The earnings call presented a balanced outlook. Arq reported strong revenue growth, improved profitability, and significant new contracts. However, these positives were countered by significant delays and challenges in the GAC line commissioning, which are critical to future growth.

Company Guidance -

Q2 2025

During the Arq First Quarter 2025 Earnings Call, the company provided guidance indicating a positive trajectory with revenue of $27.2 million, marking a 25% improvement over the prior year. The increase was driven by a 13% growth in average selling price (ASP) and a favorable product and customer mix. Arq reported a gross margin of 36.4%, consistent with the previous year, and achieved an adjusted EBITDA of $4.1 million. The company highlighted achieving double-digit million annual EBITDA from its PAC business and emphasized the potential growth in its GAC initiative, despite some commissioning delays. Additionally, Arq secured a landmark contract, contributing to a 95% customer retention rate and outlining a clear path to future growth, with expectations to reach nameplate capacity slightly beyond 2025.

Strong Revenue Growth

Arq reported revenue of $27.2 million in Q1 2025, an improvement of 25% over the prior year period, marking the eighth consecutive quarter of double-digit year-over-year percentage growth in ASP.

Improved Profitability

The company achieved adjusted EBITDA of $4.1 million and positive net income of $200,000, compared to a net loss of $3.4 million in Q1 2024.

High Customer Retention

Arq maintained a 95% customer retention rate in 2024 for power generation and industrial customers, showcasing strong relationships and customer satisfaction.

New Major Contract

Arq secured a landmark life of asset contract, the second-largest by value in company history, providing enhanced visibility into their PA business.

Potential New Growth Avenues

Exploration of extracting rare earth minerals and producing synthetic graphite from coal waste feedstock, with potential government funding support.

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
Aug 11, 2025	2025 (Q2)	-0.03 / -	-0.06	―	―	―
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)
May 09, 2023	2023 (Q1)	-0.10 / -0.32	-0.165	-93.94% (-0.15)

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
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%
Aug 12, 2024	$5.64	$5.90	+4.61%

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 Aug 11, 2025, After Close (Confirmed).

What is Arq, Inc. (ARQ) earnings time?

Arq, Inc. (ARQ) earnings time is at Aug 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 (Q2) is -0.03.

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