Q2 FY2026 EarningsQ2 FY26 revenue of $29.9M exceeded the $28.6M consensus by 4.6%, driven by robust seasonal demand in the power-generation sector and improved pricing. However, GAAP EPS of -$0.02 missed the consensus mean of -$0.0067, primarily due to $0.8M in one-time executive severance costs and elevated depreciation. Crucially, management confirmed the pause of GAC production through FY27 due to significant facility design flaws, shifting the focus to a multi-year engineering optimization review.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Arq(ARQ) the Revenue is 29.88 M (+4.54%), Beat estimate;the EBIT is 222 K (+114.3%), Miss estimate;the EPS is -0.02 (+60%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.03B4.54%
0.03B0.04%
+0.00B4.58%
EBITMiss expectations
0.00B114.28%
0.00B120.11%
-0.00B5.83%
EPSMiss expectations
-0.0260.00%
-0.006786.66%
-0.013326.66%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf