OPAL Fuels Inc. (OPAL) Form 8-K — Nov 9, 2026
OPAL Fuels reported Q3 2026 Adjusted EBITDA of $26.7 million, up 32% year-over-year and in line with expectations, driven by RNG production growth, Fuel Station Services, 45Z contributions and lower G&A costs. The company maintained its 2026 Adjusted EBITDA guidance but expects results at the lower end of the range. Revenue declined 5% year-over-year to $79.5 million, though net income swung positive to $1.7 million from a $1.9 million loss in the prior-year quarter. RNG production of 1.34 million MMBtu grew 7% sequentially, but management lowered 2026 RNG production expectations to modestly below its guidance range due to slower-than-expected operational improvements.
Key figures
- Revenue
- 79500000
- Guidance
- Maintain 2026 Adjusted EBITDA guidance (results at lower end of range); 2026 RNG production now expected modestly below guidance range
- Net Income
- 1700000
- Total Debt
- 387113000
- Total Assets
- 1024614000
- Cash Position
- 86000000
- Shares Outstanding
- 30357544
- Eps 9m
- -$0.17
- Capex 9m
- $71.0 million
- Rng Produced q3
- 1.34 million MMBtu (+7% sequential, +5% YoY)
- Total Liquidity
- $122.0 million
- Adjusted EBITDA 9m
- $66.5 million (vs $57.2M prior year, +16%)
- Adjusted EBITDA q3
- $26.7 million (vs $20.2M prior year, +32%)
- Rng Pending Monetization
- $14.1 million
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