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Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Atlas Energy Solutions
Atlas Energy Solutions (AESI) investor relations material
Atlas Energy Solutions Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary5 May, 2026
Executive summary
Q1 2026 revenue reached $265.5 million, up 6.5% sequentially, with EBITDA at $28.4 million (11% margin), but a net loss of $47.3 million due to higher plant costs and severe winter weather, which have since been resolved.
Mining operations are sold out for Q2, with strong demand and higher pricing expected as contracts roll off or production increases.
Major strategic agreements included a 1.4 GW global framework with Caterpillar and a 5-year, 120 MW PPA with a technology infrastructure provider.
The company aims to grow its power business to 2 GW by 2030, transforming its cash flow profile.
Completed a $450 million private placement of 0.5% convertible notes due 2031, raising net proceeds of $386.2 million to pay down debt and finance power equipment.
Financial highlights
Q1 2026 revenue: $265.5 million; EBITDA: $28.4 million (11% margin); net loss: $47.3 million.
Product revenue: $108.9 million; service revenue: $139.1 million; rental revenue: $17.5 million; power equipment sales: $3.3 million.
Proppant sales volume: 5.7 million tons; average sales price: $18.19/ton.
Q1 cost of sales (excl. DD&A): $214 million; Q1 cash SG&A (excl. litigation): $23.3 million.
Liquidity at quarter-end was $89.5 million, including $39.8 million in cash and $49.7 million available under the ABL Credit Facility.
Outlook and guidance
Q2 2026 guidance projects sequentially improved results, with Adjusted EBITDA expected to reach ~$50 million, driven by higher sales volumes, improved margins, and increased power segment contribution.
Sold out for Q2; plants expected to remain busy for the year.
OpEx per ton forecasted to decline to ~$12.75 in Q2, with further improvement expected as new processes and dredges come online.
2026 CapEx guidance raised to $350-$375 million, with $305-$330 million for growth (mainly power) and $45 million for maintenance.
Targeting over 550 MW of power generation capacity deployed by mid-2027 and up to 2 GW by decade's end.
Kermit facility maintenance cost trajectory
Third-party sand purchases to meet obligations
Data center vs industrial power opportunity set
Describe the shift in power customer inquiries
Sand price required to add production capacity
Dune Express benefits from rising diesel prices
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Latest events from Atlas Energy Solutions
- 2025 revenue up 3.7% to $1.1B, record volumes, and power growth despite net loss.AESI
Q4 202510 Apr 2026 - Positioned for rapid private grid growth with secured assets, strategic partners, and scalable solutions.AESIInvestor presentation16 Mar 2026
- Q2 revenue up 49% to $288M; Dune Express on track; dividend raised to $0.23/share.AESIQ2 20242 Feb 2026
- Q3 revenue up 6% to $304.4M, Dune Express near completion, and $200M buyback approved.AESIQ3 202418 Jan 2026
- Dune Express and Hi-Crush integration drive cost leadership and market share in Permian sand.AESI2024 Southwest IDEAS Conference13 Jan 2026
- Acquisition for $220M expands into distributed power, boosting growth and cash flow accretion.AESIM&A Announcement9 Jan 2026
- 2024 revenue hit $1.1B, with Moser acquisition and Dune Express fueling 2025 growth.AESIQ4 202423 Dec 2025
- Q2 2025 saw $288.7M revenue, a net loss, and growth in logistics and power segments.AESIQ2 202523 Nov 2025
- Q1 2025 saw $297.6M–$298M revenue, strong EBITDA, and growth from acquisitions and Dune Express.AESIQ1 202521 Nov 2025
Next Atlas Energy Solutions earnings date
Q2 20264 Aug, 2026
Atlas Energy Solutions
Next Atlas Energy Solutions earnings date
Q2 20264 Aug, 2026
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anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
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@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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