Birchtech Corp (AMEX:BCHT)

Q2 2026 Birchtech Corp Earnings Call Transcript

Aug 13, 2026 / 09:00 PM GMT

Release Date Price: $1.44 (-2.70%)

Transcript 10-Q

Key Points

Positve

Birchtech Corp (BCHT) achieved a major legal milestone by ending all remaining patent challenges under inter partes review, permanently barring parties from future validity challenges and validating its patent estate.
The company maintains a $78 million-plus final judgment from the U.S. District Court, with post-judgment interest accruing daily, providing a significant potential cash inflow upon appeal resolution.
Second quarter 2026 revenues increased to $3.8 million from $3.3 million in the prior year, driven by higher air business demand and new water treatment sales.
The company is expanding its water treatment product portfolio, including new ion exchange resin lines for boron and heavy metals, targeting a $200 million-plus addressable market.
Birchtech Corp (BCHT) holds a strong cash position of $11.8 million with no debt, providing financial flexibility to invest in growth initiatives like carbon rejuvenation.
The company's data-first approach in water treatment, including RSSCT testing through design centers and partnerships with national engineering firms, is gaining industry traction and expected to drive future revenue.

Negative

Birchtech Corp (BCHT) reported a net loss of $3 million in Q2 2026, widening from a $1.5 million loss in the same period last year.
Adjusted EBITDA loss increased to $1.9 million in Q2 2026 from $1 million in Q2 2025, reflecting higher operating expenses.
Gross profit remained flat at $1 million despite higher revenues, due to a shift in revenue mix away from high-margin licensing revenues.
SG&A expenses rose to $2.1 million from $1.7 million year-over-year, driven by increased legal fees and public company costs from the NYSE American uplisting.
The $78 million judgment is under appeal with no bond posted, creating uncertainty regarding the timing and collectability of these funds.
The company faces ongoing uncertainty in converting licensed utilities to recurring supply customers, as it cannot control when existing supply contracts expire.

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

BCHT.A - Birchtech Corp
Q2 2026 Birchtech Corp Earnings Call
Aug 13, 2026 / 09:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon, ladies and gentlemen.

Thank you for standing by. Welcome to Birch Tech's second quarter 2026 earnings conference call. During today's presentation, all parties will be in a listen-only mode. Following the presentation, the conference will be open for questions for dial-in participants. This conference is being recorded today, Thursday, August 13, 2026.

And the earnings press release accompanying this conference call was issued after the market closed today. On our call today is Burchak, President and CEO, Richard McPherson, and CFO, Michael Miyoska.

Before we get started, I'll read a disclaimer about forward-looking statements. This conference call may contain, in addition to historical information,

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.