Atlas Energy Solutions Inc. · NYSE:AESI
Atlas Energy Solutions — Q2 2026 Earnings Presentation
10 slides from Atlas Energy Solutions's earnings presentation, Aug 4, 2026
Slide 1: Atlas Energy Solutions Announces Second Quarter 2026 Results
August 3, 2026 Atlas Energy Solutions Announces Second Quarter 2026 Results AUSTIN, Texas--(BUSINESS WIRE)-- Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today reported financial and operating results for the second quarter ended June 30, 2026. Second Quarter 2026 Highlights T
Slide 2: Management Commentary and Second Quarter 2026 Financial Results
Framework Agreement with Caterpillar, the opportunities in front of us have grown in scale, duration and scope. We are in active negotiations now, and we will announce equipment placements and economics when contracts are signed, not before." “Atlas’ status as the leading provider of sand and logist
Slide 3: About Atlas Energy Solutions
ahead of the start time to ensure a proper connection. An archived version of the conference call will be available on the Company’s website shortly after the conclusion of the call. About Atlas Energy Solutions Atlas Energy Solutions Inc. (NYSE: AESI) is a leading energy solutions provider, unlocki
Slide 4: Cautionary Statement Regarding Forward-Looking Statements
storing and handling fuel, operating industrial, electrical and other equipment, and connecting to high voltage transmission and distribution systems; the demand for and price of proppant and power generation, particularly in the Permian Basin; the success of our electric dredging transition efforts
Slide 5: Cautionary Statement Regarding Forward-Looking Statements (continued)
the effects of litigation; plans, objectives, expectations and intentions described in this press release that are not historical; and other factors discussed or referenced in our filings made from time to time with the U.S. Securities and Exchange Commission (“SEC”), including those discussed under
Slide 6: Cash Flow Statement
June 30, March 31, June 30, 2026 026 2025 Operating activities: Net loss $ (25,096) $ (47,264) $ (5,558) Adjustments to reconcile net loss to net cash provided by (used in) operating activities: Depreciation, depletion and accretion expense 48,088 46,883 41,717 Amortization expense of acquired intan
Slide 7: Balance Sheet and Non-GAAP Financial Measures
Right-of-use assets 84,580 43,783 Goodwill 152,903 152,903 Intangible assets 169,547 182,238 Other long-term assets 128,375 1,177 Total assets $ 2,555,267 $ 2,228,428 Liabilities and stockholders' equity Current liabilities: Accounts payable, including related parties 84,284 69,203 Accrued liabiliti
Slide 8: Non-GAAP Financial Measures Definitions
operating performance and compare the results of its operations from period to period and against our peers without regard to financing method or capital structure. We exclude the items listed above from net income in arriving at Adjusted EBITDA because these amounts can vary substantially from comp
Slide 9: Adjusted Free Cash Flow Reconciliation
March 31, June 30, 2026 June 30, 2026 2025 Net cash provided by (used in) operating activities $ (553) $ 18,996 $ 88,642 Current income tax expense (benefit) (5) (4,617) 4,617 1,325 Change in operating assets and liabilities 33,019 (9,855) (35,232) Cash interest expense (5) 14,847 14,760 13,459 Main
Slide 10: Supplemental Information and Investor Contact
Atlas Energy Solutions Inc. – Supplemental Information Cash Interest Expense to Interest Expense, Net (unaudited, in thousands) Three Months Ended June 30, March 31, June 30, 2026 2026 2025 Cash interest expense reconciliation: Interest expense, net $ 16,240 $ 15,784 $ 14,798 Less: Amortization of d
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