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OPAL Fuels Inc. Class A Common Stock Earnings Recaps

OPAL Energy 1 recap
Next earnings: November 16, 2026 (estimated) · full calendar
Q2 2026 Aug 12, 2026

OPAL Fuels’ stock climbed 5.4% after reporting second quarter results driven by better-than-expected EBITDA growth supported by production tax credits, solid performance in Fuel Station Services, and operating cost savings.

Key takeaways
  • Adjusted EBITDA rose 40% year-over-year to $23.1 million, benefiting from a $45 production tax credit and cost efficiencies in G&A.
  • RNG production increased 8% year-over-year to 1.3 million MMBtu, though slightly below internal expectations.
  • Management emphasized capital-light improvements to existing facilities as a key lever for incremental volume and EBITDA growth.
  • The company maintains full-year guidance and outlined growth prospects from projects under construction adding 3 million MMBtu annual capacity within two years.
  • Upstream growth is coupled with downstream demand, leveraging natural gas cost advantages and expanding fuel switching economics in targeted sectors.
Full recap

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