NASDAQ$AMTX

Aemetis Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Aemetis Inc reported a net loss of $23.4 million for the second quarter of 2025.

Aemetis Inc posted revenues of $52.2 million in Q2 2025, down from $66.6 million in the prior year quarter, driven by lower biodiesel sales in India and reduced ethanol production volumes. The company recorded a gross loss of $3.4 million and an operating loss of $10.7 million amid higher interest expenses and continued investments in renewable natural gas expansion. Management outlined plans to optimize the Keyes ethanol plant, advance mechanical vapor recompression projects, and grow the dairy RNG segment with additional digesters.

  • Q2 2025 revenues declined 21.5% year-over-year to $52.2 million primarily due to delayed India biodiesel tenders and scaled-back Keyes Plant production.
  • Net loss narrowed to $23.4 million from $29.2 million in Q2 2024 as selling, general and administrative expenses fell sharply.
  • California Ethanol segment generated $37.3 million in revenue while the India Biodiesel segment contributed $11.9 million amid feedstock cost pressures.
  • Cash and cash equivalents rose to $1.6 million with $18.0 million raised from equity sales during the first half of 2025 to support operations and growth projects.

Headline financials

Total Revenue

$52.2M

Previous: $66.6M-21.5%
EPS (adj)

-$0.41

Previous: $0.66-162.1%
Capital Expenditures

-$5.35M

Previous: -$5.4M+0.9%
Free Cash Flow

-$28.7M

Previous: -$34.6M+16.9%
Net Income

-$23.4M

Previous: -$29.2M+19.8%
Operating Income

-$10.7M

Previous: -$13.6M+21.5%
Gross Profit

-$3.36M

Previous: -$1.81M-85.8%
Cash & Equivalents

$1.65M

Previous: $234K+603.0%
Total Assets

$240M

Previous: $232M+3.4%

Revenue & EPS history

Aemetis · Revenue · Quarterly

$52.2M

Q2 2025-21.5%vs Q2 2024
Beat estimate in 3 of 16 quarters(19%)
ActualEstimate

Revenue by segment

Aemetis · $52.2M total across 3 segments · Q2 2025

  • California Ethanol
    $37.3M
  • India Biodiesel
    $11.9M
  • California Dairy RNG
    $3.05M

Forward guidance

Management plans to optimize Keyes Plant operations, complete the mechanical vapor recompression project in 2026, expand RNG digester construction, and pursue monetization of Section 45Z tax credits.

Tailwinds

  • LCFS pathway approvals expected to increase credit revenue starting Q3 2025
  • Section 45Z tax credits available for both ethanol and RNG production
  • New executive team in India to support potential IPO of subsidiary

Headwinds

  • Continued reliance on senior lender for debt maturity extensions
  • Near-term cash flow shortfalls from operations
  • Delays in India biodiesel tender awards impacting volumes

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-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
Q2 2025
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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