Aemetis Reports Q1 Revenue of $54.62M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy AMTX?
Reports Q1 revenue $54.62M vs. $42.89M last year. "Revenues during the first quarter of 2026 were $54.6 million, reflecting strong execution across our California Ethanol, Dairy RNG, and India Biodiesel segments, with each segment contributing to a 27% year-over-year revenue increase, " said Todd Waltz, Chief Financial Officer of Aemetis. "We posted gross profit of $2.8 million in the quarter compared with a gross loss in the same quarter last year, reflecting both operational scale and the generation of Section 45Z Production Tax Credits. With seven fully approved LCFS provisional pathways averaging a negative 380 CI score, and six more biogas pathways nearing approval, we expect to significantly improve our Low Carbon Fuel Standard revenues during later quarters of 2026."
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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: 2.320
Low
20.00
Averages
20.00
High
20.00
Current: 2.320
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.
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- Revision Trends: Over the past three months, EPS estimates have seen 14 upward revisions and 1 downward revision, while revenue estimates have experienced 14 upward revisions with no downward adjustments, indicating growing analyst confidence in Aemetis' future performance.
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- Participation Details: Attendees can dial in using the toll-free number +1-888-506-0062 or the international line +1-973-528-0011, ensuring that participants receive timely updates on the company's financial performance.
- Webcast and Replay: The meeting will be available via webcast, with a link provided on the company’s website, and a voice recording will be accessible until May 21, allowing investors who cannot attend live to catch up on the discussion.
- Company Overview: Aemetis, headquartered in Cupertino, California, is a diversified renewable natural gas and biofuels company focused on innovative technologies that lower energy costs and emissions, operating multiple biogas digester networks and production facilities, showcasing its leadership in sustainable energy.
See More
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- Stock Drag: Gevo's share price dropped by about 10.8%, making it the worst performer in the industry, reflecting investor concerns regarding its future profitability.
- Aemetis Impact: Aemetis saw a decline of approximately 7.8% in its stock price, further exacerbating the overall downward trend in the sector, which may lead to decreased investor confidence in the company.
- Uncertain Industry Outlook: With overall market sentiment low, the future performance of the oil and gas refining and marketing sector faces uncertainty, potentially impacting the financing and expansion plans of related companies.
See More
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- 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.
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See More
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See More
