earnings
confidence high
sentiment negative
materiality 0.80
Montauk Q3 revenue $45.3M (-31.3% YoY); net income $5.2M (-69.5%); guidance unchanged
Montauk Renewables, Inc.
2025-Q3 EPS reported
-$0.01
revenue$132,988,000
- Adjusted EBITDA $12.8M, down 56.4% YoY; average realized RIN price $2.29 (-31.4%).
- RNG production 1.4M MMBtu (+3.8% YoY); RINs sold 12.4M (-21.2% YoY).
- D3 RIN index price averaged $2.19 in Q3 vs $3.36 a year ago (-34.8%).
- FY2025 outlook unchanged: RNG revenue $150-170M, production 5.8-6.0M MMBtu.
- Filed comments with NCUC regarding swine REC compliance; EPA rule finalization may extend into 2026.