 ET
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Key Highlights
- ➤Q3 revenue $267.8 million; net loss $45.1 million; Adjusted EBITDA $30.3 million
- ➤Q4 Adjusted EBITDA guidance $40 million to $50 million
- ➤$424 million bridge facility completed after quarter-end
- ➤Two AI-lab CRAs support 283 MW for two data center projects
- ➤2027 allocated tons exceed 23 million, supporting expected sequential improvement
Expert Statements
John Turner, President & CEO of Atlas Energy Solutions
“During the third quarter, we took significant steps in our methodical approach to building out our behind-the-meter power business.”
John Turner, President & CEO of Atlas Energy Solutions
“Our plan is simple: secure the equipment, sign the contracts, lock in long-term financing, and deliver.”
John Turner, President & CEO of Atlas Energy Solutions
“Our CRAs with a leading frontier AI lab and our new $424 million bridge facility have significantly reduced the near-term financing and supply chain risk on the equipment for two significant data center projects we are currently negotiating.”
John Turner, President & CEO of Atlas Energy Solutions
“Our first behind-the-meter project in Socorro, Texas, remains on track to come online at the end of the first quarter of next year, and it shows what Atlas does best: build quickly, operate reliably, and deploy power where it’s needed.”
John Turner, President & CEO of Atlas Energy Solutions
“In our sand business, we made a deliberate choice during the quarter to hold the line on pricing rather than chase uneconomic bids.”
John Turner, President & CEO of Atlas Energy Solutions
“As expected, that reduced our third quarter sales volumes.”
John Turner, President & CEO of Atlas Energy Solutions
“Our commercial team has since backfilled those volumes for the fourth quarter and, with line of sight to more than 23 million allocated tons for 2027, we expect sequential improvement across all of our business lines during the fourth quarter.”
Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today reported financial and operating results for the third quarter ended September 30, 2026.
* Total revenue of $267.8 million, net loss of $45.1 million and Adjusted EBITDA of $30.3 million
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