Opal Fuels Inc
NASDAQ:OPAL
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Opal Fuels Inc
Opal Fuels Inc is a US-based company operating in Oil, Gas & Consumable Fuels industry. The company is headquartered in White Plains, New York. The company went IPO on 2021-03-25. OPAL Fuels Inc. (OPAL Fuels) is a renewable energy company. The firm specializes in capturing and converting biogas for the production of renewable natural gas (RNG) for use as a vehicle fuel for heavy and medium-duty trucking fleets, and the generation of renewable power for sale to utilities. OPAL Fuels also designs, develops, constructs, operates and services fueling stations for trucking fleets across the country that use natural gas to displace diesel as their transportation fuel. The firm's biogas conversion projects use landfill gas and dairy manure as the source of the biogas. In addition, the Company is also focused on implementing, designing, developing and constructing services for hydrogen fueling stations. OPAL Fuels owns and operates approximately 24 biogas projects, five of which are RNG projects and 19 of which are renewable power projects. In addition, the Company has seven RNG projects under construction.
Opal Fuels Inc is a US-based company operating in Oil, Gas & Consumable Fuels industry. The company is headquartered in White Plains, New York. The company went IPO on 2021-03-25. OPAL Fuels Inc. (OPAL Fuels) is a renewable energy company. The firm specializes in capturing and converting biogas for the production of renewable natural gas (RNG) for use as a vehicle fuel for heavy and medium-duty trucking fleets, and the generation of renewable power for sale to utilities. OPAL Fuels also designs, develops, constructs, operates and services fueling stations for trucking fleets across the country that use natural gas to displace diesel as their transportation fuel. The firm's biogas conversion projects use landfill gas and dairy manure as the source of the biogas. In addition, the Company is also focused on implementing, designing, developing and constructing services for hydrogen fueling stations. OPAL Fuels owns and operates approximately 24 biogas projects, five of which are RNG projects and 19 of which are renewable power projects. In addition, the Company has seven RNG projects under construction.
RNG Production Growth: OPAL Fuels delivered record RNG production of 1.3 million MMBtu in Q3, up about 30% year-over-year, with October production reaching the highest rates in company history.
Revenue & Earnings: Q3 revenue came in at $83 million and adjusted EBITDA at $19.5 million, both down from last year due to lower RIN prices and expiration of certain pathways.
Guidance Maintained: Full-year 2025 guidance is being maintained, though Q4 performance is expected to be at the lower end of the range.
Segment Expansion: The fuel station services segment remains a focus, with 47 stations operating and 41 under construction, aimed at balancing earnings and reducing reliance on credit pricing.
Financial Discipline: Management emphasized strict capital allocation, with liquidity of $184 million and continued monetization of investment tax credits.
Regulatory & Market Outlook: Management is optimistic about bipartisan support for RNG, sees potential for D3 RIN price tightening, and expects a full year contribution from 45Z tax credits in 2026.
