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Visual22 Oct 2025
Epiroc's cash spent on M&A
Opal Fuels (OPAL) investor relations material
Opal Fuels Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary8 Aug, 2025
Executive summary
Q2 2025 revenue grew 13% year-over-year to $80.5M, with net income rising to $7.6M from $1.9M, driven by strong RNG and Fuel Station Services segments and a significant tax benefit from ITC sales.
RNG production increased 33% year-over-year to 1.2M MMBtu, and Fuel Station Services segment EBITDA grew 30% compared to the prior year.
Adjusted EBITDA for Q2 2025 was $16.5M, down from $21.1M year-over-year, impacted by lower RIN prices, loss of ISCC carbon credits, and non-recurring G&A expenses.
Bipartisan policy support, including the extension of the 45Z production tax credit, is expected to benefit future results.
The company was added to the Russell 2000, Value, and Growth Indices, reflecting its growth and platform strength.
Financial highlights
Q2 2025 revenue was $80.5M (+13% year-over-year); adjusted EBITDA was $16.5M (down from $21.1M); net income was $7.6M (up from $1.9M); EPS was $0.03 (vs. $(0.01)).
RNG segment produced 1.2M MMBtu, up 33% year-over-year; Fuel Station Services segment EBITDA reached $11.2M, up 30%.
Gross margin for Q2 2025 was $23.4M (29% of revenue), down from 32% in Q2 2024.
Liquidity as of June 30, 2025, was $203.2M, including $29.3M cash and $173.9M in unused credit facilities.
Net debt as of June 30, 2025, was approximately $302M.
Outlook and guidance
Full-year 2025 guidance is maintained, with adjusted EBITDA projected between $90M and $110M, assuming $2.60/gallon D3 RIN price.
RNG production expected in the 5.0–5.4M MMBtu range for 2025.
Management expects continued operating and financial improvement for the remainder of 2025.
$185M in capital expenditures planned over the next 12 months for RNG projects and fuel stations.
Guidance excludes ~$50M from ITC sales, which will be included in operating cash flow and net income.
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Next Opal Fuels earnings date
Q3 20257 Nov, 2025
Next Opal Fuels earnings date
Q3 20257 Nov, 2025
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Frequently asked questions
Opal Fuels Inc. is a prominent company engaged in the production and distribution of renewable natural gas (RNG) for use as a vehicle fuel, particularly targeting heavy and medium-duty trucking fleets. The company's operations encompass the design, development, construction, operation, and servicing of fueling stations that enable trucking fleets to switch from diesel to natural gas as a transportation fuel. Additionally, Opal Fuels offers services related to the design and construction of hydrogen fueling stations and generates and sells renewable power to utilities. The company is headquartered in White Plains, New York, and its shares are listed on the Nasdaq.
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