Earnings summaries and quarterly performance for Arq.
Executive leadership at Arq.
Robert Rasmus
Detailed
Chief Executive Officer
CEO
CS
Clay Smith
Detailed
General Counsel and Corporate Secretary
JV
Jay Voncannon
Detailed
Chief Financial Officer
JW
Jeremy Williamson
Detailed
Chief Operating Officer
JW
Joe Wong
Detailed
Chief Technology Officer
SH
Stacia Hansen
Detailed
Chief Accounting Officer and Treasurer
Board of directors at Arq.
Research analysts who have asked questions during Arq earnings calls.
Peter Gastreich
Water Tower Research LLC
7 questions for ARQ
Also covers: GEVO, KITT, LXU +4 more
GS
Gerard Sweeney
ROTH Capital
6 questions for ARQ
Also covers: ALNT, AVO, BOOM +16 more
George Gianarikas
Canaccord Genuity
5 questions for ARQ
Also covers: AEVA, AIRJ, AMRC +21 more
TM
Tim Moore
EF Hutton
5 questions for ARQ
Also covers: AMPS, AMSC, BE +12 more
Aaron Spychalla
Craig-Hallum Capital Group
2 questions for ARQ
Also covers: BW, BWMN, CECO +9 more
GM
Graham Mattison
Water Tower Research
1 question for ARQ
Also covers: GTEC
Jason Tilchen
Canaccord Genuity Group Inc.
1 question for ARQ
Also covers: ARBK, BOWL, DKNG +7 more
JT
Jason Tilgen
Canaccord Genuity
1 question for ARQ
Recent press releases and 8-K filings for ARQ.
Arq pauses GAC production, provides 2026 PAC guidance, and announces management changes
ARQ
Guidance Update
New Projects/Investments
Management Change
- Arq has decided to pause Granular Activated Carbon (GAC) production for a comprehensive review, citing persistent design flaws and operational challenges that prevented economic scaling, and expects no GAC production in 2026.
- The company's Powdered Activated Carbon (PAC) business delivered strong 2025 results, with revenues of approximately $120 million and adjusted EBITDA of $13 million, a 26% increase year-over-year.
- For fiscal year 2026, Arq forecasts PAC-only revenue between $120 million and $125 million and adjusted EBITDA between $17 million and $20 million, representing a potential 30% improvement in EBITDA over 2025.
- Arq is taking a $45 million non-cash write-down on Corbin assets due to idling operations and feedstock changes, and announced management changes including the appointment of Eric Robinson as SVP of Operations and the departure of CFO Jay Voncannon.
2 days ago
Arq Pauses GAC Production, Reports 2025 PAC Results, and Issues 2026 Guidance
ARQ
Earnings
Management Change
Guidance Update
- Arq announced a pause in Granular Activated Carbon (GAC) production to conduct a comprehensive engineering and production process optimization review, citing fundamental design flaws and off-gas system issues, with no GAC production expected in 2026. The company also reported a $45 million non-cash write-down on Corbin assets.
- The company's PAC business delivered strong performance in 2025, with revenues of approximately $120 million (up 10% year-over-year) and adjusted EBITDA of $13.2 million (up 26% over 2024).
- For full year 2026, Arq anticipates PAC business revenue of $120 to $125 million and adjusted EBITDA of $17 to $20 million, assuming no GAC contribution.
- Key leadership changes include the appointment of Eric Robinson as SVP of Operations, Anthony Nathan as VP Finance, and Stacia Hansen as Principal Financial Officer, while Jay Voncannon no longer serves as CFO.
2 days ago
Arq Pauses GAC Production, Provides 2026 PAC Guidance, and Announces Management Changes
ARQ
Guidance Update
Management Change
New Projects/Investments
- Arq has decided to pause its Granular Activated Carbon (GAC) production project for a comprehensive engineering and production process optimization review, with no GAC production expected in 2026 due to significant technical challenges and design flaws.
- The company will focus on its profitable and growing Public Activated Carbon (PAC) business, which achieved $120 million in revenue and $13.2 million in adjusted EBITDA in 2025. For full year 2026, Arq anticipates PAC business revenue between $120 million and $125 million and adjusted EBITDA between $17 million and $20 million.
- In Q4 2025, Arq reported revenue of $29.4 million, a net loss of $50 million, and adjusted EBITDA of $0.3 million, with GAC ramp-up costs significantly impacting results.
- Arq announced leadership changes, including the appointment of Eric Robinson as Senior Vice President of Operations and Anthony Nathan as VP Finance, while Jay Voncannon no longer serves as CFO.
2 days ago
Arq Reports Q4 and Full Year 2025 Results, Pauses GAC Production, and Updates Leadership
ARQ
Earnings
Guidance Update
Management Change
- Arq generated record revenue of $120.3 million for full-year 2025, an increase of 10% over the prior year, and reported a net loss of $52.6 million for the same period.
- The company recorded a non-cash impairment charge of $45 million in Q4 2025 related to its Corbin assets, contributing to a Q4 2025 net loss of $50.0 million.
- Arq is pausing GAC production and development to conduct a comprehensive engineering and production process optimization review, with no GAC production expected in fiscal year 2026.
- For fiscal year 2026, Arq provided inaugural financial guidance, projecting revenue of $120-125 million and Adjusted EBITDA of $17-20 million.
- Leadership changes include the appointment of Eric Robinson as VP Operations and the promotion of Anthony Nathan to VP Finance, following Jay Voncannon's departure as CFO.
3 days ago
Arq, Inc. Reports Q3 2025 Results
ARQ
Earnings
Guidance Update
New Projects/Investments
- Arq, Inc. generated revenue of $35.1 million in Q3 2025, representing a 1% increase over the prior year period, primarily driven by higher average sales prices.
- The company reported Adjusted EBITDA of $5.2 million in Q3 2025, marking its sixth consecutive quarter of positive Adjusted EBITDA.
- Arq achieved initial commercial phase Granular Activated Carbon (GAC) production and sales at Red River, though the GAC Phase I production ramp-up has been impacted by design issues, with nameplate capacity now expected around mid-2026.
- A net loss of $0.7 million was reported in Q3 2025, compared to a net income of $1.6 million in the prior year period.
- Arq ended Q3 2025 with cash and restricted cash totaling $15.5 million.
Nov 5, 2025, 9:36 PM
Quarterly earnings call transcripts for Arq.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more