Clean Energy Fuels Corp. (CLNE): Results of Operations and Financial Condition
Clean Energy Fuels Corp. (CLNE) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 clne-20260806xex99d1.htm EX-99.1 Exhibit 99.1 Clean Energy Reports Revenue of $ 106.4 Million and 63.2 Million RNG Gallons Sold for the Second Quarter of 2026. NEWPORT BEACH, Calif. — (BUSINESS WIRE) — August 6, 2026 — Clean Energy Fuels Corp. (NASDAQ: CLNE) (“Clean E
How this was made
The 30-second read
Why it matters
The filing combines financial performance (revenue, GAAP loss, Adjusted EBITDA, cash) with operational catalysts (RNG station expansion, LNG fueling system contracts, COO appointment). The most tradable elements are the year-over-year financial deltas and the new contract awards that may affect near-term construction and future fuel volumes.
Market read
Traders get a same-day datapack: improved GAAP loss and higher RNG gallons, plus two LNG fueling system contracts, but also a decline in Adjusted EBITDA and cash balance.
What to watch
RIN/LCFS revenue changes are driven by mix and upstream project contributions; traders may want to separate underlying volume/margins from regulatory-credit pricing effects and the impact of the Zero Now financing-related commodity swap losses.
Background
This is an SEC 8-K with an Exhibit 99.1 press release covering Clean Energy Fuels Corp.'s Q2 2026 results and selected operational updates.
Ticker impact
Clean Energy reported Q2 2026 revenue of $106.4M, GAAP net loss of $14.9M, and Adjusted EBITDA of $16.0M, plus cash of $138.0M at June 30.
Near-term bias modestly positive on contract and volume growth, but tempered by lower Adjusted EBITDA and reduced cash balance.
The filing provides multiple decision-relevant datapoints: year-over-year revenue and net loss improvement, RNG gallons up 2.9%, two new LNG fueling system contracts, and a COO appointment, offset by lower Adjusted EBITDA and a $18.1M cash/investments decline since Dec 31, 2025.
Market effects
Supports the RNG and alternative-fuel infrastructure narrative via contract awards and station network expansion, potentially reinforcing sentiment for low-carbon fuel infrastructure operators.
Puerto Rico LNG fueling systems contract highlights demand-linked infrastructure buildout tied to local industrial load.
Limited direct global linkage, but contributes to broader decarbonization and compliance-fuel (RIN/LCFS) demand signals in the US.
Counterpoint
The headline improvement in GAAP net loss is partly influenced by non-cash Amazon warrant charges; Adjusted EBITDA fell and cash declined, which may limit upside follow-through.
Key entities
- issuerClean Energy Fuels Corp.
NASDAQ-listed alternative fuel and RNG infrastructure company reporting Q2 2026 results and operational updates.
- executiveBart Frabotta
Appointed Chief Operating Officer, signaling management focus on operations execution.
- counterpartyAmazon.com NV Investment Holdings LLC
Referenced via Amazon warrant charges affecting GAAP and non-GAAP reconciliation.
