Atlas Energy Solutions updates Q1 2026 EBITDA guidance to $26-30 million, signs power deal
Atlas Energy Solutions said it now expects first quarter 2026 Adjusted EBITDA of approximately $26-30 million, compared with prior guidance of roughly flat with fourth quarter 2025 levels, citing costly Kermit maintenance, purchased third-party sand, and higher trucking and diesel costs. The company also announced a five-year power purchase agreement for private grid power, which it expects to generate approximately $50-55 million of annualized Adjusted Free Cash Flow once operational in the first half of 2027.
Key points
- Q1 2026 Adjusted EBITDA now expected at approximately $26-30 million, versus prior guidance of approximately flat with Q4 2025 levels.
- Q1 margins were hurt by about 150 thousand tons of purchased third-party sand, and by a temporary spike in trucking rates and late-quarter diesel price increases.
- Five-year power purchase agreement with a technology infrastructure provider, with two additional five-year renewal options; full energization expected in the first half of 2027.
- Q2 2026 Adjusted EBITDA expected to total approximately $50 million.
The filing
Written by AI on Nov 8, 2026, 2:07 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 01, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.