NASDAQ$MNTK

Montauk Renewables Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Montauk Renewables reported Q1 2026 RNG revenues of $38.1M and electricity revenues of $4.1M, with RNG volumes up 40% for RIN generation.

Renewable natural gas revenues were $38.1 million (-1% YoY) while electricity generation revenue was $4.1 million. RNG production available for RIN generation rose 40% year over year to 1,188 MMBtu. Net income/loss details reflect renewable energy tax attributes and project timing.

  • RNG revenue $38.1M; power revenue $4.1M.
  • RNG RIN volumes +40% YoY.
  • Production efficiency and dispensation timing key.
  • Renewable energy credit markets drive economics.

Headline financials

Total Revenue

$46.4M

Previous: $42.6M+9.0%
EPS (adj)

$0.00

Previous: $0.00
Capital Expenditures

-$30.9M

Previous: -$11.6M-165.4%
Net Income

$5K

Previous: -$464K+101.1%
Operating Income

-$1.6M

Previous: $410K-490.0%

Revenue & EPS history

Montauk Renewables · Revenue · Quarterly

$46.4M

Q1 2026+9%vs Q1 2025
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Outlook tied to RIN/LCFS pricing and project commissioning; no GAAP EPS guide.

Tailwinds

  • Higher RNG volumes for credit generation.
  • Diversified RNG and electricity revenue.
  • Pipeline of landfill-gas projects.

Headwinds

  • Revenue flat despite volume growth (pricing).
  • Regulatory credit price volatility.
  • Project execution and weather risk.

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 Q1 2026

Historical avgQ1 2026

-4.7%

Avg return

Earnings day

-3.0%

Avg return

5 days after

-1.8%

Avg return

30 days after

38%

8 / 21 earnings

Positive

+15.0%

Q1 2024

Best reaction

-35.9%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.2%-6.5%+7.8%
Q4 2025+4.4%-1.8%-12.1%
Q3 2025-16.1%+1.5%-12.3%
Q1 2025-9.0%-4.7%-13.3%
Q4 2024-12.6%-16.5%-16.5%
Q3 2024-22.3%-22.1%-22.7%
Q2 2024+2.1%+2.6%+2.3%
Q1 2024+15.0%+18.5%+29.1%
Q4 2023-12.1%-17.2%-16.4%
Q3 2023-35.9%-10.7%-14.6%
Q2 2023+10.7%+10.7%+10.4%
Q1 2023-4.7%+5.0%+19.5%
Q4 2022-9.6%-8.2%-20.3%
Q3 2022-11.8%-7.0%-14.8%
Q2 2022+9.5%+14.5%+30.3%
Q1 2022+0.4%+11.7%+34.3%
Q4 2021+10.8%+9.5%+1.7%
Q3 2021-2.3%-17.7%-6.8%
Q2 2021-13.3%-15.0%+24.8%
Q1 2021-2.5%-9.6%-29.2%
Q4 2020+5.9%+0.7%-19.7%
Q3 2020
Q2 2020
Q1 2020
Q4 2019

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