Clean Energy Fuels (CLNE)
NASDAQ:CLNE
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.01Last Year’s EPS
0Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced meaningful operational and financial progress—notably revenue growth (+13.3%), strong RNG deliveries (67M gallons), improved GAAP loss, solid cash position ($126M on balance sheet + $46M JV cash), CARB pathway approval (Del Rio Dairy CI ~ -300), and ongoing project ramp-ups—against persistent execution and market challenges including weather-related production disruption, slower-than-expected trucking adoption, anticipated lower base fuel margins, and modestly lower Adjusted EBITDA (down ~2.9%). Management maintained confidence in 2026 guidance (250M+ gallons RNG) and emphasized steps to strengthen operations and leverage regulatory tailwinds. Overall, positives (growth, liquidity, regulatory wins, project progress) modestly outweigh the lowlights (operational ramps, margin pressure, adoption headwinds), yielding a constructive but cautious outlook.Company Guidance
Strong Quarterly RNG Volumes
Delivered 67 million gallons of RNG in Q1 2026, representing roughly 27% of the company's 2026 guidance of 250+ million gallons and reflecting strong demand and improved supply execution.
Revenue Growth
Reported total revenue of $117.6 million in Q1 2026 versus $103.8 million in Q1 2025, an increase of $13.8 million or ~13.3% year-over-year driven by higher retail fuel prices, higher volumes, and monetization of RIN/LCFS credits.
Stable Adjusted EBITDA and Major Improvement in GAAP Loss
Adjusted EBITDA was $16.6 million in Q1 2026 versus $17.1 million a year ago (down ~2.9%). GAAP net loss improved substantially to $12 million in Q1 2026 from a $135 million loss in Q1 2025 (prior year included ~$115 million of large non-cash charges).
Strong Liquidity Position
Ended the quarter with $126 million in cash and investments on the balance sheet plus an additional $46 million cash held at dairy RNG joint ventures, supporting project development and operations.
Regulatory and Credit Milestone
CARB approved the pathway for the Del Rio Dairy project with a carbon intensity of approximately -300, which materially increases LCFS credit generation (nearly doubles credits versus a -150 CI) and strengthens project economics.
Upstream Development Progress
Operating eight RNG projects with three additional projects under construction; reported ramp-ups at South Fork (Texas) and East Valley (placed into service and monetized significant RIN/LCFS credits).
JV Funding and Project Execution
Contributed $12 million to MAS Energy Works JV in Q1 (another $12 million in April); JV progressing on three dairy projects under construction and demonstrating continued capital commitment to expand RNG production.
CLNE 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
CLNE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $2.31 | $2.21 | -4.33% |
Feb 24, 2026 | $2.54 | $2.39 | -5.91% |
Nov 04, 2025 | $2.78 | $2.34 | -15.83% |
Aug 07, 2025 | $2.04 | $2.29 | +12.25% |
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 Clean Energy Fuels (CLNE) report earnings?
Clean Energy Fuels (CLNE) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Clean Energy Fuels (CLNE) earnings time?
Clean Energy Fuels (CLNE) earnings time is at Aug 12, 2026, 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 CLNE EPS forecast?
CLNE EPS forecast for the fiscal quarter 2026 (Q2) is -0.01.