Every 8-K that Montauk Renewables, Inc. (MNTK) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MNTK and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MNTK filings page.
Montauk Renewables, Inc. reported unaudited consolidated results for the six months ended 30 June 2026 in a headline earnings per share report filed with the Johannesburg Stock Exchange. Revenue was 100 447 ($‘000), up 14% from the comparable 2025 period, and EBITDA increased to 21 066 ($‘000), an 85% rise.
Headline earnings improved to 1 084 ($‘000) from a loss of (4 008) ($‘000), with headline earnings per common share at 0.01 versus a loss of (0.03). Net income attributable to common shareholders was 231 ($‘000), while net asset value per common share increased to 1.85 from 1.78. The directors resolved not to declare a final cash dividend and noted that a Form 10‑Q and an earnings press release covering the period ended 30 June 2026 have been filed with the SEC.
Montauk Renewables reported second-quarter 2026 total operating revenues of $54.0 million, up 19.7% year-over-year, driven mainly by higher environmental attribute revenues from RINs, including distributions from the GreenWave joint venture. Net income was $0.2 million versus a $5.5 million loss a year ago, and non-GAAP Adjusted EBITDA increased to $12.3 million, a 144.5% rise. Operating loss narrowed to $0.1 million as RNG facility operating and maintenance and general and administrative expenses declined, partially offset by an $8.3 million cost related to GreenWave RINs and proprietary dispensing pathways and a $0.7 million impairment.
RNG production reached 1.5 million MMBtu (up 3%), while Renewable Electricity output was 44 thousand MWh. The Turkey, North Carolina facility began power sales in July 2026, and long-term feedstock agreements now cover at least 350 thousand hog spaces, with over 250 thousand currently collectable. For the first half of 2026, net cash provided by operating activities was $30.445 million against capital expenditures of $55.560 million; long-term debt was $149.635 million at June 30, 2026. Full-year 2026 guidance reiterates RNG revenues of $175–$190 million and RNG production of 5.8–6.0 million MMBtu, while REG revenue and volume expectations are reduced to $23–$26 million and 185–195 thousand MWh due to later-than-expected Montauk Ag Renewables ramp-up.
Montauk Renewables, Inc. reported the results of its 2026 Annual Meeting of Stockholders. Two director nominees, Jennifer Cunningham and Sean McClain, were elected to the Board for terms expiring at the 2029 annual meeting. Cunningham received 95,930,621 votes for and 1,276,666 withheld, while McClain received 91,449,396 votes for and 5,757,891 withheld, with 4,327,793 broker non-votes for each nominee.
Stockholders also approved the ratification of Grant Thornton LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026, with 96,949,187 votes for, 4,570,221 against, 15,672 abstentions, and no broker non-votes.
Montauk Renewables, Inc. reported first quarter 2026 results with total revenues of $46.4 million, up 9.0% from $42.6 million a year earlier, driven mainly by higher environmental attribute revenues from RINs tied to its GreenWave joint venture. Non-GAAP Adjusted EBITDA rose to $10.8 million, a 22.8% year-over-year increase, while RNG production was flat at 1.4 million MMBtu and RINs sold grew 25.5% to 12.4 million. Despite an operating loss of $1.6 million, net income was slightly positive at $5 thousand versus a net loss of $0.5 million in the prior-year quarter, helped by $3.3 million of income from the GreenWave joint venture.
In March 2026, the company entered into a new five-year senior credit facility of up to $200 million with a HASI subsidiary, refinancing existing debt and leaving $45 million available to borrow. Montauk also extended gas rights at its Raeger facility through 2031 and commissioned its Montauk Ag Renewables project in North Carolina, with production and revenue generation expected to begin in May 2026. Full-year 2026 guidance remains for RNG revenues of $175–$190 million, RNG production of 5.8–6.0 million MMBtu, and REG production of 195–207 thousand MWh, while REG revenue guidance is now $33–$37 million based on expected timing of Montauk Ag Renewables revenue ramp.
Montauk Renewables, Inc. reported essentially flat 2025 revenue of $176.4 million, up only 0.4% from 2024, while profitability weakened. EBITDA fell to $32.3 million, a 21.2% decline, and headline earnings dropped to $4.4 million, down 60.4% year over year.
Basic earnings per share fell sharply to $0.01 from $0.07, and headline earnings per common share declined to $0.03 from $0.08. Net asset value per share rose modestly to $1.84 from $1.79. The board resolved not to declare a final cash dividend to prioritize funding further development of the operations portfolio.
Montauk Renewables reported flat 2025 revenue but sharply lower profit. Total operating revenues were $176.4 million, roughly unchanged from $175.7 million in 2024. Net income fell to $1.7 million from $9.7 million, as operating income dropped to $0.9 million from $16.1 million.
Lower average realized RIN pricing, down 29.0% to $2.33, pressured results despite RNG production of 5.6 million MMBtu and a 20.5% increase in RINs sold to 44.1 million. Non‑GAAP Adjusted EBITDA declined to $35.6 million from $42.6 million.
Operating and maintenance expenses rose to $77.6 million and capital expenditures more than doubled to $116.5 million, contributing to cash and cash equivalents falling to $23.8 million from $45.6 million. Long‑term debt, less current portion, increased to $126.0 million from $43.8 million. For 2026, the company guides RNG revenues to $175–$190 million and Renewable Electricity revenues to $35–$41 million, supported by the Montauk Ag Renewables project.
Montauk Renewables, Inc. disclosed that its subsidiary Montauk Energy Holdings, LLC entered into a Sixth Amendment to its Second Amended and Restated Revolving Credit and Term Loan Agreement with Comerica Bank and other lenders. The amended credit agreement replaces the prior Total Leverage Ratio covenant with a new Total Net Leverage Ratio and allows this ratio to increase to 3.50 to 1.00 for the quarter ended December 31, 2025, then step down to 3.00 to 1.00 starting March 31, 2026 and for later quarters. The amendment also requires Montauk Energy Holdings to deliver additional monthly financial information and analysis to the lenders within fifteen business days after each month-end.
Montauk Renewables, Inc. (MNTK) filed an 8-K announcing it has furnished a press release with financial results for the quarter ended September 30, 2025. The press release is included as Exhibit 99.1.
Per Item 2.02 and General Instruction B.2, the information in the press release and this item is furnished, not filed, and is not subject to Section 18 liability or automatically incorporated into other filings.