NASDAQ$MNTK

Montauk Renewables Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Montauk Renewables reported Q3 2025, revenue of $45M, net income of $5.2M.

For Q3 2025, Montauk Renewables reported revenue of $45M, net income of $5.2M. Management discusses segment performance, capital allocation, and sector risks in the quarterly filing.

  • Revenue $45M.
  • Net income $5.2M.
  • Montauk Renewables MD&A covers liquidity, credit, and operating priorities.

Headline financials

Total Revenue

$45.3M

Previous: $65.9M-31.3%
EPS (adj)

$0.04

Previous: $0.12-66.7%
Adjusted EBITDA

$12.8M

Previous: $29.4M-56.4%
RNG Production (MMBtu)

1.4M

Previous: 1.4M+0.0%
RINs Sold

12.4M

Previous: 15.7M-21.0%
Average Realized RIN Price

$2.29

Previous: $3.34-31.4%
Renewable Electricity Production (MWh)

44.0K

Previous: 41.0K+7.3%
Average D3 RIN Index Price

$2.19

Previous: $3.36-34.8%
Capital Expenditures

-$29.8M

Previous: -$12.6M-137.1%
Net Income

$5.21M

Previous: $17M-69.5%
Operating Income

$4.45M

Previous: $22.7M-80.4%

Revenue & EPS history

Montauk Renewables · Revenue · Quarterly

$45.3M

Q3 2025-31.3%vs Q3 2024
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity and core business trends.
  • Management commentary on segment performance.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect YoY comparability.

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 Q3 2025

Historical avgQ3 2025

-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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