Aemetis Q4 Revenue $43.307M, Below Consensus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 18 hours ago
0mins
Should l Buy AMTX?
Reports Q4 revenue $43.307M, consensus $72.07M. "Revenues for the full year of 2025 were $197.6 million plus production tax credit income of $10.4 million for total income of $208.0 million," said Todd Waltz, Chief Financial Officer of Aemetis. "Capital expenditures for carbon intensity reduction and the expansion of biogas production capacity were $26 million for 2025 as our engineering and construction teams moved forward with low carbon initiatives and the dairy RNG project buildout," added Waltz.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AMTX?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on AMTX
Wall Street analysts forecast AMTX stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 1.540
Low
20.00
Averages
20.00
High
20.00
Current: 1.540
Low
20.00
Averages
20.00
High
20.00
About AMTX
Aemetis, Inc. is a renewable natural gas and renewable fuels company. The Company focused on the operation, acquisition, development and commercialization of technologies that lower fuel costs and reduce emissions. The Company’s segments include California Ethanol, California Dairy Renewable Natural Gas, and India Biodiesel. The California Ethanol segment consists of an approximately 65 million gallons per year ethanol plant in Keyes, California. The California Dairy Renewable Natural Gas segment is engaged in the production and sale of renewable natural gas and associated environmental attributes, consisting of anaerobic digesters located at diaries, a 36-mile biogas collection pipeline, and a biogas upgrading hub and pipeline interconnect that produces Renewable Natural Gas from the biogas. The India Biodiesel segment includes a biodiesel production plant in Kakinada, India with a production capacity of over 80 million gallons per year and administrative offices in Hyderabad, India.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Aemetis Q4 2025 Earnings Call Highlights
- Biogas Segment Growth: Aemetis reported $12.2 million in net income from its biogas segment in Q4 2025, achieving a 61% year-over-year increase, marking the first positive net income and EBITDA for this segment, with expectations for strong cash flow and profitability growth over the next four years.
- Ethanol Plant Upgrade: The mechanical vapor recompression upgrade at the Keyes ethanol plant is expected to be completed in 2026, increasing annual cash flow by approximately $32 million, which will not only significantly enhance the plant's economic performance but also reduce natural gas consumption by 80%, further improving the company's sustainability profile.
- Policy Support Boost: The price of low carbon fuel standard credits has risen by 60% over the past nine months, coupled with recent guidance on the 45Z production tax credit, which is anticipated to drive significant revenue and cash flow growth, reinforcing Aemetis' competitive position in the renewable fuels market.
- Expansion in India: Aemetis' biodiesel facility in India generated $29.7 million in revenue for 2025, with plans for an IPO and expansion into biogas and sustainable aviation fuel, demonstrating the company's strategic positioning and growth potential in international markets.
See More
Aemetis Q4 Earnings Beat Expectations
- Earnings Performance: Aemetis reported a Q4 GAAP EPS of -$0.08, beating expectations by $0.14, indicating some financial resilience despite overall revenue falling short of forecasts.
- Revenue Growth Analysis: The company achieved Q4 revenue of $53.7 million, a 14.3% year-over-year increase, yet it missed the expected $55.38 million, reflecting market demand fluctuations and competitive pressures.
- Biogas Sales Performance: Aemetis sold 108,000 MMBtu of biogas in Q4, demonstrating ongoing efforts in the renewable energy sector, although overall sales still face challenges.
- Ethanol Sales Dynamics: Ethanol sales slightly decreased from 15.7 million gallons in Q4 2024 to 14.3 million gallons in Q4 2025, while the average selling price rose from $1.93 to $2.01, indicating that price increases provided some revenue support.
See More
Aemetis to Announce Q4 Earnings on March 12
- Earnings Announcement Schedule: Aemetis is set to release its Q4 earnings report on March 12 before the market opens, with investors closely monitoring the performance to assess the company's future growth potential.
- Market Expectations: Analysts have a consensus EPS estimate of -$0.22, indicating challenges in profitability that could impact investor confidence and stock performance.
- Revenue Forecast: The consensus revenue estimate stands at $72.07 million, and any deviation from this figure could significantly affect the stock price, either positively or negatively.
- Historical Performance Reference: Investors can refer to Aemetis' historical financial data to better understand its performance trends and market behavior, enabling more informed investment decisions.
See More
Aemetis Schedules Q4 2025 Earnings Call
- Earnings Call Announcement: Aemetis will host a conference call on March 12, 2026, at 11 AM PT to review its Q4 and year-end 2025 earnings report, aiming to provide investors with insights into its financial performance and future outlook.
- Participation Details: Attendees can join the call by dialing the toll-free number +1-888-506-0062 or the international number +1-973-528-0011, entering access code 452750, ensuring convenient access for investors to the latest company updates.
- Webcast and Recording Availability: The meeting will be available via webcast at https://www.webcaster4.com/Webcast/Page/2211/53629, with a recording accessible until March 26, 2026, enhancing information accessibility for stakeholders.
- Company Overview: Aemetis, headquartered in Cupertino, California, is a diversified renewable natural gas and biofuels company focused on developing innovative technologies that lower energy costs and reduce emissions, showcasing its strategic positioning in the sustainable energy sector.
See More
Aemetis Sells $17 Million in Federal Clean Energy Tax Credits
- Tax Credit Sale: Aemetis' subsidiary Aemetis Biogas LLC successfully sold $17 million in federal clean energy tax credits, including $12 million from an Investment Tax Credit and $5 million from a Production Tax Credit, which is expected to generate approximately $15 million in net cash flow, significantly enhancing the company's financial flexibility.
- New Cash Flow Source: This transaction marks the company's first sale of a Section 45Z Clean Fuel Production Credit from dairy RNG, with expectations for additional similar transactions in the future, further driving cash flow growth from renewable natural gas production and enhancing the company's market competitiveness.
- Future Outlook: Aemetis anticipates that future 45Z tax credits will increase significantly due to rising production volumes and enhanced credit values mandated by the One Big Beautiful Bill Act, further solidifying the company's financial foundation and supporting production expansion.
- Strategic Execution: The company has completed $95 million in Investment Tax Credit transactions and is executing its tax credit monetization strategy with today's first Section 45Z sale, which is expected to become a vital source of operating cash flow to support production expansion and new job creation.
See More
Wednesday's Underperformers: Metals & Mining, Oil & Gas Refining & Marketing Stocks
Market Performance: Oil and gas refining and marketing shares are down approximately 0.8% on Wednesday, with Delek US Holdings and Aemetis leading the decline at 3.9% and 3.6%, respectively.
Sector Laggards: The metals and mining sector, along with oil and gas refining and marketing stocks, are identified as laggards in the market on this day.
Author's Perspective: The views expressed in the article are solely those of the author and do not necessarily represent the opinions of Nasdaq, Inc.
Video Content: A video segment highlights the sector laggards, specifically focusing on the performance of metals and mining, as well as oil and gas refining and marketing stocks.
See More
Aemetis Q4 2025 Earnings Call Highlights
- Biogas Segment Growth: Aemetis reported $12.2 million in net income from its biogas segment in Q4 2025, achieving a 61% year-over-year increase, marking the first positive net income and EBITDA for this segment, with expectations for strong cash flow and profitability growth over the next four years.
- Ethanol Plant Upgrade: The mechanical vapor recompression upgrade at the Keyes ethanol plant is expected to be completed in 2026, increasing annual cash flow by approximately $32 million, which will not only significantly enhance the plant's economic performance but also reduce natural gas consumption by 80%, further improving the company's sustainability profile.
- Policy Support Boost: The price of low carbon fuel standard credits has risen by 60% over the past nine months, coupled with recent guidance on the 45Z production tax credit, which is anticipated to drive significant revenue and cash flow growth, reinforcing Aemetis' competitive position in the renewable fuels market.
- Expansion in India: Aemetis' biodiesel facility in India generated $29.7 million in revenue for 2025, with plans for an IPO and expansion into biogas and sustainable aviation fuel, demonstrating the company's strategic positioning and growth potential in international markets.
See More
Aemetis Q4 Earnings Beat Expectations
- Earnings Performance: Aemetis reported a Q4 GAAP EPS of -$0.08, beating expectations by $0.14, indicating some financial resilience despite overall revenue falling short of forecasts.
- Revenue Growth Analysis: The company achieved Q4 revenue of $53.7 million, a 14.3% year-over-year increase, yet it missed the expected $55.38 million, reflecting market demand fluctuations and competitive pressures.
- Biogas Sales Performance: Aemetis sold 108,000 MMBtu of biogas in Q4, demonstrating ongoing efforts in the renewable energy sector, although overall sales still face challenges.
- Ethanol Sales Dynamics: Ethanol sales slightly decreased from 15.7 million gallons in Q4 2024 to 14.3 million gallons in Q4 2025, while the average selling price rose from $1.93 to $2.01, indicating that price increases provided some revenue support.
See More
Aemetis to Announce Q4 Earnings on March 12
- Earnings Announcement Schedule: Aemetis is set to release its Q4 earnings report on March 12 before the market opens, with investors closely monitoring the performance to assess the company's future growth potential.
- Market Expectations: Analysts have a consensus EPS estimate of -$0.22, indicating challenges in profitability that could impact investor confidence and stock performance.
- Revenue Forecast: The consensus revenue estimate stands at $72.07 million, and any deviation from this figure could significantly affect the stock price, either positively or negatively.
- Historical Performance Reference: Investors can refer to Aemetis' historical financial data to better understand its performance trends and market behavior, enabling more informed investment decisions.
See More
Aemetis Schedules Q4 2025 Earnings Call
- Earnings Call Announcement: Aemetis will host a conference call on March 12, 2026, at 11 AM PT to review its Q4 and year-end 2025 earnings report, aiming to provide investors with insights into its financial performance and future outlook.
- Participation Details: Attendees can join the call by dialing the toll-free number +1-888-506-0062 or the international number +1-973-528-0011, entering access code 452750, ensuring convenient access for investors to the latest company updates.
- Webcast and Recording Availability: The meeting will be available via webcast at https://www.webcaster4.com/Webcast/Page/2211/53629, with a recording accessible until March 26, 2026, enhancing information accessibility for stakeholders.
- Company Overview: Aemetis, headquartered in Cupertino, California, is a diversified renewable natural gas and biofuels company focused on developing innovative technologies that lower energy costs and reduce emissions, showcasing its strategic positioning in the sustainable energy sector.
See More
Aemetis Sells $17 Million in Federal Clean Energy Tax Credits
- Tax Credit Sale: Aemetis' subsidiary Aemetis Biogas LLC successfully sold $17 million in federal clean energy tax credits, including $12 million from an Investment Tax Credit and $5 million from a Production Tax Credit, which is expected to generate approximately $15 million in net cash flow, significantly enhancing the company's financial flexibility.
- New Cash Flow Source: This transaction marks the company's first sale of a Section 45Z Clean Fuel Production Credit from dairy RNG, with expectations for additional similar transactions in the future, further driving cash flow growth from renewable natural gas production and enhancing the company's market competitiveness.
- Future Outlook: Aemetis anticipates that future 45Z tax credits will increase significantly due to rising production volumes and enhanced credit values mandated by the One Big Beautiful Bill Act, further solidifying the company's financial foundation and supporting production expansion.
- Strategic Execution: The company has completed $95 million in Investment Tax Credit transactions and is executing its tax credit monetization strategy with today's first Section 45Z sale, which is expected to become a vital source of operating cash flow to support production expansion and new job creation.
See More
Wednesday's Underperformers: Metals & Mining, Oil & Gas Refining & Marketing Stocks
Market Performance: Oil and gas refining and marketing shares are down approximately 0.8% on Wednesday, with Delek US Holdings and Aemetis leading the decline at 3.9% and 3.6%, respectively.
Sector Laggards: The metals and mining sector, along with oil and gas refining and marketing stocks, are identified as laggards in the market on this day.
Author's Perspective: The views expressed in the article are solely those of the author and do not necessarily represent the opinions of Nasdaq, Inc.
Video Content: A video segment highlights the sector laggards, specifically focusing on the performance of metals and mining, as well as oil and gas refining and marketing stocks.
See More
