{"filings":[{"id":93326,"accession_number":"0001515156-26-000064","cik":1515156,"company_name":"Arq, Inc.","ticker":"ARQ","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arq Q1 revenue up 7% to $29.1M but net loss of $0.8M; reaffirms FY guidance","event_type":"earnings","confidence":"high","bullets":["Revenue $29.1M in Q1 2026 vs $27.2M in Q1 2025; gross margin 34.2% vs 36.4%.","Net loss of $0.8M vs net income of $0.2M in Q1 2025.","Adjusted EBITDA $2.7M vs $4.1M YoY; includes $0.8M non-cash inventory revaluation.","Cash and restricted cash $15.9M at quarter end, of which $11.2M restricted.","FY2026 guidance reaffirmed: revenue $120-125M, adjusted EBITDA $17-20M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":29053000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93325,"accession_number":"0001515156-26-000057","cik":1515156,"company_name":"Arq, Inc.","ticker":"ARQ","form_type":"8-K","filed_at":"2026-05-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Arq finalizes separation agreements with former COO and CFO, including cash severance and equity acceleration","event_type":"leadership","confidence":"high","bullets":["COO Williamson receives 12 months' base salary (~$361,500), COBRA lump-sum, accelerated vesting of 34,270 restricted stock and 49,736 PSUs.","CFO Voncannon gets accelerated vesting of 50,000 restricted shares; no additional cash severance beyond statutory COBRA.","Both departures effective April 18, 2026; separation agreements became effective April 29, 2026 after revocation period."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93324,"accession_number":"0001515156-26-000045","cik":1515156,"company_name":"Arq, Inc.","ticker":"ARQ","form_type":"8-K","filed_at":"2026-04-17T23:59:59+00:00","items":["1.01","3.03","9.01"],"status":"ready","headline":"ARQ extends Tax Asset Protection Plan expiration to Dec 31, 2027","event_type":"other_material","confidence":"high","bullets":["Ninth Amendment extends TAPP final expiration to Dec 31, 2027 (or Dec 31, 2026 without stockholder approval).","Amendment entered with Computershare Trust Company as Rights Agent.","Plan designed to protect ARQ's tax assets from ownership changes under Section 382.","No other material changes to the existing TAPP terms."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93323,"accession_number":"0001515156-26-000041","cik":1515156,"company_name":"Arq, Inc.","ticker":"ARQ","form_type":"8-K","filed_at":"2026-04-01T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Arq enters fifth amendment to credit agreement, adjusts liquidity covenant and borrowing base","event_type":"debt","confidence":"high","bullets":["Replaces minimum liquidity covenant with $2.5M availability reserve, increasing to $5M in Jan 2027.","Adds eligible equipment and Rolling Stock to borrowing availability calculation.","Permits higher single customer concentration in Eligible Accounts until August 2026.","Fifth amendment to Credit, Security and Guaranty Agreement with MidCap Funding IV Trust dated March 31, 2026.","Amendment fee paid; conditions satisfied; reaffirms security interests and representations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104860,"accession_number":"0001515156-26-000020","cik":1515156,"company_name":"Arq, Inc.","ticker":"ARQ","form_type":"8-K","filed_at":"2026-03-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arq reports record $120M revenue but $52.6M net loss; $45M impairment on Corbin; pauses GAC","event_type":"earnings","confidence":"high","bullets":["FY 2025 revenue $120.3M (+10% YoY); Q4 revenue $29.4M.","FY 2025 net loss $52.6M vs $5.1M loss in FY 2024; non-cash impairment charge of $45M related to Corbin assets.","Adjusted EBITDA $13.2M in FY 2025 vs $10.5M prior year (26% improvement); Q4 Adjusted EBITDA $0.3M.","Pausing GAC production and development for comprehensive engineering and process optimization review.","Appointed industry veteran as VP Operations; provided inaugural financial guidance for full-year 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104859,"accession_number":"0001515156-26-000008","cik":1515156,"company_name":"Arq, Inc.","ticker":"ARQ","form_type":"8-K","filed_at":"2026-03-03T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Arq amends credit agreement to lower minimum liquidity covenant through March 2026","event_type":"debt","confidence":"high","bullets":["Fourth Amendment to revolving credit agreement with MidCap Funding IV Trust, dated Feb 27, 2026.","Minimum liquidity reduced to $2.0M through March 31, 2026, then $5.0M thereafter (previously higher).","Inventory borrowing base capped at 50% of revolver limit until March 31, then 40% after.","Individual account concentration limit set at 40% until March 31, then 25%; top two at 50%, then 40%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104858,"accession_number":"0001515156-26-000002","cik":1515156,"company_name":"Arq, Inc.","ticker":"ARQ","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Arq amends credit agreement; borrow-base & liquidity relief extended to Feb 2026","event_type":"debt","confidence":"high","bullets":["Third Amendment to Revolving Credit Agreement with MidCap Funding IV Trust.","Inventory borrowing base advance rate: 50% thru 2/27/2026, then drops to 40%.","Minimum liquidity reduced to $2.0M until 2/27/2026, then steps up to $5.0M.","Eligible accounts concentration limits raised temporarily until Feb 2026.","All other terms of the $125M credit facility remain unchanged per filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121123,"accession_number":"0001515156-25-000151","cik":1515156,"company_name":"Arq, Inc.","ticker":"ARQ","form_type":"8-K","filed_at":"2025-12-11T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Arq amends credit agreement; liquidity floor cut to $2M through Jan 30, 2026","event_type":"debt","confidence":"high","bullets":["Minimum liquidity reduced from $5M to $2M for Dec 10, 2025–Jan 30, 2026; reverts to $5M after Jan 31, 2026.","Borrowing base inventory cap lowered to 50% (Dec 10–Jan 30) then 40% after; concentration limits also tightened.","Second Amendment with MidCap Funding IV Trust; amendment fee paid (amount redacted as confidential).","All Credit Parties reaffirm security interest and release Agent/Lenders from pre-existing claims."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121122,"accession_number":"0001515156-25-000139","cik":1515156,"company_name":"Arq, Inc.","ticker":"ARQ","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arq Q3 2025 revenue $35.1M (+1% YoY); adj. EBITDA $5.2M (6th consecutive positive)","event_type":"earnings","confidence":"high","bullets":["Revenue of $35.1M, up 1% YoY; average selling price increased 7% year-over-year.","Adjusted EBITDA of $5.2M, sixth consecutive positive quarter; net loss improved to $0.7M.","Gross margin 28.8% vs 38.6% a year ago, driven by initial GAC production ramp costs.","Achieved initial commercial-phase Granular Activated Carbon (GAC) production and sales.","Full-year 2025 capex guidance unchanged at $8-12M; cash & restricted cash $15.5M at quarter end."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":90905000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137763,"accession_number":"0001515156-25-000118","cik":1515156,"company_name":"Arq, Inc.","ticker":"ARQ","form_type":"8-K/A","filed_at":"2025-08-14T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Arq board adopts annual Say-on-Pay votes after stockholder preference at 2025 meeting","event_type":"other","confidence":"high","bullets":["Stockholders at June 3, 2025 annual meeting voted in favor of annual Say-on-Pay votes.","Board determined to hold future advisory votes on executive compensation every year.","Next required non-binding frequency vote will occur no later than the 2031 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.12,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137765,"accession_number":"0001515156-25-000115","cik":1515156,"company_name":"Arq, Inc.","ticker":"ARQ","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arq Q2 revenue up 13% to $28.6M, Adj. EBITDA $3.7M; commissions first GAC line at Red River","event_type":"earnings","confidence":"high","bullets":["Revenue $28.6M (+13% YoY); ASP +9%; gross margin improved to 33.3% from 32.2%.","Adjusted EBITDA $3.7M vs $1.1M in Q2 2024, up >200%; 5th consecutive positive quarter.","Cash and restricted cash $15.4M as of June 30; FY2025 capex guidance unchanged at $8-12M.","Commenced first granular activated carbon (GAC) line at Red River; targeting FID for second line by year-end 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":55831000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137764,"accession_number":"0001515156-25-000099","cik":1515156,"company_name":"Arq, Inc.","ticker":"ARQ","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arq successfully commissions first GAC line at Red River; targeting 25M lbs annual production","event_type":"other_material","confidence":"high","bullets":["First granular activated carbon line commissioned at Red River; initial sales revenue from test shipments.","Ramp-up underway to reach full nameplate capacity of 25 million pounds within six months.","Existing supply agreements to be fulfilled; contract negotiations for remaining capacity ongoing.","CEO highlights strong GAC demand, constrained supply, and Arq's unique market position.","Next expansion phase planned after ramp-up and contracting milestones achieved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155153,"accession_number":"0001515156-25-000085","cik":1515156,"company_name":"Arq, Inc.","ticker":"ARQ","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Arq changes auditor to Baker Tilly after Moss Adams merger","event_type":"other","confidence":"high","bullets":["Moss Adams merged with Baker Tilly effective June 3, 2025; Moss Adams resigned as auditor.","Audit committee approved Baker Tilly as successor independent registered public accounting firm.","No disagreements or reportable events occurred during Moss Adams' tenure or interim period.","Moss Adams' letter to the SEC agreeing with disclosures is filed as Exhibit 16.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155152,"accession_number":"0001515156-25-000082","cik":1515156,"company_name":"Arq, Inc.","ticker":"ARQ","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.02","5.07","8.01","9.01"],"status":"ready","headline":"Arq annual meeting: Wells and Li depart, new board committee chairs","event_type":"other","confidence":"high","bullets":["L. Spencer Wells and Gilbert Li did not stand for reelection, ending board service as of June 3, 2025.","Stockholders elected all six director nominees; say-on-pay approved with 22.1M votes (96.3% of votes cast).","Board appointed Richard Campbell-Breeden as Chair; Bergman chairs Audit, Campbell-Breeden Comp, Eicher Nominating."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}