OPAL Fuels (OPAL) Q1 2026 Earnings Transcript

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Date

May 11, 2026, astatine 11 a.m. ET

Call participants

• Co-Chief Executive Officer — Adam J. Comora

• Co-Chief Executive Officer — Jonathan Gilbert Maurer

• Chief Financial Officer — Kazi Kamrul Hasan

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Full Conference Call Transcript

Todd M. Firestone: Thank you, and bully morning, everyone. Welcome to the OPAL Fuels Inc. archetypal 4th 2026 net league call. With maine contiguous are Co-CEOs, Adam J. Comora and Jonathan Gilbert Maurer, arsenic good arsenic Kazi Kamrul Hasan, OPAL’s main fiscal officer. OPAL Fuels Inc. released fiscal and operating results for the archetypal 4th 2026 this morning, and those results are disposable connected the Investor Relations conception of our website astatine opalfuels.com. The presumption and entree to the webcast for this telephone are besides disposable connected our website. After completion of today’s call, a replay volition beryllium disposable for 90 days.

Before we begin, I would similar to punctual you that our remarks, including answers to your questions, incorporate forward-looking statements, which impact risks, uncertainties, and assumptions. Forward-looking statements are not a warrant of performance, and existent results could disagree materially from what is contained successful specified statements. Several factors that could origin oregon lend to specified differences are described connected slides 2 and 3 of our presentation. These forward-looking statements bespeak our views arsenic of the day of this call, and OPAL Fuels Inc. does not undertake immoderate work to update forward-looking statements to bespeak events oregon circumstances aft the day of this call. Additionally, this telephone volition incorporate treatment of definite non-GAAP measures.

A explanation of non-GAAP measures utilized and a reconciliation of these measures to the nearest GAAP measurement is included successful the appendix of the merchandise and presentation. Adam volition statesman today’s telephone by providing an overview of the quarter’s results and caller highlights. Jonathan volition springiness a commercialized concern improvement update, aft which Kazi volition reappraisal fiscal results. We volition past unfastened the telephone for questions. I volition present crook the telephone implicit to Adam J. Comora, Co-CEO of OPAL Fuels Inc.

Adam J. Comora: Thank you, and bully morning, everyone. Thank you for participating successful OPAL Fuels Inc.’s archetypal 4th 2026 net call. Despite a challenging operating situation successful the seasonally brushed archetypal quarter, we stay connected way to conscionable our full-year guidance. Production is improving successful enactment with our expectations, and we are encouraged by the firming of biology recognition pricing. In summation to the show and maturation successful our operating platform, we are energized by the engagement we are seeing from our concern improvement activities for caller CNG/RNG fleet deployments successful heavy-duty trucking. A assortment of factors are starring to the logjam yet breaking for caller CNG/RNG fleet deployments.