OPAL Fuels Inc (OPAL)

Invesco Ltd., through its investment advisers, has disclosed a beneficial ownership of 13.4% in OPAL Fuels Inc., amounting to 4,078,082 shares of common stock. The filing indicates that Invesco has sole voting power over 4,077,493 shares and sole dispositive power over all 4,078,082 shares. This stake includes holdings by clients advised by Invesco Capital Management LLC, notably the Invesco WilderHill Clean Energy ETF, with no single client holding more than 5% economic ownership.

OPAL Fuels (OPAL) reported a 4% increase in Q2 2026 revenue, reaching $83.4 million, despite posting a net loss of $4.1 million compared to a profit in the prior year. The company's adjusted EBITDA grew by 40% to $23.1 million, attributed to tax credits, growth in Fuel Station Services, and cost savings. OPAL maintained its 2026 guidance and reported strong liquidity.

OPAL Fuels reported strong second-quarter 2026 results, with consolidated revenue reaching $83.4 million and Adjusted EBITDA increasing by 40% to $23.1 million compared to Q2 2025. This growth was driven by 45Z production tax credit contributions, expansion in Fuel Station Services, and G&A savings. Despite a net loss of $4.1 million, the company also reported $16.3 million in RNG pending monetization and increased RNG production by 4% year-over-year.

OPAL Fuels (Nasdaq: OPAL) reported a 4% increase in Q2 2026 revenue to $83.4 million and a 40% rise in adjusted EBITDA to $23.1 million, driven by Section 45Z credits and cost savings. Despite these operational improvements, the company incurred a $4.1 million GAAP net loss due to impairment charges, higher interest expenses, and a reduced tax benefit. The company's first-half capital expenditures significantly outpaced operating cash flow, leading to increased debt, with future performance depending on facility efficiency and successful monetization of RNG credits.

OPAL Fuels (NASDAQ: OPAL) is set to report its Q2 2026 results before market open on August 10 and will host a call/webcast. Additionally, the company is proceeding with a public CNG/RNG station in Dinuba, CA, which is expected to displace approximately 400,000 gallons of diesel annually through a deal with the city and Peña’s Disposal.