Education
About Us
Working with TipRanks
Follow Us
Calumet Specialty Products (CLMT)
NASDAQ:CLMT
Earnings Data
Report Date
Feb 27, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
-0.34Last Year’s EPS
-0.47Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call highlighted strong financial results, strategic progress in cost reduction, production, and sustainable fuel expansion. However, challenges in the renewable diesel market and a financial reporting error were noted.Company Guidance
Strong Financial Performance
Calumet generated $92.5 million of adjusted EBITDA this quarter, marking the strongest performance in a number of years.
Significant Cost Reduction
Operating costs decreased by $24 million in the third quarter compared to the same period last year, with year-to-date operating costs $60 million lower than the previous year.
Record Production in Specialty Products
The Specialty Products & Solutions segment achieved record production in the third quarter, with sales volumes exceeding 20,000 barrels per day at margins over $60 per barrel.
Successful Test for SAF Expansion
A successful test run was completed for the MaxSAF expansion, confirming the plant's ability to produce 120 to 150 million gallons annually.
PTC Monetization
Calumet successfully monetized $25 million in PTCs during the third quarter and an additional $15 million in October.
Growth in TRUFUEL and Performance Brands
The TRUFUEL brand is on track for a record EBITDA year, benefiting from expanded presence in over 4,000 Walmart stores.
Improved Regulatory Environment
Positive regulatory signals were noted, including progress towards a finalized RVO that is expected to increase industry margins.
CLMT 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
CLMT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 07, 2025 | $19.51 | $19.19 | -1.64% |
Aug 08, 2025 | $14.91 | $14.37 | -3.62% |
May 09, 2025 | $11.87 | $12.32 | +3.79% |
Feb 28, 2025 | $14.98 | $14.33 | -4.34% |
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 Calumet Specialty Products (CLMT) report earnings?
Calumet Specialty Products (CLMT) is schdueled to report earning on Feb 27, 2026, Before Open (Confirmed).
What is Calumet Specialty Products (CLMT) earnings time?
Calumet Specialty Products (CLMT) earnings time is at Feb 27, 2026, Before Open (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 CLMT EPS forecast?
CLMT EPS forecast for the fiscal quarter 2025 (Q4) is -0.34.