OPAL Fuels

Q3 FY2026 EarningsQ3 FY26 results missed consensus on the top and bottom lines, with revenue of $79.5M vs. $95.3M expected and a GAAP EPS of -$0.03 compared to the $0.22 mean estimate. While Adjusted EBITDA grew 32% YoY to $26.7M, fueled by Fuel Station Services growth and 45Z tax credit contributions, RNG production guidance for 2026 was revised downward to "modestly below" previous ranges due to slower-than-expected operational improvements. Management maintained full-year Adjusted EBITDA guidance, though now targets the lower end of the range.