View Future GrowthClean Energy Fuels 過去の業績過去 基準チェック /06Clean Energy Fuelsの収益は年間平均-23.4%の割合で減少していますが、 Oil and Gas業界の収益は年間 増加しています。収益は年間8% 9.6%割合で 増加しています。主要情報-23.37%収益成長率-22.18%EPS成長率Oil and Gas 業界の成長33.67%収益成長率9.61%株主資本利益率-17.76%ネット・マージン-22.68%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.057 loss per share (improved from US$0.60 loss in 1Q 2025). Revenue: US$117.6m (up 13% from 1Q 2025). Net loss: US$12.4m (loss narrowed 91% from 1Q 2025). Revenue exceeded analyst estimates by 22%. Earnings per share (EPS) also surpassed analyst estimates by 44%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.お知らせ • Apr 14Clean Energy Fuels Corp. to Report Q1, 2026 Results on May 07, 2026Clean Energy Fuels Corp. announced that they will report Q1, 2026 results After-Market on May 07, 2026Reported Earnings • Feb 25Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$1.01 loss per share (further deteriorated from US$0.37 loss in FY 2024). Revenue: US$424.8m (up 2.2% from FY 2024). Net loss: US$222.0m (loss widened 167% from FY 2024). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 7.6%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Jan 27Clean Energy Fuels Corp. to Report Q4, 2025 Results on Feb 24, 2026Clean Energy Fuels Corp. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: US$0.11 loss per share (further deteriorated from US$0.081 loss in 3Q 2024). Revenue: US$106.1m (up 1.2% from 3Q 2024). Net loss: US$23.8m (loss widened 31% from 3Q 2024). Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 8.4%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.お知らせ • Oct 10Clean Energy Fuels Corp. to Report Q3, 2025 Results on Nov 04, 2025Clean Energy Fuels Corp. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025すべての更新を表示Recent updatesRecent Insider Transactions Derivative • May 19Co-Founder & Director notifies of intention to sell stockAndrew Littlefair intends to sell 165k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of May. If the sale is conducted around the recent share price of US$2.05, it would amount to US$338k. Since September 2025, Andrew's direct individual holding has increased from 1.12m shares to 1.20m. Company insiders have collectively sold US$839k more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • May 19CLNE: Supportive EPA Mandates And Expanding RNG Network Will Drive Future UpsideAnalysts have reduced their price target on Clean Energy Fuels to $6.00, citing updated views on fair value, growth, margins, and a very large future P/E multiple, informed in part by recent EPA renewable fuel standard decisions that are viewed as supportive for the broader sector. Analyst Commentary Bullish analysts point to the recent EPA renewable fuel standard decision as an important policy signal for the sector, with volume mandates that are viewed as constructive for low-carbon fuels.Major Estimate Revision • May 17Consensus revenue estimates increase by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$409.8m to US$456.2m. EPS estimate unchanged from -US$0.21 at last update. Oil and Gas industry in the US expected to see average net income growth of 49% next year. Consensus price target down from US$4.75 to US$3.84. Share price fell 8.1% to US$2.03 over the past week.Major Estimate Revision • May 14Consensus estimates of losses per share improve by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$409.8m to US$437.1m. EPS estimate increased from -US$0.32 per share to -US$0.233 per share. Oil and Gas industry in the US expected to see average net income growth of 50% next year. Consensus price target down from US$4.75 to US$3.84. Share price fell 8.5% to US$2.05 over the past week.Price Target Changed • May 11Price target decreased by 18% to US$3.88Down from US$4.71, the current price target is an average from 6 analysts. New target price is 75% above last closing price of US$2.21. Stock is up 15% over the past year. The company is forecast to post a net loss per share of US$0.32 next year compared to a net loss per share of US$1.01 last year.Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.057 loss per share (improved from US$0.60 loss in 1Q 2025). Revenue: US$117.6m (up 13% from 1Q 2025). Net loss: US$12.4m (loss narrowed 91% from 1Q 2025). Revenue exceeded analyst estimates by 22%. Earnings per share (EPS) also surpassed analyst estimates by 44%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.お知らせ • May 04Clean Energy Fuels Corp., Annual General Meeting, Jun 10, 2026Clean Energy Fuels Corp., Annual General Meeting, Jun 10, 2026.お知らせ • Apr 24Clean Energy Fuels Corp. Announces Management ChangesClean Energy Fuels Corp. announced that its Board of Directors has appointed Clay Corbus as President, effective April 23, 2026. Corbus also joins Clean Energy’s board as he succeeds Andrew Littlefair, Clean Energy’s co-founder and CEO who has been at the helm of the company for 30 years. Littlefair will transition from his executive role to serve the company as a non-employee government relations consultant. He will continue to serve on Clean Energy’s Board of Directors. Corbus brings 19 years of experience at Clean Energy to the new role, having held several senior executive positions including leading the development of the company’s corporate strategy, overseeing all M&A activities and capital-raising initiatives, and most recently managed Clean Energy’s growing RNG production and distribution businesses. Previously, Corbus was Co-CEO of the investment bank WR Hambrecht + Co. Previously, he served as Co-CEO of WR Hambrecht + Co, the firm that managed Clean Energy’s 2007 IPO. Earlier in his career, he worked at Donaldson, Lufkin & Jenrette, beginning in 1989. He graduated from Dartmouth College with an AB in Government and holds an MBA in Finance from Columbia University. Mr. Corbus currently serves as a director of Bed, Bath and Beyond and is a trustee of the College of the Atlantic. He has previously served on the boards of Alaska Energy and Resources Co., Niman Ranch, WR Hambrecht + Co, and Goodwill of San Francisco.お知らせ • Apr 14Clean Energy Fuels Corp. to Report Q1, 2026 Results on May 07, 2026Clean Energy Fuels Corp. announced that they will report Q1, 2026 results After-Market on May 07, 2026New Risk • Mar 05New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$222m Forecast net loss in 3 years: US$2.4m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 25Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$1.01 loss per share (further deteriorated from US$0.37 loss in FY 2024). Revenue: US$424.8m (up 2.2% from FY 2024). Net loss: US$222.0m (loss widened 167% from FY 2024). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 7.6%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Breakeven Date Change • Feb 25Forecast to breakeven in 2028The 5 analysts covering Clean Energy Fuels expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 45% per year to 2027. The company is expected to make a profit of US$36.7m in 2028. Average annual earnings growth of 70% is required to achieve expected profit on schedule.お知らせ • Feb 25Clean Energy Fuels Corp. Provides Earnings Guidance for the Year 2026Clean Energy Fuels Corp. provided earnings guidance for the year 2026. For the year, the company expects net loss attributable to the company of $71,000,000 to $66,000,000, assuming no unrealized gains or losses on customer contracts relating to the Company’s truck financing program and Amazon warrant charges estimated to be approximately $47 million. Changes in diesel and natural gas market conditions resulting in unrealized gains or losses on the Company’s customer fueling contracts relating to the Company’s truck financing program, and significant variations in the vesting of the Amazon warrant could significantly affect the Company’s estimated GAAP net loss for 2026.ナラティブの更新 • Feb 08CLNE: South Fork RNG Project And Hydrogen Station Will Drive Future UpsideAnalysts have lifted their price target on Clean Energy Fuels from US$8.96 to US$9.57, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E. What's in the News Clean Energy Fuels has completed its South Fork Dairy renewable natural gas facility in Dimmitt, Texas, which is now producing pipeline quality RNG and injecting it into the interstate natural gas pipeline (Client Announcements).分析記事 • Feb 07The Market Lifts Clean Energy Fuels Corp. (NASDAQ:CLNE) Shares 28% But It Can Do MoreClean Energy Fuels Corp. ( NASDAQ:CLNE ) shareholders would be excited to see that the share price has had a great...お知らせ • Jan 27Clean Energy Fuels Corp. to Report Q4, 2025 Results on Feb 24, 2026Clean Energy Fuels Corp. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026Breakeven Date Change • Jan 16Forecast to breakeven in 2028The 5 analysts covering Clean Energy Fuels expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$36.7m in 2028. Average annual earnings growth of 62% is required to achieve expected profit on schedule.Seeking Alpha • Dec 31Clean Energy Fuels: Reaching Profitability Is Taking Too Long, Introducing Unnecessary Portfolio RisksSummary Clean Energy Fuels is rated Sell due to persistent operating losses and heavy reliance on government credits. CLNE’s revenue growth is modest, with nearly 15% of revenues dependent on volatile government programs like RIN, LCFS, and 45Z credits. Planned fourfold production expansion could boost revenues, but profitability remains doubtful given current margins and cost structure. Despite vertical integration and major partnerships, CLNE’s business model appears unsustainable without permanent subsidies or a significant margin turnaround. Read the full article on Seeking Alphaお知らせ • Nov 22Clean Energy Fuels Corp. Announces Board Resignations, Effective November 18, 2025On November 17, 2025, Messrs. Aimeric Ramadier and Marc de Guilhem de Lataillade notified Clean Energy Fuels Corp. (Company) of their resignation from the board of directors of the Company, effective as of November 18, 2025. The resignations of Messrs. Ramadier and de Guilhem de Lataillade were not due to any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices.分析記事 • Nov 20Market Cool On Clean Energy Fuels Corp.'s (NASDAQ:CLNE) Revenues Pushing Shares 25% LowerClean Energy Fuels Corp. ( NASDAQ:CLNE ) shares have had a horrible month, losing 25% after a relatively good period...Price Target Changed • Nov 19Price target increased by 12% to US$4.71Up from US$4.21, the current price target is an average from 7 analysts. New target price is 114% above last closing price of US$2.20. Stock is down 17% over the past year. The company is forecast to post a net loss per share of US$0.96 next year compared to a net loss per share of US$0.37 last year.Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: US$0.11 loss per share (further deteriorated from US$0.081 loss in 3Q 2024). Revenue: US$106.1m (up 1.2% from 3Q 2024). Net loss: US$23.8m (loss widened 31% from 3Q 2024). Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 8.4%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.お知らせ • Oct 22Clean Energy Fuels Corp. to Launch New Freightliner X15N Demo Truck Program at ATA's MCE in San DiegoClean Energy Fuels Corp. has announced the launch of its second heavy-duty truck demo program, featuring the 2026 Freightliner Cascadia Gen 5 day cab equipped with the Cummins X15N natural gas engine. The new truck will be showcased at the American Trucking Associations' Management Conference & Exhibition (ATA MCE) in San Diego from October 25-28, offering attendees an exclusive preview before the program launches with its debut fleet partner, Airgas. This new program builds on the success of Clean Energy's first Peterbilt X15N demo truck program which was launched last year. The first demo truck has been praised by fleets who have operated it for the engine's smooth handling through different terrains, impressive torque, per gallon savings running on RNG, and fuel efficiency, reinforcing the X15N's potential to reshape the future of low-carbon heavy-duty trucking. Clean Energy's demo truck program will give fleets across the country the opportunity to experience first-hand the capabilities of the Freightliner Cascia Gen 5 equipped with the X15N. Participating carriers will be able to fuel at Clean Energy's network of RNG stations nationwide, showcasing the ease of integrating low-carbon fueling into their own fleet operations. The Cummins X15N engine is designed to run on RNG - a biogenic fuel derived from organic waste such as dairy manage. It offers a powerful, reliable, cleaner alternative to diesel, and fleets fueling with RNG can reduce emissions by more than 300%, achieving negative carbon-intensity results, while spending less per gallon of fuel. The X15N is quickly earning a reputation for performance and sustainability with major carriers including Walmart, Amazon, UPS, FedEx, Werner, Knight Swift, Food Express, Cemex and Mullen Group having placed orders for the new engine. The demo truck will travel through key freight corridors in California, Texas, Arizona, Illinois, Ohio, Michigan, Pennsylvania, Florida, and other states, allowing large and mid-sized fleets to try and test the engine's capabilities in real-world conditions. The program is expected to run through 2028 or longer, as demand and interest continue to grow.お知らせ • Oct 10Clean Energy Fuels Corp. to Report Q3, 2025 Results on Nov 04, 2025Clean Energy Fuels Corp. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025ナラティブの更新 • Sep 28Regulatory Shifts And New Facilities Will Unlock RNG DecarbonizationClean Energy Fuels’ valuation outlook remains stable, with only marginal improvements in net profit margin and future P/E, leaving the consensus analyst price target unchanged at $4.49. What's in the News Clean Energy Fuels awarded a contract to design, build, and maintain a second hydrogen fueling station for Foothill Transit, supporting its growing hydrogen fuel cell and RNG bus fleet; the $11.3 million project is partially grant-funded and construction is scheduled to begin in mid-2026.Recent Insider Transactions • Sep 21Insider recently sold US$277k worth of stockOn the 18th of September, Barclay Corbus sold around 105k shares on-market at roughly US$2.63 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$563k. Insiders have been net sellers, collectively disposing of US$775k more than they bought in the last 12 months.Recent Insider Transactions Derivative • Sep 19Insider notifies of intention to sell stockBarclay Corbus intends to sell 105k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of September. If the sale is conducted around the recent share price of US$2.63, it would amount to US$277k. Since March 2025, Barclay has owned 1.17m shares directly. Company insiders have collectively sold US$498k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Sep 11Clean Energy Fuels Corp. Appoints Board Changes, Effective September 10, 2025Clean Energy Fuels Corp. announced the appointment of Marc de Guilhem de Lataillade and Aimeric Ramadier to its Board of Directors effective immediately. Both executives represent TotalEnergies and will replace outgoing directors, Karine Boissy-Rousseau and Mathieu Soulas, who have served on Clean Energy’s board since 2021 and 2023 respectively. Marc de Guilhem de Lataillade currently serves as Vice President of Biogas within TotalEnergies’ Gas, Renewables & Power segment. Aimeric Ramadier previously oversaw strategy and supply for the Marketing & Services division and was recently appointed as senior representative USA for TotalEnergies. Aimeric Ramadier was appointed as senior representative USA for TotalEnergies in September 2025. Prior to that, he was head of Strategy and Supply for the Marketing & Services division, overseeing strategy, M&A, products supply policy, innovation, public affairs and advocacy from 2023 to 2025. Before that he was in the Marketing & Services division starting in 2018, where he managed Talent Development (mobility and high-potential programs) before leading operations in Oceania and South-East Asia, managing 12 country affiliates across retail, lubricants, specialties and logistics. Previously, starting in 2016, he joined the exploration & production division as Country Delegate for Australia, Malaysia, and Brunei. Earlier, after he first joined TotalEnergies in 2012, he worked in the Refining & Chemicals division, leading reorganization projects before becoming General Secretary of the La Mède refinery as it was converted into a bio-refinery. Mr. Ramadier began his career in the French civil service, serving in the Ministry for Public Administration and State Reform, before becoming Advisor to the French Presidency in 2007. Mr. Ramadier is a graduate of France’s École Nationale d’Administration (“ENA”), Sciences Po Paris, and holds a law degree. Marc de Guilhem de Lataillade has served as Vice President Biogas in the Gas, Renewables and Power business segment of TotalEnergies since September 2024. Prior to that, he was General Manager of TotalEnergies LNG Services France since September 2022. Before that he was Vice President Gas Renewables and Power in China, where he led the development of renewables and LNG activities in China from 2018 to 2022. Prior to that, he was Vice President of solar Utility Power Plants at TotalEnergies Renewables from 2015 to 2018 and General Manager of TotalEnergies Marketing and Services Ethiopia from 2012 to 2015. Mr. de Guilhem de Lataillade is a graduate of the Political Sciences Institute (“IEP”) of Paris.分析記事 • Aug 28Investors Appear Satisfied With Clean Energy Fuels Corp.'s (NASDAQ:CLNE) Prospects As Shares Rocket 26%Clean Energy Fuels Corp. ( NASDAQ:CLNE ) shares have continued their recent momentum with a 26% gain in the last month...Recent Insider Transactions • Aug 18Co-Founder recently sold US$563k worth of stockOn the 14th of August, Andrew Littlefair sold around 250k shares on-market at roughly US$2.25 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Andrew's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Aug 15Co-Founder notifies of intention to sell stockAndrew Littlefair intends to sell 250k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of August. If the sale is conducted around the recent share price of US$2.25, it would amount to US$563k. For the year to December 2018, Andrew's total compensation was 29% salary and 71% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Andrew has owned 1.74m shares directly. Company insiders have collectively bought US$64k more than they sold, via options and on-market transactions, in the last 12 months.Reported Earnings • Aug 10Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.092 loss per share (further deteriorated from US$0.073 loss in 2Q 2024). Revenue: US$102.6m (up 4.8% from 2Q 2024). Net loss: US$20.2m (loss widened 24% from 2Q 2024). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 35% per year, which means it has not declined as severely as earnings.お知らせ • Aug 08Clean Energy Fuels Corp. Provides Earnings Guidance for 2025Clean Energy Fuels Corp. provided earnings guidance for 2025. For the period the company expects Net loss attributable to Clean Energy Fuels Corp. of $217,200,000 - $212,200,000 million.お知らせ • Jul 16Clean Energy Fuels Corp. to Report Q2, 2025 Results on Aug 07, 2025Clean Energy Fuels Corp. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025分析記事 • Jul 07Would Clean Energy Fuels (NASDAQ:CLNE) Be Better Off With Less Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • May 27Market Might Still Lack Some Conviction On Clean Energy Fuels Corp. (NASDAQ:CLNE) Even After 26% Share Price BoostThose holding Clean Energy Fuels Corp. ( NASDAQ:CLNE ) shares would be relieved that the share price has rebounded 26...Price Target Changed • May 12Price target decreased by 32% to US$4.19Down from US$6.14, the current price target is an average from 9 analysts. New target price is 118% above last closing price of US$1.92. Stock is down 23% over the past year. The company is forecast to post a net loss per share of US$0.72 next year compared to a net loss per share of US$0.37 last year.Reported Earnings • May 10First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.60 loss per share (further deteriorated from US$0.083 loss in 1Q 2024). Revenue: US$103.8m (flat on 1Q 2024). Net loss: US$135.0m (loss widened US$116.5m from 1Q 2024). Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) missed analyst estimates by 159%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.お知らせ • May 09+ 1 more updateClean Energy Fuels Corp. Provides Impairment of Goodwill Guidance for the Year 2025Clean Energy Fuels Corp. provided Impairment of goodwill guidance for the year 2025. For the year, the company expects Impairment of goodwill of $64,300,000.Price Target Changed • Apr 15Price target decreased by 8.7% to US$6.14Down from US$6.73, the current price target is an average from 9 analysts. New target price is 365% above last closing price of US$1.32. Stock is down 44% over the past year. The company is forecast to post a net loss per share of US$0.68 next year compared to a net loss per share of US$0.37 last year.お知らせ • Apr 14Clean Energy Fuels Corp. to Report Q1, 2025 Results on May 08, 2025Clean Energy Fuels Corp. announced that they will report Q1, 2025 results After-Market on May 08, 2025Major Estimate Revision • Apr 13Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$422.7m to US$400.9m. Losses expected to increase from US$0.57 per share to US$0.68. Oil and Gas industry in the US expected to see average net income growth of 11% next year. Consensus price target broadly unchanged at US$6.66. Share price rose 2.1% to US$1.49 over the past week.お知らせ • Apr 10Clean Energy Fuels Corp., Annual General Meeting, May 22, 2025Clean Energy Fuels Corp., Annual General Meeting, May 22, 2025.分析記事 • Apr 09Positive Sentiment Still Eludes Clean Energy Fuels Corp. (NASDAQ:CLNE) Following 27% Share Price SlumpTo the annoyance of some shareholders, Clean Energy Fuels Corp. ( NASDAQ:CLNE ) shares are down a considerable 27% in...Seeking Alpha • Mar 28Clean Energy Fuels Has Never Been Cheaper, But Risks Are Getting More PronouncedSummary CLNE's stock price has halved since my last review, and while RNG remains promising, the company's financials and projections are concerning. Despite mediocre financials, CLNE is as cheap as it has ever been, making it a speculative "buy low" candidate with high risk. Working capital has dropped below long-term debt, raising concerns about the company's ability to withstand market volatility without major dilution or insolvency in the long term. I rate CLNE as a hold, watching for market sentiment changes while wary of its financial instability and lack of clear improvement in 2025 projections. Read the full article on Seeking Alpha分析記事 • Mar 27Is Clean Energy Fuels (NASDAQ:CLNE) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...新しいナラティブ • Mar 26The X15N Cummins Engine Will Catalyze RNG Adoption Strategic partnerships and supportive policies are expected to significantly enhance Clean Energy's revenue growth through increased RNG adoption and fuel volumes. 分析記事 • Feb 27Clean Energy Fuels Corp. (NASDAQ:CLNE) Just Reported Earnings, And Analysts Cut Their Target PriceThere's been a major selloff in Clean Energy Fuels Corp. ( NASDAQ:CLNE ) shares in the week since it released its...Price Target Changed • Feb 27Price target decreased by 7.2% to US$6.73Down from US$7.25, the current price target is an average from 9 analysts. New target price is 248% above last closing price of US$1.94. Stock is down 34% over the past year. The company is forecast to post a net loss per share of US$0.62 next year compared to a net loss per share of US$0.37 last year.Reported Earnings • Feb 26Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.37 loss per share (improved from US$0.45 loss in FY 2023). Revenue: US$415.9m (down 2.2% from FY 2023). Net loss: US$83.1m (loss narrowed 17% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 35% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 25Clean Energy Fuels Corp. Provides Earnings Guidance for the Year 2025Clean Energy Fuels Corp. provided earnings guidance for the year 2025. For the year, GAAP net loss is expected to range from approximately $160 million to $155 million.Breakeven Date Change • Feb 25No longer forecast to breakevenThe 5 analysts covering Clean Energy Fuels no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$25.2m in 2027. New consensus forecast suggests the company will make a loss of US$22.3m in 2027.お知らせ • Feb 03Clean Energy Fuels Corp. to Report Q4, 2024 Results on Feb 24, 2025Clean Energy Fuels Corp. announced that they will report Q4, 2024 results After-Market on Feb 24, 2025New Risk • Jan 21New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$72m Forecast net loss in 3 years: US$27m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.分析記事 • Jan 14A Piece Of The Puzzle Missing From Clean Energy Fuels Corp.'s (NASDAQ:CLNE) Share PriceWith a median price-to-sales (or "P/S") ratio of close to 1.8x in the Oil and Gas industry in the United States, you...Breakeven Date Change • Dec 31Forecast to breakeven in 2027The 5 analysts covering Clean Energy Fuels expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$28.7m in 2027. Average annual earnings growth of 45% is required to achieve expected profit on schedule.分析記事 • Nov 28Is Clean Energy Fuels (NASDAQ:CLNE) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Nov 20Clean Energy Fuels: Managing Expansion In A Challenging Market EnvironmentSummary Clean Energy Fuels is aggressively expanding its RNG production and distribution but faces financial stability risks due to high capital investments and potential equity raises. The company's ambitious growth plan includes significant investments in JVs and CAPEX, leading to increased debt and potential regulatory uncertainties under the Trump administration. Despite improved gross profit margins, CLNE has not achieved break-even, and its market price appears overvalued by 15% based on DCF analysis. Given the competitive industry, regulatory risks, and financial challenges, I assign Clean Energy Fuels a "hold" rating, reflecting cautious optimism about its long-term growth potential. Read the full article on Seeking AlphaReported Earnings • Nov 07Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: US$0.081 loss per share (improved from US$0.12 loss in 3Q 2023). Revenue: US$104.9m (up 9.7% from 3Q 2023). Net loss: US$18.2m (loss narrowed 30% from 3Q 2023). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.お知らせ • Oct 09Clean Energy Fuels Corp. to Report Q3, 2024 Results on Nov 06, 2024Clean Energy Fuels Corp. announced that they will report Q3, 2024 results After-Market on Nov 06, 2024分析記事 • Aug 20Even With A 30% Surge, Cautious Investors Are Not Rewarding Clean Energy Fuels Corp.'s (NASDAQ:CLNE) Performance CompletelyThe Clean Energy Fuels Corp. ( NASDAQ:CLNE ) share price has done very well over the last month, posting an excellent...Seeking Alpha • Aug 19Clean Energy Fuels: A Potential Buy Low Candidate As Financial Performance ImprovesSummary Clean Energy Fuels Corp. is the largest provider of renewable natural gas in North America, with its use in the trucking industry reducing emissions by 300% compared to diesel. Despite mediocre financials, CLNE stock is historically cheap and could be a buy low candidate as demand for RNG increases. Clean Energy Fuels' Q2 financials show improvement with a positive non-GAAP EPS and adjusted EBITDA of $18.9 million, but consistent profitability is still a challenge. CLNE's positive operating cash flow and working capital ensures it won't get into solvency difficulties or need to dilute in the foreseeable future despite the heavy net losses. Read the full article on Seeking AlphaNew Risk • Aug 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$42m net loss in 2 years). Share price has been volatile over the past 3 months (9.5% average weekly change).Reported Earnings • Aug 08Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: US$0.073 loss per share (in line with 2Q 2023). Revenue: US$98.0m (up 8.2% from 2Q 2023). Net loss: US$16.3m (flat on 2Q 2023). Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.お知らせ • Aug 08Clean Energy Fuels Corp. Provides Earnings Guidance for the Year 2024Clean Energy Fuels Corp. provided earnings guidance for the year 2024. For the year, the company expects GAAP net loss of approximately $91 million to $81 million.お知らせ • Jul 16Clean Energy Fuels Corp. to Report Q2, 2024 Results on Aug 07, 2024Clean Energy Fuels Corp. announced that they will report Q2, 2024 results After-Market on Aug 07, 2024分析記事 • Jul 03Does Clean Energy Fuels (NASDAQ:CLNE) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • May 29Cautious Investors Not Rewarding Clean Energy Fuels Corp.'s (NASDAQ:CLNE) Performance CompletelyClean Energy Fuels Corp.'s ( NASDAQ:CLNE ) price-to-sales (or "P/S") ratio of 1.5x may look like a pretty appealing...お知らせ • May 11Clean Energy Fuels Corp. Reaffirms Earnings Guidance for the Year 2024Clean Energy Fuels Corp. reaffirmed earnings guidance for the year 2024. For the year, the company expects GAAP net loss of approximately $111 million to $101 million.Price Target Changed • May 10Price target decreased by 29% to US$5.31Down from US$7.43, the current price target is an average from 9 analysts. New target price is 113% above last closing price of US$2.49. Stock is down 43% over the past year. The company is forecast to post a net loss per share of US$0.37 next year compared to a net loss per share of US$0.45 last year.New Risk • Apr 24New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$99m Forecast net loss in 3 years: US$22m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.Breakeven Date Change • Apr 24No longer forecast to breakevenThe 8 analysts covering Clean Energy Fuels no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$20.0m in 2026. New consensus forecast suggests the company will make a loss of US$22.2m in 2026.お知らせ • Apr 13Clean Energy Fuels Corp. to Report Q1, 2024 Results on May 09, 2024Clean Energy Fuels Corp. announced that they will report Q1, 2024 results After-Market on May 09, 2024お知らせ • Apr 05Clean Energy Fuels Corp., Annual General Meeting, May 16, 2024Clean Energy Fuels Corp., Annual General Meeting, May 16, 2024, at 08:00 Pacific Standard Time. Agenda: To elect nine directors to the Board of Directors; to ratify the appointment of KPMG LLP as independent registered public accounting firm for fiscal year ending December 31, 2024; to approve, on an advisory, non-binding basis, the compensation of named executive officers; to approve 2024 Performance Incentive Plan; and to consider other business issues.分析記事 • Apr 01Health Check: How Prudently Does Clean Energy Fuels (NASDAQ:CLNE) Use Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Mar 28Clean Energy Fuels Corp. Announces the Appointment of Patrick J. Ford to Board of Directors and Member of Audit CommitteeClean Energy Fuels Corp. announced the appointment of Patrick J. Ford to the company’s Board of Directors, effective March 27, 2024. In addition to serving on the Board of Directors, he will also be a member of Clean Energy’s audit committee. Patrick Ford, 62, served as an Audit Partner at KPMG LLP from 1994 until his retirement in 2022. During his tenure at KPMG, he served numerous SEC registrants as the Lead Audit Engagement Partner in the energy, automotive and technology sectors. During his years as an audit executive, Ford served as a member of the Board of Directors of KPMG LLP and has experience as a member on several other high-profile private and not-for-profit boards. He is a certified public accountant (retired) in California, Arizona and Hawaii, and holds a bachelor’s degree in Business Administration from the University of Southern California.Seeking Alpha • Mar 26Clean Energy Fuels: More Shadows Than Lights Bear A Hold RatingSummary Clean Energy Fuels is the largest distributor of RNG in the U.S., supplying major companies like Amazon and UPS. The company is undertaking the construction of RNG production facilities through joint ventures with BP and TotalEnergies. Financial results have been weak in FY23, leading to a sharp devaluation of the stock, which in my opinion still remains rather overvalued. Read the full article on Seeking AlphaNew Risk • Mar 06New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$99m Forecast net loss in 3 years: US$3.8m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.Breakeven Date Change • Mar 06No longer forecast to breakevenThe 6 analysts covering Clean Energy Fuels no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$22.4m in 2026. New consensus forecast suggests the company will make a loss of US$3.80m in 2026.お知らせ • Feb 29Clean Energy Fuels Corp. Announces Resignation of Parker Weil to its Board of DirectorsOn February 22, 2024, Parker Weil notified the Board of Directors of the Clean Energy Fuels Corp. of his resignation from the Board, effective on the same day. Mr. Weil’s resignation was not due to any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices.Reported Earnings • Feb 28Full year 2023 earnings released: US$0.45 loss per share (vs US$0.26 loss in FY 2022)Full year 2023 results: US$0.45 loss per share (further deteriorated from US$0.26 loss in FY 2022). Revenue: US$425.2m (up 1.2% from FY 2022). Net loss: US$99.5m (loss widened 69% from FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 14Clean Energy's Renewable Natural Gas Facility At Marshall Ridge Dairy in Iowa Begins ProductionClean Energy Fuels Corp. announced the completion of its latest renewable natural gas (RNG) facility in Marshall County, Iowa. The Marshall Ridge Dairy project is expected to produce 1.7 million gallons of low carbon-intensity RNG annually. The three-digester facility located in State Center, Iowa, is now producing pipeline quality RNG and injecting it into the national grid. RNG is a sustainable fuel derived from organic waste that provides an immediate and significant carbon reduction in transportation. Financed through one of Clean Energy's production joint ventures and developed by Dynamic Renewables, the project totaled $42 million. Methane from the approximately 240,000 gallons of manure produced by the 8,000-cow dairy each day will be converted into biogas and ready-to-use clean fuel for heavy-duty fleets across the country. Clean Energy is in process of filing the necessary applications to generate federal and state environmental credits.お知らせ • Jan 30Clean Energy Fuels Corp. to Report Q4, 2023 Results on Feb 27, 2024Clean Energy Fuels Corp. announced that they will report Q4, 2023 results After-Market on Feb 27, 2024お知らせ • Jan 12Clean Energy Begins Producing Renewable Natural Gas At Latest ProjectClean Energy Fuels Corp. announced that it has completed a new renewable natural gas (RNG) production facility at Drumgoon Dairy in Lake Norden, S.D. The 6,500-cow dairy farm is expected to supply 1.66 million gallons of negative carbon-intensity RNG annually to the transportation market when at full capacity. Construction of the $38 million RNG digester project was completed in early-December 2023 and injection into the interstate natural gas pipeline system of the RNG began within weeks. The RNG produced at Drumgoon will be virtually stored until all pathways for federal and state environmental credits are approved, and a carbon-intensity score is assigned to the RNG, expected in the first half of 2024. The Drumgoon Dairy RNG project was financed through Clean Energy’s joint venture with bp, developed with Dynamic Renewables, and is one of several RNG projects the three companies have partnered to build at dairies in the Midwest. All the RNG produced at Drumgoon will be available at Clean Energy’s fueling infrastructure. Clean Energy sales of RNG into the transportation market for the first nine months of 2023 grew 17% over the same period of 2022, and with customers such as UPS, Republic Services, LA Metro, Knight Swift, Amazon and others, the demand of the ultra-clean fuel is expected to continue to expand. Agriculture accounts for nearly 10 percent of U.S. greenhouse gas (GHG) emissions and the transportation sector accounts for another 28%, according to the U.S. Environmental Protection Agency. Capturing methane from farm waste lowers these emissions. RNG, produced by that captured methane and used as a transportation fuel, significantly lowers GHG emissions on a lifecycle basis when compared to diesel. This allows RNG to be one of the only fuels to receive a negative carbon-intensity score based on the reduction of emissions at the source and at the vehicle.Breakeven Date Change • Dec 31Forecast to breakeven in 2026The 9 analysts covering Clean Energy Fuels expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$22.4m in 2026. Average annual earnings growth of 51% is required to achieve expected profit on schedule.お知らせ • Dec 14Clean Energy Fuels Corp. announced that it expects to receive $300 million in fundingClean Energy Fuels Corp. announced that it has entered into a credit agreement for senior secured term loan for an aggregate gross proceeds of $300 million on December 12, 2023. The credit agreement also provides for a two-year delayed draw term loan commitment of an additional $100 million. The loan facility will carry rate of interest of 9.5% per annum and matures on December 12, 2029. The loan facility is also subject to customary mandatory prepayments. In connection with the loan facility, the company issued warrants to Stonepeak CLNE-W Holdings LP to purchase 10,000,000 shares of common stock, $0.0001 par value per share of the company, with an exercise price equal to $5.50 and 10,000,000 shares of Common Stock with an exercise price equal to $6.50. The warrants expire on June 15, 2032 and are exercisable at any time after December 12, 2025. The transaction will include participation from new lenders Stonepeak CLNE-L Holdings LP, Stonepeak Infrastructure Credit Fund I LP, Stonepeak Hudson Waterfront Credit Fund, funds managed by Stonepeak Partners LP.分析記事 • Nov 13Is Clean Energy Fuels (NASDAQ:CLNE) Using Debt Sensibly?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...お知らせ • Nov 11Clean Energy Fuels Corp. Provides Earnings Guidance for the Year 2023Clean Energy Fuels Corp. provided earnings guidance for the year 2023. For the year, the company expects GAAP net loss attributable to the company to be in the range of $98,000,000 to $103,000,000.Reported Earnings • Nov 10Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: US$0.12 loss per share (further deteriorated from US$0.04 loss in 3Q 2022). Revenue: US$95.6m (down 24% from 3Q 2022). Net loss: US$25.8m (loss widened 188% from 3Q 2022). Revenue missed analyst estimates by 7.0%. Earnings per share (EPS) also missed analyst estimates by 53%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the US are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Oct 17Clean Energy Fuels Corp. to Report Q3, 2023 Results on Nov 09, 2023Clean Energy Fuels Corp. announced that they will report Q3, 2023 results After-Market on Nov 09, 2023Board Change • Sep 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Director Karine Boissy-Rousseau was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 22Clean Energy Fuels Corp. Appoints Mathieu Soulas to the Board of DirectorsClean Energy Fuels Corp. announced that Mathieu Soulas, Senior Vice President New Mobilities & Marketing at TotalEnergies, has been appointed to the Board of Directors effective immediately to replace Laurent Wolffsheim, who had served on the Board since October 2021. Mr. Soulas has served in a variety of positions at TotalEnergies including Senior Vice President Strategy & Climate from August 2019 to September 2021 and as Vice President in charge of the Lubricants Business Unit worldwide. In his current position, he serves as Senior Vice President New Mobility and Marketing, which regroups various Business Units including Electric Vehicles, Hydrogen and Gas. Mr. Soulas holds a graduate degree from France’s Ecole Polytechnique and IFP-EN Engineering schools.収支内訳Clean Energy Fuels の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqGS:CLNE 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 26439-99109031 Dec 25425-222112030 Sep 25422-209110030 Jun 25421-204112031 Mar 25416-200113031 Dec 24416-83112030 Sep 24413-72108030 Jun 24404-79109031 Mar 24397-79109031 Dec 23425-99112030 Sep 23432-93116030 Jun 23462-76113031 Mar 23469-73111031 Dec 22420-59109030 Sep 22398-49105030 Jun 22359-44101031 Mar 22262-11096031 Dec 21256-9390030 Sep 21239-9382030 Jun 21223-9276031 Mar 21283-1972031 Dec 20292-1069030 Sep 203363471030 Jun 203403272031 Mar 203523373031 Dec 193442073030 Sep 19321-1474030 Jun 19324-2075031 Mar 19322-2777031 Dec 18346-477030 Sep 18339-3981030 Jun 18344-12287031 Mar 18355-12891031 Dec 17342-7996030 Sep 17354-55101030 Jun 1736927102031 Mar 1739646104031 Dec 16403-12106030 Sep 16420-58103030 Jun 16415-69105031 Mar 16394-100109031 Dec 15384-134112030 Sep 15397-83117030 Jun 15408-901170質の高い収益: CLNEは現在利益が出ていません。利益率の向上: CLNEは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: CLNEは利益が出ておらず、過去 5 年間で損失は年間23.4%の割合で増加しています。成長の加速: CLNEの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: CLNEは利益が出ていないため、過去 1 年間の収益成長をOil and Gas業界 ( 6.3% ) と比較することは困難です。株主資本利益率高いROE: CLNEは現在利益が出ていないため、自己資本利益率 ( -17.76% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YEnergy 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/22 22:25終値2026/06/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Clean Energy Fuels Corp. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24 アナリスト機関Carter DriscollAscendiant Capital Markets LLCVishal ShahBarclaysSteven MilunovichBofA Global Research21 その他のアナリストを表示
Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.057 loss per share (improved from US$0.60 loss in 1Q 2025). Revenue: US$117.6m (up 13% from 1Q 2025). Net loss: US$12.4m (loss narrowed 91% from 1Q 2025). Revenue exceeded analyst estimates by 22%. Earnings per share (EPS) also surpassed analyst estimates by 44%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 14Clean Energy Fuels Corp. to Report Q1, 2026 Results on May 07, 2026Clean Energy Fuels Corp. announced that they will report Q1, 2026 results After-Market on May 07, 2026
Reported Earnings • Feb 25Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$1.01 loss per share (further deteriorated from US$0.37 loss in FY 2024). Revenue: US$424.8m (up 2.2% from FY 2024). Net loss: US$222.0m (loss widened 167% from FY 2024). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 7.6%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 27Clean Energy Fuels Corp. to Report Q4, 2025 Results on Feb 24, 2026Clean Energy Fuels Corp. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: US$0.11 loss per share (further deteriorated from US$0.081 loss in 3Q 2024). Revenue: US$106.1m (up 1.2% from 3Q 2024). Net loss: US$23.8m (loss widened 31% from 3Q 2024). Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 8.4%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 10Clean Energy Fuels Corp. to Report Q3, 2025 Results on Nov 04, 2025Clean Energy Fuels Corp. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025
Recent Insider Transactions Derivative • May 19Co-Founder & Director notifies of intention to sell stockAndrew Littlefair intends to sell 165k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of May. If the sale is conducted around the recent share price of US$2.05, it would amount to US$338k. Since September 2025, Andrew's direct individual holding has increased from 1.12m shares to 1.20m. Company insiders have collectively sold US$839k more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • May 19CLNE: Supportive EPA Mandates And Expanding RNG Network Will Drive Future UpsideAnalysts have reduced their price target on Clean Energy Fuels to $6.00, citing updated views on fair value, growth, margins, and a very large future P/E multiple, informed in part by recent EPA renewable fuel standard decisions that are viewed as supportive for the broader sector. Analyst Commentary Bullish analysts point to the recent EPA renewable fuel standard decision as an important policy signal for the sector, with volume mandates that are viewed as constructive for low-carbon fuels.
Major Estimate Revision • May 17Consensus revenue estimates increase by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$409.8m to US$456.2m. EPS estimate unchanged from -US$0.21 at last update. Oil and Gas industry in the US expected to see average net income growth of 49% next year. Consensus price target down from US$4.75 to US$3.84. Share price fell 8.1% to US$2.03 over the past week.
Major Estimate Revision • May 14Consensus estimates of losses per share improve by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$409.8m to US$437.1m. EPS estimate increased from -US$0.32 per share to -US$0.233 per share. Oil and Gas industry in the US expected to see average net income growth of 50% next year. Consensus price target down from US$4.75 to US$3.84. Share price fell 8.5% to US$2.05 over the past week.
Price Target Changed • May 11Price target decreased by 18% to US$3.88Down from US$4.71, the current price target is an average from 6 analysts. New target price is 75% above last closing price of US$2.21. Stock is up 15% over the past year. The company is forecast to post a net loss per share of US$0.32 next year compared to a net loss per share of US$1.01 last year.
Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.057 loss per share (improved from US$0.60 loss in 1Q 2025). Revenue: US$117.6m (up 13% from 1Q 2025). Net loss: US$12.4m (loss narrowed 91% from 1Q 2025). Revenue exceeded analyst estimates by 22%. Earnings per share (EPS) also surpassed analyst estimates by 44%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
お知らせ • May 04Clean Energy Fuels Corp., Annual General Meeting, Jun 10, 2026Clean Energy Fuels Corp., Annual General Meeting, Jun 10, 2026.
お知らせ • Apr 24Clean Energy Fuels Corp. Announces Management ChangesClean Energy Fuels Corp. announced that its Board of Directors has appointed Clay Corbus as President, effective April 23, 2026. Corbus also joins Clean Energy’s board as he succeeds Andrew Littlefair, Clean Energy’s co-founder and CEO who has been at the helm of the company for 30 years. Littlefair will transition from his executive role to serve the company as a non-employee government relations consultant. He will continue to serve on Clean Energy’s Board of Directors. Corbus brings 19 years of experience at Clean Energy to the new role, having held several senior executive positions including leading the development of the company’s corporate strategy, overseeing all M&A activities and capital-raising initiatives, and most recently managed Clean Energy’s growing RNG production and distribution businesses. Previously, Corbus was Co-CEO of the investment bank WR Hambrecht + Co. Previously, he served as Co-CEO of WR Hambrecht + Co, the firm that managed Clean Energy’s 2007 IPO. Earlier in his career, he worked at Donaldson, Lufkin & Jenrette, beginning in 1989. He graduated from Dartmouth College with an AB in Government and holds an MBA in Finance from Columbia University. Mr. Corbus currently serves as a director of Bed, Bath and Beyond and is a trustee of the College of the Atlantic. He has previously served on the boards of Alaska Energy and Resources Co., Niman Ranch, WR Hambrecht + Co, and Goodwill of San Francisco.
お知らせ • Apr 14Clean Energy Fuels Corp. to Report Q1, 2026 Results on May 07, 2026Clean Energy Fuels Corp. announced that they will report Q1, 2026 results After-Market on May 07, 2026
New Risk • Mar 05New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$222m Forecast net loss in 3 years: US$2.4m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 25Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$1.01 loss per share (further deteriorated from US$0.37 loss in FY 2024). Revenue: US$424.8m (up 2.2% from FY 2024). Net loss: US$222.0m (loss widened 167% from FY 2024). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 7.6%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Breakeven Date Change • Feb 25Forecast to breakeven in 2028The 5 analysts covering Clean Energy Fuels expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 45% per year to 2027. The company is expected to make a profit of US$36.7m in 2028. Average annual earnings growth of 70% is required to achieve expected profit on schedule.
お知らせ • Feb 25Clean Energy Fuels Corp. Provides Earnings Guidance for the Year 2026Clean Energy Fuels Corp. provided earnings guidance for the year 2026. For the year, the company expects net loss attributable to the company of $71,000,000 to $66,000,000, assuming no unrealized gains or losses on customer contracts relating to the Company’s truck financing program and Amazon warrant charges estimated to be approximately $47 million. Changes in diesel and natural gas market conditions resulting in unrealized gains or losses on the Company’s customer fueling contracts relating to the Company’s truck financing program, and significant variations in the vesting of the Amazon warrant could significantly affect the Company’s estimated GAAP net loss for 2026.
ナラティブの更新 • Feb 08CLNE: South Fork RNG Project And Hydrogen Station Will Drive Future UpsideAnalysts have lifted their price target on Clean Energy Fuels from US$8.96 to US$9.57, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E. What's in the News Clean Energy Fuels has completed its South Fork Dairy renewable natural gas facility in Dimmitt, Texas, which is now producing pipeline quality RNG and injecting it into the interstate natural gas pipeline (Client Announcements).
分析記事 • Feb 07The Market Lifts Clean Energy Fuels Corp. (NASDAQ:CLNE) Shares 28% But It Can Do MoreClean Energy Fuels Corp. ( NASDAQ:CLNE ) shareholders would be excited to see that the share price has had a great...
お知らせ • Jan 27Clean Energy Fuels Corp. to Report Q4, 2025 Results on Feb 24, 2026Clean Energy Fuels Corp. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026
Breakeven Date Change • Jan 16Forecast to breakeven in 2028The 5 analysts covering Clean Energy Fuels expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$36.7m in 2028. Average annual earnings growth of 62% is required to achieve expected profit on schedule.
Seeking Alpha • Dec 31Clean Energy Fuels: Reaching Profitability Is Taking Too Long, Introducing Unnecessary Portfolio RisksSummary Clean Energy Fuels is rated Sell due to persistent operating losses and heavy reliance on government credits. CLNE’s revenue growth is modest, with nearly 15% of revenues dependent on volatile government programs like RIN, LCFS, and 45Z credits. Planned fourfold production expansion could boost revenues, but profitability remains doubtful given current margins and cost structure. Despite vertical integration and major partnerships, CLNE’s business model appears unsustainable without permanent subsidies or a significant margin turnaround. Read the full article on Seeking Alpha
お知らせ • Nov 22Clean Energy Fuels Corp. Announces Board Resignations, Effective November 18, 2025On November 17, 2025, Messrs. Aimeric Ramadier and Marc de Guilhem de Lataillade notified Clean Energy Fuels Corp. (Company) of their resignation from the board of directors of the Company, effective as of November 18, 2025. The resignations of Messrs. Ramadier and de Guilhem de Lataillade were not due to any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices.
分析記事 • Nov 20Market Cool On Clean Energy Fuels Corp.'s (NASDAQ:CLNE) Revenues Pushing Shares 25% LowerClean Energy Fuels Corp. ( NASDAQ:CLNE ) shares have had a horrible month, losing 25% after a relatively good period...
Price Target Changed • Nov 19Price target increased by 12% to US$4.71Up from US$4.21, the current price target is an average from 7 analysts. New target price is 114% above last closing price of US$2.20. Stock is down 17% over the past year. The company is forecast to post a net loss per share of US$0.96 next year compared to a net loss per share of US$0.37 last year.
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: US$0.11 loss per share (further deteriorated from US$0.081 loss in 3Q 2024). Revenue: US$106.1m (up 1.2% from 3Q 2024). Net loss: US$23.8m (loss widened 31% from 3Q 2024). Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 8.4%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 22Clean Energy Fuels Corp. to Launch New Freightliner X15N Demo Truck Program at ATA's MCE in San DiegoClean Energy Fuels Corp. has announced the launch of its second heavy-duty truck demo program, featuring the 2026 Freightliner Cascadia Gen 5 day cab equipped with the Cummins X15N natural gas engine. The new truck will be showcased at the American Trucking Associations' Management Conference & Exhibition (ATA MCE) in San Diego from October 25-28, offering attendees an exclusive preview before the program launches with its debut fleet partner, Airgas. This new program builds on the success of Clean Energy's first Peterbilt X15N demo truck program which was launched last year. The first demo truck has been praised by fleets who have operated it for the engine's smooth handling through different terrains, impressive torque, per gallon savings running on RNG, and fuel efficiency, reinforcing the X15N's potential to reshape the future of low-carbon heavy-duty trucking. Clean Energy's demo truck program will give fleets across the country the opportunity to experience first-hand the capabilities of the Freightliner Cascia Gen 5 equipped with the X15N. Participating carriers will be able to fuel at Clean Energy's network of RNG stations nationwide, showcasing the ease of integrating low-carbon fueling into their own fleet operations. The Cummins X15N engine is designed to run on RNG - a biogenic fuel derived from organic waste such as dairy manage. It offers a powerful, reliable, cleaner alternative to diesel, and fleets fueling with RNG can reduce emissions by more than 300%, achieving negative carbon-intensity results, while spending less per gallon of fuel. The X15N is quickly earning a reputation for performance and sustainability with major carriers including Walmart, Amazon, UPS, FedEx, Werner, Knight Swift, Food Express, Cemex and Mullen Group having placed orders for the new engine. The demo truck will travel through key freight corridors in California, Texas, Arizona, Illinois, Ohio, Michigan, Pennsylvania, Florida, and other states, allowing large and mid-sized fleets to try and test the engine's capabilities in real-world conditions. The program is expected to run through 2028 or longer, as demand and interest continue to grow.
お知らせ • Oct 10Clean Energy Fuels Corp. to Report Q3, 2025 Results on Nov 04, 2025Clean Energy Fuels Corp. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025
ナラティブの更新 • Sep 28Regulatory Shifts And New Facilities Will Unlock RNG DecarbonizationClean Energy Fuels’ valuation outlook remains stable, with only marginal improvements in net profit margin and future P/E, leaving the consensus analyst price target unchanged at $4.49. What's in the News Clean Energy Fuels awarded a contract to design, build, and maintain a second hydrogen fueling station for Foothill Transit, supporting its growing hydrogen fuel cell and RNG bus fleet; the $11.3 million project is partially grant-funded and construction is scheduled to begin in mid-2026.
Recent Insider Transactions • Sep 21Insider recently sold US$277k worth of stockOn the 18th of September, Barclay Corbus sold around 105k shares on-market at roughly US$2.63 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$563k. Insiders have been net sellers, collectively disposing of US$775k more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Sep 19Insider notifies of intention to sell stockBarclay Corbus intends to sell 105k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of September. If the sale is conducted around the recent share price of US$2.63, it would amount to US$277k. Since March 2025, Barclay has owned 1.17m shares directly. Company insiders have collectively sold US$498k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Sep 11Clean Energy Fuels Corp. Appoints Board Changes, Effective September 10, 2025Clean Energy Fuels Corp. announced the appointment of Marc de Guilhem de Lataillade and Aimeric Ramadier to its Board of Directors effective immediately. Both executives represent TotalEnergies and will replace outgoing directors, Karine Boissy-Rousseau and Mathieu Soulas, who have served on Clean Energy’s board since 2021 and 2023 respectively. Marc de Guilhem de Lataillade currently serves as Vice President of Biogas within TotalEnergies’ Gas, Renewables & Power segment. Aimeric Ramadier previously oversaw strategy and supply for the Marketing & Services division and was recently appointed as senior representative USA for TotalEnergies. Aimeric Ramadier was appointed as senior representative USA for TotalEnergies in September 2025. Prior to that, he was head of Strategy and Supply for the Marketing & Services division, overseeing strategy, M&A, products supply policy, innovation, public affairs and advocacy from 2023 to 2025. Before that he was in the Marketing & Services division starting in 2018, where he managed Talent Development (mobility and high-potential programs) before leading operations in Oceania and South-East Asia, managing 12 country affiliates across retail, lubricants, specialties and logistics. Previously, starting in 2016, he joined the exploration & production division as Country Delegate for Australia, Malaysia, and Brunei. Earlier, after he first joined TotalEnergies in 2012, he worked in the Refining & Chemicals division, leading reorganization projects before becoming General Secretary of the La Mède refinery as it was converted into a bio-refinery. Mr. Ramadier began his career in the French civil service, serving in the Ministry for Public Administration and State Reform, before becoming Advisor to the French Presidency in 2007. Mr. Ramadier is a graduate of France’s École Nationale d’Administration (“ENA”), Sciences Po Paris, and holds a law degree. Marc de Guilhem de Lataillade has served as Vice President Biogas in the Gas, Renewables and Power business segment of TotalEnergies since September 2024. Prior to that, he was General Manager of TotalEnergies LNG Services France since September 2022. Before that he was Vice President Gas Renewables and Power in China, where he led the development of renewables and LNG activities in China from 2018 to 2022. Prior to that, he was Vice President of solar Utility Power Plants at TotalEnergies Renewables from 2015 to 2018 and General Manager of TotalEnergies Marketing and Services Ethiopia from 2012 to 2015. Mr. de Guilhem de Lataillade is a graduate of the Political Sciences Institute (“IEP”) of Paris.
分析記事 • Aug 28Investors Appear Satisfied With Clean Energy Fuels Corp.'s (NASDAQ:CLNE) Prospects As Shares Rocket 26%Clean Energy Fuels Corp. ( NASDAQ:CLNE ) shares have continued their recent momentum with a 26% gain in the last month...
Recent Insider Transactions • Aug 18Co-Founder recently sold US$563k worth of stockOn the 14th of August, Andrew Littlefair sold around 250k shares on-market at roughly US$2.25 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Andrew's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Aug 15Co-Founder notifies of intention to sell stockAndrew Littlefair intends to sell 250k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of August. If the sale is conducted around the recent share price of US$2.25, it would amount to US$563k. For the year to December 2018, Andrew's total compensation was 29% salary and 71% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Andrew has owned 1.74m shares directly. Company insiders have collectively bought US$64k more than they sold, via options and on-market transactions, in the last 12 months.
Reported Earnings • Aug 10Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.092 loss per share (further deteriorated from US$0.073 loss in 2Q 2024). Revenue: US$102.6m (up 4.8% from 2Q 2024). Net loss: US$20.2m (loss widened 24% from 2Q 2024). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 35% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 08Clean Energy Fuels Corp. Provides Earnings Guidance for 2025Clean Energy Fuels Corp. provided earnings guidance for 2025. For the period the company expects Net loss attributable to Clean Energy Fuels Corp. of $217,200,000 - $212,200,000 million.
お知らせ • Jul 16Clean Energy Fuels Corp. to Report Q2, 2025 Results on Aug 07, 2025Clean Energy Fuels Corp. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025
分析記事 • Jul 07Would Clean Energy Fuels (NASDAQ:CLNE) Be Better Off With Less Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • May 27Market Might Still Lack Some Conviction On Clean Energy Fuels Corp. (NASDAQ:CLNE) Even After 26% Share Price BoostThose holding Clean Energy Fuels Corp. ( NASDAQ:CLNE ) shares would be relieved that the share price has rebounded 26...
Price Target Changed • May 12Price target decreased by 32% to US$4.19Down from US$6.14, the current price target is an average from 9 analysts. New target price is 118% above last closing price of US$1.92. Stock is down 23% over the past year. The company is forecast to post a net loss per share of US$0.72 next year compared to a net loss per share of US$0.37 last year.
Reported Earnings • May 10First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.60 loss per share (further deteriorated from US$0.083 loss in 1Q 2024). Revenue: US$103.8m (flat on 1Q 2024). Net loss: US$135.0m (loss widened US$116.5m from 1Q 2024). Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) missed analyst estimates by 159%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
お知らせ • May 09+ 1 more updateClean Energy Fuels Corp. Provides Impairment of Goodwill Guidance for the Year 2025Clean Energy Fuels Corp. provided Impairment of goodwill guidance for the year 2025. For the year, the company expects Impairment of goodwill of $64,300,000.
Price Target Changed • Apr 15Price target decreased by 8.7% to US$6.14Down from US$6.73, the current price target is an average from 9 analysts. New target price is 365% above last closing price of US$1.32. Stock is down 44% over the past year. The company is forecast to post a net loss per share of US$0.68 next year compared to a net loss per share of US$0.37 last year.
お知らせ • Apr 14Clean Energy Fuels Corp. to Report Q1, 2025 Results on May 08, 2025Clean Energy Fuels Corp. announced that they will report Q1, 2025 results After-Market on May 08, 2025
Major Estimate Revision • Apr 13Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$422.7m to US$400.9m. Losses expected to increase from US$0.57 per share to US$0.68. Oil and Gas industry in the US expected to see average net income growth of 11% next year. Consensus price target broadly unchanged at US$6.66. Share price rose 2.1% to US$1.49 over the past week.
お知らせ • Apr 10Clean Energy Fuels Corp., Annual General Meeting, May 22, 2025Clean Energy Fuels Corp., Annual General Meeting, May 22, 2025.
分析記事 • Apr 09Positive Sentiment Still Eludes Clean Energy Fuels Corp. (NASDAQ:CLNE) Following 27% Share Price SlumpTo the annoyance of some shareholders, Clean Energy Fuels Corp. ( NASDAQ:CLNE ) shares are down a considerable 27% in...
Seeking Alpha • Mar 28Clean Energy Fuels Has Never Been Cheaper, But Risks Are Getting More PronouncedSummary CLNE's stock price has halved since my last review, and while RNG remains promising, the company's financials and projections are concerning. Despite mediocre financials, CLNE is as cheap as it has ever been, making it a speculative "buy low" candidate with high risk. Working capital has dropped below long-term debt, raising concerns about the company's ability to withstand market volatility without major dilution or insolvency in the long term. I rate CLNE as a hold, watching for market sentiment changes while wary of its financial instability and lack of clear improvement in 2025 projections. Read the full article on Seeking Alpha
分析記事 • Mar 27Is Clean Energy Fuels (NASDAQ:CLNE) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
新しいナラティブ • Mar 26The X15N Cummins Engine Will Catalyze RNG Adoption Strategic partnerships and supportive policies are expected to significantly enhance Clean Energy's revenue growth through increased RNG adoption and fuel volumes.
分析記事 • Feb 27Clean Energy Fuels Corp. (NASDAQ:CLNE) Just Reported Earnings, And Analysts Cut Their Target PriceThere's been a major selloff in Clean Energy Fuels Corp. ( NASDAQ:CLNE ) shares in the week since it released its...
Price Target Changed • Feb 27Price target decreased by 7.2% to US$6.73Down from US$7.25, the current price target is an average from 9 analysts. New target price is 248% above last closing price of US$1.94. Stock is down 34% over the past year. The company is forecast to post a net loss per share of US$0.62 next year compared to a net loss per share of US$0.37 last year.
Reported Earnings • Feb 26Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.37 loss per share (improved from US$0.45 loss in FY 2023). Revenue: US$415.9m (down 2.2% from FY 2023). Net loss: US$83.1m (loss narrowed 17% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 35% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 25Clean Energy Fuels Corp. Provides Earnings Guidance for the Year 2025Clean Energy Fuels Corp. provided earnings guidance for the year 2025. For the year, GAAP net loss is expected to range from approximately $160 million to $155 million.
Breakeven Date Change • Feb 25No longer forecast to breakevenThe 5 analysts covering Clean Energy Fuels no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$25.2m in 2027. New consensus forecast suggests the company will make a loss of US$22.3m in 2027.
お知らせ • Feb 03Clean Energy Fuels Corp. to Report Q4, 2024 Results on Feb 24, 2025Clean Energy Fuels Corp. announced that they will report Q4, 2024 results After-Market on Feb 24, 2025
New Risk • Jan 21New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$72m Forecast net loss in 3 years: US$27m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.
分析記事 • Jan 14A Piece Of The Puzzle Missing From Clean Energy Fuels Corp.'s (NASDAQ:CLNE) Share PriceWith a median price-to-sales (or "P/S") ratio of close to 1.8x in the Oil and Gas industry in the United States, you...
Breakeven Date Change • Dec 31Forecast to breakeven in 2027The 5 analysts covering Clean Energy Fuels expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$28.7m in 2027. Average annual earnings growth of 45% is required to achieve expected profit on schedule.
分析記事 • Nov 28Is Clean Energy Fuels (NASDAQ:CLNE) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha • Nov 20Clean Energy Fuels: Managing Expansion In A Challenging Market EnvironmentSummary Clean Energy Fuels is aggressively expanding its RNG production and distribution but faces financial stability risks due to high capital investments and potential equity raises. The company's ambitious growth plan includes significant investments in JVs and CAPEX, leading to increased debt and potential regulatory uncertainties under the Trump administration. Despite improved gross profit margins, CLNE has not achieved break-even, and its market price appears overvalued by 15% based on DCF analysis. Given the competitive industry, regulatory risks, and financial challenges, I assign Clean Energy Fuels a "hold" rating, reflecting cautious optimism about its long-term growth potential. Read the full article on Seeking Alpha
Reported Earnings • Nov 07Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: US$0.081 loss per share (improved from US$0.12 loss in 3Q 2023). Revenue: US$104.9m (up 9.7% from 3Q 2023). Net loss: US$18.2m (loss narrowed 30% from 3Q 2023). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
お知らせ • Oct 09Clean Energy Fuels Corp. to Report Q3, 2024 Results on Nov 06, 2024Clean Energy Fuels Corp. announced that they will report Q3, 2024 results After-Market on Nov 06, 2024
分析記事 • Aug 20Even With A 30% Surge, Cautious Investors Are Not Rewarding Clean Energy Fuels Corp.'s (NASDAQ:CLNE) Performance CompletelyThe Clean Energy Fuels Corp. ( NASDAQ:CLNE ) share price has done very well over the last month, posting an excellent...
Seeking Alpha • Aug 19Clean Energy Fuels: A Potential Buy Low Candidate As Financial Performance ImprovesSummary Clean Energy Fuels Corp. is the largest provider of renewable natural gas in North America, with its use in the trucking industry reducing emissions by 300% compared to diesel. Despite mediocre financials, CLNE stock is historically cheap and could be a buy low candidate as demand for RNG increases. Clean Energy Fuels' Q2 financials show improvement with a positive non-GAAP EPS and adjusted EBITDA of $18.9 million, but consistent profitability is still a challenge. CLNE's positive operating cash flow and working capital ensures it won't get into solvency difficulties or need to dilute in the foreseeable future despite the heavy net losses. Read the full article on Seeking Alpha
New Risk • Aug 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$42m net loss in 2 years). Share price has been volatile over the past 3 months (9.5% average weekly change).
Reported Earnings • Aug 08Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: US$0.073 loss per share (in line with 2Q 2023). Revenue: US$98.0m (up 8.2% from 2Q 2023). Net loss: US$16.3m (flat on 2Q 2023). Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
お知らせ • Aug 08Clean Energy Fuels Corp. Provides Earnings Guidance for the Year 2024Clean Energy Fuels Corp. provided earnings guidance for the year 2024. For the year, the company expects GAAP net loss of approximately $91 million to $81 million.
お知らせ • Jul 16Clean Energy Fuels Corp. to Report Q2, 2024 Results on Aug 07, 2024Clean Energy Fuels Corp. announced that they will report Q2, 2024 results After-Market on Aug 07, 2024
分析記事 • Jul 03Does Clean Energy Fuels (NASDAQ:CLNE) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • May 29Cautious Investors Not Rewarding Clean Energy Fuels Corp.'s (NASDAQ:CLNE) Performance CompletelyClean Energy Fuels Corp.'s ( NASDAQ:CLNE ) price-to-sales (or "P/S") ratio of 1.5x may look like a pretty appealing...
お知らせ • May 11Clean Energy Fuels Corp. Reaffirms Earnings Guidance for the Year 2024Clean Energy Fuels Corp. reaffirmed earnings guidance for the year 2024. For the year, the company expects GAAP net loss of approximately $111 million to $101 million.
Price Target Changed • May 10Price target decreased by 29% to US$5.31Down from US$7.43, the current price target is an average from 9 analysts. New target price is 113% above last closing price of US$2.49. Stock is down 43% over the past year. The company is forecast to post a net loss per share of US$0.37 next year compared to a net loss per share of US$0.45 last year.
New Risk • Apr 24New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$99m Forecast net loss in 3 years: US$22m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.
Breakeven Date Change • Apr 24No longer forecast to breakevenThe 8 analysts covering Clean Energy Fuels no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$20.0m in 2026. New consensus forecast suggests the company will make a loss of US$22.2m in 2026.
お知らせ • Apr 13Clean Energy Fuels Corp. to Report Q1, 2024 Results on May 09, 2024Clean Energy Fuels Corp. announced that they will report Q1, 2024 results After-Market on May 09, 2024
お知らせ • Apr 05Clean Energy Fuels Corp., Annual General Meeting, May 16, 2024Clean Energy Fuels Corp., Annual General Meeting, May 16, 2024, at 08:00 Pacific Standard Time. Agenda: To elect nine directors to the Board of Directors; to ratify the appointment of KPMG LLP as independent registered public accounting firm for fiscal year ending December 31, 2024; to approve, on an advisory, non-binding basis, the compensation of named executive officers; to approve 2024 Performance Incentive Plan; and to consider other business issues.
分析記事 • Apr 01Health Check: How Prudently Does Clean Energy Fuels (NASDAQ:CLNE) Use Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Mar 28Clean Energy Fuels Corp. Announces the Appointment of Patrick J. Ford to Board of Directors and Member of Audit CommitteeClean Energy Fuels Corp. announced the appointment of Patrick J. Ford to the company’s Board of Directors, effective March 27, 2024. In addition to serving on the Board of Directors, he will also be a member of Clean Energy’s audit committee. Patrick Ford, 62, served as an Audit Partner at KPMG LLP from 1994 until his retirement in 2022. During his tenure at KPMG, he served numerous SEC registrants as the Lead Audit Engagement Partner in the energy, automotive and technology sectors. During his years as an audit executive, Ford served as a member of the Board of Directors of KPMG LLP and has experience as a member on several other high-profile private and not-for-profit boards. He is a certified public accountant (retired) in California, Arizona and Hawaii, and holds a bachelor’s degree in Business Administration from the University of Southern California.
Seeking Alpha • Mar 26Clean Energy Fuels: More Shadows Than Lights Bear A Hold RatingSummary Clean Energy Fuels is the largest distributor of RNG in the U.S., supplying major companies like Amazon and UPS. The company is undertaking the construction of RNG production facilities through joint ventures with BP and TotalEnergies. Financial results have been weak in FY23, leading to a sharp devaluation of the stock, which in my opinion still remains rather overvalued. Read the full article on Seeking Alpha
New Risk • Mar 06New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$99m Forecast net loss in 3 years: US$3.8m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.
Breakeven Date Change • Mar 06No longer forecast to breakevenThe 6 analysts covering Clean Energy Fuels no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$22.4m in 2026. New consensus forecast suggests the company will make a loss of US$3.80m in 2026.
お知らせ • Feb 29Clean Energy Fuels Corp. Announces Resignation of Parker Weil to its Board of DirectorsOn February 22, 2024, Parker Weil notified the Board of Directors of the Clean Energy Fuels Corp. of his resignation from the Board, effective on the same day. Mr. Weil’s resignation was not due to any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices.
Reported Earnings • Feb 28Full year 2023 earnings released: US$0.45 loss per share (vs US$0.26 loss in FY 2022)Full year 2023 results: US$0.45 loss per share (further deteriorated from US$0.26 loss in FY 2022). Revenue: US$425.2m (up 1.2% from FY 2022). Net loss: US$99.5m (loss widened 69% from FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 14Clean Energy's Renewable Natural Gas Facility At Marshall Ridge Dairy in Iowa Begins ProductionClean Energy Fuels Corp. announced the completion of its latest renewable natural gas (RNG) facility in Marshall County, Iowa. The Marshall Ridge Dairy project is expected to produce 1.7 million gallons of low carbon-intensity RNG annually. The three-digester facility located in State Center, Iowa, is now producing pipeline quality RNG and injecting it into the national grid. RNG is a sustainable fuel derived from organic waste that provides an immediate and significant carbon reduction in transportation. Financed through one of Clean Energy's production joint ventures and developed by Dynamic Renewables, the project totaled $42 million. Methane from the approximately 240,000 gallons of manure produced by the 8,000-cow dairy each day will be converted into biogas and ready-to-use clean fuel for heavy-duty fleets across the country. Clean Energy is in process of filing the necessary applications to generate federal and state environmental credits.
お知らせ • Jan 30Clean Energy Fuels Corp. to Report Q4, 2023 Results on Feb 27, 2024Clean Energy Fuels Corp. announced that they will report Q4, 2023 results After-Market on Feb 27, 2024
お知らせ • Jan 12Clean Energy Begins Producing Renewable Natural Gas At Latest ProjectClean Energy Fuels Corp. announced that it has completed a new renewable natural gas (RNG) production facility at Drumgoon Dairy in Lake Norden, S.D. The 6,500-cow dairy farm is expected to supply 1.66 million gallons of negative carbon-intensity RNG annually to the transportation market when at full capacity. Construction of the $38 million RNG digester project was completed in early-December 2023 and injection into the interstate natural gas pipeline system of the RNG began within weeks. The RNG produced at Drumgoon will be virtually stored until all pathways for federal and state environmental credits are approved, and a carbon-intensity score is assigned to the RNG, expected in the first half of 2024. The Drumgoon Dairy RNG project was financed through Clean Energy’s joint venture with bp, developed with Dynamic Renewables, and is one of several RNG projects the three companies have partnered to build at dairies in the Midwest. All the RNG produced at Drumgoon will be available at Clean Energy’s fueling infrastructure. Clean Energy sales of RNG into the transportation market for the first nine months of 2023 grew 17% over the same period of 2022, and with customers such as UPS, Republic Services, LA Metro, Knight Swift, Amazon and others, the demand of the ultra-clean fuel is expected to continue to expand. Agriculture accounts for nearly 10 percent of U.S. greenhouse gas (GHG) emissions and the transportation sector accounts for another 28%, according to the U.S. Environmental Protection Agency. Capturing methane from farm waste lowers these emissions. RNG, produced by that captured methane and used as a transportation fuel, significantly lowers GHG emissions on a lifecycle basis when compared to diesel. This allows RNG to be one of the only fuels to receive a negative carbon-intensity score based on the reduction of emissions at the source and at the vehicle.
Breakeven Date Change • Dec 31Forecast to breakeven in 2026The 9 analysts covering Clean Energy Fuels expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$22.4m in 2026. Average annual earnings growth of 51% is required to achieve expected profit on schedule.
お知らせ • Dec 14Clean Energy Fuels Corp. announced that it expects to receive $300 million in fundingClean Energy Fuels Corp. announced that it has entered into a credit agreement for senior secured term loan for an aggregate gross proceeds of $300 million on December 12, 2023. The credit agreement also provides for a two-year delayed draw term loan commitment of an additional $100 million. The loan facility will carry rate of interest of 9.5% per annum and matures on December 12, 2029. The loan facility is also subject to customary mandatory prepayments. In connection with the loan facility, the company issued warrants to Stonepeak CLNE-W Holdings LP to purchase 10,000,000 shares of common stock, $0.0001 par value per share of the company, with an exercise price equal to $5.50 and 10,000,000 shares of Common Stock with an exercise price equal to $6.50. The warrants expire on June 15, 2032 and are exercisable at any time after December 12, 2025. The transaction will include participation from new lenders Stonepeak CLNE-L Holdings LP, Stonepeak Infrastructure Credit Fund I LP, Stonepeak Hudson Waterfront Credit Fund, funds managed by Stonepeak Partners LP.
分析記事 • Nov 13Is Clean Energy Fuels (NASDAQ:CLNE) Using Debt Sensibly?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
お知らせ • Nov 11Clean Energy Fuels Corp. Provides Earnings Guidance for the Year 2023Clean Energy Fuels Corp. provided earnings guidance for the year 2023. For the year, the company expects GAAP net loss attributable to the company to be in the range of $98,000,000 to $103,000,000.
Reported Earnings • Nov 10Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: US$0.12 loss per share (further deteriorated from US$0.04 loss in 3Q 2022). Revenue: US$95.6m (down 24% from 3Q 2022). Net loss: US$25.8m (loss widened 188% from 3Q 2022). Revenue missed analyst estimates by 7.0%. Earnings per share (EPS) also missed analyst estimates by 53%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the US are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Oct 17Clean Energy Fuels Corp. to Report Q3, 2023 Results on Nov 09, 2023Clean Energy Fuels Corp. announced that they will report Q3, 2023 results After-Market on Nov 09, 2023
Board Change • Sep 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Director Karine Boissy-Rousseau was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 22Clean Energy Fuels Corp. Appoints Mathieu Soulas to the Board of DirectorsClean Energy Fuels Corp. announced that Mathieu Soulas, Senior Vice President New Mobilities & Marketing at TotalEnergies, has been appointed to the Board of Directors effective immediately to replace Laurent Wolffsheim, who had served on the Board since October 2021. Mr. Soulas has served in a variety of positions at TotalEnergies including Senior Vice President Strategy & Climate from August 2019 to September 2021 and as Vice President in charge of the Lubricants Business Unit worldwide. In his current position, he serves as Senior Vice President New Mobility and Marketing, which regroups various Business Units including Electric Vehicles, Hydrogen and Gas. Mr. Soulas holds a graduate degree from France’s Ecole Polytechnique and IFP-EN Engineering schools.
