Monitor the outcome of the GAC line engineering review and any subsequent restart timeline, as successful commercialization could unlock incremental revenue. The 2026 baseline year will provide clearer year-over-year PAC production comparisons.
Price Chart
Executive Summary
Arq, Inc. published its 2025 Sustainability Report, highlighting PAC revenue growth of ~10% to $120M total revenue, but also disclosing the pause of its GAC line due to commissioning challenges. The report sets 2026 as a new baseline year for normalized PAC production, with no financial guidance or earnings data provided.
Key Facts
- 2025 total revenue of $120 million, with PAC delivering ~10% revenue growth for the second consecutive year
- GAC line commissioned but paused pending engineering and process optimization review
- 2026 treated as new baseline year for normalized PAC production at Red River
- Zero lost-time incidents in 2025; 98% on-time and in-full deliveries
- Scope 1 emissions 15,703.93 MT CO₂e; Scope 2 emissions 3,590.23 MT CO₂e in 2025
Financial Impact
No financial impact data provided; sustainability report only
Risk Factors
- GAC line pause may delay expected revenue contribution from that product line
- Increased carbon footprint and energy consumption in 2025 could attract regulatory or investor scrutiny
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3372402 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 30, 2026 26d ago | Press Release | $1.89 | awaiting T+60 | — | $1.74 (−7.94%) |
Aug 10, 2026 11w ago | 8-K | $2.27 | awaiting T+60 | — | $1.74 (−23.35%) |
Aug 10, 2026 11w ago | Press Release | $2.27 | awaiting T+60 | — | $1.74 (−23.35%) |
Jul 23, 2026 13w ago | 8-K | $2.03 $1.78 | ▼ −12.10% | ▼ −15.83% | $1.74 (−14.07%) |
Jun 18, 2026 18w ago | 8-K | $2.58 $2.07 | ▼ −19.77% | ▼ −21.51% | $1.74 (−32.56%) |
Jun 11, 2026 19w ago | 8-K | $2.68 $2.21 | ▼ −17.54% | ▼ −20.80% | $1.74 (−35.07%) |
May 27, 2026 21w ago | 8-K | $2.75 $2.30 | ▼ −16.36% | ▼ −18.10% | $1.74 (−36.73%) |
May 6, 2026 24w ago | 8-K | $2.59 $2.01 | ▼ −22.39% | ▼ −26.23% | $1.74 (−32.82%) |
May 1, 2026 25w ago | 8-K | $2.45 $1.94 | ▼ −20.82% | ▼ −22.67% | $1.74 (−28.98%) |
Apr 28, 2026 25w ago | DEFA14A | $2.23 $2.03 | ▼ −9.19% | ▼ −13.30% | $1.74 (−21.97%) |
US Market Status
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