CLMT · Calumet, Inc. /DE
$47.72
-1.07 (-2.19%)
At close · Aug 14
Market Cap
$4.19B
Shares
87.90M
Calumet, Inc. Earnings Call Transcripts
Every quarterly earnings call for Calumet, Inc. (CLMT) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
·
$1.15B
$99.80M
'23 Q3
23-09-30
·
$1.01B
−$41.60M
'24 Q1
24-03-31
·
$1.13B
−$39.10M
'24 Q2
24-08-09
▼4.3%
$1.10B
−$100.60M
'24 Q3
24-10-24
·
$949.50M
−$40.70M
'24 Q4
25-01-14
▼1.2%
$993.90M
−$162.00M
'25 Q1
25-05-09
▼9.4%
$1.03B
−$147.90M
'25 Q2
25-08-08
▼2%
$1.08B
$313.40M
'25 Q3
25-11-07
▲9.4%
$1.04B
−$37.30M
'25 Q4
26-02-27
▲3.6%
$1.03B
−$317.00M
'26 Q1
26-05-08
LATEST
▲40.8%
$1.45B
−$95.90M
'26 Q2
26-08-07
Earnings call
FY26 · Q2
2026-08-07
Second Quarter 2026 Earnings Presentation
Confident tone
Montana Renewables ramp-up
Refining margin environment (CMR/asphalt)
Specialty growth CapEx
Revenue
$1.45B
▲ 40.8% YoY Diluted EPS
$-1.09
Gross margin
1.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-08
Calumet, Inc. /DE Q1 FY2026 Earnings Call
Confident tone
Specialties business and integrated model
EPA Set 2 RVO and biofuel policy
Commercial excellence and pricing actions
Revenue
$1.03B
▲ 3.6% YoY Diluted EPS
$-3.64
Gross margin
-8.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-27
Calumet, Inc. /DE Q4 FY2025 Earnings Call
Confident tone
Biofuels regulatory environment
SAF contracts and premium pricing
Cost reduction and reliability
Revenue
$1.04B*
▲ 9.4% YoY Gross margin
-0.3%
Rev · 7q
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2026-01-06
Goldman Sachs Energy, Clean Tech and Utilities Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q3
2025-11-07
Calumet, Inc. /DE Q3 FY2025 Earnings Call
Confident tone
Renewable diesel margin environment
Sustainable Aviation Fuel market and demand
Montana Renewables / MaxSAF expansion
Revenue
$1.08B
▼ 2% YoY Diluted EPS
$3.61
Gross margin
34.7%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-08
Calumet, Inc. /DE Q2 FY2025 Earnings Call
Positive tone
Renewable diesel industry margins and RVO
SAF / MaxSAF 150 project
Montana/Renewables operational performance
Revenue
$1.03B
▼ 9.4% YoY Diluted EPS
$-1.70
Gross margin
-4.2%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-09
Calumet, Inc. /DE Q1 FY2025 Earnings Call
Positive tone
Montana Renewables and MaxSAF project
Renewable fuels market and RVO regulation
Guidance and quarterly results
Revenue
$993.90M
▼ 1.2% YoY Diluted EPS
$-1.87
Gross margin
-8.2%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-14
Calumet, Inc. /DE Q4 FY2024 Earnings Call
Confident tone
Montana Renewables Operations
Deleveraging and Balance Sheet
Specialties Business Performance
Revenue
$949.50M*
Gross margin
8.8%
Rev · 4q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-24
Calumet, Inc. /DE Q3 FY2024 Earnings Call
Confident tone
Montana Renewables / SAF Growth
Specialty Products Performance
Feedstock Flexibility
Revenue
$1.10B
▼ 4.3% YoY Diluted EPS
$-1.18
▼ 195.2% YoY Gross margin
0.4%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-09
Calumet, Inc. /DE Q2 FY2024 Earnings Call
Revenue
$1.13B
Diluted EPS
$-0.48
Gross margin
5.6%
Rev · 3q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-03-31
Calumet, Inc. /DE Q1 FY2024 Earnings Call
Positive tone
Industry Margins and RVO
SAF Market Opportunity
Montana Renewables / Renewable Diesel
Revenue
$1.01B
Diluted EPS
$-0.51
Gross margin
7.8%
Rev · 2q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-12-31
Calumet, Inc. /DE Q4 FY2023 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-09-30
Calumet, Inc. /DE Q3 FY2023 Earnings Call
Revenue
$1.15B
Diluted EPS
$1.24
Gross margin
22.8%
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-06-30
Calumet, Inc. /DE Q2 FY2023 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-03-31
Calumet, Inc. /DE Q1 FY2023 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-12-31
Calumet, Inc. /DE Q4 FY2022 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-09-30
Calumet, Inc. /DE Q3 FY2022 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-06-30
Calumet, Inc. /DE Q2 FY2022 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-03-31
Calumet, Inc. /DE Q1 FY2022 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-12-31
Calumet, Inc. /DE Q4 FY2021 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-09-30
Calumet, Inc. /DE Q3 FY2021 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-06-30
Calumet, Inc. /DE Q2 FY2021 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-03-31
Calumet, Inc. /DE Q1 FY2021 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-12-31
Calumet, Inc. /DE Q4 FY2020 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-09-30
Calumet, Inc. /DE Q3 FY2020 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-06-30
Calumet, Inc. /DE Q2 FY2020 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-03-31
Calumet, Inc. /DE Q1 FY2020 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Showing 1–27 of 27 earnings calls
Key facts
CIK
2013745
CUSIP
131428104
13F (30d)
185 filings
183 filers
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