Monitor Q2 2026 for continued revenue growth and cost discipline; removal of going concern reduces downside risk. The India and UK project milestones could drive future licensing revenue, but absence of guidance limits near-term upside.
Price Chart
Executive Summary
LanzaTech reported Q1 2026 EPS of -$1.77, beating consensus of -$2.88 by 38.5%, and revenue of $12.0M (vs $12.1M est, in line). Operating expenses fell 59% YoY, net loss narrowed to $14.7M from $19.2M, and capital raises ($30M) alleviated going concern doubts. Key contract wins in India and UK progress signal growth, but the company remains unprofitable with no formal guidance.
Key Financial Metrics
Key Facts
- EPS -$1.77 beat consensus -$2.88 by 38.5%
- Revenue $12.0M (+26.7% YoY), in line with $12.1M estimate
- Operating expenses reduced 59% YoY to $13.5M
- Net loss improved to $14.7M from $19.2M YoY
- Adjusted EBITDA loss narrowed to $7.9M from $30.5M YoY
- Going concern doubt removed after $30M capital raises
- Awarded contract for 24K MTA ethanol plant in India; UK SAF project site selected
- LanzaJet raised $47M at $650M pre-money valuation
Financial Impact
EPS beat by $1.11 vs consensus; operating expenses cut by $19.5M YoY; net loss decreased by $4.5M YoY
Risk Factors
- Still loss-making with high cash burn ($9.3M operating cash outflow in Q1)
- No formal revenue or EPS guidance provided
- Potential dilution from additional $20M share issuance option through May 2027
- Customer concentration and project execution delays
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3294681 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | 8-K | $5.00 | awaiting T+60 | — | $4.76 (−4.80%) |
Sep 22, 2026 4w ago | Institutional Cluster | $6.20 | awaiting T+60 | — | $4.76 (−23.23%) |
Aug 14, 2026 10w ago | 8-K | $6.34 | awaiting T+60 | — | $4.76 (−24.92%) |
Jun 4, 2026 20w ago | Press Release | $6.99 $6.17 | ▼ −11.73% | ▼ −13.61% | $4.76 (−31.90%) |
May 27, 2026 21w ago | Press Release | $6.81 $6.22 | ▼ −8.66% | ▼ −10.54% | $4.76 (−30.10%) |
May 14, 2026 23w ago | Press Release | $17.15 $6.32 | ▼ −63.15% | ▼ −66.74% | $4.76 (−72.24%) |
May 6, 2026 24w ago | Press Release | $22.18 $5.52 | ▼ −75.11% | ▼ −77.17% | $4.76 (−78.54%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers