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Sep 30
FutureFuel Q3 2025 Earnings Report
FutureFuel reported a significant drop in revenue and recorded a net loss for the third quarter of 2025.
Key Takeaways
FutureFuel experienced a 56% drop in revenue year-over-year for Q3 2025, driven by weakness in its biofuel segment due to regulatory uncertainty. The company posted a net loss of $9.3 million and negative adjusted EBITDA. However, it continues to invest in plant reliability and new chemical capacity to support future growth.
Revenue fell to $22.7 million from $51.1 million in Q3 2024 due to biofuel segment challenges
Net loss was $9.3 million compared to $1.2 million net income last year
Adjusted EBITDA dropped to -$6.8 million, reflecting operational headwinds
Chemical demand showed signs of improvement with capacity ramping late in the quarter
FutureFuel
FutureFuel
FutureFuel Revenue by Segment
Revenue by Segment
Custom Chemicals Revenue
CapyFin.comPerformance Chemicals Revenue
CapyFin.comChemical Revenue
CapyFin.comBiofuel Revenue
CapyFin.com Forward Guidance
FutureFuel aims to continue reducing losses, ramp up chemical production, and prepare for biodiesel production resumption in Q4 2025, while navigating regulatory and input cost challenges.
Positive Outlook
- Third consecutive quarter of reduced net losses
- Improving demand and utilization in the chemical segment
- New chemical capacity construction completed and qualifying for production
- Strong chemical project backlog expected to ramp in 2026
- Soybean oil supply may improve biofuel input costs
Challenges Ahead
- Biofuel production idled due to IRA 45Z regulatory uncertainty
- Continued net losses and negative EBITDA
- Reduced total revenue by over 50% year-over-year
- Ongoing challenges in biodiesel input pricing
- Reduction in workforce to align with production downtime
Revenue & Expenses
Visualization of income flow from segment revenue to net income