Clean Energy Fuels Corp. (CLNE) Form 8-K — Nov 5, 2026
Clean Energy Fuels reported Q3 2026 revenue of $112.2 million, up from $106.1 million a year ago, with the net loss narrowing sharply to $5.7 million ($0.03/share) from $23.8 million ($0.11/share) in Q3 2025. Adjusted EBITDA jumped 57% to $27.2 million, driven by a significant contribution from Section 45Z production tax credits, and RNG gallons sold rose 9.0% to 66.8 million. The company raised its 2026 Adjusted EBITDA guidance from $70-75 million to $75-80 million.
Key figures
- Revenue
- 112200000
- Guidance
- 2026 Adjusted EBITDA raised to $75-80 million; GAAP net loss expected $(55)M to $(50)M; 45Z PTC contributions expected through at least 2029
- Revenue Yoy
- 5.7% increase vs $106.1M in Q3 2025
- Total Assets
- 1045626000
- Cash Position
- 140200000
- Shares Outstanding
- 220445015
- Debt paydown
- $15 million of long-term debt repaid
- Non gaap eps
- $0.03 vs $0.00 prior year
- Itc credit sale
- $30.7 million of federal tax credits sold, largest ITC sale to date
- Rng gallons sold
- 66.8 million gallons, +9.0% YoY
- Total fuel volume gge
- 85.1 million in Q3 2026 vs 76.6 million in Q3 2025
- Octa hydrogen contract
- $27.5 million awarded by Orange County Transportation Authority
- Adjusted ebitda q3 2026
- $27.2M vs $17.3M in Q3 2025
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