OP
OPAL
—
Nasdaq
Integrated Oil & Gas
OPAL Fuels Inc.
Last 30 days
1D5D1M3M6MYTD1Y5YMax
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Mcap
65,4M USD
P/E
—
EV / Rev
0,8x
Div yield
—
Op margin
-7,2 %
ROE
—
Net margin
—
Debt / equity
40,20
Beta
—
52w range
—
Volume
—
Day range
—
Prev close
$2,50
Open
$2,38
Next earnings
2026-10-28
Ex-dividend
—
TR 1Y
—
About
OPAL Fuels Inc. is classified under Energy / Integrated Oil & Gas and appears not currently profitable on the latest normalized snapshot.
Business. OPAL Fuels Inc. (OPAL) is an integrated oil and gas company headquartered in the United States. The firm operates within the energy sector, focusing on the exploration, production, and sale of crude oil and natural gas. Its common shares are listed on the Nasdaq stock exchange. Specific details regarding operating segments or geographic revenue breakdowns are not provided in the available data.
Classification98 %
SectorEnergy
Business sectorOil & Gas
IndustryIntegrated Oil & Gas
Generated · rules-based
Sell-side consensus
BUY6 analysts
3 buy2 hold1 sell
Avg 12m price target3,29
Analyst recommendations
6 analysts · consensus BuyBuy3
Hold2
Sell1
12-month price target
3,29
Consensus of sell-side coverage.
At a glance
Score
—
not yet scored
Valuation
—
valuation pending
Analysts→
Buy
6 analysts · indicative
Ownership→
Invesco QQQ Trust
largest disclosed fund holder
Profitability
—
not yet wired
Quality
—
not yet scored
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
— missing data
News & coverage
0Sector rotation
Sector1D1Mvs mkt
Materials+2,3 %+6,6 %+1,7 %
Communication Services+2,2 %−5,5 %+1,6 %
Energy · THIS SECTOR+0,6 %+3,3 %+0,0 %
Health Care+0,6 %−0,8 %+0,0 %
Information Technology+0,6 %+6,7 %+0,0 %
Consumer Discretionary+0,4 %+7,6 %−0,2 %
Financials−0,3 %−2,8 %−0,9 %
Consumer Staples−0,4 %+2,5 %−1,0 %
Real Estate−0,7 %+10,9 %−1,3 %
Industrials−1,9 %−3,1 %−2,5 %
Utilities−1,9 %+28,2 %−2,5 %
Developing storylines
No tracked sagas currently linked to OPAL. Browse all sagas →
Analysis
AI analysis
Generated · analysis pipeline · tier hybrid · as of 2026-08-04
↑ At a glance
Opportunity
— missing data
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
- Peers
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated · BP (BP)
- EarningsQ3 2026 earnings (expected)2026-10-30 · estimated · Chevron (CVX)
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Briefing · model-assisted
Opal Fuels Inc. (OPAL) has expanded its operating footprint with the addition of three new landfill gas-to-power assets in the United States. The company now lists the Santa Cruz Energy facility, which has a capacity of 1.6 MW, alongside the 8.0 MW Pioneer Crossing Energy, LLC plant and the 3.0 MW Port Charlotte Energy LLC site. All three additions are classified as operating power assets, marking a tangible increase in the company's physical infrastructure. This expansion adds a total of 12.6 MW of capacity to Opal’s portfolio, reinforcing its focus on renewable energy generation through landfill gas. The inclusion of these specific projects—Santa Cruz, Pioneer Crossing, and Port Charlotte—highlights the company's continued execution in acquiring or developing operational assets within its core business model. These additions are notable events that directly impact the scale of Opal's energy production capabilities. Despite the physical growth, recent analytical reviews indicate no material change in the company's broader financial narrative or market position. An updated analysis revised the AI narrative and conclusion with high similarity to prior versions, while the calculated market share percentage remained effectively unchanged at approximately 0.0000067%. This suggests that while the asset base is growing, the immediate impact on overall market share metrics is currently negligible. Opal Fuels remains a company with a lean leadership structure, comprising only two officers, and currently has no analyst coverage or index memberships. With 19 top holders tracking the stock, the company operates with limited public market scrutiny compared to larger peers. The recent asset additions represent the most significant recent activity, providing a concrete basis for future revenue potential even as broader financial estimates remain stable.
Signals & dispatch
peak dispatch · —
Composite-score breakdown
Synthesis
Business
OPAL Fuels Inc. (OPAL) is an integrated oil and gas company headquartered in the United States. The firm operates within the energy sector, focusing on the exploration, production, and sale of crude oil and natural gas. Its common shares are listed on the Nasdaq stock exchange. Specific details regarding operating segments or geographic revenue breakdowns are not provided in the available data.
Classification98 %
SectorEnergy
Business sectorOil & Gas
IndustryIntegrated Oil & Gas
AI synthesis
GENERATEDOPAL Fuels Inc. (OPAL) is currently classified as Integrated Oil & Gas within Integrated Oil & Gas (Energy). Classification confidence: 0.98 (rule-based classification). Capital structure on the latest snapshot: total assets 1,060,602,000 USD, total equity 8,219,000, short-term debt 0, long-term debt 330,395,000. Net cash position is approximately -197,154,000 USD. Self-calculated market cap is 70,597,169 USD (market_price × shares_outstanding_diluted). Profitability profile: revenue 67,416,000, gross profit 0, operating income -4,843,000, net income 0. Risk profile from automated assessment: liquidity risk medium, dilution risk medium. Flags: Net cash is negative after subtracting total debt.; Source documents mention dilution or offering risk.. Recent news context: [TRIGGER] asset_event: asset_event fired on OPAL — detail={'after': {'name': 'Santa Cruz Energy', 'status': 'operating', 'country': 'US', 'asset_id': '2d5051f1-bdd9-4720-b3de-9b88191c4e33', 'commodity': 'Power', 'asset_type': 'power', 'asset_subtype': 'Landfill Gas', 'capacity_unit': 'MW', 'capacity_value': 1.6}}; source=ref_watcher; severity=notable; entity_key=b04fef4a-1371-4711-959f-8b34e285055c; change_type=add; ref_event_id=36577; watcher_kind=asset_event; contributing_watchers=asset_event, asset_event, asset_event (source=ref_watcher; url=f2a4bf26-a826-4e0e-8255-02505c48f995). Additional context: asset_event: detail={'after': {'name': 'Santa Cruz Energy', 'status': 'operating', 'country': 'US', 'asset_id': '2d5051f1-bdd9-4720-b3de-9b88191c4e33', 'commodity': 'Power', 'asset_type': 'power', 'asset_subtype': 'Landfill Gas', 'capacity_unit': 'MW', 'capacity_value': 1.6}}; source=ref_watcher; severity=notable; entity_key=b04fef4a-1371-4711-959f-8b34e285055c; change_type=add; ref_event_id=36577; watcher_kind=asset_event; contributing_watchers=asset_event, asset_event, asset_event. Comparable peers identified within the same class: Chevron, Shell, BP.
Opal Fuels Inc. (OPAL) has expanded its operating footprint with the addition of three new landfill gas-to-power assets in the United States. The company now lists the Santa Cruz Energy facility, which has a capacity of 1.6 MW, alongside the 8.0 MW Pioneer Crossing Energy, LLC plant and the 3.0 MW Port Charlotte Energy LLC site. All three additions are classified as operating power assets, marking a tangible increase in the company's physical infrastructure. This expansion adds a total of 12.6 MW of capacity to Opal’s portfolio, reinforcing its focus on renewable energy generation through landfill gas. The inclusion of these specific projects—Santa Cruz, Pioneer Crossing, and Port Charlotte—highlights the company's continued execution in acquiring or developing operational assets within its core business model. These additions are notable events that directly impact the scale of Opal's energy production capabilities. Despite the physical growth, recent analytical reviews indicate no material change in the company's broader financial narrative or market position. An updated analysis revised the AI narrative and conclusion with high similarity to prior versions, while the calculated market share percentage remained effectively unchanged at approximately 0.0000067%. This suggests that while the asset base is growing, the immediate impact on overall market share metrics is currently negligible. Opal Fuels remains a company with a lean leadership structure, comprising only two officers, and currently has no analyst coverage or index memberships. With 19 top holders tracking the stock, the company operates with limited public market scrutiny compared to larger peers. The recent asset additions represent the most significant recent activity, providing a concrete basis for future revenue potential even as broader financial estimates remain stable.
Key takeaways
- Debt to equity is about 40.2x.
- [TRIGGER] asset_event: asset_event fired on OPAL — detail={'after': {'name': 'Santa Cruz Energy', 'status': 'operating', 'country': 'US', 'asset_id': '2d5051f1-bdd9-4720-b3de-9b88191c4e33', 'commodity': 'Power', 'asset_type': 'power', 'asset_subtype': 'Landfill Gas', 'capacity_unit': 'MW', 'capacity_value': 1.6}}; source=ref_watcher; severity=notable; entity_key=b04fef4a-1371-4711-959f-8b34e285055c; change_type=add; ref_event_id=36577; watcher_kind=asset_event; contributing_watchers=asset_event, asset_event, asset_event (source=ref_watcher; url=f2a4bf26-a826-4e0e-8255-02505c48f995)
- Likely peers from the same classification include Chevron, Shell, BP.
- Companyfacts coverage was partial; recent filing facts backfilled short_term_investments, intangible_assets, long_term_debt.
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Bull / Bear case
Generated · model-assisted— missing data
In focus — financials by report
Quarterly
Annual
QUARTERLYFiled 2026-03-31
Q4 2025 · Quarter highlights
Revenue $67.4M; Operating income -$4.8M.
Revenue$67.4M
Operating income-$4.8M
Net income—
Free cash flow-$11.5M
EPS—
Operating cash flow$12.9M
Financials
Income statement
Revenue$67.4M
Gross profit—
Operating income-$4.8M
Net income—
Margins
Gross margin—
Operating margin-7.2%
Net margin—
FCF margin-17.0%
Balance sheet
Total assets$1.06B
Total liabilities$548.7M
Total equity$8.2M
Cash & equivalents$133.2M
Long-term debt—
Cash flow
Operating cash flow$12.9M
CapEx$24.4M
Free cash flow-$11.5M
SBC$2.1M
P&L flow · revenue → net income
Highlights
- ▍Revenue $67.4M
- ▍Operating income -$4.8M
- ▍Operating margin -7.2%
QUARTERLYFiled 2025-09-30
Q2 2025 · Quarter highlights
Revenue $238.3M; Operating income $819.0k.
Revenue$238.3M
Operating income$819.0k
Net income—
Free cash flow-$20.9M
EPS—
Operating cash flow$40.0M
Financials
Income statement
Revenue$238.3M
Gross profit—
Operating income$819.0k
Net income—
Margins
Gross margin—
Operating margin0.3%
Net margin—
FCF margin-8.8%
Balance sheet
Total assets$916.7M
Total liabilities$434.0M
Total equity$7.5M
Cash & equivalents$29.9M
Long-term debt$330.4M
Cash flow
Operating cash flow$40.0M
CapEx$60.9M
Free cash flow-$20.9M
SBC$4.9M
P&L flow · revenue → net income
Highlights
- ▍Revenue $238.3M
- ▍Operating income $819.0k
- ▍Operating margin 0.3%
QUARTERLYFiled 2025-06-30
Q1 2025 · Quarter highlights
Revenue $160.4M; Operating income -$2.8M.
Revenue$160.4M
Operating income-$2.8M
Net income—
Free cash flow-$11.6M
EPS—
Operating cash flow$21.8M
Financials
Income statement
Revenue$160.4M
Gross profit—
Operating income-$2.8M
Net income—
Margins
Gross margin—
Operating margin-1.7%
Net margin—
FCF margin-7.2%
Balance sheet
Total assets$905.5M
Total liabilities$432.3M
Total equity-$25.0M
Cash & equivalents$29.3M
Long-term debt$313.3M
Cash flow
Operating cash flow$21.8M
CapEx$33.4M
Free cash flow-$11.6M
SBC$4.0M
P&L flow · revenue → net income
Highlights
- ▍Revenue $160.4M
- ▍Operating income -$2.8M
- ▍Operating margin -1.7%
ANNUALFiled 2025-12-31
FY 2025 · Full-year highlights
Revenue $326.7M; Operating income $7.4M.
Revenue$326.7M
Operating income$7.4M
Net income—
Free cash flow-$34.2M
EPS—
Operating cash flow$36.5M
Financials
Income statement
Revenue$326.7M
Gross profit—
Operating income$7.4M
Net income—
Margins
Gross margin—
Operating margin2.3%
Net margin—
FCF margin-10.5%
Balance sheet
Total assets$959.5M
Total liabilities$461.7M
Total equity-$12.9M
Cash & equivalents$24.4M
Long-term debt—
Cash flow
Operating cash flow$36.5M
CapEx$70.7M
Free cash flow-$34.2M
SBC$6.5M
P&L flow · revenue → net income
Highlights
- ▍Revenue $326.7M
- ▍Operating income $7.4M
- ▍Operating margin 2.3%
ANNUALFiled 2024-12-31
FY 2024 · Full-year highlights
Revenue $290.9M; Operating income $21.2M.
Revenue$290.9M
Operating income$21.2M
Net income—
Free cash flow-$94.2M
EPS—
Operating cash flow$33.0M
Financials
Income statement
Revenue$290.9M
Gross profit—
Operating income$21.2M
Net income—
Margins
Gross margin—
Operating margin7.3%
Net margin—
FCF margin-32.4%
Balance sheet
Total assets$881.1M
Total liabilities$416.0M
Total equity-$148.4M
Cash & equivalents$24.3M
Long-term debt$285.0M
Cash flow
Operating cash flow$33.0M
CapEx$127.2M
Free cash flow-$94.2M
SBC$6.5M
P&L flow · revenue → net income
Highlights
- ▍Revenue $290.9M
- ▍Operating income $21.2M
- ▍Operating margin 7.3%
ANNUALFiled 2024-12-31
FY 2025 · Full-year highlights
Revenue $290.9M; Operating income $21.2M.
Revenue$290.9M
Operating income$21.2M
Net income—
Free cash flow-$95.9M
EPS—
Operating cash flow$31.4M
Financials
Income statement
Revenue$290.9M
Gross profit—
Operating income$21.2M
Net income—
Margins
Gross margin—
Operating margin7.3%
Net margin—
FCF margin-33.0%
Balance sheet
Total assets$881.1M
Total liabilities$416.0M
Total equity-$148.4M
Cash & equivalents$24.3M
Long-term debt—
Cash flow
Operating cash flow$31.4M
CapEx$127.2M
Free cash flow-$95.9M
SBC$6.5M
P&L flow · revenue → net income
Highlights
- ▍Revenue $290.9M
- ▍Operating income $21.2M
- ▍Operating margin 7.3%
ANNUALFiled 2023-12-31
FY 2023 · Full-year highlights
Revenue $251.1M; Operating income $7.0M.
Revenue$251.1M
Operating income$7.0M
Net income—
Free cash flow-$75.6M
EPS—
Operating cash flow$38.3M
Financials
Income statement
Revenue$251.1M
Gross profit—
Operating income$7.0M
Net income—
Margins
Gross margin—
Operating margin2.8%
Net margin—
FCF margin-30.1%
Balance sheet
Total assets$754.6M
Total liabilities$297.1M
Total equity-$478.8M
Cash & equivalents$38.3M
Long-term debt$196.5M
Cash flow
Operating cash flow$38.3M
CapEx$113.8M
Free cash flow-$75.6M
SBC$5.9M
P&L flow · revenue → net income
Highlights
- ▍Revenue $251.1M
- ▍Operating income $7.0M
- ▍Operating margin 2.8%
ANNUALFiled 2023-12-31
FY 2024 · Full-year highlights
Revenue $251.1M; Operating income $7.0M.
Revenue$251.1M
Operating income$7.0M
Net income—
Free cash flow-$75.6M
EPS—
Operating cash flow$38.3M
Financials
Income statement
Revenue$251.1M
Gross profit—
Operating income$7.0M
Net income—
Margins
Gross margin—
Operating margin2.8%
Net margin—
FCF margin-30.1%
Balance sheet
Total assets$754.6M
Total liabilities$297.1M
Total equity-$478.8M
Cash & equivalents$38.3M
Long-term debt$196.5M
Cash flow
Operating cash flow$38.3M
CapEx$113.8M
Free cash flow-$75.6M
SBC$5.9M
P&L flow · revenue → net income
Highlights
- ▍Revenue $251.1M
- ▍Operating income $7.0M
- ▍Operating margin 2.8%
Valuation FY
Market price
$2,31
Market cap
$70.6M
Enterprise valueⓘ
$267.8M
P/Eⓘ
—
Non-GAAP P/Eⓘ
—
EV / Revenueⓘ
0.8x
EV / Op incomeⓘ
36.1x
EV / OCFⓘ
20.7x
P / Bⓘ
0.1x
P / Tangible bookⓘ
0.1x
Tangible book
$456.0M
Net cashⓘ
-$197.2M
Current ratioⓘ
2.2
Debt / equityⓘ
40.2
ROAⓘ
—
ROEⓘ
—
Cash conversionⓘ
—
CapEx / revenueⓘ
36.1%
SBC / revenueⓘ
3.0%
Dilution ratioⓘ
—
Revenue by segment
Business relationships
Business relationships124 disclosed relationships · 1 type · extracted from filings & disclosures
Subsidiaries124
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Supply chain
— missing data
Peer comparison
— missing data
Market position
Stress test
— missing data
Predictor forecast
Next quarternear-term
Earnings · next quarterconf 45 %
EPS
Consensus EPS
0,20
Predicted surprise
+0,00
Beat probability
45 %
Analysts
6
Other metrics
Revenue
—
no estimate
Segment revenue
—
no estimate
Margin
—
no estimate
Segment margin
—
no estimate
as of 2026-07-17 · Earnings Surprise V1
Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
Full fiscal year~1 year ahead
Full fiscal year · our forecast vs guidance vs consensus
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 0,20 |
| Revenue | —no estimate | —no estimate | 373,4M USD |
| Operating income | —no estimate | —no estimate | 29,5M USD |
Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
Probabilistic model output — not investment advice. · generated 2026-08-04
Options
— missing data
Short squeeze
— missing data
Earnings-call key lines
— missing data
Consensus distribution
sell-side coverageRecommendation distribution6 analysts
Strong buy1
Buy2
Hold2
Sell1
Strong sell0
12-month price target$3,29 · Median $3,00
Low $2,20High $4,50
Operating income · consensus29,5M USD
EPS surprise
−26,8 %
reported vs consensus · miss
Revenue surprise
−6,5 %
reported vs consensus · miss
Estimate revisions
consensus EPS · 26-week trend— missing data
Sell-side observations
Low$2,20
Mean$3,29
Median$3,00
High$4,50
Spot$2,31
+42.4 %implied to mean12-month sell-side price targets · ▲ spot
Themes
— missing data
ESG
— missing data
Risk factors
Dilution riskMedium
Liquidity riskMedium
Filing-based flags
- Net cash is negative after subtracting total debt.
- Source documents mention dilution or offering risk.
Benchmarks vs cohort
Op Margin-7,2 %Bottom quartile
Capex / Rev36,1 %Best in class
D/E40,20Bottom quartile
Corporate actions / M&A
— missing data
FX exposure
— missing data
Comparable transactions
— missing data
Derivatives & instruments
Derivative transactions
Net acquired 4 106 645 sh25 exercises · 22 grants14 insiders
- Director · Restricted Stock Units → Class A common stockDisposed 66 073exercise · 2026-03-31
- Director · Restricted Stock Units → Class A common stockAcquired 54 773grant · 2026-03-31
- Director, 10% owner · Restricted Stock Units → Class A common stockAcquired 54 773grant · 2026-03-31
- Director · Restricted Stock Units → Class A common stockAcquired 54 773grant · 2026-03-31
- Director, 10% owner · Restricted Stock Units → Class A common stockDisposed 66 073exercise · 2026-03-31
- Chief Financial Officer · Restricted Stock Units → Class A common stockDisposed 146 829exercise · 2026-03-31
- Director · Restricted Stock Units → Class A common stockDisposed 66 073exercise · 2026-03-31
- Director · Restricted Stock Units → Class A common stockAcquired 54 773grant · 2026-03-31
- Director · Restricted Stock Units → Class A common stockDisposed 66 073exercise · 2026-03-31
- Director · Restricted Stock Units → Class A common stockAcquired 54 773grant · 2026-03-31
- Director · Restricted Stock Units → Class A common stockDisposed 66 073exercise · 2026-03-31
- Director · Restricted Stock Units → Class A common stockAcquired 54 773grant · 2026-03-31
- Director · Restricted Stock Units → Class A common stockDisposed 66 073exercise · 2026-03-31
- Director · Restricted Stock Units → Class A common stockAcquired 54 773grant · 2026-03-31
- Director · Restricted Stock Units → Class A common stockAcquired 54 773grant · 2026-03-31
- Co-Chief Executive Officer · Stock options (right to buy) → Class A common stockAcquired 226 640 @ $2,52grant · 2026-03-31
- Co-Chief Executive Officer · Restricted Stock Units → Class A common stockAcquired 405 729grant · 2026-03-31
- Co-Chief Executive Officer · Restricted Stock Units → Class A common stockDisposed 23 243exercise · 2026-03-31
- Co-Chief Executive Officer · Restricted Stock Units → Class A common stockDisposed 163 143exercise · 2026-03-31
- Co-Chief Executive Officer · Restricted Stock Units → Class A common stockDisposed 67 204exercise · 2026-03-31
- Co-Chief Executive Officer · Restricted Stock Units → Class A common stockDisposed 35 868exercise · 2026-03-31
- Chief Financial Officer · Stock options (right to buy) → Class A common stockAcquired 101 988 @ $2,52grant · 2026-03-31
- Chief Financial Officer · Restricted Stock Units → Class A common stockAcquired 182 579grant · 2026-03-31
- Chief Financial Officer · Restricted Stock Units → Class A common stockDisposed 73 415exercise · 2026-03-31
- Executive Vice President · Stock options (right to buy) → Class A common stockAcquired 62 326 @ $2,52grant · 2026-03-31
Physical assets
4 tracked| Asset | Type | Commodity | Country | Role |
|---|---|---|---|---|
| GRS Arbor Hills power station | Power | Power | United States | Parent |
| Pioneer Crossing Energy, LLC | Power | Power | US | Operating company |
| Port Charlotte Energy LLC | Power | Power | US | Operating company |
| Santa Cruz Energy | Power | Power | US | Operating company |
Tracked physical assets associated with this issuer (operated, managed, or owned).
Actions
Ask Handelsavisen
— missing data
Data sources
- Market data
- Regulatory filings
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Reference data
How metrics are computed
- Price To Tangible Bookmarket_price / (tangible_book_value / shares_outstanding_diluted)
- Price To Bookmarket_price / (adjusted_book_value / shares_outstanding_diluted)
- Enterprise Valuemarket_cap - net_cash
- Ev To Revenueenterprise_value / revenue
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
Source documents
- OPAL Fuels Inc. company facts · 2026-07-17
- OPAL Fuels Inc. 10-Q 2026-05-11 · 2026-07-17
- OPAL Fuels Inc. 10-K 2026-03-16 · 2026-07-17
- OPAL Fuels Inc. 10-Q 2025-11-07 · 2026-07-17
- OPAL Fuels Inc. 10-Q 2025-08-07 · 2026-07-17
- asset_event fired on OPAL · 2026-07-17
- Opal Fuels Inc Market data — analyst estimates · 2026-07-17
- Opal Fuels Inc Market data — ESG · 2026-07-17
- OPAL Fuels Inc. HA canonical relationships · 2026-07-17
Ownership & reference
Top holders
- Funds · as of 2026-03-310,00 %$8M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2025-12-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$1M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2024-06-300,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Brokerage Firms · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
Leadership
- David UngerExecutive Vice President
- Scott EdelbachExecutive Vice President
Insider activity
Net buying10 buys · 0 sellsnet $284K13 insiders · last 365d
- Director · Class A common stockBought 50 000 @ $1,95$98K · 2026-06-11
- Director · Class A common stockBought 5 000 @ $2,25$11K · 2026-06-03
- Director · Class A common stockBought 10 000 @ $2,32$23K · 2026-06-02
- Director · Class A common stockBought 7 946 @ $2,00$16K · 2026-05-21
- Director · Class A common stockBought 4 346 @ $2,06$9K · 2026-05-20
- Director · Class A common stockBought 25 105 @ $2,05$51K · 2026-05-19
- Director · Class A common stockBought 5 000 @ $2,02$10K · 2026-05-18
- Director · Class A common stockBought 12 603 @ $2,02$25K · 2026-05-18
- Director · Class A common stockBought 10 000 @ $1,94$19K · 2026-05-15
- Director · Class A common stockBought 10 000 @ $2,05$20K · 2026-05-14
- Director · Class A common stockOther 66 073 · 2026-03-31
- Director · Class A common stockOther 66 073 · 2026-03-31
- Director · Class A common stockOther 66 073 · 2026-03-31
- Director · Class A common stockOther 66 073 · 2026-03-31
- Director · Class A common stockOther 66 073 · 2026-03-31
- Director, 10% owner · Class A common stockOther 66 073 · 2026-03-31
- Co-Chief Executive Officer · Class A common stockOther 35 868 · 2026-03-31
- Co-Chief Executive Officer · Class A common stockOther 12 930 @ $2,52$33K · 2026-03-31
- Co-Chief Executive Officer · Class A common stockOther 67 204 · 2026-03-31
- Co-Chief Executive Officer · Class A common stockOther 24 227 @ $2,52$61K · 2026-03-31
- Co-Chief Executive Officer · Class A common stockOther 163 143 · 2026-03-31
- Co-Chief Executive Officer · Class A common stockOther 58 813 @ $2,52$148K · 2026-03-31
- Co-Chief Executive Officer · Class A common stockOther 23 243 · 2026-03-31
- Co-Chief Executive Officer · Class A common stockOther 8 379 @ $2,52$21K · 2026-03-31
- General Counsel · Class A common stockOther 16 738 · 2026-03-31
Short positioning
2.6Mshares short+20.3% vs prior
10.26days to cover
49.7%short of daily vol
6.6Kfails-to-deliver
as of 2026-07-15 · short-interest report (free)
Geographic breakdown
— missing data
Listings · one canonical issuer
all listings resolve to the canonical
OPALCanonical
Nasdaq · USD
Intel & risk
What changed
no material change vs prior analysis (walked 17 fields; 4 schema-expansion field(s) excluded)
- Narrative— → —medium
- Conclusion— → —medium
- Company share pct— → —medium
vs prior analysis today
peak dispatch · —
OSINT findings
Dilution riskMedium
Liquidity riskMedium
Net cash is negative after subtracting total debt.
Source documents mention dilution or offering risk.
Relationship graph
This companyPeerSectorSubsidiaries
Evidence & claims
From filings & derived data- R&D expense (YoY) (2025-12-31 vs 2024-12-31): -21.8%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 16.3%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 91.3%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): 8.9%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 11.0%Derived (calculated)
- Current ratio (FY 2025-12-31): 1.18xDerived (calculated)
- Debt-to-equity (FY 2025-12-31): -35.71xDerived (calculated)
- Capex (YoY) (2025-12-31 vs 2024-12-31): -44.4%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 0.4%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 650.0%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 650.0%Derived (calculated)
- Long-term debt (YoY) (2025-12-31 vs 2024-12-31): 17.5%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 16.3%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): -65.1%Derived (calculated)
- Capex (annual): USD 70.74MSEC XBRL filing
- Cash & equivalents (annual): USD 24.41MSEC XBRL filing
- Long-term debt (annual): USD 361.27MSEC XBRL filing
- Total liabilities (annual): USD 461.71MSEC XBRL filing
- EPS (diluted) (annual): USD-PER-SHARES 0SEC XBRL filing
- Pre-tax income (annual): USD -16.34MSEC XBRL filing
- Operating cash flow (annual): USD 36.5MSEC XBRL filing
- Current liabilities (annual): USD 104.22MSEC XBRL filing
- Current assets (annual): USD 122.68MSEC XBRL filing
- EPS (basic) (annual): USD-PER-SHARES 0SEC XBRL filing
Showing 24 of 60 surfaced claims.
Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.
The Thread
Everything we know, in order2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
2026-06-11 00:00 UTCINSIDER3 insider transactions — 2026-06 · net buy $132k
2026-06-11 00:00 UTCINSIDER3 insider transactions — 2026-06 · net buy $132k
2026-06-11INSIDERSutton Scott McDougald bought 50.0k sh Class A common stock — Director ~$98k
2026-06-03INSIDERNisar Nadeem bought 5.0k sh Class A common stock — Director ~$11k
2026-06-02INSIDERNisar Nadeem bought 10.0k sh Class A common stock — Director ~$23k
2026-05-21 00:00 UTCINSIDER7 insider transactions — 2026-05 · net buy $152k
2026-05-21 00:00 UTCINSIDER7 insider transactions — 2026-05 · net buy $152k
2026-05-21INSIDERDols Scott V. bought 7.9k sh Class A common stock — Director ~$16k
2026-05-20INSIDERDols Scott V. bought 4.3k sh Class A common stock — Director ~$9k
2026-05-19INSIDERDols Scott V. bought 25.1k sh Class A common stock — Director ~$51k
2026-05-18INSIDERNisar Nadeem bought 5.0k sh Class A common stock — Director ~$10k
2026-05-18INSIDERDols Scott V. bought 12.6k sh Class A common stock — Director ~$25k
2026-05-15INSIDERNisar Nadeem bought 10.0k sh Class A common stock — Director ~$19k
2026-05-14INSIDERNisar Nadeem bought 10.0k sh Class A common stock — Director ~$20k
2026-03-31 00:00 UTCINSIDER90 insider transactions — 2026-03 · net sell $1.0M 46 derivative
2026-03-31 00:00 UTCINSIDER90 insider transactions — 2026-03 · net sell $1.0M 46 derivative
2026-03-31EARNINGSQuarterly results — Q4 2025 Revenue USD 67.4M
2026-03-31INSIDERMartell James J transacted 66.1k sh Class A common stock — Director
2026-03-31INSIDERVemuri Ashok transacted 66.1k sh Class A common stock — Director
2026-03-31INSIDERDols Scott V. transacted 66.1k sh Class A common stock — Director
2026-03-31INSIDERNisar Nadeem transacted 66.1k sh Class A common stock — Director
2026-03-31INSIDERBattle Betsy L. transacted 66.1k sh Class A common stock — Director
2026-03-31INSIDERComora Mark S transacted 66.1k sh Class A common stock — Director, 10% owner
2026-03-31INSIDERMaurer Jonathan Gilbert transacted 35.9k sh Class A common stock — Co-Chief Executive Officer
2026-03-31INSIDERMaurer Jonathan Gilbert transacted 12.9k sh Class A common stock — Co-Chief Executive Officer ~$33k
2026-03-31INSIDERMaurer Jonathan Gilbert transacted 67.2k sh Class A common stock — Co-Chief Executive Officer
2026-03-31INSIDERMaurer Jonathan Gilbert transacted 24.2k sh Class A common stock — Co-Chief Executive Officer ~$61k
2026-03-31INSIDERMaurer Jonathan Gilbert transacted 163.1k sh Class A common stock — Co-Chief Executive Officer
2026-03-31INSIDERMaurer Jonathan Gilbert transacted 58.8k sh Class A common stock — Co-Chief Executive Officer ~$148k
2026-03-31INSIDERMaurer Jonathan Gilbert transacted 23.2k sh Class A common stock — Co-Chief Executive Officer
2026-03-31INSIDERMaurer Jonathan Gilbert transacted 8.4k sh Class A common stock — Co-Chief Executive Officer ~$21k
2026-03-31INSIDERCoghlin John transacted 16.7k sh Class A common stock — General Counsel
2026-03-31INSIDERComora Mark S acquired 54.8k sh Restricted Stock Units — Director, 10% owner
Showing the 40 most recent of 68 entries.
The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04
Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data
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