Every material Form 8-K AEMETIS, INC has filed with the SEC since May 07, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Aemetis reported third-quarter 2026 revenue of $88.2 million, up 49% from a year earlier, and net income of $5.2 million, compared with a net loss of $23.7 million in the same quarter of 2025. About $24.7 million of the quarter's revenue came from Section 45Z tax credits, including an approximately $11.0 million cumulative true-up tied to a September 8, 2026 update to the 45ZCF-GREET model, which shareholders should weigh when judging the quarter's underlying performance.
Q3 2026 revenue was $88.2 million, up from $59.2 million in Q3 2025; Section 45Z tax credit income was $24.7 million, including an approximately $11.0 million cumulative true-up.
Q3 2026 net income was $5.2 million, or $0.07 per basic share, versus a net loss of $23.7 million in Q3 2025; adjusted EBITDA was $24.8 million versus negative $5.0 million.
For the first nine months of 2026, the net loss narrowed to $25.9 million from $71.7 million, and revenue rose 33% to $205.5 million.
Cash was $3.4 million at September 30, 2026, down from $4.9 million at December 31, 2025.
Aemetis reported second-quarter 2026 revenue of $62.7 million, up 20% from $52.2 million a year earlier, including $8.6 million of Section 45Z tax credits. The company swung to an operating income of $5.8 million from an operating loss of $10.7 million, and its net loss narrowed to $9.4 million from $23.4 million, though cash fell to $1.0 million at June 30, 2026.
Q2 2026 revenue was $62.7 million, up 20% from $52.2 million in Q2 2025, including $8.6 million of Section 45Z tax credits.
Operating income was $5.8 million, compared with an operating loss of $10.7 million in Q2 2025.
Net loss was $9.4 million, compared with $23.4 million in Q2 2025; diluted loss per share was $0.13 versus $0.41.
Cash was $1.0 million at June 30, 2026, down from $4.9 million at December 31, 2025.
Aemetis reported first-quarter 2026 revenue of $54.6 million, up from $42.9 million a year earlier, and a gross profit of $2.8 million compared with a gross loss of $5.1 million in Q1 2025. The net loss narrowed to $21.7 million from $24.5 million, but cash was $4.8 million at March 31, 2026, and the company reported a total stockholders' deficit of $321.1 million.
Revenue was $54.6 million, up from $42.9 million in Q1 2025; Dairy RNG sales volume rose 55% to 110,000 MMBtu.
Gross profit was $2.8 million versus a gross loss of $5.1 million; operating loss narrowed to $6.3 million from $15.6 million.
Net loss was $21.7 million versus $24.5 million; diluted loss per share was $0.33 versus $0.47.
Cash was $4.8 million at March 31, 2026; the company is pursuing financing, including a planned IPO of subsidiary Universal Biofuels Private Limited.
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