阿特拉斯能源解决方案 2026年季度报告

(Mark One)☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the transition period fromtoCommission File Number: 001-41828 Atlas Energy Solutions Inc.(Exact Name of Registrant as Specified in its Charter) Delaware(State or other jurisdiction ofincorporation or organization)5918 W. Courtyard Drive, Suite 500Austin, Texas(Address of principal executive offices) (512) 220-1200 (Registrant’s telephone number, including area code) Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) hasbeen subject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant toRule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was requiredto submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and“emerging growth company” in Rule 12b-2 of the Exchange Act. Accelerated filer☐Smaller reporting company☐ Large accelerated filer☒Non-accelerated filer☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒As of April 30, 2026, the registrant had 124,905,584 shares of common stock, $0.01 par value per share, outstanding. Table of Contents PART I.FINANCIAL INFORMATION Item 1.Financial Statements (Unaudited)Condensed Consolidated Balance SheetsCondensed Consolidated Statements of OperationsCondensed Consolidated Statements of Stockholders’ EquityCondensed Consolidated Statements of Cash FlowsNotes to Unaudited Condensed Consolidated Financial StatementsItem 2.Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3.Quantitative and Qualitative Disclosures About Market RiskItem 4.Controls and Procedures PART II.OTHER INFORMATION Item 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.ExhibitsSIGNATURES Atlas Energy Solutions Inc.Condensed Consolidated Balance Sheets(In thousands, except share data) Atlas Energy Solutions Inc.Condensed Consolidated Statements of Operations(Unaudited)(In thousands, except per share data) Atlas Energy Solutions Inc.Condensed Consolidated Statements of Cash Flows(Unaudited)(In thousands) Atlas Energy Solutions Inc.Notes to Unaudited Condensed Consolidated Financial Statements Note 1 – Business and Organization Atlas Energy Solutions Inc., a Delaware corporation (f/k/a New Atlas HoldCo. Inc.) (“New Atlas” and together with its subsidiaries“we,” “us,” “our,” or the “Company”), was formed on June 28, 2023, pursuant to the laws of the State of Delaware, and is thesuccessor to AESI Holdings Inc. (f/k/a Atlas Energy Solutions Inc.), a Delaware corporation (“Old Atlas”). New Atlas is a holdingcompany and the ultimate parent company of Atlas Sand Company, LLC (“Atlas LLC”), a Delaware limited liability company andAtlas Energy Solutions Socorro, LLC (“Socorro”) (f/k/a Galt Power Solutions LLC), a Texas limited liability company. TheCompany has two segments, the sand and logistics segment and the power segment. Sand and Logistics The Company is a producer of high-quality, locally sourced 100 mesh and 40/70 sand used as a proppant during the wellcompletion process. Proppant is necessary to facilitate the recovery of hydrocarbons from oil and natural gas wells. One hundredpercent of Atlas LLC’s sand reserves are located in Texas within the Permian Basin and operations consist of proppant productionand processing facilities, including four facilities near Kermit, Texas (together, the “Kermit facilities”), a fifth facility nearMonahans, Texas (the “Monahans facility”), and the OnCore distributed mining network. We sell products and services primarilyto oil and natural gas exploration and production companies and oilfield services companies primarily under supply agreements andalso through spot sales on the open market. We operate a differentiated logistics platform tha