The earnings call indicates a strong performance by Arq, highlighted by successful commissioning of the GAC line and robust PAC business results. Despite achieving significant milestones and revenue growth, the company faced challenges with net loss and commissioning-related costs. However, the overall sentiment leans positive due to strategic progress and market opportunities.

Company Guidance

During the Arq Q2 2025 earnings call, significant guidance was provided on the company's strategic and financial performance. The commissioning of the first Granular Activated Carbon (GAC) line at Red River marked a key milestone, with a ramp-up to the nameplate capacity of 25 million pounds anticipated within six months. The company reported a 9% increase in Average Selling Price (ASP), narrowly missing a ninth consecutive quarter of double-digit year-over-year price growth, and achieved a 13% revenue growth year-over-year to $29 million. Arq's PAC business saw its fifth consecutive quarter of positive adjusted EBITDA, which increased more than threefold from the same quarter last year, reflecting the successful turnaround of its foundational business. The company reiterated its 2025 CapEx forecast of $8 million to $12 million and highlighted its strategic diversification to reduce mercury market exposure to under 40% of volumes. Additionally, Arq addressed potential future expansions, including a second GAC line decision by the end of 2025, while emphasizing continued focus on enhancing profitability and capturing new market opportunities in water treatment and renewable natural gas (RNG) sectors.

Successful Commissioning of GAC Line

Completed commissioning of the first GAC line at Red River, with ramp-up towards 25 million pounds nameplate capacity expected within 6 months.

Strong PAC Business Performance

Delivered another solid quarter with PAC business, achieving a 9% increase in ASP, and fifth consecutive quarter of positive adjusted EBITDA, increasing more than 3x compared to last year.

Revenue Growth

Achieved 13% year-over-year revenue growth, reaching $29 million, driven by higher volumes and ASP growth.

RNG Market Opportunity

Initiated sales to RNG customers, positioning for growth in a potentially high-margin market with increasing demand.

Cost Reduction Achievements

Reduced SG&A expenses by approximately 16% year-over-year, contributing to improved profitability.

Arq Inc (ARQ) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ARQ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	0.02 / -	0.04	―	―	―
Aug 11, 2025	2025 (Q2)	-0.03 / -0.05	-0.06	16.67% (<+0.01)
May 07, 2025	2025 (Q1)	-0.03 / <0.01	-0.09	105.56% (+0.10)
Mar 05, 2025	2024 (Q4)	-0.02 / -0.03	0.1	-130.00% (-0.13)
Nov 07, 2024	2024 (Q3)	0.04 / 0.04	-0.07	157.14% (+0.11)
Aug 12, 2024	2024 (Q2)	-0.05 / -0.06	-0.21	71.43% (+0.15)
May 08, 2024	2024 (Q1)	-0.07 / -0.09	-0.32	71.88% (+0.23)
Mar 12, 2024	2023 (Q4)	-0.08 / 0.10	-0.17	158.82% (+0.27)
Nov 08, 2023	2023 (Q3)	-0.11 / -0.07	-0.129	45.74% (+0.06)
Aug 09, 2023	2023 (Q2)	-0.16 / -0.21	-0.018	-1066.67% (-0.19)

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

ARQ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 11, 2025	$6.54	$7.20	+10.09%
May 07, 2025	$4.25	$3.68	-13.41%
Mar 05, 2025	$4.95	$4.66	-5.86%
Nov 07, 2024	$6.02	$6.72	+11.63%

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 Arq Inc (ARQ) report earnings?

Arq Inc (ARQ) is schdueled to report earning on Nov 11, 2025, After Close (Confirmed).

What is Arq Inc (ARQ) earnings time?

Arq Inc (ARQ) earnings time is at Nov 11, 2025, After Close (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 ARQ EPS forecast?

ARQ EPS forecast for the fiscal quarter 2025 (Q3) is 0.02.

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