StockWatch
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Major Chemicals
Quarterly ResultAug 10, 2026, 04:18 PM

FutureFuel Q2 Revenue $78.7M (+120.6%), Net Income $11.4M

AI Summary

FutureFuel Corp. reported strong second-quarter 2026 financial results, with total revenues increasing 120.6% to $78.7 million and GAAP net income reaching $11.4 million, a significant improvement from a net loss in the prior year. The company saw robust growth across both its Chemicals and Biofuels segments, driven by strengthening demand, improved production economics, and regulatory clarity. FutureFuel anticipates positive Adjusted EBITDA for the full-year 2026 and secured a four-year agreement to monetize Section 45Z Clean Fuel Production and Small Producer Tax Credits.

Key Highlights

  • Total Revenues increased 120.6% to $78.7 million in Q2 2026.
  • GAAP Net Income was $11.4 million ($0.25 per diluted share), up $25.6 million YoY.
  • Adjusted EBITDA reached $11.8 million, an increase of $23.2 million YoY.
  • Chemicals segment revenue grew 55.5% to $25.8 million.
  • Biofuels segment revenue surged 178% to $52.9 million.
  • Cash and equivalents stood at $34.3 million as of June 30, 2026.
  • Secured $25 million in customer co-investment for 2026, plus up to $17 million in 2027.
  • Expects $22 million from Section 45Z tax credit monetization in H2 2026.