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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Arq
Arq (ARQ) investor relations material
Arq Water Tower Research Virtual Insights Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Water Tower Research Virtual Insights Conference summary23 Sep, 2026
Strategic overview and market positioning
Focus on environmental technology, primarily activated carbon products for pollution remediation, including PFAS and mercury emissions, serving utilities and industrial markets.
Emphasis on PFAS compliance solutions, leveraging proprietary PAC for PFAS product to help utilities meet new EPA regulations.
Dual strategy: prioritize PAC for PFAS while maintaining optionality for granular activated carbon (GAC) expansion based on shareholder value.
Ongoing trials with water utilities for PAC for PFAS are expected to convert to contracts, supporting significant EBITDA and cash flow growth.
Industry-wide supply-demand imbalance for activated carbon is driving favorable market conditions and pricing power.
Operational initiatives and financial performance
Achieved a $35 million turnaround in PAC business over three years, targeting $30 million annual EBITDA run rate by next year.
Growth strategy includes increasing efficiency, capacity utilization, and expanding into higher-margin products and markets.
Management is focused on cost reduction, alternative feedstocks, and higher fixed cost absorption to drive 50% EBITDA growth.
GAC facility expansion, if pursued, would target a minimum of 25 million pounds capacity, with financing aimed at avoiding shareholder dilution.
Management and board collectively own nearly 25% of shares, aligning interests with shareholders.
Product and technology development
PAC for PFAS product is tailored for utilities close to compliance, offering a cost-effective alternative to GAC systems.
Ongoing R&D and third-party trials validate PAC for PFAS effectiveness, with anticipated contract wins from current beta utility partners.
Additional value levers include Corbin coal waste purification technology and asphalt applications, with options for licensing, sale, or joint ventures under evaluation.
Management is actively minimizing holding costs for non-core assets to preserve optionality.
New operating and sales leadership brought in to drive operational excellence and strategic market expansion.
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Latest events from Arq
- PFAS-driven growth, regulatory tailwinds, and product innovation fuel strong financial outlook.ARQ
Investor presentation - Strong Q2 results and regulatory-driven demand position the company for robust growth.ARQConference presentation
- Q2 2026 revenue up 5%, margin and EBITDA improved, GAC paused, PAC for PFAS drives outlook.ARQQ2 2026
- All proposals, including board elections and incentive plans, passed by majority vote.ARQAGM 2026
- Revenue up 7% year-over-year to $29.1M; margins and EBITDA declined, guidance reaffirmed.ARQQ1 2026
- Annual meeting covers director elections, compensation, auditor, incentive plan, and tax asset protection.ARQProxy filing
- Key votes include director elections, executive pay, auditor ratification, and incentive plan approval.ARQProxy filing
- Shareholders will vote on directors, compensation, auditor, incentive plan, and tax asset protection.ARQProxy filing
- Q3 revenue up 17% to $34.8M, margin gains, and Red River GAC expansion on track.ARQQ3 2024
Next Arq earnings date
Q3 20265 Nov, 2026
Arq
Next Arq earnings date
Q3 20265 Nov, 2026
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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.