NASDAQ$LNZA

LanzaTech Global Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

LanzaTech reported Q4 2024 results with decreased revenue and increased net loss due to project delays.

LanzaTech’s Q4 2024 results reflected revenue challenges tied to delayed biorefining project timelines, while operating costs remained high, resulting in a wider net loss.

  • Revenue declined to $12.0 million from $20.5 million in Q4 2023 due to timing delays in large biorefining projects.
  • Net loss widened to $27.0 million from $18.7 million year-over-year.
  • Gross margin improved to 54% due to a favorable revenue mix including higher CarbonSmart sales.
  • Cash and investments dropped to $58.1 million from $89.1 million at the end of Q3 2024.

Headline financials

Total Revenue

$12M

Previous: $20.5M-41.4%
EPS (adj)

-$0.14

Previous: -$0.09-55.6%
Gross Margin

$54.00

No prior period
Revenue Growth

-4150000.0%

No prior period
Net Income

-$27M

Previous: -$18.7M-44.6%
Operating Income

-$27M

Previous: -$18.6M-44.9%
Gross Profit

$6.5M

Previous: $7M-7.2%

Revenue & EPS history

LanzaTech · Revenue · Quarterly

$12M

Q4 2024-41.4%vs Q4 2023
Beat estimate in 2 of 11 quarters(18%)
ActualEstimate

Revenue by segment

LanzaTech · $1M total across 1 segment · Q2 2023

  • CarbonSmart
    $1M

Forward guidance

LanzaTech plans to refocus operations on global deployment but acknowledges ongoing financial challenges.

Tailwinds

  • Commercial deployment of technology is underway.
  • CarbonSmart revenue nearly doubled YoY in Q4.
  • Continued development on key projects like Project Drake and Norway site.
  • Project SECURE received Department of Energy funding.
  • Potential for additional LanzaJet share issuance from sublicensing events.

Headwinds

  • Significant timing delays on large biorefining projects.
  • Q4 revenue came in at the low end of forecasted range.
  • Net loss increased year-over-year.
  • Operating expenses rose due to project-related costs.
  • Substantial doubt remains regarding ability to continue as a going concern.

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 Q4 2024

Historical avgQ4 2024

-1.1%

Avg return

Earnings day

-4.6%

Avg return

5 days after

+3.0%

Avg return

30 days after

29%

5 / 17 earnings

Positive

+25.0%

Q4 2025

Best reaction

-13.5%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.8%-53.9%
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%

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