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AI brief of an SEC Form 8-K · AEMETIS, INC (AMTX)

Aemetis Q3 Net Income $5.2 Million vs. $23.7 Million Loss; Revenue Up 49% to $88.2 Million

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyAEMETIS, INC (AMTX)
Form8-K, current report
Filed with the SECNov 5, 2026, 8:30 AM ET
Accession number0001437749-26-035092

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:51 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 05, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.