OPAL Fuels Inc. (OPAL) Form 10-Q — Aug 10, 2026
OPAL Fuels reported Q2 2026 revenue of $83.4 million, up 4% year over year, but swung to a net loss of $4.1 million ($0.05 per Class A share) from net income of $7.6 million a year earlier. For the first six months, revenue fell 5% to $156.8 million with a net loss of $9.7 million versus $8.8 million of net income in the 2025 period. The quarter included $4.1 million of impairment charges, of which $3.6 million related to the Renewable Power segment after the company decided to repurpose a power facility for RNG production, plus a $0.6 million loss from equity method investments. Fuel Station Services grew 13% to $53.1 million while RNG fuel and Renewable Power revenues declined.
Key figures
- Revenue
- 83399000
- Revenue Yoy
- +4% (Q2 2026 vs Q2 2025); -5% (six months: $156.8M vs $165.9M)
- Total Assets
- 1040244000
- Cash Position
- 91363000
- Shares Outstanding
- 30357544
- Warrant Shares
- 2160000
- Capex Six Months
- 52680000
- Letters Of Credit
- 31674000
- Preferred Coupon
- 12% per annum, compounding quarterly
- Six Month Revenue
- 156774000
- Impairment Loss Q2
- 4142000
- Stockholders Equity
- 37899000
- Q2 Prior Year Net Income
- 7559000
- Warrant Exercise Price
- 2.67
- Class BShares Outstanding
- 121500000
- Class DShares Outstanding
- 22899037
- Customer ARevenue Share Q2
- 45%
- Preferred Initial Closing
- 120000000
- Impairment Renewable Power
- 3595000
- Preferred Total Commitment
- 180000000
- Preferred Additional Draw Q2
- 8400000
- Next Era Preferred Redemption
- 100000000
- Operating Cash Flow Six Months
- 23677000
- Impairment Fuel Station Services
- 547000
Price after filing
Close on the filing date to close N calendar days later (from $2.33). Historical, not a forecast.
AI analysis
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