Calumet, Inc. /DE (CLMT) Form 8-K — Aug 7, 2026

$CLMTForm 8-KItems 2.02, 9.01Filed Aug 7, 2026, 8:05 AM ET0002013745-26-000022Original filing

Calumet, Inc. (NASDAQ: CLMT) reported second quarter 2026 results on August 7, 2026, posting a net loss of $95.9 million, or $(1.09) per basic share, driven by $163.6 million of non-cash RINs and other mark-to-market items. Quarterly sales rose to $1,445.1 million from $1,026.6 million a year earlier. Adjusted EBITDA nearly tripled year over year to $159.3 million, or $175.2 million including tax attributes, up from $55.1 million and $76.5 million respectively.

Key figures

Revenue: $1,445.1 million (Q2 2026 sales, vs. $1,026.6 million in Q2 2025)
Net Income: -$95.9 million (Q2 2026, vs. -$147.9 million in Q2 2025)
Total Debt: $2,258.7 million ($33.5 million current portion + $2,225.2 million long-term)
Revenue Yoy: +40.8% (computed from stated Q2 2026 vs. Q2 2025 sales)
Total Assets: $2,802.8 million
Cash Position: $109.8 million
Adjusted EBITDA: $159.3 million (vs. $55.1 million Q2 2025)
Six Month Net Loss: -$412.9 million
Non Cash RINs Expense: $163.6 million
Stockholders Equity: -$1,137.1 million
Debt Retired July2026: $115 million
Total Sales Volume Bpd: 87722
Current RINs Obligation: $480.2 million
Corporate Adjusted EBITDA: -$19.4 million
Notes2028 Mirror Redeemed: $100 million of 9.75% Senior Notes due 2028 at 102.438% of principal
Sps Segment Adjusted EBITDA: $161.7 million (vs. $66.8 million Q2 2025)
Unrealized Derivative Gain: $9.0 million
Six Month Operating Cash Flow: $6.1 million
Total Facility Production Bpd: 83191
Renewable Fuels Production Bpd: 7,011 (vs. 12,044 Q2 2025)
Adjusted EBITDAWith Tax Attributes: $175.2 million (vs. $76.5 million Q2 2025)
Performance Brands Adjusted EBITDA: $6.3 million (vs. $13.5 million Q2 2025)
Montana Terminal Financing Repayment: $15.5 million
Montana Renewables Adjusted EBITDAWith Tax Attributes: $26.6 million (vs. $16.3 million Q2 2025)

Price after filing

1 day: -1.9%7 days: +18.5%30 days: +32.0%

Close on the filing date to close N calendar days later (from $40.26). Historical, not a forecast.

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