Clean Energy Fuels Q4 revenue beats estimates

Clean Energy Fuels

24/02/2026 21:45

Overview

Alternative fuel provider's Q4 revenue rose, beating analyst expectations

Company completed RNG facility in Texas, expanding production capabilities

Outlook

Clean Energy expects 2026 GAAP net loss between $66 mln and $71 mln

Company projects 2026 Adjusted EBITDA between $70 mln and $75 mln

Result Drivers

RNG FACILITY COMPLETION - Co completed RNG facility at South Fork Dairy, enhancing production capacity

RNG ADOPTION - Expanded RNG adoption through new agreements with transit, freight, and municipal customers

AMAZON WARRANT IMPACT - Revenue affected by $14.6 mln non-cash Amazon warrant charges

Company press release: ID:nBw3Y1lVNa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$112.30 mln
$105.66 mln (5 Analysts)
Q4 EPS
-$0.20
Q4 Adjusted Net Income
Beat
-$537,000
-$9.41 mln (5 Analysts)
Q4 Net Income
-$43 mln
Q4 Adjusted EBITDA
Beat
$15.70 mln
$13.90 mln (6 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the oil & gas refining and marketing peer group is "buy"

Wall Street's median 12-month price target for Clean Energy Fuels Corp is $4.00, about 56.9% above its February 23 closing price of $2.55

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)