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Clean Energy Fuels (CLNE) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 06, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

-0.01

Last Year’s EPS

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 4 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 07, 2026|

% Change Since:

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

Management maintained full‑year RNG delivery guidance of at least 250 million gallons and left fuel distribution guidance roughly unchanged at about 67–70 million gallons, noting Q1 produced 67 million gallons of RNG (with an expected modest decline of “a few million gallons” in subsequent quarters) and that production and financial results should improve as the year progresses; Q1 financials included $117.6 million of revenue (vs. $103.8M a year ago), $16.6 million of Adjusted EBITDA (vs. $17.1M), a GAAP net loss of $12M (vs. $135M), $126M of cash and investments on the balance sheet plus $46M cash at dairy RNG JVs, a $12M MAS Energy Works JV contribution in Q1 (plus another $12M in April), eight RNG projects operating and three under construction, and a CARB‑approved Del Rio Dairy pathway with an approximate carbon intensity of –300.

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.

Clean Energy Fuels (CLNE) 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 >

CLNE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 06, 2026	2026 (Q2)	-0.01 / -	0	―	―	―
May 07, 2026	2026 (Q1)	-0.03 / -0.01	0.01	-200.00% (-0.02)	―
Feb 24, 2026	2025 (Q4)	-0.05 / 0.00	0.02	―	―
Nov 04, 2025	2025 (Q3)	-0.05 / 0.00	0.02	―	―
Aug 07, 2025	2025 (Q2)	-0.08 / 0.00	0.01	―	―
May 08, 2025	2025 (Q1)	-0.14 / 0.01	-0.01	200.00% (+0.02)	―
Feb 24, 2025	2024 (Q4)	>-0.01 / 0.02	0.01	100.00% (+0.01)	―
Nov 06, 2024	2024 (Q3)	>-0.01 / 0.02	0	―	―
Aug 07, 2024	2024 (Q2)	-0.02 / 0.01	0	―	―
May 09, 2024	2024 (Q1)	-0.04 / -0.01	-0.07	85.71% (+0.06)	―

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 06, 2026, After Close (Confirmed).

What is Clean Energy Fuels (CLNE) earnings time?

Clean Energy Fuels (CLNE) earnings time is at Aug 06, 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.