Clean Energy Fuels raises EBITDA outlook after Q3 revenue and earnings beat
+1 new source since this summary was written
Clean Energy Fuels reported third-quarter 2026 revenue of $112.2M and an adjusted EPS profit of 3 cents, while its net loss was $5.7M. The company raised 2026 adjusted EBITDA guidance to $75M-$80M, citing stronger Section 45Z tax-credit benefits. Management also reported improving RNG demand from heavy-duty fleets and new customer contracts.
Why it matters
The higher adjusted EBITDA range changes the company’s near-term outlook and reflects increased expected benefits from Section 45Z credits. The quarter’s revenue and adjusted EPS exceeded the estimates cited in the materials, while the company is continuing to invest in RNG projects and fleet infrastructure.
Key facts
- 1Clean Energy Fuels reported a third-quarter net loss of $5.7M, or 3 cents per share, with adjusted earnings of 3 cents per share. finance.yahoo.com
- 2Third-quarter revenue was $112.2M, up 5.7% year over year. stockstory.org
- 3The company raised 2026 adjusted EBITDA guidance to $75M-$80M. seekingalpha.com
- 4Clean Energy Fuels repaid $15M of its term loan and reported $140M in cash and investments. finance.yahoo.com
- 5The company signed a contract to build multiple private stations for a regional carrier using trucks equipped with the Cummins X15N engine. finance.yahoo.com
Open questions
- The materials report different same-event share-price moves, including 10.9% and 26.3%, without defining the measurement windows.
- Material 5 reports adjusted EBITDA of $11.53 million in its detailed body, while materials 3, 7 and 8 report approximately $27 million or $27.2M for the quarter.
Summary written by AlphAI AI Desk from 9 of 9 sources. Not investment advice. Figures are as stated by the linked sources.