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Close of Nov 06, 2026 · end-of-day data
AESI 8-K filings in 2025
Every material Form 8-K Atlas Energy Solutions filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Atlas Energy Solutions entered into a master lease and interim funding agreement, dated December 26, 2025, under which subsidiary Galt Power Solutions leases about 240 megawatts of power generation equipment from Stonebriar Commercial Finance, with Stonebriar able to advance up to $385.0 million. The company also amended its asset-based lending credit agreement to allow Galt to be formed and to guarantee the lease obligations, and the company guarantees the lease on an unsecured basis, adding a direct financial obligation.
Stonebriar can make periodic advances up to $385.0 million under the Interim Funding Agreement.
Monthly rent is based on the unpaid advanced balance at 1-Month SOFR plus 635 basis points.
Atlas guarantees the lease obligations on an unsecured basis.
Fourth Amendment to the ABL credit agreement, with Bank of America as administrative agent, permits the Galt structure.
Atlas Energy Solutions reported third quarter 2025 revenue of $259.6 million, down 10.1% from the second quarter, and a net loss of $23.7 million, or $0.19 per share. The company also suspended its quarterly common stock dividend and projected lower Adjusted EBITDA for the fourth quarter, so shareholders face both a lower payout and weaker near-term earnings.
Q3 2025 revenue was $259.6 million, down $29.1 million from Q2 2025; Adjusted EBITDA fell to $40.2 million from $70.5 million.
Net loss was $23.7 million ($0.19 per share), compared with a net loss of $5.6 million in Q2 2025.
The quarterly common stock dividend was suspended; dividend payments were $30.9 million in Q3 2025.
Fourth quarter 2025 Adjusted EBITDA is projected to be lower sequentially, with Sand & Logistics volumes forecast at about 4.8 million tons.
Atlas Energy Solutions said Chris Scholla, EVP and President of Sand and Logistics, is leaving the company effective October 21, 2025. CEO John Turner will lead the sand and logistics operations while the company searches for a successor, and Scholla's departure is treated as a qualifying termination under the company's change-in-control severance plan.
Chris Scholla's departure as EVP and President, Sand and Logistics is effective October 21, 2025
The departure is a Qualifying Termination under the Management Change in Control Severance Plan
Severance benefits are subject to a participant agreement and general release
John Turner, President and CEO, will lead sand and logistics operations until a successor is named
Atlas Energy Solutions reported second-quarter 2025 revenue of $288.7 million, down 3.0% from the first quarter, and a net loss of $5.6 million, compared with net income of $1.2 million in the prior quarter. The company expects a modest decline in both consolidated revenue and Adjusted EBITDA in the third quarter, which weighs on the outlook for shareholders, though the quarterly dividend of $0.25 per share was maintained.
Q2 2025 revenue was $288.7 million, versus $297.6 million in Q1 2025 and $287.5 million in Q2 2024.
Net loss was $5.6 million, or $(0.04) per share, compared with net income of $1.2 million in Q1 2025.
Adjusted EBITDA was $70.5 million, down from $74.3 million in Q1 2025.
Third-quarter guidance calls for a modest decline in consolidated revenue and Adjusted EBITDA, with higher proppant volume offset by lower average prices and short-fall payments.
Atlas Energy Solutions reported first quarter 2025 total sales of $297.6 million, up from $192.7 million a year earlier, while net income fell to $1.2 million from $26.8 million. Management said Q2 sales volumes and Adjusted EBITDA are expected to be relatively flat to up sequentially, and that some customers are deferring planned development projects.
Total sales were $297.6 million, up 9.7% from the fourth quarter of 2024 and up from $192.7 million in the first quarter of 2024.
Net income was $1.2 million, compared with $26.8 million a year earlier. SG&A included $8.2 million in acquisition-related and other transaction costs.
Adjusted EBITDA was $74.3 million, a 25% margin, compared with $75.5 million and a 39% margin in the first quarter of 2024.
Quarterly dividend of $0.25 per share was maintained, payable May 22, 2025 to holders of record on May 15, 2025.
Atlas Energy Solutions reported fourth-quarter and full-year 2024 results and said it completed its $220.0 million acquisition of Moser Energy Systems on February 24, 2025. Full-year sales rose to $1.1 billion, but net income fell to $59.9 million from $226.5 million in 2023, and fourth-quarter sales declined from the third quarter. The acquisition was funded in part by a $540.0 million term loan and a February 2025 share offering that raised $254.1 million net, and the Moser deal includes about 1.7 million shares of stock consideration.
Full-year 2024 sales rose $442.0 million, or 72.0%, to $1.1 billion, while net income was $59.9 million versus $226.5 million in 2023.
Fourth-quarter 2024 sales fell 10.9% sequentially to $271.3 million, while net income rose to $14.4 million from $3.9 million in the third quarter.
Fourth-quarter Adjusted EBITDA was $63.2 million, down 11.1% sequentially.
Moser acquisition was valued at $220.0 million, including $180.0 million cash; quarterly dividend raised to $0.25 per share, payable February 28, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Atlas Energy Solutions filing is on SEC EDGAR ↗. 8-K briefs of other companies →