Calumet Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
5analysts covering
FY Revenue (est.)
$4.9Bnext fiscal year
FY EPS (est.)
$0.68next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 9 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Adjusted EBITDA with Tax Attributes Quarterly50.1MTarget: 750000000 by 2028
Montana Renewables MaxSAF 150 Production Capacity Annually150MTarget: 300000000 by late 2029
Specialty Products and Solutions (SPS) Segment Adjusted EBITDA Quarterly44.3MTarget: 225000000 by 2030
Watch Items
- Shreveport facility operational stability and crude supply contaminationTrigger: Any unplanned outage or discovery of organic chloride contaminationAction: Review feedstock sourcing protocols, assess volume loss impact, and adjust quarterly SPS segment EBITDA guidance.
- EPA Renewable Volume Obligations (RVO) and biofuel margin environmentTrigger: Changes or revisions to the EPA's Set 2 RVO or reallocation of small-refinery exemptionsAction: Re-evaluate the margin outlook for Montana Renewables and adjust hedging strategies for RINs.
- MaxSAF 150 project execution and commercial offtake agreementsTrigger: Delays in production ramp-up or failure to secure final contracting for committed SAF volumesAction: Assess impact on the 2026 EBITDA ramp-up and update the long-term valuation model.
Research as of 20 Jun 2026