OPAL Fuels Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
31.4%projected annual EPS growth
Analyst Coverage
5analysts covering
FY Revenue (est.)
$352.9Mnext fiscal year
FY EPS (est.)
$0.08next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
| Q4 and Full-Year 2026 Earnings Release | 15 Mar 2027 |
Monitoring Framework
Key Performance Indicators
RNG Production Volume Quarterly1.2MTarget: 5.4 million to 5.8 million MMBtu
RNG Fuel Sales and Delivery Volumes Quarterly17.9MTarget: Reiterate full-year growth targets
D3 RIN Realized Price Quarterly2.4Target: Above $2.50 per RIN
Watch Items
- Environmental Credit Price Volatility (D3 RINs and LCFS)Trigger: D3 RIN prices falling below $2.20 or LCFS credits dropping significantlyAction: Re-evaluate capital expenditure pacing for upstream projects and shift focus to downstream tolling activities to stabilize cash flows.
- Project Permitting and Construction DelaysTrigger: Delay of more than 6 months in commissioning key projects like Cottonwood, Burlington, or CMSAction: Adjust full-year production guidance and reallocate construction resources to joint-venture projects with GFL Environmental.
- Interest Rate and Financing CostsTrigger: Cost of debt rising above 8.5% on new credit facilitiesAction: Utilize existing liquidity ($233 million available) and accelerate monetization of Section 45Z production tax credits to fund capital expenditures.
Research as of 19 Jun 2026