{"filings":[{"id":97205,"accession_number":"0002013745-26-000013","cik":2013745,"company_name":"Calumet, Inc. /DE","ticker":"CLMT","form_type":"8-K","filed_at":"2026-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calumet Q1 2026 net loss $317M; Shreveport outage, Montana turnaround completed","event_type":"earnings","confidence":"high","bullets":["Net loss $317M, basic loss $3.64/share vs $162M loss ($1.87/share) year ago.","Adjusted EBITDA $27.6M; Adjusted EBITDA with Tax Attributes $50.1M.","Shreveport unplanned outage from organic chloride contamination lost ~750k bbl; resumed early April.","Montana Renewables finished turnaround and MaxSAF 150 expansion; operations commenced early May.","Non-cash items: $147.4M RINs expense, $102.7M unrealized derivative loss, $37.9M equity-based comp."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":1029700000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111795,"accession_number":"0002013745-26-000011","cik":2013745,"company_name":"Calumet, Inc. /DE","ticker":"CLMT","form_type":"8-K","filed_at":"2026-03-25T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Calumet director Jennifer Straumins to retire at 2026 annual meeting; no replacement named","event_type":"leadership","confidence":"high","bullets":["Jennifer Straumins notified board on March 23, 2026 of decision not to seek re-election and retire at end of term.","Straumins served on board since July 2024; previously on GP board and was employee for 13 years.","Departure is not due to any disagreement with company's operations, policies, or practices.","Board will evaluate composition with Nominating and Governance Committee; no replacement named yet.","Straumins currently serves on Strategy and Growth and Risk Committees."],"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":111794,"accession_number":"0001193125-26-111210","cik":2013745,"company_name":"Calumet, Inc. /DE","ticker":"CLMT","form_type":"8-K","filed_at":"2026-03-17T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Calumet issues $150M of additional 9.75% Senior Notes due 2031, to repay revolver","event_type":"debt","confidence":"high","bullets":["Issued $150M of 9.75% Senior Notes due 2031 at 105% of par; net proceeds ~$154.9M after discount and expenses.","Additional Notes form a single series with $405M existing notes from Jan 12, 2026; mature Feb 15, 2031.","Proceeds used to immediately repay outstanding borrowings under revolving credit facility.","CFO expects additional liquidity to reduce 2028 notes when call premium steps down in July."],"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":111793,"accession_number":"0001193125-26-106401","cik":2013745,"company_name":"Calumet, Inc. /DE","ticker":"CLMT","form_type":"8-K","filed_at":"2026-03-13T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Calumet prices $150M add-on of 9.75% Senior Notes due 2031 to repay revolver","event_type":"debt","confidence":"high","bullets":["$150M principal add-on to existing $405M 9.75% Senior Notes due 2031; issued at 105% of par.","Net proceeds of ~$154.9M after discount, expenses and accrued interest.","Proceeds to repay outstanding borrowings under revolving credit facility.","Tenth Amendment to credit agreement permits the issuance; closing expected March 17, 2026."],"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":111792,"accession_number":"0001193125-26-103119","cik":2013745,"company_name":"Calumet, Inc. /DE","ticker":"CLMT","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Calumet subsidiaries offer $150M additional 9.75% Senior Notes due 2031 to repay revolver","event_type":"debt","confidence":"high","bullets":["$150M aggregate principal amount of 9.75% Senior Notes due 2031 offered in private placement.","Additional Notes form single series with $405M existing notes issued Jan 12, 2026.","Net proceeds to repay borrowings under revolving credit facility.","Offering conditioned on Tenth Amendment to credit agreement; lender consent already obtained."],"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":111791,"accession_number":"0002013745-26-000003","cik":2013745,"company_name":"Calumet, Inc. /DE","ticker":"CLMT","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calumet FY2025 net loss narrows to $33.8M; Adjusted EBITDA with Tax Attributes $293.3M","event_type":"earnings","confidence":"high","bullets":["FY2025 net loss $33.8M vs $222.0M in 2024; basic loss per share $0.39 vs $2.67.","Full-year Adjusted EBITDA with Tax Attributes $293.3M, up 28% from $229.3M.","Specialty Products & Solutions segment posted record production; Adjusted EBITDA $88.5M in Q4 vs $51.9M a year ago.","Reduced recourse debt by $222M in 2025; completed $405M private placement of 9.75% senior notes due 2031 in Jan 2026.","Montana Renewables MaxSAF 150 expansion on track for Q2 2026; segment reported $(5.4)M Adj EBITDA with Tax Attributes in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":4137100000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111790,"accession_number":"0001193125-26-029523","cik":2013745,"company_name":"Calumet, Inc. /DE","ticker":"CLMT","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Calumet amends credit agreement, extends maturity to 2031, commits $500M","event_type":"debt","confidence":"high","bullets":["Maturity extended to January 23, 2031 under Ninth Amendment to credit agreement.","Commitments of $500.0 million, subject to borrowing base limitations.","If inventory financing transaction consummated, commitments reduce to $425.0 million.","Liens on refinery collateral released following effectiveness of amendment.","Covenants revised to permit new inventory financing transactions."],"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":111789,"accession_number":"0001193125-26-010438","cik":2013745,"company_name":"Calumet, Inc. /DE","ticker":"CLMT","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Calumet closes upsized $405M 9.75% senior notes offering; proceeds to redeem near-term maturities","event_type":"debt","confidence":"high","bullets":["Issued $405M of 9.75% Senior Notes due 2031 at 98.996% of par; net proceeds ~$393M.","Offering upsized from $350M; proceeds to redeem all 11.00% 2026 and 8.125% 2027 near-term notes.","CEO Todd Borgmann cited $220M debt reduction in 2025 and $120M H2 cash generation for strong demand.","Notes mature Feb 15, 2031; interest semi-annual starting Aug 15, 2026; callable at 104.875% in 2028.","Equity clawback allows up to 35% redemption at 109.75% prior to Feb 2028; change of control put at 101%."],"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":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111788,"accession_number":"0001193125-26-007783","cik":2013745,"company_name":"Calumet, Inc. /DE","ticker":"CLMT","form_type":"8-K","filed_at":"2026-01-08T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Calumet prices $405M upsized private placement of 9.75% senior notes due 2031; redeems 2026/2027 notes","event_type":"debt","confidence":"high","bullets":["$405M aggregate principal of 9.75% Senior Notes due 2031, upsized from $350M, priced at 98.996% of par.","Net proceeds of ~$393M (after discount/expenses) plus cash/credit facility to redeem all 11% 2026 and 8.125% 2027 notes.","Closing expected January 12, 2026; redemption expected on or before January 21, 2026.","Issued by Calumet Specialty Products Partners and Calumet Finance Corp.; BofA Securities acted as representative of initial purchasers."],"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":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111787,"accession_number":"0001193125-26-003479","cik":2013745,"company_name":"Calumet, Inc. /DE","ticker":"CLMT","form_type":"8-K","filed_at":"2026-01-06T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Calumet plans $350M private placement of senior notes due 2031; to redeem 11% 2026 notes and $275M of 8.125% 2027 notes","event_type":"debt","confidence":"high","bullets":["Offering $350M senior unsecured notes due 2031; proceeds plus cash/borrowings to redeem all 11% 2026 notes and $275M of 8.125% 2027 notes.","Conditional redemption notices sent: 2026 notes redeemed Jan 21, 2026; $275M of 2027 notes redeemed Jan 16, 2026, contingent on $325M+ offering.","Company reduced total indebtedness by $220M in 2025; expects $100M in company-wide cost reductions for 2025.","Replacement credit facility of up to $500M being negotiated with Bank of America.","Pro forma total recourse debt as of Dec 31, 2025: ~$1.453B; unrestricted cash $127M."],"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":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111786,"accession_number":"0001193125-26-003207","cik":2013745,"company_name":"Calumet, Inc. /DE","ticker":"CLMT","form_type":"8-K","filed_at":"2026-01-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calumet prelim FY2025 net loss $12M-$69M; Adj EBITDA $285M-$305M","event_type":"earnings","confidence":"high","bullets":["Preliminary net loss range of $69M to $12M for year ended Dec 31, 2025.","Adjusted EBITDA with Tax Attributes expected between $285M and $305M.","Restricted Subsidiary Group Adjusted EBITDA also in $285M-$305M range.","Estimates are unaudited and based on preliminary data available as of Jan 5, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":4137100000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128415,"accession_number":"0002013745-25-000017","cik":2013745,"company_name":"Calumet, Inc. /DE","ticker":"CLMT","form_type":"8-K","filed_at":"2025-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calumet reports Q3 net income of $313.4M; plans SAF expansion; restates cash flows","event_type":"earnings","confidence":"high","bullets":["Net income $313.4M ($3.61 basic EPS) vs loss of $100.6M in Q3 2024; Adjusted EBITDA with Tax Attributes $92.5M.","SPS segment Adjusted EBITDA $80.2M, up from $50.7M YoY on record production and strong margins.","Company-wide cost reduction drove $61M in operating cost savings YTD through September 2025.","Montana Renewables on track for 120–150M gallons annualized SAF production by Q2 2026; ~100M gallons SAF contracted or in review.","Restates Q1 and Q2 2025 cash flow statements; ~$80M upward adjustment to operating cash flows, no impact on net income."],"consensus_eps_estimate":null,"consensus_eps_actual":0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":3098500000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128414,"accession_number":"0002013745-25-000015","cik":2013745,"company_name":"Calumet, Inc. /DE","ticker":"CLMT","form_type":"8-K","filed_at":"2025-11-07T23:59:59+00:00","items":["2.02","4.02"],"status":"ready","headline":"Calumet restates Q1/Q2 2025 cash flows; misclassification of ~$81M; material weakness","event_type":"other_material","confidence":"high","bullets":["Non-reliance on unaudited interim financials for Q1 and Q2 2025 due to cash flow classification error.","Error misclassified debt extinguishment costs between operating and financing activities; no impact on net income or cash balance.","Q1 2025 operating cash flow revised from $110.6M used to $29.3M used; financing cash flow reduced by $81.3M.","Six-month June 30, 2025 operating cash flow revised from $108.0M used to $31.1M used; financing reduced by $76.9M.","Material weakness identified in internal control over financial reporting; disclosure controls deemed ineffective."],"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":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145214,"accession_number":"0001558370-25-010857","cik":2013745,"company_name":"Calumet, Inc. /DE","ticker":"CLMT","form_type":"8-K","filed_at":"2025-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Calumet Q2 net loss widens to $147.9M; Adjusted EBITDA $55.1M","event_type":"earnings","confidence":"high","bullets":["Net loss of $147.9M ($1.70 per share) vs $39.1M loss a year ago; Adjusted EBITDA $55.1M vs $74.8M.","Montana Renewables segment reported $16.3M Adjusted EBITDA with Tax Attributes, up from $8.7M, on record volumes.","Company-wide operating cost savings reached $42M year-over-year in first half; called $230M of 2026 Senior Notes.","Specialties segment Adjusted EBITDA $66.8M, down from $72.7M, impacted by planned Shreveport turnaround.","Montana Renewables on track for 120-150M gallons SAF production by Q2 2026; operating costs fell to $0.43/gallon."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":2020500000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145213,"accession_number":"0001558370-25-009845","cik":2013745,"company_name":"Calumet, Inc. /DE","ticker":"CLMT","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["1.01","1.02","2.01","2.03","9.01"],"status":"ready","headline":"Calumet closes $120M sale-leaseback with Stonebriar, will redeem $80M of 2026 Notes","event_type":"debt","confidence":"high","bullets":["Extended Shreveport terminal sale-leaseback from $70M to $120M; net proceeds $80M after repaying prior $40M balance.","Monthly rent $1.8M, cost of capital 10.75%, 7-year term with option to repurchase after 6 years for ~$42M.","Calumet delivered notice to redeem $80M aggregate principal of its 11.00% Senior Notes due 2026 at par, redemption date Aug 12, 2025.","CEO Todd Borgmann cites Shreveport reliability improvements driving asset value increase."],"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":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163631,"accession_number":"0001193125-25-141161","cik":2013745,"company_name":"Calumet, Inc. /DE","ticker":"CLMT","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Calumet stockholders elect four Class I directors, approve all proposals at annual meeting","event_type":"other","confidence":"high","bullets":["Elected Jack G. Boss, Stephen P. Mawer, Karen Narwold, and Julio Quintana as Class I directors.","Advisory vote on executive compensation approved with 40.9M for vs 851K against.","Stockholders selected '1 year' frequency for future say-on-pay votes (41.2M votes).","Ratification of Grant Thornton LLP as independent auditor for 2025 passed with 67.6M votes."],"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":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163630,"accession_number":"0001558370-25-008067","cik":2013745,"company_name":"Calumet, Inc. /DE","ticker":"CLMT","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Calumet appoints John R. Krutz as Chief Accounting Officer, effective May 21, 2025","event_type":"leadership","confidence":"high","bullets":["John R. Krutz named Chief Accounting Officer and principal accounting officer; David A. Lunin remains EVP, CFO.","Mr. Krutz will receive an annual base salary of $335,000 and target bonus of 50% of base.","He is eligible for annual LTIP awards equal to 40% of base salary; receives 5,660 RSUs for FY2025.","Mr. Krutz previously served as CFO of Acculevel and in finance roles at CliftonLarsonAllen and Calumet."],"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}],"next_cursor":null}