Aemetis Q1 revenue misses analyst estimates

Aemetis

07/05/2026 13:18

Overview

US renewable fuels producer's Q1 revenue grew 27% yr/yr but missed analyst expectations

Net loss narrowed yr/yr

Company recognized $4.0 mln in Section 45Z Production Tax Credits in Q1 2026

Outlook

Aemetis expects LCFS revenues to improve in later quarters of 2026 as more biogas pathways are approved

Result Drivers

SEGMENT GROWTH - Revenue growth driven by California Ethanol, Dairy RNG, and India Biodiesel segments

DAIRY RNG VOLUME - Dairy RNG sales volume grew 55% yr/yr, supported by ramp-up from a centralized dairy digester

BIODIESEL REBOUND - India Biodiesel revenue rebounded to $10.5 mln with resumption of OMC tender shipments under new contracts

Company press release: ID:nGNX1RH7J2

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Miss
$54.62 mln
$67.27 mln (3 Analysts)
Q1 Net Income
Miss
-$21.71 mln
-$18.15 mln (3 Analysts)
Q1 Gross Profit
$2.76 mln


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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)