$AMTX

AEMETIS, INC

alphai earnings readsecond quarter of 2026 · AUG 6Revenue Growth of 20%, Positive Gross Profit, and Increased Dairy RNG ProductionVerdict: mixed

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Aemetis (AMTX) Q2 2026 Earnings Call Transcript

Aemetis (AMTX) reported Q2 2026 revenue of $62.7M, up 20% YoY, with operating income of $5.8M, reversing a prior-year loss. Growth was driven by ethanol and renewable natural gas segments. Adjusted EBITDA improved to $9.7M from -$5.8M. Management highlighted projects like mechanical vapor recompression and LCFS pathway approvals, but noted risks from uncertain emissions rates and feedstock constraints.

Aemetis (AMTX) Q2 2026 Earnings Call Transcript

Aemetis (AMTX) Q2 2026 earnings call said consolidated revenue rose 20% year over year, operating income improved by $16.4 million, and adjusted EBITDA increased by $15.5 million versus Q2 2025. The company cited CARB approval of 7 LCFS pathways and pending approvals for 6 digesters, plus ethanol projects including a $32 million annual cash flow MVR system. India biodiesel revenue was $2.5 million, with expected $17 million from new allocations.

Aemetis Shows Operating Inflection in Q2 2026, Says Stonegate Capital Partners

Stonegate Capital Partners updated on Aemetis Inc. (NASDAQ: AMTX), saying Q2 2026 showed an operating inflection. Aemetis reported revenue of $62.7M, below consensus $68.6M, but gross profit rose to $13.5M and adjusted EBITDA to $9.7M. Dairy RNG volume rose 38% to 146,900 MMBtu; Stonegate cites 45Z credits and LCFS pathway progress, while noting balance sheet refinancing remains a key constraint.

AMTX sentiment & insider activity

Recent AMTX coverage spans earnings, financial news and sector analysis.

What's driving AMTX

  • The call provides a detailed earnings and catalyst update for AMTX, with upside tied to 45Z credit recognition, LCFS pathway approvals, and the Keyes MVR project cash-flow ramp.

    aol.com · Aug 18, 2026

  • Near-term upside hinges on pending CARB LCFS pathway approvals and a corrected 45Z emissions rate, which management expects to lift revenue per MMBtu and ethanol economics.

    yahoo.com · Aug 13, 2026

  • Operating metrics improved, but the thesis still hinges on refinancing to address tight liquidity.

    citybuzz.co · Aug 10, 2026

  • The article frames a near-term relief trade on the operating-profit swing, but highlights persistent liquidity risk from only $1m cash and ongoing net losses.

    simplywall.st · Aug 8, 2026

  • Mixed quarter results likely keep AMTX’s turnaround narrative intact on profitability, while the revenue miss and $1M cash raise near-term financing risk.

    investing.com · Aug 6, 2026

alphai scores every news story that mentions AMTX with an AI model for sentiment and relevance, and aggregates insider trades from AEMETIS, INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $AMTX

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$AMTXMedAI 8/10

Aemetis (AMTX) Q2 2026 Earnings Call Transcript

Aemetis (AMTX) reported Q2 2026 revenue of $62.7M, up 20% YoY, with operating income of $5.8M, reversing a prior-year loss. Growth was driven by ethanol and renewable natural gas segments. Adjusted EBITDA improved to $9.7M from -$5.8M. Management highlighted projects like mechanical vapor recompression and LCFS pathway approvals, but noted risks from uncertain emissions rates and feedstock constraints.

$AMTXMed

Aemetis (AMTX) Q2 2026 Earnings Call Transcript

Aemetis (AMTX) Q2 2026 earnings call said consolidated revenue rose 20% year over year, operating income improved by $16.4 million, and adjusted EBITDA increased by $15.5 million versus Q2 2025. The company cited CARB approval of 7 LCFS pathways and pending approvals for 6 digesters, plus ethanol projects including a $32 million annual cash flow MVR system. India biodiesel revenue was $2.5 million, with expected $17 million from new allocations.

$AMTXMed

Aemetis Shows Operating Inflection in Q2 2026, Says Stonegate Capital Partners

Stonegate Capital Partners updated on Aemetis Inc. (NASDAQ: AMTX), saying Q2 2026 showed an operating inflection. Aemetis reported revenue of $62.7M, below consensus $68.6M, but gross profit rose to $13.5M and adjusted EBITDA to $9.7M. Dairy RNG volume rose 38% to 146,900 MMBtu; Stonegate cites 45Z credits and LCFS pathway progress, while noting balance sheet refinancing remains a key constraint.

Aemetis Q2 2026 Earnings: Financial Results, Revenue, and Segment Performance Highlights – Minichart

Aemetis reported Q2 2026 revenue of $62.7 million, up $10.5 million (20%) from Q2 2025, including $8.6 million from Section 45Z tax credits. Operating income improved by $16.4 million, net loss narrowed to $9.4 million, and adjusted EBITDA rose to $9.7 million. The company is pursuing refinancing and financing for its Keyes ethanol and Dairy RNG projects, and is considering an IPO for its India unit.

AEMETIS, INC (AMTX): Results of Operations and Financial Condition

AEMETIS, INC (AMTX) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 External Investor Relations Contact: Kirin Smith PCG Advisory Group (646) 863-6519 ksmith@pcgadvisory.com Company Investor Relations/ Media Contact: Todd Waltz (408) 213-0940 investors@aemetis.com Aemetis Reports Second Quarter 2026 Financial Results Revenue Growth o

Aemetis stock rises on India biodiesel supply deal

Aemetis Inc (NASDAQ:AMTX) shares rose 4.3% after its India unit, Universal Biofuels, secured about $17 million in biodiesel supply contracts. Over three months it will deliver more than 18 million liters to India’s three government-owned Oil Marketing Companies, supporting a policy to raise biodiesel blending to 5% by 2030. Additional orders are expected through 2026.

$AMTXLow

Why India Could Dominate The Sustainable Aviation Fuel Market

IATA says SAF is 0.6% of jet fuel use versus a 65% net-zero target by 2050, and SAF costs 2 to 5 times more than conventional fuel. A report by IECC at UC Berkeley and Energy Innovation says India could produce SAF via PBtL at up to 40% below global benchmarks, targeting $9B exports by 2030 and $30B by 2040. Aemetis (AMTX) is exploring an IPO for its India unit.

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