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OPAL Fuels (OPAL)
NASDAQ:OPAL
Earnings Data
Report Date
May 08, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.04Last Year’s EPS
-0.01Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 13, 2025
|% Change Since: -35.48%
|Next Earnings Date:May 08, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted significant growth in the fuel station service segment and RNG production, along with a positive outlook for 2025. However, challenges in meeting production guidance, decreased net income, and regulatory impacts on renewable power present notable hurdles.Company Guidance
During the OPAL Fuels Fourth Quarter 2024 Earnings Call, the company provided guidance for 2025, including expectations for adjusted EBITDA to range between $90 million and $110 million, based on RNG production guidance of 5.0 to 5.4 million MMBtus, representing a 30% to 40% increase over 2024. The guidance assumes a D3 RIN price of $2.60 per RIN, which is approximately $0.50 per gallon below the 2024 realized price. A $0.10 shift in D3 RIN price is expected to impact 2025 adjusted EBITDA by approximately $5 to $6 million. The 2025 guidance excludes around $50 million of expected ITC sales, compared to approximately $9 million in 2024, which will contribute significantly to operating cash flow growth and earnings per share. Additionally, the company anticipates a $10 million decline in Renewable Power adjusted EBITDA for 2025 due to changes in European certification policies for US biogas. The fuel station services segment is expected to grow its adjusted EBITDA by 30% to 50% in 2025 versus 2024.Fuel Station Service Segment EBITDA Growth
The 2024 fuel station service segment EBITDA was $40.2 million, 76% higher versus 2023, and within the guidance set out for the segment last March.
RNG Fuel Production Increase
RNG fuel production for 2024 was 3.8 million MMBtus, up 41% versus 2023. Although slightly behind guidance, it demonstrates significant production growth.
Expansion of RNG Projects
OPAL Fuels brought online three large landfill RNG projects in 2024, totaling 3.8 million MMBtus of annual design capacity, increasing from two to eleven operating facilities since 2022.
2025 Growth Projections
2025 RNG production is expected to range from 5.0 to 5.4 million MMBtus, a 30% to 40% increase over 2024, with adjusted EBITDA expected to range from $90 million to $110 million.
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OPAL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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OPAL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 13, 2025 | $2.17 | $1.89 | -12.90% |
| Nov 07, 2024 | $3.85 | $3.85 | 0.00% |
| Aug 07, 2024 | $3.66 | $3.68 | +0.55% |
| May 09, 2024 | $5.00 | $5.07 | +1.40% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does OPAL Fuels (OPAL) report earnings?
OPAL Fuels (OPAL) is schdueled to report earning on May 08, 2025, TBA Not Confirmed.
What is OPAL Fuels (OPAL) earnings time?
OPAL Fuels (OPAL) earnings time is at May 08, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OPAL EPS forecast?
OPAL EPS forecast for the fiscal quarter 2025 (Q1) is 0.04.
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