Tearsheet

Fuel Tech (FTEK)


Market Price (4/25/2026): $1.37 | Market Cap: $42.6 Mil
Sector: Industrials | Industry: Environmental & Facilities Services

Fuel Tech (FTEK)


Market Price (4/25/2026): $1.37
Market Cap: $42.6 Mil
Sector: Industrials
Industry: Environmental & Facilities Services

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -58%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11%

Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -58%

Attractive yield
FCF Yield is 5.6%

Megatrend and thematic drivers
Megatrends include Energy Transition & Decarbonization, and Sustainable Infrastructure. Themes include Industrial Emissions Control, Combustion Optimization, Show more.

Weak multi-year price returns
2Y Excs Rtn is -24%, 3Y Excs Rtn is -64%

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -3.7 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -14%

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.2%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -9.5%

Key risks
FTEK key risks include [1] a history of declining revenues and negative operating profits stemming from a volatile business model, Show more.

0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -58%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11%
2 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -58%
3 Attractive yield
FCF Yield is 5.6%
4 Megatrend and thematic drivers
Megatrends include Energy Transition & Decarbonization, and Sustainable Infrastructure. Themes include Industrial Emissions Control, Combustion Optimization, Show more.
5 Weak multi-year price returns
2Y Excs Rtn is -24%, 3Y Excs Rtn is -64%
6 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -3.7 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -14%
7 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.2%
8 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -9.5%
9 Key risks
FTEK key risks include [1] a history of declining revenues and negative operating profits stemming from a volatile business model, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Fuel Tech (FTEK) stock has lost about 15% since 12/31/2025 because of the following key factors:

1. Fuel Tech (FTEK) reported disappointing financial results for the fourth quarter of 2025, missing both revenue and earnings per share (EPS) estimates. The company announced Q4 2025 revenue of $7.25 million, falling approximately 4.9% short of the analyst consensus estimate of $7.62 million. Additionally, Fuel Tech posted a diluted loss per share of -$0.04, which was wider than the estimated loss of -$0.03 per share.

2. The earnings miss triggered an immediate and significant negative market reaction. Following the Q4 2025 earnings release on March 3, 2026, Fuel Tech's stock experienced a decline of approximately 7.38% on March 3, 2026, and a further 10.14% on March 4, 2026. This dual miss on both top and bottom lines led to investors adjusting their positions, contributing to the stock's downward trend.

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Stock Movement Drivers

Fundamental Drivers

The -13.5% change in FTEK stock from 12/31/2025 to 4/24/2026 was primarily driven by a -19.8% change in the company's P/S Multiple.
(LTM values as of)123120254242026Change
Stock Price ($)1.561.35-13.5%
Change Contribution By: 
Total Revenues ($ Mil)25277.9%
P/S Multiple2.01.6-19.8%
Shares Outstanding (Mil)31310.0%
Cumulative Contribution-13.5%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 4/24/2026
ReturnCorrelation
FTEK-13.5% 
Market (SPY)4.2%32.0%
Sector (XLI)11.2%33.7%

Fundamental Drivers

The -55.0% change in FTEK stock from 9/30/2025 to 4/24/2026 was primarily driven by a -57.4% change in the company's P/S Multiple.
(LTM values as of)93020254242026Change
Stock Price ($)3.001.35-55.0%
Change Contribution By: 
Total Revenues ($ Mil)25276.4%
P/S Multiple3.71.6-57.4%
Shares Outstanding (Mil)3131-0.7%
Cumulative Contribution-55.0%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 4/24/2026
ReturnCorrelation
FTEK-55.0% 
Market (SPY)7.0%35.6%
Sector (XLI)12.2%35.2%

Fundamental Drivers

The 28.6% change in FTEK stock from 3/31/2025 to 4/24/2026 was primarily driven by a 22.6% change in the company's P/S Multiple.
(LTM values as of)33120254242026Change
Stock Price ($)1.051.3528.6%
Change Contribution By: 
Total Revenues ($ Mil)25276.1%
P/S Multiple1.31.622.6%
Shares Outstanding (Mil)3131-1.2%
Cumulative Contribution28.6%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2025 to 4/24/2026
ReturnCorrelation
FTEK28.6% 
Market (SPY)28.1%17.5%
Sector (XLI)33.0%20.9%

Fundamental Drivers

The 5.5% change in FTEK stock from 3/31/2023 to 4/24/2026 was primarily driven by a 9.3% change in the company's P/S Multiple.
(LTM values as of)33120234242026Change
Stock Price ($)1.281.355.5%
Change Contribution By: 
Total Revenues ($ Mil)2727-1.0%
P/S Multiple1.41.69.3%
Shares Outstanding (Mil)3031-2.5%
Cumulative Contribution5.5%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2023 to 4/24/2026
ReturnCorrelation
FTEK5.5% 
Market (SPY)79.8%17.2%
Sector (XLI)77.8%19.0%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
FTEK Return-64%-9%-18%0%49%-14%-65%
Peers Return15%29%24%61%11%1%236%
S&P 500 Return27%-19%24%23%16%4%89%

Monthly Win Rates [3]
FTEK Win Rate25%50%33%50%58%50% 
Peers Win Rate58%48%56%56%55%60% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
FTEK Max Drawdown-65%-23%-23%-8%-13%-24% 
Peers Max Drawdown-19%-26%-14%-4%-29%-15% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: WM, CWST, GEO, CECO, YDDL.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/24/2026 (YTD)

How Low Can It Go

Unique KeyEventFTEKS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-84.8%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven557.1%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-60.0%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven150.0%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven40 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-70.7%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven241.7%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven453 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-82.0%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven454.5%131.3%
2008 Global Financial CrisisTime to BreakevenTime to BreakevenNot Fully Recovered days1,480 days

Compare to WM, CWST, GEO, CECO, YDDL

In The Past

Fuel Tech's stock fell -84.8% during the 2022 Inflation Shock from a high on 1/25/2021. A -84.8% loss requires a 557.1% gain to breakeven.

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About Fuel Tech (FTEK)

Fuel Tech, Inc. provides boiler optimization, efficiency improvement, and air pollution reduction and control solutions to utility and industrial customers worldwide. It operates through two segments, Air Pollution Control Technology and FUEL CHEM Technology. The Air Pollution Control Technology segment offers technologies to reduce nitrogen oxide (NOx) emissions in flue gas from boilers, incinerators, furnaces, and other stationary combustion sources by low and ultra-low NOx burners; over-fire air systems; NOxOUT and HERT selective non-catalytic reduction systems; selective catalytic reduction systems comprising ammonia injection grid, and graduated straightening grid systems; I-NOx systems; ESP Processes and Services; ULTRA technology; and flue gas conditioning systems; and burner systems. The FUEL CHEM Technology segment provides programs to improve the efficiency, reliability, fuel flexibility, boiler heat rate, and environmental status of combustion units by controlling slagging, fouling, corrosion, opacity, and acid plume, as well as the formation of sulfur trioxide, ammonium bisulfate, particulate matter, sulfur dioxide, and carbon dioxide through the addition of chemicals into the furnace using TIFI targeted in-furnace injection technology. This segment offers its FUEL CHEM program for plants operating in the electric utility, industrial, pulp and paper, waste-to-energy, and university and district heating markets; and the owners of boilers, furnaces, and other combustion units. The company was incorporated in 1987 and is headquartered in Warrenville, Illinois.

AI Analysis | Feedback

Here are 1-3 brief analogies for Fuel Tech (FTEK):

  1. Imagine **Nalco Water (Ecolab)**, but specializing in chemical programs to make industrial boilers and furnaces more efficient and less polluting.
  2. Think of a specialized version of **Babcock & Wilcox**, focused on advanced systems and upgrades for air pollution control in existing industrial and utility combustion units.

AI Analysis | Feedback

  • NOx Emission Reduction Technologies: Solutions including specialized burners, over-fire air, and selective catalytic/non-catalytic reduction systems designed to significantly decrease nitrogen oxide emissions from industrial and utility combustion sources.
  • FUEL CHEM Technology Programs: Chemical injection programs utilizing TIFI targeted in-furnace injection to enhance boiler efficiency, reliability, and fuel flexibility while controlling harmful byproducts like slag, corrosion, and various pollutants.
  • Flue Gas Conditioning and Particulate Control Systems: Technologies such as Electrostatic Precipitator (ESP) processes, ULTRA technology, and flue gas conditioning systems aimed at improving the removal of particulate matter and optimizing flue gas properties.
  • Industrial Burner Systems: Specialized burner systems for various industrial and utility combustion applications, contributing to overall combustion efficiency and emission control.

AI Analysis | Feedback

Fuel Tech (FTEK) sells primarily to other companies and institutions, not to individuals. The provided background information does not list the specific names of major customer companies or their public symbols.

Based on the company description, Fuel Tech's major customers operate in the following sectors and include:

  • Electric utility plants
  • Industrial facilities
  • Pulp and paper markets
  • Waste-to-energy markets
  • University and district heating markets
  • Owners of boilers, furnaces, and other stationary combustion units

AI Analysis | Feedback

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AI Analysis | Feedback

Here is the management team for Fuel Tech (FTEK):

Vincent J. Arnone, Chairman of the Board, President and Chief Executive Officer

Mr. Arnone was appointed Chairman of the Board of Directors of Fuel Tech, Inc. on September 1, 2017. He has served as President and Chief Executive Officer and a director of the Company since April 1, 2015. Prior to that, he was Executive Vice President and Chief Operating Officer from January 2014 through March 2015, and Executive Vice President, Worldwide Operations since September 2010. Mr. Arnone also previously held positions as a consultant to Fuel Tech, Senior Vice President, Treasurer and Chief Financial Officer, Vice President, Treasurer and Chief Financial Officer, and Controller and Financial Director, with his tenure at Fuel Tech beginning in May 1999.

Ellen T. Albrecht, Vice President, Chief Financial Officer and Treasurer

Ms. Albrecht is the Vice President, Chief Financial Officer and Treasurer of Fuel Tech, Inc. She joined Fuel Tech in July 1996 as an Accountant and has since held various roles in finance and operations, both domestically and internationally. Ms. Albrecht served as Fuel Tech's Acting Treasurer and Controller, and Principal Financial Officer since March 2020.

William E. Cummings, Jr., Senior Vice President, Sales

Mr. Cummings serves as the Senior Vice President, Sales for Fuel Tech.

Bradley W. Johnson, Vice President, General Counsel and Secretary

Mr. Johnson holds the position of Vice President, General Counsel and Secretary at Fuel Tech.

William (Bill) Decker, Vice President, Water and Wastewater Treatment Technologies

Mr. Decker was appointed Vice President of Water and Wastewater Treatment Technologies in March 2023. In this role, he is responsible for leading the growth and development of Fuel Tech's Dissolved Gas Infusion (DGI) technology. He brings over 30 years of engineering, operational, and financial experience, having served industrial and municipal water and wastewater clients globally. Before joining Fuel Tech, Mr. Decker was Vice President & General Manager Equipment Service Group at Aqua-Aerobic Systems since 2012. His prior experience includes serving as President of Aquionics, a supplier of UV disinfection systems, and holding various positions at Ashbrook Simon-Hartley, a global provider of water and wastewater treatment services. Mr. Decker was elected chairman of the Water & Wastewater Equipment Manufacturers Association (WWEMA) in November 2022.

AI Analysis | Feedback

Key Risks to Fuel Tech (FTEK)

  1. Changes in Environmental Regulations: Fuel Tech's business is fundamentally driven by the need for utility and industrial customers to comply with and improve upon environmental standards related to air pollution and combustion efficiency. Any relaxation of existing environmental regulations, delays in the implementation or enforcement of new standards, or a shift in governmental priorities away from stringent pollution control could directly reduce the demand for both its Air Pollution Control Technology and FUEL CHEM Technology segments.
  2. Reliance on Capital Expenditures and Operational Budgets of Industrial and Utility Customers: The demand for Fuel Tech's air pollution reduction and efficiency improvement solutions, whether through capital projects for new equipment or ongoing chemical programs, is heavily dependent on the investment cycles and operational budgets of its customers in the electric utility, industrial, pulp and paper, waste-to-energy, and university and district heating markets. Economic downturns, reduced industrial output, or shifts in energy policy (e.g., accelerated retirement of certain types of power generation plants) can lead to deferred or canceled projects and reduced program participation, directly impacting the company's revenue and profitability.
  3. Competition and Technological Obsolescence: The markets for air pollution control and combustion optimization are competitive, with both established players and potential new entrants. Fuel Tech faces the risk that competitors may develop more effective, lower-cost, or fundamentally different technologies for emissions reduction and efficiency improvement. Additionally, the rapid pace of technological innovation means that Fuel Tech's current solutions could become less competitive or potentially obsolete if new, superior methods for optimizing combustion or controlling emissions emerge.

AI Analysis | Feedback

The accelerating global transition towards renewable energy sources and away from fossil-fuel-based combustion for power generation and industrial processes presents an emerging threat to Fuel Tech. As utilities and industrial clients increasingly adopt cleaner energy alternatives and retire existing combustion units, the overall addressable market for Fuel Tech's boiler optimization, efficiency improvement, and air pollution control solutions designed for these traditional combustion sources is expected to gradually shrink.

AI Analysis | Feedback

Fuel Tech, Inc. operates in two main segments: Air Pollution Control Technology and FUEL CHEM Technology. The addressable markets for their key products and services are as follows:

Air Pollution Control Technology

This segment focuses on reducing nitrogen oxide (NOx) emissions and other air pollutants from various combustion sources.
  • Selective Catalytic Reduction (SCR) Systems: The global selective catalytic reduction (SCR) market size was estimated at approximately USD 14.4 billion in 2024 and is projected to reach around USD 19.7 billion by 2030, growing at a Compound Annual Growth Rate (CAGR) of 5.5% from 2025 to 2030. This market encompasses automotive, industrial, and power generation sectors.
  • Selective Non-Catalytic Reduction (SNCR) Systems: The global Selective Non-Catalytic Reduction Device market size was valued at USD 1.8 billion in 2025 and is projected to grow to USD 3.1 billion by 2034, exhibiting a CAGR of 6.2% during the forecast period.
  • Overall Nitrogen Oxide (NOx) Control Systems: The broader global nitrogen oxide (NOx) control systems market, which includes technologies like SCR, SNCR, and low NOx burners, was valued at approximately USD 6.72 billion in 2024 and is projected to reach USD 12.71 billion by 2034, with a CAGR of roughly 6.1% between 2025 and 2034. Another estimate places the global market at USD 4.9 billion in 2024, expected to reach USD 6.1 billion by 2030.
  • Flue Gas Treatment Systems: The global flue gas treatment systems market, which includes DeNOx technologies, was worth approximately USD 82.69 billion in 2024 and is predicted to grow to around USD 150.84 billion by 2035, at a CAGR of 5.62% from 2025 to 2035.
  • General Air Pollution Control Systems: The overall global air pollution control systems market, a broader category that includes Fuel Tech's offerings, was valued at USD 97.47 billion in 2024. This market is projected to grow to USD 158.53 billion by 2032, with a CAGR of 6.3% during the forecast period.

FUEL CHEM Technology

This segment focuses on improving the efficiency, reliability, and environmental performance of combustion units through chemical additions.
  • Industrial Boiler Optimization (related to the broader industrial boiler market): The global industrial boiler market size was estimated at approximately USD 16.55 billion in 2024 and is projected to reach USD 22.71 billion by 2033, growing at a CAGR of 3.6% from 2025 to 2033. This market is relevant as Fuel Tech provides solutions to improve boiler efficiency.
  • Fuel Additives (for combustion units): The global fuel additives market size was valued at USD 571 million in 2025 and is projected to grow to USD 911 million by 2034, exhibiting a CAGR of 7.7% during the forecast period. These additives include combustion catalysts, sludge dispersants, and asphaltene stabilizers, which are directly relevant to Fuel Tech's FUEL CHEM technology. Other sources estimate the global fuel additives market size to be around USD 9.51 billion in 2024.
  • Boiler Water Treatment Chemicals: The global boiler water treatment chemicals market size is USD 4.35 billion in 2024 and is expected to expand at a CAGR of 10.1% from 2024 to 2031. These chemicals address issues such as corrosion, scaling, and microbial growth, contributing to boiler efficiency and longevity.

AI Analysis | Feedback

Fuel Tech (NASDAQ: FTEK) is poised for future revenue growth over the next two to three years, driven by several strategic initiatives and market opportunities.

One primary driver is the continued expansion and strong performance of its FUEL CHEM Technology segment. This segment, focused on improving combustion unit efficiency and environmental performance, has shown significant growth, with revenues exceeding expectations and reaching their highest levels since 2018 in 2025. Fuel Tech anticipates improved performance in 2025 for this segment, fueled by increased chemical program utilization and new program opportunities.

Another key driver is the company's strategic push into the burgeoning data center market with its Air Pollution Control (APC) solutions. Fuel Tech is actively pursuing opportunities in this emergent market, which requires significant power generation capabilities and stringent emissions control. The company has reported a substantial sales pipeline, ranging from $80 million to $100 million, in bids for projects involving SCR technology for emissions control in data center power generation.

The commercialization of its Dissolved Gas Infusion (DGI®) technology is also expected to contribute to future revenue. This new offering targets the water treatment market, with demonstrations planned and anticipated first commercial revenues in 2025. Continued strategic expenditures are being made to advance and commercialize DGI technology throughout 2025 and 2026.

Furthermore, an increasing Air Pollution Control (APC) backlog and new contract awards are set to bolster revenue. Despite some fluctuations, Fuel Tech has announced new APC contracts and expects to recognize revenue from its growing backlog. The company secured $8.8 million in APC awards during 2025 from new and existing customers across the US, Europe, and Southeast Asia.

Finally, strategic growth through acquisitions to enhance its APC portfolio, such as the acquisition of intellectual property and customer-related assets from Wahlco, Inc., is expected to strengthen Fuel Tech's technology base and attract new customers, thereby contributing to the APC segment's revenue growth.

AI Analysis | Feedback

Share Repurchases

  • Fuel Tech's treasury stock at cost was reported as $2.6 million at December 31, 2025, and $2.3 million at December 31, 2024.

Share Issuance

  • The number of common shares outstanding increased from 24.16 million in 2018 to 30.57 million in 2024, with a significant increase of approximately 20% in 2021.
  • As of December 31, 2025, Fuel Tech had 31,074,438 shares outstanding, compared to 30,708,273 shares outstanding at December 31, 2024.

Inbound Investments

  • Fuel Tech, Inc. has 49 institutional owners holding a total of 7,609,337 shares.
  • Major institutional shareholders include Grace & White Inc, Renaissance Technologies Llc, and Vanguard Group Inc.

Outbound Investments

  • No information is available regarding outbound investments made by Fuel Tech, Inc. in the last 3-5 years.

Capital Expenditures

  • The Capital Expenditures Margin for Fuel Tech was 0.35% as of December 31, 2021.
  • Based on 2021 revenue of $24.3 million, estimated capital expenditures were approximately $0.085 million.
  • Capital expenditures are primarily focused on the development and application of proprietary technologies for air pollution control, process optimization, and water treatment, including ongoing demonstrations of Dissolved Gas Infusion (DGI) technology.

Better Bets vs. Fuel Tech (FTEK)

Latest Trefis Analyses

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Select ideas related to FTEK.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
NSP_3312026_Insider_Buying_45D_2Buy_200K03312026NSPInsperityInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
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TNC_3312026_Insider_Buying_45D_2Buy_200K03312026TNCTennantInsiderInsider Buys 45DStrong Insider Buying
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ADP_3272026_Dip_Buyer_FCFYield03272026ADPAutomatic Data ProcessingDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
1.0%1.0%0.0%
HURN_3272026_Dip_Buyer_FCFYield03272026HURNHuron ConsultingDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
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TRU_3272026_Dip_Buyer_FCFYield03272026TRUTransUnionDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
5.2%5.2%0.0%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

FTEKWMCWSTGEOCECOYDDLMedian
NameFuel TechWaste Ma.Casella .GEO CECO Env.One and . 
Mkt Price1.35229.5380.1918.8364.894.6241.86
Mkt Cap0.092.55.12.62.3-2.6
Rev LTM2725,2041,8372,631774-1,837
Op Inc LTM-44,6078929552-89
FCF LTM22,81684-125-5-2
FCF 3Y Avg-02,266808113-80
CFO LTM36,043330736-73
CFO 3Y Avg05,38428119825-198

Growth & Margins

FTEKWMCWSTGEOCECOYDDLMedian
NameFuel TechWaste Ma.Casella .GEO CECO Env.One and . 
Rev Chg LTM6.1%14.2%18.0%8.5%38.8%-14.2%
Rev Chg 3Y Avg-0.2%8.6%19.2%3.5%23.4%-8.6%
Rev Chg Q37.2%7.1%9.7%16.5%35.4%-16.5%
QoQ Delta Rev Chg LTM7.9%1.7%2.3%4.0%7.8%-4.0%
Op Inc Chg LTM21.7%11.0%-16.0%-4.8%30.5%-11.0%
Op Inc Chg 3Y Avg-43.1%10.4%-3.9%-8.4%23.4%--3.9%
Op Mgn LTM-13.8%18.3%4.8%11.2%6.7%-6.7%
Op Mgn 3Y Avg-14.1%18.6%6.6%12.9%6.9%-6.9%
QoQ Delta Op Mgn LTM3.9%0.6%-0.3%0.2%0.0%-0.2%
CFO/Rev LTM11.3%24.0%18.0%2.8%0.8%-11.3%
CFO/Rev 3Y Avg0.1%23.8%18.2%8.1%4.5%-8.1%
FCF/Rev LTM8.8%11.2%4.6%-4.7%-0.7%-4.6%
FCF/Rev 3Y Avg-1.8%10.0%5.3%3.5%2.4%-3.5%

Valuation

FTEKWMCWSTGEOCECOYDDLMedian
NameFuel TechWaste Ma.Casella .GEO CECO Env.One and . 
Mkt Cap0.092.55.12.62.3-2.6
P/S1.63.72.81.03.0-2.8
P/Op Inc-11.420.157.28.744.7-20.1
P/EBIT-11.421.370.25.222.3-21.3
P/E-18.134.2646.910.146.2-34.2
P/CFO13.915.315.435.3394.7-15.4
Total Yield-5.5%4.4%0.2%9.9%2.2%-2.2%
Dividend Yield0.0%1.4%0.0%0.0%0.0%-0.0%
FCF Yield 3Y Avg-2.0%2.8%1.4%4.7%1.9%-1.9%
D/E0.00.20.20.70.1-0.2
Net D/E-0.60.20.20.60.1-0.2

Returns

FTEKWMCWSTGEOCECOYDDLMedian
NameFuel TechWaste Ma.Casella .GEO CECO Env.One and . 
1M Rtn6.3%2.1%4.9%7.6%4.5%-55.1%4.7%
3M Rtn-11.2%0.5%-24.2%1.5%-5.2%-36.9%-8.2%
6M Rtn-52.0%7.8%-9.4%9.0%24.4%-11.0%-0.8%
12M Rtn39.2%2.4%-30.5%-37.2%234.5%-14.8%-6.2%
3Y Rtn-4.3%45.1%-10.4%163.0%450.3%-14.8%20.4%
1M Excs Rtn-2.4%-6.6%-3.8%-1.1%-4.2%-63.8%-4.0%
3M Excs Rtn-14.8%-3.1%-27.8%-2.1%-8.8%-40.5%-11.8%
6M Excs Rtn-59.6%-0.1%-17.8%3.2%25.5%-17.1%-8.6%
12M Excs Rtn4.5%-31.4%-62.5%-66.8%213.5%-48.0%-39.7%
3Y Excs Rtn-64.5%-26.9%-80.5%62.9%332.1%-87.2%-45.7%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
FUEL CHEM Segment1414161714
Air Pollution Control Segment11131179
Other00000
Total2527272423


Operating Income by Segment
$ Mil20252024202320222021
FUEL CHEM Segment67897
Air Pollution Control Segment45434
Other-15-14-13-13-15
Total-5-3-2-1-4


Price Behavior

Price Behavior
Market Price$1.35 
Market Cap ($ Bil)0.0 
First Trading Date09/07/1993 
Distance from 52W High-62.8% 
   50 Days200 Days
DMA Price$1.30$2.08
DMA Trenddowndown
Distance from DMA3.6%-35.2%
 3M1YR
Volatility59.7%79.6%
Downside Capture1.511.22
Upside Capture153.61192.47
Correlation (SPY)37.7%23.1%
FTEK Betas & Captures as of 3/31/2026

 1M2M3M6M1Y3Y
Beta0.192.151.471.750.710.64
Up Beta-4.901.480.882.260.050.12
Down Beta1.751.640.591.860.470.57
Up Capture-108%296%186%35%210%74%
Bmk +ve Days7162765139424
Stock +ve Days7152246105305
Down Capture73%198%191%196%133%103%
Bmk -ve Days12233358110323
Stock -ve Days10213267127349

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with FTEK
FTEK37.0%79.6%0.73-
Sector ETF (XLI)38.3%15.2%1.9224.3%
Equity (SPY)34.0%12.6%2.0523.1%
Gold (GLD)42.9%27.2%1.298.4%
Commodities (DBC)46.4%18.0%1.97-1.8%
Real Estate (VNQ)14.2%13.3%0.746.8%
Bitcoin (BTCUSD)-16.6%42.1%-0.3224.2%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with FTEK
FTEK-9.4%60.8%0.07-
Sector ETF (XLI)13.0%17.3%0.5921.1%
Equity (SPY)12.7%17.1%0.5820.7%
Gold (GLD)21.2%17.8%0.978.6%
Commodities (DBC)14.5%19.1%0.628.0%
Real Estate (VNQ)3.7%18.8%0.1012.1%
Bitcoin (BTCUSD)7.0%56.3%0.3415.0%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with FTEK
FTEK-2.1%94.3%0.33-
Sector ETF (XLI)13.8%19.9%0.6115.5%
Equity (SPY)14.9%17.9%0.7114.8%
Gold (GLD)13.9%15.9%0.73-0.6%
Commodities (DBC)10.1%17.8%0.479.6%
Real Estate (VNQ)5.4%20.7%0.238.5%
Bitcoin (BTCUSD)68.3%66.9%1.075.7%

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Short Interest

Short Interest: As Of Date4152026
Short Interest: Shares Quantity0.1 Mil
Short Interest: % Change Since 33120269.1%
Average Daily Volume0.1 Mil
Days-to-Cover Short Interest1
Basic Shares Quantity31.1 Mil
Short % of Basic Shares0.3%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
3/3/2026-10.1%-6.5%-8.7%
11/4/2025-12.7%-17.9%-32.9%
8/5/2025-0.7%3.0%-2.4%
3/4/20255.2%1.0%3.1%
11/6/2024-1.0%0.0%-1.0%
8/6/20241.1%5.1%1.3%
3/11/2024-6.0%-6.8%0.0%
11/7/20237.0%7.0%4.0%
...
SUMMARY STATS   
# Positive587
# Negative131011
Median Positive5.2%5.0%4.0%
Median Negative-4.1%-7.1%-8.7%
Max Positive64.3%24.2%419.1%
Max Negative-12.7%-17.9%-34.8%

SEC Filings

Expand for More
Report DateFiling DateFiling
12/31/202503/03/202610-K
09/30/202511/04/202510-Q
06/30/202508/05/202510-Q
03/31/202505/12/202510-Q
12/31/202403/04/202510-K
09/30/202411/06/202410-Q
06/30/202408/06/202410-Q
03/31/202405/07/202410-Q
12/31/202303/11/202410-K
09/30/202311/07/202310-Q
06/30/202308/08/202310-Q
03/31/202305/09/202310-Q
12/31/202203/07/202310-K
09/30/202211/08/202210-Q
06/30/202208/10/202210-Q
03/31/202205/10/202210-Q

Recent Forward Guidance [BETA]

Latest: Q4 2025 Earnings Reported 3/3/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Annual Revenue Potential (FUEL CHEM)2.50 Mil2.75 Mil3.00 Mil0 AffirmedGuidance: 2.75 Mil for 2026
2026 Sales Pipeline (Data Center)75.00 Mil87.50 Mil100.00 Mil  Higher New

Prior: Q3 2025 Earnings Reported 11/4/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Annual Revenue Potential2.50 Mil2.75 Mil3.00 Mil