OPAL · OPAL Fuels Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $39.8M | six months ended June 30, 2026 | — |
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| Design Capacity | 4.4M | six months ended June 30, 2026 | — |
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| Inlet Design Capacity Utilization | 73.5% | six months ended June 30, 2026 | — |
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| liquidity | $162.3M | as of June 30, 2026 | — |
| RNG dispensed as transportation fuel | 38.8M | six months ended June 30, 2026 | — |
| RNG Fuel volume produced | 2.4M | six months ended June 30, 2026 | — |
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| RNG Fuel volume sold | 38.8M | six months ended June 30, 2026 | — |
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| RNG Pending Monetization | $16.3M | as of June 30, 2026 | — |
| RNG produced | 2.4M | six months ended June 30, 2026 | — |
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| Total volume delivered | 78M | six months ended June 30, 2026 | — |
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| Utilization of Inlet Gas | 76% | six months ended June 30, 2026 | — |
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| Volume of Inlet Gas | 3.1M | six months ended June 30, 2026 | — |
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| Average realized sales price during quarter - LCFS | $76.91 | Q1 2026 | — |
| Average realized sales price during quarter - RIN | $2.42 | Q1 2026 | — |
| Capital expenditures | $24.4M | Q1 2026 | — |
| Capital expenditures across RNG projects and OPAL Fuels owned fueling stations in construction | $24.4M | Three Months Ended March 31, 2026 | — |
| Company's portion of capital expenditures in unconsolidated entities | $3.3M | Three Months Ended March 31, 2026 | — |
| D3 price per RIN at quarter end | $2.43 | Q1 2026 | — |
| Ending LCFS credit balance (Available for sale) as of March 31, 2026 | 121K | Q1 2026 | — |
| Ending RIN credit balance (Available for sale) as of March 31, 2026 | 462K | Q1 2026 | — |
| LCFS credit price at quarter end | $100 | Q1 2026 | — |
| RNG dispensed as a transportation fuel | 17.9M | Three Months Ended March 31, 2026 | — |
| Total Value of RNG Pending Monetization and Credits at quarter end | 23.52M | Q1 2026 | — |
| Value of RECs using quarter end price | 17K | Q1 2026 | — |
| RNG Fuel volume dispensed | 20.4M | Three Months Ended December 31, 2025 | — |
| Total volumes sold, dispensed, and serviced | 161.9M | Year Ended December 31, 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Utilities - Regulated Gas — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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OPAL
this stock
OPAL Fuels Inc.
|
$370.48M | -10.0% | +16.3% | — | 1.5% |
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ATO
Atmos Energy Corp
|
$28.82B | -0.5% | +12.9% | 20.4 | 2.0% |
|
NI
Nisource Inc.
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$19.48B | -2.7% | +8.5% | 21.6 | 2.8% |
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UGI
Ugi Corp /Pa/
|
$8.13B | +0.4% | +1.1% | — | 5.9% |
|
SWX
Southwest Gas Holdings, Inc.
|
$6.64B | +11.1% | +9.6% | 12.2 | 2.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OPAL | -1.4% | -4.1% | -1.9% | -9.8% | -10.0% |
| SPY | -1.4% | +3.6% | +11.6% | +2.5% | +12.3% |
| vs SPY | 0.0% | -7.7% | -13.4% | -12.3% | -22.3% |