Atlas Energy Solutions Inc. (AESI) Q2 2026 Earnings Call Transcript

Atlas Energy Solutions Inc. (AESI) Q2 2026 Earnings Call August 4, 2026 10:00 AM EDT Company Participants Kyle Turlington - Vice President of Investor Relations John Turner - President, CEO & Director Blake McCarthy - Chief Financial Officer Ben Brigham - Founder & Executive Chairman Tim Ondrak - Senior VP & President of Power Business Unit Conference Call Participants James Rollyson - Raymond James & Associates, Inc., Research Division Stephen Gengaro - Stifel, Nicolaus & Company, Incorporated, Research Division Doug Becker - Capital One Securities, Inc., Research Division Scott Gruber - Citigroup Inc., Research Division Michael Scialla - Stephens Inc., Research Division Alexa Petrick - Goldman Sachs Group, Inc., Research Division Presentation Operator Greetings. Welcome to Atlas Energy Solutions, Inc. Second Quarter 2026 Earnings Call. Operator Instructions Please note, this conference is being recorded. I will now turn the conference over to Kyle Turlington, Investor Relations. Thank you. You may begin. Kyle Turlington Vice President of Investor Relations Hello, and welcome to the Atlas Energy Solutions Conference Call and Webcast for the Second Quarter of 2026. With us today are John Turner, President and CEO; Blake McCarthy, CFO; Tim Ondrak, President of Power; and Bud Brigham, Executive Chair. John, Blake and Bud will be sharing their comments on the company's operational and financial performance for the second quarter of 2026, after which we will open the call for Q&A. Before we begin our prepared remarks, I would like to remind everyone that this call will include forward-looking statements as defined under the U.S. securities laws. Such statements are based on the current information and management's expectations as of this statement and are not guarantees of future performance. Forward-looking statements involve certain risks, uncertainties and assumptions that are difficult to predict. As such, our actual outcomes and results could differ materially. You can learn more about these risks in the annual report