Arq Reports Strong Q2 2026 Results; Reaffirms Guidance and PFAS PAC Outlook
Aug 10, 2026, 4:48 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting
The quarter delivered stronger profitability metrics (9th positive Adjusted EBITDA), reaffirmed guidance, and a clear PFAS growth path via PAC for PFAS. Positive margin trajectory and potential near-term volume upside from PFAS testing could attract multiple expansion, especially given ongoing asset optimization and monetization efforts. Liquidity remains tight but manageable with current cash levels and debt posture.
AI summary
What happened, with direct paths to the underlying reporting
Arq reported Q2 2026 revenue of $29.9 million, up 5% from a year ago, with gross margin rising to 38.5% from 33.3%. Adjusted EBITDA climbed 59% to $5.8 million, marking the ninth consecutive quarter of profitability in the PAC core. The company reaffirmed 2026 guidance and highlighted PFAS PAC as a key growth avenue into 2027, alongside ongoing optimization and monetization efforts for Corbin and Red River assets.
Q2 2026 revenue $29.9M, up 5% YoY. Gross margin 38.5%, up 520 bps.
Adjusted EBITDA $5.8M, up 59% YoY. 9th straight quarter of positive Adjusted EBITDA.
PAC for PFAS testing underway; potential material volumes from 2027 onward.
Red River TAR completed under budget; CFO appointed May 2026, started July 2026.
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