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Arq (ARQ) investor relations material

Arq Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary12 Aug, 2025

Executive summary

  • Revenue grew 13% year-over-year to $28.6 million in Q2 2025, driven by higher average selling prices, volumes, and end-market diversification.

  • Achieved fifth consecutive quarter of positive Adjusted EBITDA, up over 200% year-over-year to $3.7 million.

  • Completed commissioning of the first GAC line at Red River in August 2025, marking a major operational milestone and entry into higher growth, higher margin businesses.

  • Net loss was $2.1 million in Q2 2025, slightly higher than the $2.0 million loss in the prior year period.

  • Targeting a final investment decision for a second GAC line at Red River before year-end 2025.

Financial highlights

  • Q2 2025 revenue: $28.6 million, up from $25.4 million year-over-year; six-month revenue: $55.8 million, up from $47.1 million.

  • Gross margin improved to 33.3% in Q2 2025 from 32.2% a year ago, aided by pricing, volume, and customer mix.

  • Adjusted EBITDA for Q2 2025: $3.7 million, up from $1.1 million in Q2 2024; six-month Adjusted EBITDA: $7.7 million, up from $0.7 million.

  • Cash and restricted cash at June 30, 2025: $15.4 million, down from $22.2 million at year-end 2024.

  • SG&A expenses reduced by 16% year-over-year to $5.9 million, mainly from lower payroll and admin costs.

Outlook and guidance

  • Ramp-up of Red River GAC production targeting 25 million pounds annualized within six months.

  • Full-year 2025 capital expenditures expected to remain within $8–$12 million guidance, funded by cash, cash generation, and cost reductions.

  • Expects increased GAC demand in water purification due to new EPA PFAS regulations, with compliance deadlines potentially extended to 2031.

  • Management expects sufficient liquidity for the next 12 months based on current cash and credit availability.

  • Strategic price increases are expected to continue, though at a moderating pace.

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Frequently asked questions

Arq Inc. is an environmental technology company focused on converting waste byproducts from coal and other carbon-based materials into high-value energy and industrial products. The company develops proprietary processes to create cleaner energy sources and advanced carbon products used in various applications, including fuels, specialty chemicals, and other industrial sectors. The company is headquartered in Louisville, Kentucky, and its shares are listed on the NASDAQ.

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