NASDAQ$LNZA
LanzaTech Global Inc · Q1 2026 earnings
Q1 2026 earnings · · Investor relations
Briefing
LanzaTech reported Q1 2026 revenue of ~$12.0M with carbon recycling technology commercialization.
For the three months ended March 31, 2026, LanzaTech Global reported revenue of approximately $12.0 million from engineering services, licensing, and joint venture contributions in its carbon capture and utilization platform. Net loss reflects plant start-up costs and R&D on gas fermentation technology converting waste carbon to ethanol and chemicals.
- Revenue ~$12.0M from services, licensing, and JV activity.
- Carbon recycling technology with global plant footprint.
- R&D and plant operating costs drive net losses pre-scale.
- Partnerships with steel and chemical producers for off-gas feedstock.
- GAAP revenue recognition lumpy on milestone-based contracts.
Headline financials
Revenue & EPS history
LanzaTech · Revenue · Quarterly
$12M
Revenue by segment
LanzaTech · $1M total across 1 segment · Q2 2023
- CarbonSmart$1M—100.0%
Forward guidance
Clean-tech industrial; outlook tied to plant ramp curves, offtake agreements, and policy support for low-carbon fuels.
Tailwinds
- Commercial plants operating in multiple geographies.
- Licensing model offers capital-light growth option.
Headwinds
- Revenue volatility on project milestones.
- Scale-up risk at new biorefinery units.
- Policy and carbon credit pricing uncertainty.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 16 quarterly earnings reports · overlaid with Q1 2026
-1.1%
Avg return
Earnings day
-4.6%
Avg return
5 days after
-1.4%
Avg return
30 days after
29%
5 / 17 earnings
Positive
+25.0%
Q4 2025
Best reaction
-13.5%
Q3 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -5.8% | -53.9% | -71.5% | |
| Q4 2025 | +25.0% | +12.5% | +54.8% | |
| Q4 2024 | +8.7% | +24.7% | +25.1% | |
| Q3 2025 | -4.7% | -7.6% | +2.4% | |
| Q2 2025 | -4.6% | +1.0% | -6.8% | |
| Q1 2025 | -5.7% | -24.6% | +1.9% | |
| Q3 2024 | -13.5% | -29.2% | -43.8% | |
| Q2 2024 | -9.8% | +0.0% | +2.3% | |
| Q1 2024 | -8.9% | +1.7% | -22.9% | |
| Q4 2023 | -4.5% | -5.0% | -8.2% | |
| Q3 2023 | +0.5% | +13.1% | +14.7% | |
| Q2 2023 | -6.9% | +0.6% | +11.1% | |
| Q1 2023 | -3.5% | -2.3% | +24.0% | |
| Q4 2022 | +15.1% | -8.6% | -7.0% | |
| Q3 2022 | +0.1% | +0.2% | +0.5% | |
| Q2 2022 | -0.6% | -0.6% | -0.6% | |
| Q1 2022 | +0.0% | +0.0% | +0.0% |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro