Monitor the company's ability to draw the additional $20M from the SPV facility and progress on commercial-scale SAF projects in India and the UK. The going concern remediation is a positive credit signal, but the company remains pre-profitability and cash-burning.
Price Chart
Executive Summary
LanzaTech reported Q1 2026 revenue of $12.0M, roughly in line with the $12.1M consensus, and a net loss of $14.7M, improved from a $19.2M loss a year ago. The company announced the remediation of its going concern doubt following $30M in capital raises, but the warrant ticker (LNZAW) is unlikely to see material price action from this routine quarterly update.
Key Financial Metrics
Key Facts
- Q1 2026 revenue of $12.0M vs $9.5M in Q1 2025, a 26.6% YoY increase
- Net loss narrowed to $14.7M from $19.2M in the prior-year quarter
- Adjusted EBITDA loss improved to $7.9M from $30.5M in Q1 2025
- Operating expenses fell 59% YoY to $13.5M due to restructuring
- Company concluded that recent capital raises alleviate substantial doubt about going concern
- Cash and restricted cash stood at $23.8M as of March 31, 2026, up from $17.1M at year-end 2025
- Issued 1,000,000 shares at $10.00 per share for $10M in May 2026, with an additional $20M available through May 2027
- LanzaJet ownership reduced to ~46% following Series A round at $650M pre-money valuation
Financial Impact
Revenue roughly in line with $12.1M consensus; net loss improved by $4.5M YoY; cash position strengthened by $6.7M sequentially
Risk Factors
- Continued operating cash burn of $9.3M in Q1 2026
- Dependence on additional capital raises to fund operations and growth projects
- LanzaJet ownership dilution reduces potential upside from that investment
- Nasdaq listing compliance risk remains given low stock price and market cap
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-034770 |
| Document: amci-20260514.htm | 0001628280-26-034770 |
| Document: 0001628280-26-034770-index-headers.html | 0001628280-26-034770 |
| Document: 0001628280-26-034770-index.html | 0001628280-26-034770 |
| Document: 0001628280-26-034770.txt | 0001628280-26-034770 |
| 8-K Data (Synthetic) | 0001628280-26-034770 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 4, 2026 20w ago | 8-K | $0.0133 $0.0133 | · 0.00% | ▲ +1.37% | — |
May 18, 2026 23w ago | 8-K | $0.0133 $0.0133 | · 0.00% | ▲ +1.58% | — |
May 18, 2026 23w ago | 424B5 | $0.0133 $0.0133 | · 0.00% | ▲ +1.58% | — |
May 14, 2026 23w ago | 8-K | $0.0133 $0.0133 | · 0.00% | ▲ +0.86% | — |
May 4, 2026 25w ago | 8-K | $0.0133 $0.0133 | · 0.00% | ▼ −4.95% | — |
Apr 16, 2026 27w ago | 8-K | $0.0133 $0.0133 | · 0.00% | ▲ +5.37% | — |
Mar 31, 2026 29w ago | 8-K | $0.0133 $0.0133 | · 0.00% | ▼ −9.72% | — |
US Market Status
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