NASDAQ$OPAL

Opal Fuels Inc-A · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Opal Fuels Inc-A reported Q2 2025 results with total revenue of $80.5 million and net income of $7.6 million.

The company achieved total revenues of $80.5 million for the three months ended June 30, 2025, driven by growth in RNG Fuel and Fuel Station Services segments. Net income reached $7.6 million, supported by income tax benefits from investment tax credit sales, while operating loss was $0.8 million. Segment performance showed strong RNG production and environmental attribute monetization amid ongoing project expansions.

  • Total revenues increased 13% year-over-year to $80.5 million, led by RNG Fuel and Fuel Station Services.
  • Net income attributable to Class A common stockholders was $0.8 million with basic and diluted EPS of $0.03.
  • RNG production reached 1.2 million MMBtus with inlet utilization at 76% and overall utilization of inlet gas at 75%.
  • Cash and cash equivalents stood at $29.3 million with total assets of $905.5 million at quarter end.

Headline financials

Total Revenue

$80.5M

Previous: $71M+13.4%
EPS (adj)

$0.03

Previous: -$0.01+400.0%
RNG Fuel volume produced

1.2M

No prior period
RNG Fuel volume sold

20.6M

No prior period
Total volume delivered

40.8M

No prior period
RNG projects design capacity

8.8M

No prior period
Inlet design capacity utilization

76.0%

No prior period
Utilization of inlet gas

75.0%

No prior period
Capital Expenditures

-$33.4M

Previous: -$49.7M+32.8%
Net Income

$7.56M

Previous: $1.91M+296.2%
Operating Income

-$827K

Previous: $5.69M-114.5%
Cash & Equivalents

$29.3M

Previous: $19M+53.9%
Total Assets

$906M

Previous: $782M+15.8%

Revenue & EPS history

Opal Fuels · Revenue · Quarterly

$80.5M

Q2 2025+13.4%vs Q2 2024
Beat estimate in 1 of 15 quarters(7%)
ActualEstimate

Revenue by segment

Opal Fuels · $80.5M total across 3 segments · Q2 2025

  • Fuel Station Services
    $47M
  • RNG Fuel
    $25.1M
  • Renewable Power
    $8.3M

Forward guidance

The company continues to expand its RNG production capacity through projects in construction and development while monitoring regulatory and market conditions for environmental attributes.

Tailwinds

  • Multiple RNG projects advancing in construction phase
  • Strong demand for environmental attributes in transportation sector

Headwinds

  • Potential changes to federal and state incentives for renewable energy
  • Seasonality and commodity price volatility affecting revenues

Historical earnings impact

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

Avg. return before/after earnings

Based on 14 quarterly earnings reports

Historical avg

-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
Q2 2025
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%

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