Revenue: As of FY2025 Q3, the actual value is USD 83.36 M, missing the estimate of USD 91.39 M.EPS: As of FY2025 Q3, the actual value is USD 0.05.EBIT: As of FY2025 Q3, the actual value is USD 10.49 M.<h3>RNG Fuel Segment</h3><ul><li>Revenue: $75.65 million for the nine months ended September 30, 2025, compared to $63.04 million for the same period in 2024, representing a 20% increase.</li><li>Cost of Sales: $35.34 million for the nine months ended September 30, 2025, compared to $26.64 million for the same period in 2024, representing a 33% increase.</li><li>Operating Income: $1.98 million for the nine months ended September 30, 2025.</li></ul><h3>Fuel Station Services Segment</h3><ul><li>Revenue: $149.43 million for the nine months ended September 30, 2025, compared to $121.79 million for the same period in 2024, representing a 23% increase.</li><li>Cost of Sales: $118.68 million for the nine months ended September 30, 2025, compared to $94.88 million for the same period in 2024, representing a 25% increase.</li><li>Operating Income: $26.85 million for the nine months ended September 30, 2025.</li></ul><h3>Renewable Power Segment</h3><ul><li>Revenue: $24.14 million for the nine months ended September 30, 2025, compared to $35.12 million for the same period in 2024, representing a 31% decrease.</li><li>Cost of Sales: $19.58 million for the nine months ended September 30, 2025, compared to $25.93 million for the same period in 2024, representing a 24% decrease.</li><li>Operating Income: $1.82 million for the nine months ended September 30, 2025.</li></ul><h3>Cash Flow</h3><ul><li>Operating Cash Flow: $40.02 million for the nine months ended September 30, 2025, compared to $31.92 million for the same period in 2024.</li><li>Free Cash Flow: Not explicitly stated, but net cash used in investing activities was $69.93 million for the nine months ended September 30, 2025.</li></ul><h3>Future Outlook and Strategy</h3><ul><li>Core Business Focus: The company is actively pursuing expansion of its RNG-generating capacity, with a portfolio of RNG projects in construction or development, and considering conversion of six current Renewable Power Projects to RNG projects.</li><li>Non-Core Business: The company has begun implementing design, development, and construction services for hydrogen fueling stations and is pursuing opportunities to diversify its sources of biogas to other waste streams.</li></ul><h3>Priority</h3><ul><li>Strategic Plans: The company plans to fund future growth through equity or debt financings, with anticipated spending of approximately $144.3 million in capital expenditures for the next 12 months for RNG projects, fuel stations, and contributions in equity method investment projects.</li></ul>

OPAL Fuels | 10-Q: FY2025 Q3 Revenue Misses Estimate at USD 83.36 M