Aemetis Inc (AMTX)
NASDAQ:AMTX
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Earnings Data
Report Date
Jul 30, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.23Last Year’s EPS
-0.41Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a clear operational and financial inflection: strong top-line growth (+27%), return to positive gross profit, meaningful operating loss improvement (~60%), and tangible project progress (LCFS pathway approvals, dairy RNG expansion, Keyes MVR equipment on-site). Management also highlighted significant near-term catalysts (45z GREET update, MBR commissioning, rising LCFS prices, India IPO) that could materially improve cash flow and margins. However, the company still reports negative adjusted EBITDA and a net loss, has modest cash on hand ($4.8M), and faces financing and policy timing risks—notably for the large RD/SAF project and full realization of LCFS/45z-related uplift. On balance, the positives and actionable catalysts outweigh the risks outlined, but execution and regulatory clarity remain critical.Company Guidance
Strong Revenue Growth
Consolidated revenue grew 27% year-over-year to $54.6 million in Q1 2026 from $42.9 million in Q1 2025, with growth across all three reportable operating segments.
Return to Positive Gross Profit and Operating Improvement
Gross profit was $2.8 million in the quarter versus a gross loss of $5.1 million in the prior year (nearly $8 million improvement). Operating loss improved approximately 60% to $6.3 million from $15.6 million in the prior period.
Improved Net Loss
Net loss improved to $21.7 million in Q1 2026 compared to $24.5 million in Q1 2025 (improvement of $2.8 million).
Production Tax Credit Contribution
Production tax credits under 45C contributed $4.0 million of operating income in the quarter ($1.4 million from dairy RNG and $2.6 million from California ethanol), marking the first quarter of ongoing 45z-related credit generation tied to quarterly production since 45z eligibility.
Dairy RNG Volume Expansion
Dairy RNG sales were 110 thousand MMBtu in Q1, a 55% increase year-over-year, with contracts and equipment in place to significantly expand capacity (15 additional digesters contracted, 4 equipment units already delivered).
LCFS Pathway Approvals Increasing Credit Value
California Air Resources Board approval of seven new LCFS pathways at an average carbon intensity (CI) of negative 380 (vs. negative 150 default) increases LCFS credit generation per MMBtu of RNG produced; six additional biogas digester pathways are nearing approval.
Progress on Capital Projects with Expected Material Cash Flow Upside
Major equipment for the $40 million mechanical vapor compression (MVR) project at the Keyes ethanol plant has arrived and construction begun; the MBR/MVR project is expected to commission later this year and add approximately $32 million in annual cash flow from operations (through energy savings and lower CI uplift from 45z and LCFS).
India Revenue Rebound and Strategic IPO Plans
India biodiesel revenue rebounded to $10.5 million in Q1 with resumed Oil Marketing Company shipments under new contracts. Management has retained advisers and is preparing an IPO for Universal Biofuels Private Limited to monetize and expand the India business.
Capital Deployment into CI Reduction and Digester Construction
Capital investments of $6.5 million in the quarter were directed to carbon intensity reduction and dairy digester construction, and $27 million fabrication contract deliveries for biogas pretreatment skids are underway.
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 |
|---|---|---|---|
May 07, 2026 | $3.24 | $3.12 | -3.70% |
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% |
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 Inc (AMTX) report earnings?
Aemetis Inc (AMTX) is schdueled to report earning on Jul 30, 2026, TBA (Confirmed).
What is Aemetis Inc (AMTX) earnings time?
Aemetis Inc (AMTX) earnings time is at Jul 30, 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 (Q2) is -0.23.
