$CLMT

Calumet, Inc. /DE

alphai earnings readSecond Quarter 2026 · AUG 7Calumet Reports Second Quarter 2026 ResultsVerdict: mixed

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

1
1
0

No SEC Form 4 filings for $CLMT in the last 30 days.

See all $CLMT insider activity →
Med

S&P upgrades Calumet rating to B- on stronger earnings

S&P Global Ratings upgraded Calumet Inc. to 'B-' from 'CCC+' due to stronger earnings in H1 2026 and improved credit metrics. The company's earnings grew on high margins for specialty oils and renewable fuels. S&P expects adjusted debt to EBITDA of 6x-7x in the next 12 months. Calumet redeemed $100M in senior unsecured notes in July 2026 and plans to expand sustainable aviation fuel production.

Calumet (CLMT) insider reports latest stock dealings

Calumet, Inc. (CLMT) director reported stock transactions. On 08/20/2026, 488 shares were disposed of, and 162 restricted stock units were acquired, both at $0. The director's total beneficial ownership changed accordingly. The filing was signed by Connor J. Egan as attorney-in-fact.

Is Calumet’s Q2 Revenue Growth but Deeper H1 Loss Altering The Investment Case For Calumet (CLMT)?

Calumet, Inc. (CLMT) reported Q2 2026 sales of $1,445.1 million versus $1,026.6 million a year earlier. Quarterly net loss was $95.9 million, and basic loss per share from continuing operations improved to $1.09 from $1.70. For H1 2026, net loss widened to $412.9 million on sales of $2,474.9 million, and the article notes a $100 million redemption of 9.75% senior notes due 2028.

CLMT sentiment & insider activity

Over the past 7 days, alphai's AI scored 2 news stories mentioning CLMT (Calumet, Inc. /DE). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.

Recent CLMT coverage spans financial news, earnings and market movers.

What's driving CLMT

  • Rating upgrade signals lower credit risk and may boost investor confidence.

    investing.com · Aug 27, 2026

  • Insider acquisition of RSUs signals confidence from a director, but the amount is modest.

    stocktitan.net · Aug 21, 2026

  • The article frames a mixed earnings picture: improving Q2 versus deteriorating year-to-date losses, keeping balance-sheet and debt-management risk central.

    simplywall.st · Aug 17, 2026

  • The filing signals a new or increased institutional position above 5%, which can affect perceived control dynamics but does not disclose an activist plan or transaction.

    stocktitan.net · Aug 14, 2026

  • The filing is a new ownership disclosure that may modestly affect positioning and liquidity expectations, but it does not indicate control or a near-term corporate action.

    stocktitan.net · Aug 14, 2026

alphai scores every news story that mentions CLMT with an AI model for sentiment and relevance, and aggregates insider trades from Calumet, Inc. /DE's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $CLMT

Score
$CLMTMed

S&P upgrades Calumet rating to B- on stronger earnings

S&P Global Ratings upgraded Calumet Inc. to 'B-' from 'CCC+' due to stronger earnings in H1 2026 and improved credit metrics. The company's earnings grew on high margins for specialty oils and renewable fuels. S&P expects adjusted debt to EBITDA of 6x-7x in the next 12 months. Calumet redeemed $100M in senior unsecured notes in July 2026 and plans to expand sustainable aviation fuel production.

$CLMTLow

Is Calumet’s Q2 Revenue Growth but Deeper H1 Loss Altering The Investment Case For Calumet (CLMT)?

Calumet, Inc. (CLMT) reported Q2 2026 sales of $1,445.1 million versus $1,026.6 million a year earlier. Quarterly net loss was $95.9 million, and basic loss per share from continuing operations improved to $1.09 from $1.70. For H1 2026, net loss widened to $412.9 million on sales of $2,474.9 million, and the article notes a $100 million redemption of 9.75% senior notes due 2028.

$CLMTMedAI 8/10

Calumet (CLMT) Q2 2026 Earnings Call Transcript

Calumet (CLMT) reported Q2 2026 Adjusted EBITDA with Tax Attributes of $175.2 million, driven by Specialty Products and Solutions at $161.7 million. Net loss was $95.9 million, mainly from non-cash RINs expenses of $163.6 million. The company said it repaid $115 million of debt in July, including $100 million note redemption, and discussed SAF expansion and hedges.

$CLMTMed

Why Calumet Stock Is Rocketing Higher Today

Calumet (CLMT) shares rose 15.2% to about $5.99 by 2:36 p.m. ET after a 6.8% drop the prior week. Bank of America kept a buy rating and raised its price target to $45 from $38, citing stronger free cash flow and debt retirement. Calumet reported about $54M free cash flow in Q2 2026 and retired $115M debt in July.

Calumet, Atlas Energy Solutions, HighPeak Energy, Borr Drilling, and ProFrac Shares Are Soaring, What You Need To Know

Morning trading saw oil-linked stocks rise as Brent rebounded from below $80 to the mid-$80s amid Strait of Hormuz risk. Kpler data cited a ~33% drop in tanker traffic, while Iran’s Parliament reviewed a bill to permanently bar hostile vessels. Shares of Calumet (CLMT), Atlas Energy Solutions (AESI), HighPeak Energy (HPK), Borr Drilling (BORR) and ProFrac (ACDC) jumped; CLMT rose 11.5% to about $43.83.

CLMT Stock Jumps As Revenue Beat Fuels Deleveraging Story

Calumet Inc. (CLMT) shares rose about 10.56% after the company reported Q2 revenue of $1.45B versus $1.12B expected, and narrowed its EPS loss to -$1.09 from -$1.70. The quarter included $54M free cash flow and management cited $115M debt reduction in July, alongside a MaxSAF 150 expansion at Montana Renewables.

Related tickers