Tearsheet

Fuel Tech (FTEK)


Market Price (1/22/2026): $1.56 | Market Cap: $48.5 Mil
Sector: Industrials | Industry: Environmental & Facilities Services

Fuel Tech (FTEK)


Market Price (1/22/2026): $1.56
Market Cap: $48.5 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 -52%
Weak multi-year price returns
3Y Excs Rtn is -81%
Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -4.4 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -18%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 11%
  Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -5.7%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.0%, Rev Chg QQuarterly Revenue Change % is -4.6%
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 -47%
  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 -10%
3 Attractive yield
FCF Yield is 5.5%
  Key risks
FTEK key risks include [1] a history of declining revenues and negative operating profits stemming from a volatile business model, Show more.
4 Megatrend and thematic drivers
Megatrends include Energy Transition & Decarbonization, and Sustainable Infrastructure. Themes include Industrial Emissions Control, Combustion Optimization, 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 -52%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%, FCF/Rev LTMFree Cash Flow / 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 -47%
3 Attractive yield
FCF Yield is 5.5%
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
3Y Excs Rtn is -81%
6 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -4.4 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -18%
7 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -5.7%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.0%, Rev Chg QQuarterly Revenue Change % is -4.6%
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 -10%
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

FTEK Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

Fuel Tech (FTEK) stock has lost about 50% since 9/30/2025 because of the following key factors:

1. Fuel Tech reported lower-than-expected Q3 2025 revenues, missing analyst estimates significantly. On November 4, 2025, Fuel Tech announced its third-quarter financial results for 2025, with quarterly revenue reported at $7.49 million, substantially below analysts' expectations of $9.39 million. This 20.57% revenue miss caused the stock to decline by 15.87% in after-hours trading. The decline in revenue to $7.5 million from $7.9 million in the prior year period was primarily attributed to the timing of project execution within its Air Pollution Control (APC) segment.

2. Full-year 2025 revenue estimates experienced a downward revision. Leading up to the Q3 2025 earnings release, revenue estimates for Fuel Tech for the full year 2025 saw a decline from $29.90 million to $28.87 million. The company's own projection for 2025 revenue was approximately $27 million, which, while an 8% increase over 2024, still reflected a more conservative outlook than prior analyst expectations.

Show more

Stock Movement Drivers

Fundamental Drivers

The -37.5% change in FTEK stock from 10/31/2025 to 1/21/2026 was primarily driven by a -36.2% change in the company's P/S Multiple.
103120251212026Change
Stock Price ($)2.481.55-37.5%
Change Contribution ByLTMLTM 
Total Revenues ($ Mil)2525-1.4%
P/S Multiple3.11.9-36.2%
Shares Outstanding (Mil)3131-0.7%
Cumulative Contribution-37.5%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 1/21/2026
ReturnCorrelation
FTEK-37.5% 
Market (SPY)0.5%30.8%
Sector (XLI)7.3%29.1%

Fundamental Drivers

The -41.5% change in FTEK stock from 7/31/2025 to 1/21/2026 was primarily driven by a -36.4% change in the company's P/S Multiple.
73120251212026Change
Stock Price ($)2.651.55-41.5%
Change Contribution ByLTMLTM 
Total Revenues ($ Mil)2725-6.9%
P/S Multiple3.11.9-36.4%
Shares Outstanding (Mil)3131-1.2%
Cumulative Contribution-41.5%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 1/21/2026
ReturnCorrelation
FTEK-41.5% 
Market (SPY)8.7%34.5%
Sector (XLI)9.9%36.3%

Fundamental Drivers

The 57.4% change in FTEK stock from 1/31/2025 to 1/21/2026 was primarily driven by a 68.8% change in the company's P/S Multiple.
13120251212026Change
Stock Price ($)0.981.5557.4%
Change Contribution ByLTMLTM 
Total Revenues ($ Mil)2625-5.7%
P/S Multiple1.21.968.8%
Shares Outstanding (Mil)3131-1.2%
Cumulative Contribution57.3%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2025 to 1/21/2026
ReturnCorrelation
FTEK57.4% 
Market (SPY)14.9%14.6%
Sector (XLI)21.5%17.5%

Fundamental Drivers

The -1.9% change in FTEK stock from 1/31/2023 to 1/21/2026 was primarily driven by a -6.3% change in the company's Total Revenues ($ Mil).
13120231212026Change
Stock Price ($)1.581.55-1.9%
Change Contribution ByLTMLTM 
Total Revenues ($ Mil)2625-6.3%
P/S Multiple1.81.97.4%
Shares Outstanding (Mil)3031-2.6%
Cumulative Contribution-2.0%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2023 to 1/21/2026
ReturnCorrelation
FTEK-1.9% 
Market (SPY)74.9%16.3%
Sector (XLI)70.4%18.3%

Return vs. Risk


Price Returns Compared

 202120222023202420252026Total [1]
Returns
FTEK Return-64%-9%-18%0%49%0%-60%
Peers Return15%29%24%61%15%7%266%
S&P 500 Return27%-19%24%23%16%-1%81%

Monthly Win Rates [3]
FTEK Win Rate25%50%33%50%58%0% 
Peers Win Rate58%48%56%56%52%100% 
S&P 500 Win Rate75%42%67%75%67%0% 

Max Drawdowns [4]
FTEK Max Drawdown-65%-23%-23%-8%-13%-2% 
Peers Max Drawdown-19%-26%-14%-4%-28%-1% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-1% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: WM, CWST, GEO, CECO, MDRN.
[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 1/21/2026 (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, MDRN

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 a couple of brief analogies to describe Fuel Tech:

  • Ecolab for industrial air emissions: Similar to how Ecolab provides specialized solutions for industrial hygiene, water treatment, and operational efficiency, Fuel Tech offers engineered technologies and services to industrial clients primarily focused on reducing harmful air emissions from combustion and improving boiler performance.
  • A focused Rockwell Automation for making industrial combustion cleaner: Akin to Rockwell Automation's role in industrial automation and technology, Fuel Tech develops specialized hardware and software solutions specifically for optimizing combustion processes to reduce pollution and enhance efficiency in power generation and heavy industry.

AI Analysis | Feedback

  • NOx Reduction Technologies: Systems and services designed to reduce nitrogen oxide emissions from industrial combustion sources, including Selective Non-Catalytic Reduction (SNCR), Selective Catalytic Reduction (SCR), and Overfire Air solutions.
  • Particulate Control Technologies: Solutions to reduce particulate matter emissions, often involving upgrades or optimization of electrostatic precipitators (ESPs) and fabric filters.
  • Flue Gas Conditioning (FGC): Systems that inject conditioning agents into flue gas streams to enhance the performance of electrostatic precipitators.
  • Fuel Chem® Chemical Programs: Proprietary chemical treatment programs applied to combustion processes to improve boiler efficiency, reduce slagging, fouling, corrosion, and lower emissions.

AI Analysis | Feedback

Fuel Tech (FTEK) primarily sells its advanced engineering solutions and technologies to other companies (B2B) rather than individuals. While the company's public filings indicate that a significant portion of its revenue comes from a small number of large customers, Fuel Tech does not publicly disclose the specific names of these major customer companies in its SEC filings, even when a single customer accounts for a substantial percentage of its revenue.

Instead, Fuel Tech serves a diverse range of clients across several industrial and utility sectors. The major categories of companies that Fuel Tech serves include:

  • Utilities and Independent Power Producers: These customers include electric utility companies and other power generators that operate large-scale combustion units, such as coal-fired and natural gas power plants, requiring advanced air pollution control (NOx, SO2 reduction) and combustion optimization technologies.
  • Industrial Companies: This broad category encompasses various heavy industries with significant combustion processes or wastewater treatment needs. Examples include companies in the cement, refinery, petrochemical, steel, pulp and paper, and glass manufacturing sectors globally.
  • Waste-to-Energy Plants: Facilities that process municipal or industrial waste through combustion to generate electricity, which require Fuel Tech's solutions for emission control and operational efficiency.

AI Analysis | Feedback

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Fuel Tech (FTEK) Management Team

Vincent J. Arnone, Chairman of the Board, President & Chief Executive Officer Vincent J. Arnone was appointed Chairman of the Board of Directors of Fuel Tech, Inc. on September 1, 2017. He has been President and Chief Executive Officer and a director of the company since April 1, 2015. Prior to this, he served as 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 worked as a consultant to Fuel Tech from June 2008 through August 2010. Earlier in his career at Fuel Tech, he held positions as Senior Vice President, Treasurer and Chief Financial Officer from February 2006 through May 2008, Vice President, Treasurer and Chief Financial Officer from December 2003 through January 2006, and Controller and Financial Director from May 1999 through November 2003. Ellen T. Albrecht, Vice President, Chief Financial Officer & Treasurer Ellen 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 numerous roles across finance and operations, both domestically and internationally. Ms. Albrecht previously served as Fuel Tech's Acting Treasurer and Controller, and Principal Financial Officer since March 2020. Her prior roles include Vice President, Operations Planning and Control since May 2012, Acting Treasurer and Chief Financial Officer from March 2010 to July 2010, Vice President, Controller since January 2007, Controller since February 2004, Accounting Manager since May 2000, and Senior Accountant since May 1998. William E. Cummings, Jr., Senior Vice President, Sales William Cummings became Senior Vice President, Air Pollution Control Sales on January 1, 2009. He previously served as Vice President, Sales since April 2006, Vice President, Air Pollution Control Sales since May 2000, Director, Utility Sales since April 1998, and Director, Eastern Region since 1994. Mr. Cummings brings over 35 years of experience in the air pollution field, having held positions such as National Sales Manager and Regional Sales Manager with a leading Flue Gas Conditioning Company, Engineering Specialist for an Architect/Engineering firm, Field Engineer and Applications Engineer for an Electrostatic Precipitator Supplier, and Field Technician and Laboratory Technician for a regional Emissions Testing Company. He has been involved in over 400 air pollution control projects in the United States and Canada. Bradley W. Johnson, Vice President, General Counsel & Secretary Bradley Johnson joined Fuel Tech in 2008, initially serving as Corporate Counsel until December 2009, and subsequently as Assistant General Counsel. Before joining Fuel Tech, Mr. Johnson worked in private practice, advising clients on various matters including securities law, intellectual property, and mergers and acquisitions.

AI Analysis | Feedback

Fuel Tech (FTEK) faces several key risks to its business operations and financial performance.

The most significant risk stems from the **volatile nature of its business model, particularly within its Air Pollution Control (APC) segment, and a history of declining revenues and negative operating profits.** Revenues in the APC segment are heavily reliant on the sale of equipment and project-based contracts, which are prone to delays in execution, leading to highly volatile quarterly results. Fuel Tech has also exhibited a concerning trend of declining revenues, with a 55% drop from $56.54 million in 2018 to $25.13 million in 2024, alongside negative operating profits, indicating a struggle to generate long-term value.

Secondly, Fuel Tech operates in an environment of **intense competition.** The company competes against much larger global players in both its Air Pollution Control and Fuel Chem segments. This strong competition can severely limit Fuel Tech's market prospects and ability to secure new contracts, as competitors may offer different or lower-priced technologies.

Lastly, **reliance on environmental regulations** poses a significant risk. Fuel Tech's business model is intrinsically linked to environmental regulations, especially those targeting "brown" plants that need to comply with increasingly stringent rules for pollution control. Any changes in these regulations, or a lack of consistent enforcement, could directly impact the demand for Fuel Tech's core products and services.

AI Analysis | Feedback

The global transition away from fossil fuels to renewable energy sources is a clear emerging threat to Fuel Tech's core business. As utilities and industrial clients increasingly adopt solar, wind, and other clean energy technologies, the demand for Fuel Tech's traditional air pollution control and combustion optimization solutions for thermal power plants and industrial boilers will fundamentally decline. This shift in energy production and infrastructure directly reduces the addressable market for Fuel Tech's technologies, mirroring how streaming services eroded the market for physical media or how smartphones disrupted feature phones.

AI Analysis | Feedback

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AI Analysis | Feedback

Here are 3-5 expected drivers of future revenue growth for Fuel Tech (FTEK) over the next 2-3 years:

1. Continued Growth in the FUEL CHEM Segment

Fuel Tech anticipates continued robust performance and increased revenues from its FUEL CHEM business segment. The company projects FUEL CHEM segment revenue for the full year 2025 to be approximately $16.5 million to $17 million, marking it as the highest level since 2022. This growth is driven by increased operation dispatch at existing client accounts, contributions from new customer accounts, and new demonstration programs. For instance, a new commercially-priced demonstration program with a coal-fired unit in the U.S., which began in Q4 2025, has an estimated annual revenue potential of $2.5 million to $3.0 million.

2. Expansion of Air Pollution Control (APC) Business through New Awards and Strategic Acquisition

The company expects revenue growth in its Air Pollution Control (APC) segment, supported by new project awards and a growing backlog. As of September 30, 2025, the consolidated APC segment backlog increased to $9.5 million from $6.2 million at the end of 2024, with approximately $7.1 million of this backlog expected to be recognized in the next 12 months. Fuel Tech secured $3.2 million in new APC awards in Q3 2025 from clients in the U.S., Europe, and Southeast Asia. Furthermore, a strategic acquisition of complementary intellectual property and customer-related assets from Wahlco, Inc. for $350,000 is expected to enhance Fuel Tech's APC portfolio and drive accretive aftermarket revenues.

3. Significant Opportunities in the Data Center Market

Fuel Tech is actively pursuing substantial opportunities in the data center market with its emissions control technologies. The company has a pipeline for this sector valued between $80 million and $100 million. This focus on the power generation sector to support data centers is considered a significant potential contributor to future revenue streams, with multiple bids outstanding for its SCR technology.

4. Commercialization of Dissolved Gas Infusion (DGI) Technology

The Dissolved Gas Infusion (DGI) technology is another anticipated driver of future growth. Fuel Tech is continuing to advance this technology through industry outreach and is conducting an extended demonstration at a fish hatchery in the Midwest U.S. While commercial revenues from DGI technology have not yet been fully recognized, the ongoing demonstration and active pursuit of opportunities in new end markets indicate future monetization potential.

AI Analysis | Feedback

Share Issuance

  • In February 2021, Fuel Tech issued 5,000,000 shares of common stock and warrants to purchase 2,500,000 shares, generating gross proceeds of $25.8 million, before deducting $1.783 million in fees and expenses.
  • The number of outstanding common shares was 31,074,438 as of October 31, 2025, and 30,708,273 as of October 31, 2024.
  • Fuel Tech's policy is to issue new shares upon the exercise of stock options, conversions of loans, and vesting of restricted stock units. The company received proceeds of $42,000 from stock option exercises in 2023.

Outbound Investments

  • On October 3, 2025, Fuel Tech purchased intellectual property from Wahlco, Inc. for $350,000.
  • In June 2022, the Board of Directors approved an investment plan to hold $10 million in held-to-maturity debt securities, primarily U.S. Treasuries or U.S. Government Agency securities, at BMO Harris Bank. The company's investment policy now allocates $20 million for such investments.
  • Long-term investments totaled $6.4 million at December 31, 2022, increasing to $8.9 million at March 31, 2024, and $10.9 million at December 31, 2024.

Capital Expenditures

  • Capital expenditures were approximately $247,000 in 2024, $84,000 in 2023, $206,000 in 2022, $418,000 in 2021, and $378,000 in 2020.
  • Expected capital expenditures for 2024 and for the fourth quarter of 2025 are focused on the Dissolved Gas Infusion (DGI) business, maintenance of field equipment, computer and systems, and general office equipment.
  • These capital expenditures are expected to be funded with cash generated from operations or existing cash reserves.

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Peer Comparisons for Fuel Tech

Peers to compare with:

Financials

FTEKWMCWSTGEOCECOMDRNMedian
NameFuel TechWaste Ma.Casella .GEO CECO Env.Modern M. 
Mkt Price1.55226.49105.7317.8966.58-66.58
Mkt Cap0.091.36.72.52.4-2.5
Rev LTM2524,7841,7952,531718-1,795
Op Inc LTM-44,3729327948-93
FCF LTM32,4027826-17-26
FCF 3Y Avg-02,0597414713-74
CFO LTM35,856343208-2-208
CFO 3Y Avg05,16827125725-257

Growth & Margins

FTEKWMCWSTGEOCECOMDRNMedian
NameFuel TechWaste Ma.Casella .GEO CECO Env.Modern M. 
Rev Chg LTM-5.7%15.9%20.5%4.4%29.9%-15.9%
Rev Chg 3Y Avg-2.0%8.6%19.6%3.1%21.9%-8.6%
Rev Chg Q-4.6%14.9%17.9%13.1%45.8%-14.9%
QoQ Delta Rev Chg LTM-1.4%3.5%4.3%3.2%9.5%-3.5%
Op Mgn LTM-17.7%17.6%5.2%11.0%6.7%-6.7%
Op Mgn 3Y Avg-12.7%18.4%6.9%13.3%7.0%-7.0%
QoQ Delta Op Mgn LTM0.5%-0.2%-0.5%-0.5%-0.3%--0.3%
CFO/Rev LTM11.9%23.6%19.1%8.2%-0.3%-11.9%
CFO/Rev 3Y Avg0.7%23.3%18.2%10.5%4.8%-10.5%
FCF/Rev LTM10.7%9.7%4.4%1.0%-2.4%-4.4%
FCF/Rev 3Y Avg-0.7%9.3%5.2%6.0%2.8%-5.2%

Valuation

FTEKWMCWSTGEOCECOMDRNMedian
NameFuel TechWaste Ma.Casella .GEO CECO Env.Modern M. 
Mkt Cap0.091.36.72.52.4-2.5
P/S1.93.73.71.03.3-3.3
P/EBIT-31.422.481.55.224.2-22.4
P/E-16.035.6440.010.445.4-35.6
P/CFO16.415.619.611.9-1,036.2-15.6
Total Yield-6.2%4.2%0.2%9.6%2.2%-2.2%
Dividend Yield0.0%1.4%0.0%0.0%0.0%-0.0%
FCF Yield 3Y Avg-1.7%2.5%1.3%7.6%2.0%-2.0%
D/E0.00.30.20.70.1-0.2
Net D/E-0.50.30.20.60.1-0.2

Returns

FTEKWMCWSTGEOCECOMDRNMedian
NameFuel TechWaste Ma.Casella .GEO CECO Env.Modern M. 
1M Rtn-7.7%3.1%6.1%6.9%10.4%-6.1%
3M Rtn-45.6%5.0%17.5%4.7%35.9%-5.0%
6M Rtn-45.0%0.0%-2.0%-24.4%96.7%--2.0%
12M Rtn55.0%8.0%-4.6%-48.7%116.3%-8.0%
3Y Rtn-6.6%56.1%32.9%56.4%366.2%-56.1%
1M Excs Rtn-3.4%2.3%3.6%6.7%11.7%-3.6%
3M Excs Rtn-52.1%3.5%21.0%3.1%30.5%-3.5%
6M Excs Rtn-51.3%-8.5%-11.4%-33.4%98.4%--11.4%
12M Excs Rtn34.4%-6.1%-19.8%-64.0%110.3%--6.1%
3Y Excs Rtn-80.8%-18.0%-36.0%-16.5%292.4%--18.0%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
FUEL CHEM Segment1416171416
Air Pollution Control Segment13117914
Other00000
Total2727242330


Operating Income by Segment
$ Mil20242023202220212020
FUEL CHEM Segment78978
Air Pollution Control Segment54342
Other-14-13-13-15-18
Total-3-2-1-4-8


Price Behavior

Price Behavior
Market Price$1.55 
Market Cap ($ Bil)0.0 
First Trading Date09/07/1993 
Distance from 52W High-57.3% 
   50 Days200 Days
DMA Price$1.71$2.15
DMA Trendupdown
Distance from DMA-9.2%-28.1%
 3M1YR
Volatility62.0%77.2%
Downside Capture316.91115.26
Upside Capture-48.00144.16
Correlation (SPY)29.3%14.5%
FTEK Betas & Captures as of 12/31/2025

 1M2M3M6M1Y3Y
Beta2.022.332.012.450.590.61
Up Beta6.082.973.003.020.050.20
Down Beta1.893.273.202.660.460.47
Up Capture1%-31%-63%116%159%64%
Bmk +ve Days11233772143431
Stock +ve Days10152453107313
Down Capture292%306%242%246%106%100%
Bmk -ve Days11182755108320
Stock -ve Days9223566129346

[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
FTEK48.2%77.3%0.82-
Sector ETF (XLI)22.1%19.1%0.9217.0%
Equity (SPY)15.8%19.3%0.6314.4%
Gold (GLD)79.5%20.4%2.7810.5%
Commodities (DBC)5.7%15.3%0.164.0%
Real Estate (VNQ)5.8%16.7%0.176.4%
Bitcoin (BTCUSD)-14.7%39.8%-0.3119.1%


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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with FTEK
FTEK-23.8%62.4%-0.19-
Sector ETF (XLI)14.8%17.2%0.6920.4%
Equity (SPY)14.0%17.1%0.6620.8%
Gold (GLD)20.8%15.7%1.079.1%
Commodities (DBC)11.4%18.7%0.497.8%
Real Estate (VNQ)5.7%18.8%0.2112.1%
Bitcoin (BTCUSD)19.0%58.0%0.5314.6%


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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with FTEK
FTEK-1.5%94.3%0.33-
Sector ETF (XLI)14.7%19.9%0.6615.0%
Equity (SPY)15.3%18.0%0.7314.6%
Gold (GLD)15.7%14.9%0.87-1.4%
Commodities (DBC)8.2%17.6%0.3810.2%
Real Estate (VNQ)5.8%20.8%0.258.5%
Bitcoin (BTCUSD)70.3%66.7%1.095.5%


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Short Interest

Short Interest: As Of Date12312025
Short Interest: Shares Quantity0.3 Mil
Short Interest: % Change Since 12152025-20.1%
Average Daily Volume0.2 Mil
Days-to-Cover Short Interest1.3 days
Basic Shares Quantity31.1 Mil
Short % of Basic Shares0.9%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
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%
8/8/2023-4.1%-7.3%-7.3%
...
SUMMARY STATS   
# Positive587
# Negative131011
Median Positive5.2%5.0%4.0%
Median Negative-4.1%-8.5%-9.8%
Max Positive64.3%24.2%419.1%
Max Negative-12.7%-17.9%-34.8%

SEC Filings

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Report DateFiling DateFiling
09/30/202511/04/202510-Q (09/30/2025)
06/30/202508/05/202510-Q (06/30/2025)
03/31/202505/12/202510-Q (03/31/2025)
12/31/202403/04/202510-K (12/31/2024)
09/30/202411/06/202410-Q (09/30/2024)
06/30/202408/06/202410-Q (06/30/2024)
03/31/202405/07/202410-Q (03/31/2024)
12/31/202303/11/202410-K (12/31/2023)
09/30/202311/07/202310-Q (09/30/2023)
06/30/202308/08/202310-Q (06/30/2023)
03/31/202305/09/202310-Q (03/31/2023)
12/31/202203/07/202310-K (12/31/2022)
09/30/202211/08/202210-Q (09/30/2022)
06/30/202208/10/202210-Q (06/30/2022)
03/31/202205/10/202210-Q (03/31/2022)
12/31/202103/08/202210-K (12/31/2021)

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Jones, Sharon L DirectSell60620251.6712,62721,043139,940Form
2Arnone, Vincent JPresident & CEODirectBuy40120251.0515,00015,750510,173Form