Quarterly sales hit a record $38.2 million. Arq reported $2.5 million in profit.
Arq, Inc. reported record Q3 2026 revenue of $38.2M, up 9% YoY, with net income of $2.5M. Gross margins improved to 39.7%. Adjusted EBITDA rose 71% to $8.8M. The company raised its FY26 Adjusted EBITDA guidance to $19-20M and reiterated revenue guidance of $120-125M. Arq also announced progress in PFAS remediation products and potential monetization of the Corbin Facility.
How this was made
The 30-second read
Why it matters
The earnings beat and guidance lift suggest short‑term buying interest, but long‑term performance hinges on PFAS market adoption and asset monetization.
Market read
First‑report earnings with improved guidance; likely modest positive price reaction in the near term.
What to watch
Future PFAS regulatory enforcement timing and the monetization of the Corbin Facility could materially affect results.
Background
Arq is a North‑American producer of activated carbon products serving water, air and land remediation markets.
Ticker impact
Arq reported record Q3 2026 revenue of $38.2M, net income of $2.5M and raised the low end of FY2026 Adjusted EBITDA guidance.
potential modest upside as the market prices in higher FY2026 EBITDA guidance
First‑report earnings release with better‑than‑expected results and an upward‑adjusted EBITDA range.
Market effects
Activ. carbon and environmental tech sector may see a lift from Arq's strong results and PFAS regulatory tailwinds.
US small‑cap equities could benefit from the earnings beat.
Limited to niche environmental‑technology investors.
Counterpoint
Guidance raise may be modest relative to the growth potential, leaving upside limited.
Key entities
- personBob Rasmus
CEO of Arq, provided commentary on results and outlook.
