Arq Inc (NAS:ARQ)

Q4 2025 Arq Inc Earnings Call Transcript

Mar 10, 2026 / 12:30 PM GMT

Release Date Price: $1.64 (-48.75%)

Transcript 10-K8-K

Key Points

Positve

Arq Inc (ARQ) has decided to pause its GAC production project to conduct a comprehensive engineering and production process optimization review, which is expected to maximize shareholder value and long-term success.
The company's PAC business continues to perform well, providing a growing and profitable foundation with a 10% year-over-year revenue increase to approximately $120 million.
Arq Inc (ARQ) has appointed Eric Robinson as Senior Vice President of Operations, bringing in expertise to optimize activated carbon facilities, which is expected to enhance operational efficiency.
The company has strong visibility into future demand for its PAC business, with 96% contract visibility for 2026 and 75% for 2027, demonstrating customer stability and loyalty.
Arq Inc (ARQ) is providing financial guidance for the first time, projecting 2026 revenue of $120 to $125 million and adjusted EBITDA of $17 to $20 million, based on its proven PAC business performance.

Negative

Arq Inc (ARQ) has paused its GAC production due to significant technical challenges, including original design flaws and moisture content issues, which have led to cost overruns and timing delays.
The company is taking a $45 million write-down on its Corbin assets, reflecting the decision to idle Corbin operations and switch GAC feedstock to purchased bituminous coal.
The GAC production pause means there will be no GAC production in 2026, impacting potential revenue from this segment.
Arq Inc (ARQ) has faced repeated challenges with its GAC startup, including inefficient furnace utilization and operational inefficiencies, which have cost several million dollars in 2025.
The company is undergoing leadership changes, including the departure of its Chief Financial Officer, which may indicate internal restructuring challenges.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ARQ.OQ - Arq Inc
Q4 2025 Arq Inc Earnings Call
Mar 10, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the arc 4th quarter 2025 earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press bar 0 on your telephone keypad. As a reminder, this conference is being recorded.

I would now like to turn the call over to your host Anthony Nathan, head of investor relations.

Thank you, sir. Please go ahead.

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Unidentified_2 [2]
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Thank you operator. Good morning everyone, and thank you for

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