Arq, Inc.

NasdaqGM:ARQ 주식 리포트

시가총액: US$98.1m

Arq 경영진

경영진 기준 점검 2/4

Arq CEO는 Bob Rasmus, Jul2023 에 임명되었습니다 의 임기는 2.83 년입니다. 총 연간 보상은 $142.98K, 35% 급여 및 65% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $2.47M 가치에 해당하는 회사 주식의 2.52% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 0.5 년과 3.3 년입니다.

핵심 정보

Bob Rasmus

최고경영자

US$143.0k

총 보수

CEO 급여 비율34.97%
CEO 재임 기간2.8yrs
CEO 지분 보유율2.5%
경영진 평균 재임 기간less than a year
이사회 평균 재임 기간3.3yrs

최근 경영진 업데이트

Recent updates

ARQ: Future Upside Will Rely On Core Business As GAC Ramp Slows

Analysts have reduced their price target on Arq by $1.00 to $3.63, citing lower fair value assumptions, slightly higher discount rates, and tempered expectations for revenue growth and profit margins. They are reassessing the timing and profitability of the GAC ramp while focusing more on the core PAC business.

ARQ: Future Upside Will Depend On Core Business As GAC Timeline Resets

Analysts have reduced Arq's implied upside, with the consolidated price target easing to about $5 after recent cuts from $7.50 and $8. This largely reflects longer timelines and execution issues around the Granular Activated Carbon expansion and leadership changes, even as analysts still highlight a focus on profitable growth in the core PAC business.

ARQ: Future Upside Will Rely On Core Business While GAC Delays Resolve

Analysts have trimmed Arq's price target from $8.63 to $4.63 as they account for delays in the Granular Activated Carbon ramp up, leadership turnover, and a sharper focus on profitable growth in the core PAC business. Analyst Commentary Recent Street commentary reflects a mixed view on Arq, with targets reduced but overall constructive opinions on the risk and reward tradeoff after the stock reaction to recent updates.

Arq: Granular Activated Carbon Expansion Turns Into Disaster

Mar 11

ARQ: Refined Discount Rate And P/E Assumptions Will Support Future Upside Reassessment

Narrative update on Arq Analysts reduced their Arq price target by $0.50, citing updated assumptions around the discount rate and future P/E, while keeping fair value estimates broadly unchanged. Analyst Commentary Recent commentary around the updated Arq price target focuses on how small changes in key assumptions can shift upside and downside scenarios without materially changing the core story.

ARQ: Higher Discount Rate Will Ultimately Set Up Cleaner Upside Reassessment

Analysts have reduced their price target on Arq by $0.50 to reflect updated views on discount rate assumptions and minor adjustments to forward P/E expectations. Analyst Commentary Recent Street research indicates that analysts have adjusted their views on Arq primarily around the discount rate they apply and updated forward P/E assumptions.

ARQ: Extended Production Challenges Will Ultimately Support Higher Utilization Upside

Narrative Update on Arq Analysts have trimmed their Arq price targets by $0.50 to $1.00, generally pointing to a longer than expected timeline to resolve Granular Activated Carbon production issues and the resulting pushout of utilization and revenue expectations into the later years of their models. Analyst Commentary Recent research notes focus on how the extended Granular Activated Carbon, or GAC, production issues influence Arq's valuation, growth outlook, and execution risk.

ARQ: Extended GAC Timeline Will Ultimately Support Higher Utilization Upside

Narrative Update on Arq Analysts have trimmed their price target on Arq by about $0.13, citing a slower ramp in Granular Activated Carbon utilization and delayed capacity additions. This feeds through to slightly lower modeled fair value and P/E assumptions, despite somewhat higher forecast profit margins.

ARQ: Extended Production Timeline Will Ultimately Support Higher Utilization Upside

Narrative update on Arq Analysts have trimmed their price target on Arq to US$8 from US$9, citing expectations that issues with the new Granular Activated Carbon production line could persist into mid 2026 and slow the ramp to higher utilization and future revenue contributions. Analyst Commentary Recent commentary around Arq focuses on how the extended Granular Activated Carbon production ramp could affect the company’s timeline for scaling and its valuation framework.

ARQ: Future High Utilization Will Support Upside Despite Extended Production Delays

Analysts have trimmed their price target on Arq to $8.00 from $9.00, citing extended operational challenges and a slower than previously expected ramp in Granular Activated Carbon production, which has pushed out revenue growth and margin assumptions. Analyst Commentary Bullish analysts highlight that despite the reduced price target, the valuation still reflects confidence in Arq's long term growth potential, supported by expectations for eventual stabilization and high utilization of its Granular Activated Carbon operations.

We Think Arq (NASDAQ:ARQ) Has A Fair Chunk Of Debt

Dec 13
We Think Arq (NASDAQ:ARQ) Has A Fair Chunk Of Debt

ARQ: Future Utilization Ramp Will Drive Upside Despite Delayed Expansion

Analysts have trimmed their price target on Arq by $1 to $8, citing a slower ramp to peak utilization and delayed expansion of its Granular Activated Carbon production as reasons for more conservative revenue and margin expectations in coming years. Analyst Commentary Recent Street research reflects a more tempered outlook on Arq, with valuation adjustments primarily driven by operational timing rather than a fundamental shift in the long-term thesis.

ARQ: Future Profitability Will Drive Share Price Upside Potential

Narrative Update on Arq Price Target Analysts have revised Arq’s fair value estimate downward from $11.13 to $9.38 per share, citing recent adjustments to growth and profitability assumptions. Valuation Changes Fair Value Estimate has decreased from $11.13 to $9.38 per share, reflecting a noticeable downward revision.

Revenues Tell The Story For Arq, Inc. (NASDAQ:ARQ) As Its Stock Soars 28%

Aug 22
Revenues Tell The Story For Arq, Inc. (NASDAQ:ARQ) As Its Stock Soars 28%

New GAC Line And RNG Expansion Will Fuel Demand

Arq’s consensus analyst price target increased to $9.88, primarily reflecting a higher future P/E multiple, which suggests improved growth or profitability expectations. What's in the News Arq, Inc.

These 4 Measures Indicate That Arq (NASDAQ:ARQ) Is Using Debt Extensively

Aug 07
These 4 Measures Indicate That Arq (NASDAQ:ARQ) Is Using Debt Extensively
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Optimizing PAC Business And Launching GAC Will Secure Future Success

Strategic diversification into premium markets and life-of-asset contracts strengthen revenue growth and margin expansion, affirming Arq's market position.

Slammed 29% Arq, Inc. (NASDAQ:ARQ) Screens Well Here But There Might Be A Catch

Apr 09
Slammed 29% Arq, Inc. (NASDAQ:ARQ) Screens Well Here But There Might Be A Catch

Does Arq (NASDAQ:ARQ) Have A Healthy Balance Sheet?

Mar 28
Does Arq (NASDAQ:ARQ) Have A Healthy Balance Sheet?

Arq: Granular Activated Carbon Expansion Project Remains A Headache - Hold

Mar 07

Arq, Inc.'s (NASDAQ:ARQ) 30% Jump Shows Its Popularity With Investors

Nov 22
Arq, Inc.'s (NASDAQ:ARQ) 30% Jump Shows Its Popularity With Investors

Arq: Surprise Equity Offering Raises Questions (Rating Downgrade)

Sep 20

Whether Or Not Trump Wins In November, Arq Is A $10 Stock

Aug 20

4 Reasons To Buy Arq Stock

May 30

Does Arq (NASDAQ:ARQ) Have A Healthy Balance Sheet?

Apr 11
Does Arq (NASDAQ:ARQ) Have A Healthy Balance Sheet?

Arq, Inc.: A Pot Of Gold At The End Of The Rainbow

Mar 18

CEO 보수 분석

Bob Rasmus의 보수는 Arq의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025US$143kUS$50k

-US$53m

Sep 30 2025n/an/a

-US$4m

Jun 30 2025n/an/a

-US$2m

Mar 31 2025n/an/a

-US$1m

Dec 31 2024US$115kUS$50k

-US$5m

Sep 30 2024n/an/a

-US$323k

Jun 30 2024n/an/a

-US$4m

Mar 31 2024n/an/a

-US$8m

Dec 31 2023US$1mUS$21k

-US$12m

보상 대 시장: Bob의 총 보수(USD142.98K)는 US 시장에서 비슷한 규모 기업의 평균(USD621.84K)보다 낮습니다.

보상과 수익: Bob의 보상은 회사가 적자임에도 증가했습니다.


CEO

Bob Rasmus (68 yo)

2.8yrs
재임 기간
US$142,979
보수

Mr. Robert E. Rasmus, also known as Bob, serves as Chief Executive Officer, President & Director at Arq, Inc. (formerly known as Advanced Emissions Solutions, Inc.) since July 17, 2023. He co-founded Hi-Cr...


리더십 팀

이름직위재임 기간보수지분
Robert Rasmus
CEO, President & Director2.8yrsUS$142.98k2.52%
$ 2.5m
Clay Smith
General Counsel & Secretaryno dataUS$723.68k0.22%
$ 216.3k
Anthony Nathan
Senior Vice President of Financeless than a year데이터 없음데이터 없음
Eric Robinson
Senior Vice President of Operationsless than a year데이터 없음데이터 없음
Stacia Hansen
Chief Accounting Officer2.5yrs데이터 없음0.15%
$ 147.3k
Joseph Wong
Chief Technology Officerno dataUS$786.30k0.91%
$ 894.5k
Jeanette McQueeney
Senior Vice President of Sales & Marketingless than a year데이터 없음데이터 없음
Lorraine Lang
Senior Vice President of Human Resourcesno data데이터 없음데이터 없음
0.5yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: ARQ의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 0.5 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Robert Rasmus
CEO, President & Director2.8yrsUS$142.98k2.52%
$ 2.5m
Carol Eicher
Independent Director7.3yrsUS$180.87k0.41%
$ 398.5k
Jeremy Blank
Director3.3yrsUS$158.91k4.82%
$ 4.7m
Richard Campbell-Breeden
Independent Chairman3.3yrsUS$196.62k1.15%
$ 1.1m
Julian McIntyre
Independent Director3.3yrsUS$171.54k7.59%
$ 7.4m
Laurie Bergman
Independent Director2.9yrsUS$184.21k0.12%
$ 118.4k
3.3yrs
평균 재임 기간
56.5yo
평균 나이

경험이 풍부한 이사회: ARQ의 이사회경험이 있음으로 간주됩니다(평균 재임 3.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/04 05:00
종가2026/05/01 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Arq, Inc.는 6명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
George GianarikasCanaccord Genuity
Aaron SpychallaCraig-Hallum Capital Group LLC
Lars ChristensenFearnley Securities