Atlas Energy Solutions

Atlas Energy Solutions reported Q1 2026 EPS of -$0.38 versus a forecast of $0.97, a significant disappointment. Revenue was $265.5 million, EBITDA $28.4 million (11% margin); headwinds included extreme winter weather and higher maintenance and logistics costs. Management expects Q2 EBITDA of around $50 million and cites cost-reduction measures and a strategic framework agreement with Caterpillar to support growth. » Plus sur de.investing.com

New Atlas Energy Solutions is scheduled to release results for the quarter ended March 31, 2026, likely at the financial conference on May 4, 2026. On average, 11 analysts expect a loss per share of -$0.244 (prior year: earnings of $0.010) and revenue of $255.1 million after $297.6 million in the prior year (-14.27%). For the fiscal year, analysts see an average EPS loss of -$0.479 (prior year: -$0.410) and revenue of around $1.09 billion. » Plus sur finanzen.net

Atlas Energy priced a private placement of 0.50% convertible senior notes due 2031 totaling $390 million (originally $300 million), with an option for an additional $60 million. The notes pay semiannual interest and have an initial conversion rate of 68.9275 shares per $1,000 (conversion price ~ $14.51, premium ~30% to the April 6 closing price). Atlas expects net proceeds of about $377 million ($435 million if the overallotment is exercised) and plans to use funds for capped calls (approx. $43 million), repayment of advances to Stonebriar (approx. $66 million, including a $5 million termination fee), repayment of the 2023 ABL facility ($75 million), and general corporate purposes, including the purchase of power generation equipment from Caterpillar. Settlement is scheduled for April 9; the notes are callable under certain conditions from April 2029 and provide creditors protection in so-called "fundamental change events." » Plus sur de.investing.com