Atlas Energy Solutions INC. 8-K Filing

Key Financial Figures

• $0.01 — ich registered Common Stock, par value $0.01 per share AESI NYSE NYSE Texas, I
• $300 million — t to Rule 144A under the Securities Act $300 million aggregate principal amount of Convertib
• $61 million — of April 2, 2026, we had approximately $61 million of outstanding advances under the maste
• $75 million — of April 2, 2026, we had approximately $75 million outstanding under the 2023 ABL Credit F

Filing Documents

• ny20069922x1_8k.htm (8-K) — 55KB
• ny20069922x1_ex99-1.htm (EX-99.1) — 20KB
• logo_atlas.jpg (GRAPHIC) — 73KB
• 0001140361-26-013230.txt ( ) — 313KB
• aesi-20260406.xsd (EX-101.SCH) — 4KB
• aesi-20260406_lab.xml (EX-101.LAB) — 21KB
• aesi-20260406_pre.xml (EX-101.PRE) — 16KB
• ny20069922x1_8k_htm.xml (XML) — 4KB

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Item 2.02. Results of Operations and Financial Condition To the extent the information included or incorporated by reference into Item 8.01 below with respect to the results of operations or financial condition of Atlas Energy Solutions Inc. (the "Company") and its subsidiaries relates to or is presented as of or for a completed fiscal period, such information is incorporated into this Item 2.02 by reference herein.

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Item 7.01 Regulation FD Disclosure The information contained in Item 8.01 of this Current Report on Form 8-K, including Exhibit 99.1, is incorporated into this Item 7.01 by reference.

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Item 8.01 Other Events On April 6, 2026, the Company issued a press release announcing that, subject to market and other conditions, the Company intends to offer (the "Notes Offering") for sale in a private placement to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act $300 million aggregate principal amount of Convertible Senior Notes due 2031. The Company intends to use a portion of the net proceeds from the offering to fund the cost of entering into capped call transactions and a portion of the net proceeds from the offering to pay down outstanding borrowings under its Master Lease Agreement and Interim Funding Agreement, each with Stonebriar Commercial Finance LLC, and its 2023 ABL Credit Facility. The Company expects to use the remainder of the net proceeds to purchase a portion of the power generation equipment under the Global Framework Agreement with Caterpillar Inc. and for general corporate purposes. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. In connection with the Notes Offering, the Company will provide certain financial and other information with respect to the Company and its subsidiaries to prospective investors in the Notes Offering. Excerpts of such information are included below. Select Preliminary First Quarter Financial Results Our unaudited consolidated financial statements for the three months ended March 31, 2026 are not yet available. The following estimates are based on preliminary operating and financial results for the three months ended March 31, 2026 and, as of the date of this offering memorandum, have not been finalized. These preliminary estimates are derived from our internal records and are based on the most current information available to management. We have prepared these estimates on a basis materially consistent with our historical financial results. Ernst & Young LLP has not reviewed, audited, compi

Financial Statements and Exhibits

Financial Statements and Exhibits. (d) Exhibits Exhibit Description 99.1 Press Release, dated April 6, 2026. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the Company has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Date: April 6, 2026 ATLAS ENERGY SOLUTIONS INC. By: /s/ John Turner Name: John Turner Title: President and Chief Executive Officer

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