Atlas Energy Solutions Inc. Q2 FY26 Earnings Call | Full Recording | AESI
Full Atlas Energy Solutions Inc. (AESI) Q2 FY26 earnings call — complete recording with CEO/CFO commentary and analyst Q&A. 📰 Atlas Energy Secures 120 Megawatt Power Purchase Agreement for Texas Data Center 📈 Growth: Revenue reached $293.2 million with $49.5 million in adjusted EBITDA, representing a 17% EBITDA margin for the quarter. ⚠️ Risks: Management noted that grid access is becoming increasingly difficult to secure on predictable timelines, driving demand for island power. 🎯 Outlook: Atlas expects 470 megawatts of additional capacity for 2027 deployment and 180-200 megawatts for the o…