NASDAQ$AMTX

Aemetis Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported revenues of $66 million, reflecting strong execution across all operating segments.

Aemetis reported revenues of $66.6 million for Q2 2024, a 48% increase compared to Q2 2023. The company experienced a gross loss of $1.8 million and a net loss of $29.2 million. The California Ethanol, India Biodiesel, and Dairy Renewable Natural Gas businesses contributed $40.1 million, $28.8 million, and $1.6 million in revenues, respectively.

  • Revenues increased by 48% compared to the second quarter of 2023.
  • California Ethanol business generated $40.1 million in revenues.
  • India Biodiesel business generated $28.8 million in revenues.
  • Dairy Renewable Natural Gas business generated $1.6 million in revenues.

Headline financials

Total Revenue

$66.6M

Previous: $45.1M+47.5%
EPS

$0.66

Previous: -$0.68+197.1%
Capital Expenditures

-$5.4M

Previous: -$2.19M-146.2%
Free Cash Flow

-$34.6M

Previous: -$27.5M-25.8%
Net Income

-$29.2M

Previous: -$25.3M-15.4%
Operating Income

-$13.6M

Previous: -$7.79M-74.7%
Gross Profit

-$1.81M

Previous: $1.96M-192.3%
Cash & Equivalents

$234K

Previous: $3.49M-93.3%
Total Assets

$232M

Previous: $213M+9.2%
Stock-Based Comp

$1.98M

Previous: $1.76M+12.6%

Revenue & EPS history

Aemetis · Revenue · Quarterly

$66.6M

Q2 2024+47.5%vs Q2 2023
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Revenue by segment

Aemetis · $42.8M total across 1 segment · Q1 2021

  • California Ethanol
    $42.8M+74.8%

Forward guidance

Aemetis anticipates substantial additional revenues from operational dairies and those dairies under construction when they receive LCFS provisional pathway approvals and the federal Inflation Reduction Act Section 45Z production tax credits for RNG production beginning in January 2025.

Tailwinds

  • Expects increased future revenues from dairy digesters.
  • Commissioned a new Solar Microgrid with battery storage to reduce electric utility costs.
  • Received an allocation of $10.5 million of IRA tax credits for MVR system installation.
  • MVR system is expected to reduce natural gas usage by approximately 80% at Keyes facility.
  • Appointed a Managing Director and CEO for the India Biofuel business, demonstrating commitment to expansion.

Headwinds

  • Gross loss for the second quarter of 2024 was $1.8 million.
  • Operating loss was $13.6 million for the second quarter of 2024.
  • Net loss was $29.2 million for the second quarter of 2024.
  • Cash at the end of the second quarter of 2024 was $234 thousand.
  • Selling, general and administrative expenses increased due to a loss on asset disposals.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-3.5%

Avg return

Earnings day

-3.2%

Avg return

5 days after

-2.6%

Avg return

30 days after

32%

20 / 62 earnings

Positive

+29.3%

Q4 2020

Best reaction

-37.5%

Q2 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.0%-30.2%-30.6%
Q4 2025+25.5%+77.3%+47.4%
Q3 2025-13.2%+4.9%-26.2%
Q1 2025+7.1%+16.2%+50.0%
Q4 2024-6.1%+11.3%-9.3%
Q3 2024+15.0%+6.7%-15.0%
Q2 2024-22.4%-17.8%-23.4%
Q1 2024-3.4%-1.4%-25.1%
Q4 2023+1.2%-3.0%+57.2%
Q3 2023-1.3%+0.2%-0.7%
Q2 2023+9.5%+4.8%-28.3%
Q1 2023-13.8%-11.1%+126.7%
Q4 2022-23.6%-21.3%-42.1%
Q3 2022-0.6%-7.6%-19.3%
Q2 2022+29.2%+29.1%+6.7%
Q1 2022+9.3%+17.1%+4.3%
Q4 2021-7.2%-27.1%-18.6%
Q3 2021+3.3%-4.0%-14.9%
Q2 2021+4.0%-6.0%+40.4%
Q1 2021-27.5%-18.2%+13.8%
Q4 2020+29.3%+14.3%+62.0%
Q3 2020-36.7%-36.1%-35.5%
Q2 2020-26.6%-8.4%-36.2%
Q1 2020+6.9%+11.4%+15.0%
Q4 2019-8.1%-30.9%-15.5%
Q3 2019-2.9%-7.8%-1.9%
Q2 2019-4.1%-6.3%-17.3%
Q1 2019-14.6%-10.8%-32.3%
Q4 2018-0.3%-5.9%-7.1%
Q3 2018-4.0%-5.9%-25.6%
Q2 2018-8.1%-7.4%-10.3%
Q1 2018-0.5%-2.7%-20.7%
Q4 2017-21.5%-17.0%-11.0%
Q3 2017-3.9%-8.9%-12.6%
Q2 2017+2.6%+0.7%-21.1%
Q1 2017-8.8%-11.6%+6.1%
Q4 2016-0.8%+0.0%+0.7%
Q3 2016+11.8%+0.6%+0.2%
Q2 2016+0.0%-12.4%-30.6%
Q1 2016+6.2%
Q4 2015-5.6%
Q3 2015+2.3%
Q2 2015-1.5%
Q1 2015-8.0%
Q4 2014-9.4%
Q3 2014-14.3%
Q2 2014-14.7%
Q1 2014+23.7%
Q4 2013+10.5%
Q3 2013-20.0%
Q2 2013-7.4%
Q1 2013-6.1%
Q4 2012-6.1%
Q3 2011-5.8%
Q2 2012-12.5%
Q3 2012-12.5%
Q2 2011+12.5%
Q1 2011-7.7%
Q4 2010+7.1%
Q3 2010+1.0%
Q2 2010-37.5%
Q1 2010+0.0%

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