Arq Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
4analysts covering
FY Revenue (est.)
$123.6Mnext fiscal year
FY EPS (est.)
$0.02next fiscal year
Monitoring Framework
Key Performance Indicators
Core PAC Sales Volume Quarterly122MTarget: 122,000,000 to 125,000,000 pounds
Average Selling Price (ASP) of PAC Quarterly0.9Target: $0.88 to $0.91 per pound
Full-Year Revenue Guidance Annually120MTarget: $120,000,000 to $125,000,000
Full-Year Adjusted EBITDA Guidance Annually170MTarget: $17,000,000 to $20,000,000
Watch Items
- GAC Strategic Optimization ReviewTrigger: Completion and publication of the review in Q3 2026Action: Evaluate the return profiles, capital requirements, and funding approaches to determine if GAC production will resume or remain permanently paused.
- CFO Transition and Leadership StabilityTrigger: Commencement of Shimon Steinmetz as CFO on or before July 27, 2026Action: Monitor integration of new financial leadership and execution of capital structure adjustments.
- Credit Facility Covenant ComplianceTrigger: Covenant tightness under the MidCap Financial credit facilityAction: Assess any amendments or updates to the credit facility to avoid technical defaults due to GAC delays.
Research as of 20 Jun 2026