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Atlas Energy Solutions Inc.

For the period ended Sep 30, 2026. Filed Nov 3, 2026.

View on SEC.gov

About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Sep 30, 2026 · Filed Nov 3, 2026

AESI$5.36-3.2%Stored close · as of Nov 10, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Condensed Consolidated Statements of Stockholders’ Equity

Common Stock · Additional · Stockholders’
SharesValuePaid-In-CapitalAccumulated DeficitEquity
Balance at December 31, 2025124,111$1,241$1,257,987$(50,304)$1,208,924
Net loss———(117,475)(117,475)
Stock-based compensation——25,876—25,876
Purchase of capped calls related to convertible senior notes, net of deferred tax impact——(38,971)—(38,971)
Issuance of Common Stock upon vesting of equity awards, net of shares withheld for income taxes8989(2,037)—(2,028)
Other——242—242
Balance at September 30, 2026125,009$1,250$1,243,097$(167,779)$1,076,568
Common Stock · Additional · Retained Earnings · Stockholders’
SharesValuePaid-In-Capital(Accumulated Deficit)Equity
Balance at December 31, 2024110,217$1,102$1,035,454$—$1,036,556
Net income———(28,060)(28,060)
Dividends——(92,281)—(92,281)
Dividend equivalent rights——(2,505)—(2,505)
Stock-based compensation——24,152—24,152
Repurchases of Common Stock under share repurchase program(16)—(200)—(200)
Issuance of Common Stock upon vesting of equity awards, net of shares withheld for income taxes3343(1,254)—(1,251)
Issuance of Common Stock from equity offering, net of issuance costs11,500115252,955—253,070
Equity issued in connection with Moser Acquisition1,6561733,887—33,904
Balance at September 30, 2025123,691$1,237$1,250,208$(28,060)$1,223,385
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The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.