NASDAQ$OPAL

Opal Fuels Inc-A · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

OPAL Fuels reported Q1 2026 total revenues of $73.4M (-14% YoY) and a net loss attributable to Class A holders of $2.6M.

For the quarter ended March 31, 2026, OPAL posted total revenues of $73.4 million, down 14% from $85.4 million, with RNG fuel revenue $21.6M and fuel-station services $44.6M. Operating loss was $4.8 million; after tax benefit and non-controlling interests, net loss attributable to Class A common stockholders was $2.6 million. Income tax benefit of $5.7 million partially offset pre-tax losses.

  • Total revenues $73.4M (-14% YoY); RNG fuel $21.6M; station services $44.6M.
  • Operating loss $4.8M; net loss to Class A stockholders $2.6M.
  • On-demand RNG marketing and environmental attributes remain growth focus.
  • Project development costs down sharply YoY.
  • Renewable power segment revenue $7.2M, roughly flat.

Headline financials

Total Revenue

$73.4M

Previous: $85.4M-14.1%
EPS (adj)

-$0.09

Previous: -$0.01-800.0%
Capital Expenditures

-$24.4M

Previous: -$11.6M-110.7%
Net Income

-$5.59M

Previous: $1.28M-535.6%
Operating Income

-$4.84M

Previous: -$1.94M-149.4%

Revenue & EPS history

Opal Fuels · Revenue · Quarterly

$73.4M

Q1 2026-14.1%vs Q1 2025
Beat estimate in 1 of 14 quarters(7%)
ActualEstimate

Revenue by segment

Opal Fuels · $71.1M total across 3 segments · Q3 2023

  • Fuel Station Services
    $37.3M
  • RNG Fuel
    $20.1M
  • Renewable Power
    $13.7M

Forward guidance

OPAL discusses RNG volumes, RIN/LCFS economics, and station build-out without formal EPS guidance in the 10-Q.

Tailwinds

  • Tax benefit and JV structures mitigated reported loss.
  • Cost discipline lowered project development spend.

Headwinds

  • Top-line decline across RNG and station segments.
  • Operating loss widened year over year.

Historical earnings impact

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

Avg. return before/after earnings

Based on 14 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-1.1%

Avg return

Earnings day

-3.6%

Avg return

5 days after

-1.7%

Avg return

30 days after

40%

6 / 15 earnings

Positive

+30.3%

Q4 2025

Best reaction

-12.9%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.5%-14.5%-14.5%
Q4 2025+30.3%-3.7%+15.0%
Q3 2025+4.0%+13.1%+30.2%
Q1 2025-7.5%-6.6%+33.2%
Q4 2024-12.9%-7.2%-26.4%
Q3 2024+0.0%-3.9%-4.7%
Q2 2024-2.4%-9.0%-14.9%
Q1 2024+2.4%-1.0%-7.3%
Q4 2023+1.9%+1.5%+0.4%
Q3 2023+0.9%+7.0%+0.3%
Q2 2023-5.1%-4.0%-9.5%
Q1 2023+0.5%+0.0%-5.0%
Q4 2022-3.4%-1.3%+7.5%
Q3 2022-10.4%-12.4%-16.5%
Q2 2022-10.9%-12.2%-12.9%

Discussion

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