Every 8-K that OPAL Fuels Inc. (OPAL) 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 OPAL 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 OPAL filings page.
OPAL Fuels Inc. reported results for the three and six months ended June 30, 2026. For the quarter, revenue was $83.4 million, up modestly from $80.5 million a year earlier, while consolidated Adjusted EBITDA rose to $23.1 million from $16.5 million, an increase of 40%. Adjusted EBITDA grew mainly due to 45Z production tax credits, growth in the Fuel Station Services segment, and G&A cost savings.
Despite stronger Adjusted EBITDA, OPAL Fuels recorded a net loss of $4.1 million for the quarter versus net income of $7.6 million a year earlier, impacted by higher interest expense and a $4.1 million impairment related to repurposing a renewable power facility to RNG operations. For the first half of 2026, revenue was $156.8 million versus $165.9 million, while consolidated Adjusted EBITDA increased to $39.8 million from $36.6 million.
Operationally, RNG production increased to 1.3 million MMBtu in the quarter, and the company maintained its 2026 guidance. Liquidity totaled $162.3 million, including $91.4 million of cash and cash equivalents, and OPAL Fuels invested $52.7 million in capital expenditures during the first half of 2026.
OPAL Fuels Inc. plans to release earnings results for the second quarter ended June 30, 2026, before market open on Monday, August 10, 2026. On the same day, management will host a conference call at 11:00 a.m. Eastern Time to discuss the results.
Listeners can access a listen-only webcast via the provided media-server link or through the company’s Investor Relations website. The information is furnished under Regulation FD and accompanied by customary forward-looking statements and safe-harbor cautions. OPAL Fuels focuses on producing and marketing RNG and CNG for heavy-duty transportation and other hard-to-decarbonize sectors.
OPAL Fuels Inc. reported the results of its 2026 Annual Meeting of Stockholders held on June 17, 2026. As of the April 22, 2026 record date, there were 29,827,849 Class A shares, 121,500,000 Class B shares and 22,899,037 Class D shares outstanding, for a total of 265,823,034 votes entitled to be cast. Holders representing 256,957,639 votes were present in person or by proxy, establishing a quorum. Stockholders elected eight directors, each receiving over 246 million votes in favor, and ratified the appointment of BDO USA, P.C. as independent registered public accounting firm with 256,881,212 votes for, 74,151 against and 2,276 abstentions.
OPAL Fuels Inc. reported that it has begun construction of two new renewable natural gas (RNG) facilities at landfills in Polk County, Georgia and Tallapoosa County, Alabama, jointly owned 50% with GFL Environmental. The projects are designed with nearly 2 million MMBTU of plant capacity and are expected to produce about 15 million gasoline gallon equivalents of RNG per year, enough to fuel roughly 800 Class 8 heavy-duty trucks annually. OPAL Fuels plans to market and distribute the full RNG output through its CNG/RNG fueling station network, supporting its vertically integrated model across production and distribution. The partners highlight expected economic advantages versus diesel and the environmental benefits of capturing landfill methane and supplying a low-carbon transportation fuel.
OPAL Fuels Inc., through subsidiary OPAL Fuels LLC, has amended and restated the terms of its Series A-1 Preferred Units to largely align them with its Series A Preferred Units while keeping board appointment rights solely with Series A holders. The annual dividend on Series A-1 increases from 8% to 12%, compounding quarterly, with only up to 2% per annum payable in kind and the remaining 10% in cash. A new “Trigger Event” regime replaces prior default language, adding step-up penalty coupons, mandatory use of Excess Cash Flow for redemptions, and broader mandatory redemption triggers tied to Change of Control, uncured Trigger Events, and the fifth anniversary of March 6, 2026. The amendment removes the prior discounted conversion right on delayed redemptions, tightens preemptive and conversion rights, and adds expanded protective and “Triggered Protective” provisions plus a defined Redemption Price schedule based on time from the first and second anniversary dates.
OPAL Fuels reported weaker first-quarter 2026 results while keeping its full-year guidance. Revenue was $73.4 million, down 14% from $85.4 million a year earlier, and the company posted a net loss of $5.6 million versus net income of $1.3 million in 2025.
Adjusted EBITDA fell to $16.7 million from $20.1 million. Operationally, RNG production increased 9% to 1.2 million MMBtu, while total fuel volumes declined modestly. Liquidity improved to $232.5 million, including $133.2 million of cash, aided by refinancing preferred units with a $180 million preferred stock facility and monetizing IRA investment and 45Z production tax credits.
OPAL Fuels Inc. announced the timing of its next financial update. The company will release earnings results for the first quarter ended March 31, 2026 before the market opens on Monday, May 11, 2026.
A conference call and webcast to discuss the results will be held on May 11, 2026 at 11:00 a.m. Eastern Time, with listen-only access available through an online media link and the company's investor relations website.
OPAL Fuels Inc. reported strong fourth-quarter and full-year 2025 results, highlighting growth in RNG production and tax-credit monetization. Full-year revenue rose to $348.975 million, up 16% from 2024, while net income increased to $36.411 million. Adjusted EBITDA was stable at $90.205 million, with a stronger Q4 showing of $34.177 million versus $22.598 million a year earlier.
RNG production grew to 4.9 million MMBtu, 29% higher than 2024, and the company sold $42.9 million of Investment Tax Credits and began recognizing 45Z production tax credits. Liquidity as of December 31, 2025 was $168.2 million, and OPAL Fuels closed a new $180 million preferred stock facility, issuing $120 million and using approximately $100 million to redeem existing Series A Preferred Units, with $60 million remaining available.
For 2026, OPAL Fuels projects Adjusted EBITDA between $95 million and $110 million, assuming an average realized D3 RIN price of $2.45 per gallon and RNG production of 5.4–5.8 million MMBtu, signaling expectations for continued operational expansion.
OPAL Fuels Inc., through subsidiary OPAL Fuels LLC, entered into a preferred equity financing of up to $180,000,000 with an affiliate of Fortistar. An initial $120,000,000 of Series A Preferred Units was issued at $100 per unit, carrying a 12% annual dividend compounding quarterly, with a partial payment-in-kind option.
About $100,000,000 of the initial proceeds redeemed existing Series A preferred units held by a NextEra Energy affiliate, with remaining funds for general corporate and project uses. The investor committed up to an additional $60,000,000 within one year and received a warrant for up to 3,000,000 Class A common shares at a price equal to the 20‑day VWAP plus $0.50.
Separately, OPAL Fuels Intermediate HoldCo LLC drew approximately $128.4 million under its existing credit agreement, using part of the proceeds to repay about $20 million outstanding on its revolving loan facility.
OPAL Fuels Inc. furnished an 8‑K under Item 2.02 announcing a press release with financial results for the quarter ended September 30, 2025. The press release is attached as Exhibit 99.1 and the information is being furnished, not filed, under the Exchange Act.
The company highlights its use of a non‑GAAP metric, Adjusted EBITDA, which adjusts GAAP results for items such as interest and financing expense, non‑controlling interests, depreciation, amortization and accretion, equity method adjustments, fair value changes, non‑recurring charges, stock‑based compensation, major maintenance on Renewable Power, RNG development costs, and ITC proceeds, net. Reconciliations to the most comparable GAAP measure are included in the exhibit, along with forward‑looking statements disclaimers.
OPAL Fuels Inc. appointed Scott M. Sutton to its Board and Compensation Committee, effective November 1, 2025. Sutton brings more than 30 years of leadership in the chemicals industry, including service as President and CEO of Olin Corporation and senior roles at Celanese, Prince International, Chemtura AgroSolutions, Landmark, and Albemarle.
He will receive director compensation under the company’s policy. In connection with his appointment, Sutton will be granted $56,250 in restricted stock units, calculated based on the November 1, 2025 closing share price and prorated against the company’s $135,000 annual non-employee director award; the grant will cliff vest on November 1, 2026. The company noted there were no arrangements or understandings leading to his selection and no related party transactions requiring disclosure. A press release announcing the appointment was furnished as Exhibit 99.1.
OPAL Fuels Inc. announced timing for its next financial update. The company will report earnings for the three and nine months ended September 30, 2025 after market close on November 6, 2025. A conference call to discuss the results is scheduled for November 7, 2025 at 11:00 a.m. Eastern Time. The announcement was accompanied by a press release filed as Exhibit 99.1.
OPAL Fuels Inc. appointed Mr. Lance Moll to its Board effective October 1, 2025. Mr. Moll, age 55, previously served over 33 years at FedEx Corporation, including as President and CEO of FedEx Freight, and has held multiple industry and community board roles. As a non-employee director he will be paid under the company’s director compensation policy and will receive an award of $67,500 in restricted stock units, calculated pro rata from an annual grant level of $135,000 based on days of service through March 31, 2026. The RSUs will cliff vest on October 1, 2026. The company states Mr. Moll was not selected pursuant to any arrangements and that there are no related-party transactions requiring disclosure.
On June 18, 2025, OPAL Fuels Inc. (Nasdaq: OPAL) convened its 2025 Annual Meeting of Stockholders. Out of 264,830,996 possible votes, 251,104,008 (94.8%) were represented, satisfying quorum requirements.
Proposal 1 – Director Elections: All six nominees were elected to serve until the 2026 meeting. Support ranged from 240.6 million to 242.7 million “FOR” votes, equating to at least 98.1% of votes cast for each candidate. Broker non-votes totaled 5.7 million.
Proposal 2 – Auditor Ratification: BDO USA, P.C. was confirmed as independent auditor for the fiscal year ending December 31, 2025 with 251,061,074 votes “FOR” (99.98%), 5,883 “AGAINST” and 37,051 “ABSTAIN”.
The filing reports no financial results, capital actions or strategic transactions; it strictly discloses shareholder voting outcomes under Item 5.07 of Form 8-K.