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Aemetis (AMTX)
NASDAQ:AMTX
Earnings Data
Report Date
May 07, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.26Last Year’s EPS
-0.47Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a generally constructive operational and financial picture driven by a profitable and fast-growing dairy RNG segment, strong Q4 margin improvements, fully financed critical capital projects (MVR and H2S units), and favorable policy tailwinds (LCFS and 45Z). Offsetting these positives are a meaningful full-year revenue decline, continued large net losses, significant remaining capex needs, and dependence on regulatory timing (DOE GREET/CEVL) and India policy stability to fully realize expected benefits. Overall, management communicated confidence in near-term projects and financing but acknowledged execution and timing risks tied to policy implementation and market dynamics.Company Guidance
Quarterly Financial Improvement (Q4 2025)
Revenue plus tax credits rose to $53.7M in the quarter from $47.0M a year earlier (+14.3%). Quarterly gross profit improved to $7.7M from a gross loss of $2.0M. Operating loss narrowed to $2.5M (an ~81.5% reduction vs. $13.5M prior year) and net loss improved to $5.3M (a ~67.3% reduction vs. $16.2M prior year).
Full-Year Loss Reduction
Full-year 2025 revenue plus tax credits totaled $208M (down from $268M in 2024, -22.4%), while operating loss improved to $37.2M and net loss improved to $77.0M from $87.5M (net loss improvement ~12.0%).
Dairy RNG Segment Profitability and Growth
The biogas/dairy RNG segment generated net income of $12.2M in 2025. RNG production was ~405,000 MMBtu in 2025 with 12 operating digesters; production increased 61% year-over-year in the fourth quarter. Management expects continued strong cash flow growth as they expand digesters and implement 45Z monetization.
Mechanical Vapor Recompression (MVR) Expected Cash Flow Lift
Keyes ethanol plant MVR project (~$40M total investment, much already spent and fully financed) is expected to reduce natural gas consumption by ~80%, lower carbon intensity, and increase plant cash flow by approximately $32M/year when completed (company also projects roughly $3–4M/month incremental cash flow from 45Z + MVR once fully operational).
Renewable Fuel & Credit Monetization Momentum
During the fourth quarter, ethanol and RNG operations generated $10.3M of production tax credits. Company cites LCFS credit prices rising from ~$40 to ~$70 recently (company referenced a ~60% increase) and favorable Treasury guidance on the 45Z production tax credit—both important drivers of revenue and cash flow upside.
Key Operating Assets and Capacity
Keyes ethanol plant generated $158M revenue in 2025 and has ~65M gallon annual capacity. India biodiesel plant produced $29.7M revenue in 2025 with ~80M gallon biodiesel and ~8M gallon glycerin refining capacity. Management is pursuing an India subsidiary IPO and diversification into CBG (biogas) and sustainable aviation fuel.
Financing and Contracted Expansion
Management reports MVR and a $27M contract for H2S/compression units are fully financed. The company completed long-term 20-year financings for two Aemetis Biogas entities and is working on additional biogas financings, supporting planned build-outs.
AMTX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AMTX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 12, 2026 | $1.54 | $1.92 | +24.68% |
Nov 06, 2025 | $2.06 | $1.76 | -14.56% |
Aug 07, 2025 | $2.57 | $2.42 | -5.84% |
May 08, 2025 | $1.30 | $1.36 | +4.62% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Aemetis (AMTX) report earnings?
Aemetis (AMTX) is schdueled to report earning on May 07, 2026, TBA (Confirmed).
What is Aemetis (AMTX) earnings time?
Aemetis (AMTX) earnings time is at May 07, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AMTX EPS forecast?
AMTX EPS forecast for the fiscal quarter 2026 (Q1) is -0.26.
