Futurefuel Corp SEC Filings

Dimensional Fund Advisors LP reports beneficial ownership of 2,161,673 shares of FutureFuel Corp common stock, representing 4.9% of the class. The filing clarifies these shares are held by investment funds advised or sub‑advised by Dimensional, which disclaims direct beneficial ownership and states the securities are owned by the Funds. Dimensional reports sole voting power over 2,113,938 shares and sole dispositive power over 2,161,673 shares. The filing indicates the holdings are in the ordinary course of business and were not acquired to influence control of the issuer. The statement lists Dimensional as an investment adviser and provides its principal business address.

FutureFuel Corp. disclosed that director Terrance C.Z. Egger will not stand for re-election and will retire from the Board at the 2025 annual meeting scheduled for November 11, 2025. Mr. Egger, who has served on the Board since 2015, served on the Audit Committee and chaired the Nominating/Corporate Governance Committee; his resignation was not due to any dispute with the Company or the Board. The Board approved reducing its size to eight members effective at the annual meeting. The company issued a press release on September 29, 2025 and included it as an exhibit to this report.

FutureFuel Corp. reported revenue of $35.7 million for the quarter ended June 30, 2025, down 51% from $72.4 million a year earlier, and $53.2 million for the six months, down 59% from $130.7 million. The company recorded a net loss of $10.4 million for the quarter and $28.1 million for the six months; adjusted EBITDA was a $9.8 million loss for the quarter and a $25.9 million loss for the six months.

Declines were concentrated in the biofuels segment after an extended plant turnaround and the temporary idling of biodiesel production, which reduced volumes and caused a biofuel gross loss. The company recognized $2.5 million of the Clean Fuel Production Credit in the three and six months ended June 30, 2025, held $95.2 million of cash at quarter end, had no borrowings under its amended $75.0 million credit facility, and reported a subsequent legislative change extending the CFPC to December 31, 2029. On July 9, 2025, the company completed a reduction in force of 75 employees with estimated separation costs of approximately $386 thousand.