OPAL
OPAL Fuels Inc.2.2800
-0.2600-10.2%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Key Stats
Market Cap
395.34MP/E (TTM)
114.00Basic EPS (TTM)
0.02Dividend Yield
0%Recent Filings
8-K
Closes $120M preferred investment
OPAL Fuels LLC closed a $120M initial investment from Preferred Fuels LLC on March 6, 2026, via 1.2M Series A Preferred Units at $100 each, committing up to $180M total. Proceeds redeemed NextEra's preferred units; remainder funds capex and projects. Units carry 12% preferred distributions. Investor got warrants for 3M OPAL shares. Preferred equity bolsters liquidity yet adds dividend burden.
8-K
Q3 revenue dips; RNG surges
OPAL Fuels posted Q3 revenue of $83.4M, down 1% year-over-year, with net income at $11.4M but Adjusted EBITDA sliding to $19.5M from $31.1M amid lower D3 RIN prices. RNG production jumped 30% to 1.3 million MMBtu; Atlantic project went live, CMS entered construction. Full-year 2025 guidance holds. Two California projects lag due to EPC dispute.
10-Q
Q3 FY2025 results
OPAL Fuels posted Q3 revenue of $83.4M, flat y/y yet fueled by 14% Fuel Station Services growth to $51.7M offsetting RNG Fuel's 11% dip to $22.9M from lower RIN prices. Operating income fell 71% y/y to $3.6M on higher costs and muted equity investment gains, but tax credits delivered $14.6M benefit for net income of $11.4M. Class A EPS held at $0.05 on 29.6M diluted shares. Cash climbed to $29.9M with $40M operating cash flow; $331.6M OPAL Term Loan drew $60M net while compliant on covenants. Fuel Station Services backlog hit $51.5M. Construction disputes cloud Central Valley projects.
8-K
Sutton joins OPAL board
OPAL Fuels appointed Scott M. Sutton, ex-CEO of Olin Corporation, to its board and compensation committee effective November 1, 2025. Sutton brings 30+ years in chemicals, including lifting Olin's EBITDA from $600MM/yr to $2.5B/yr in 18 months. He gets $56,250 in RSUs vesting November 1, 2026. Board gains operational expertise for RNG growth.
8-K
Q3 Earnings Release Scheduled
OPAL Fuels announced on October 22, 2025, that it will release third-quarter earnings for the period ended September 30 after market close on November 6, followed by a conference call on November 7 at 11:00 a.m. ET. Investors can access the webcast via the company's IR site. Earnings date set. This update signals steady progress in RNG production amid methane capture efforts, though forward-looking statements highlight risks from economic conditions.
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