ARQ at a glance
Arq, Inc. (ARQ, SEC CIK 1515156) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 28, 2026 and Form 4 insider filings as recently as September 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Arq, Inc. (ARQ) reported revenue of $120.3 million (up 10.4% from FY2024) and a net loss of $52.6 million. Diluted EPS was -$1.27.
- The most recent insider open-market purchase reported on Form 4 was by Steinmetz Shimon on September 8, 2026 of 1,874 shares at $2.34 per share.
- In the last 90 days, ARQ insiders reported 6 open-market purchases ($56K) and 0 open-market sales ($0) on Form 4, a net purchase of $56K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $120.3M
- +10.4% vs prior year
- Insiders · 90 days
- 6 buys · 0 sells
- Net +$56K
- Latest 8-K
- Aug 28, 2026
- Item 8.01 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Manufacture and supply consumables and products to reduce mercury emissions and pollutants linked to coal-based power generation
- New emphasis on addressing operational delays and ramp-up issues at GAC Facility leading to idling of Corbin Facility from January 1, 2026
- Strategic risk from EPA's repeal of 2024 MATS amendment on mercury emission limits, potentially decreasing demand for mercury removal products
- Revenue concentration: Top five customers accounted for approx. 50% of total revenue in 2025, top three for 42%
- Noteworthy risks in 2026 filing include intensified regulatory uncertainty, supply chain disruptions, and increased geopolitical tensions affecting raw material costs and transport logistics
Risk Factors
- Regulatory risk: Ongoing compliance with environmental and operational licenses required for GAC Facility expansion at Red River Plant
- Macroeconomic/supply chain risk: Supply chain constraints for bituminous coal feedstock essential for GAC production transition
- Operational risk: Design flaws at GAC Facility caused production pause and idling of Corbin Facility since Dec 2025
- Financial risk: $19.0M debt outstanding with $1.4M revolving credit availability, plus $8.4M term loan owed on Corbin Facility as of Dec 31, 2025
- Competitive/market risk: Potential delays and cost overruns at GAC Facility may hinder Arq's ability to compete in GAC product market segment
Management Discussion & Analysis
- Contractual obligations total $22.3 million with $5.2 million due within 1 year, $6.3 million in 1-3 years
- Asset retirement obligations liability $4.9 million for Five Forks Mine reclamation recorded on balance sheet
- Revolving Credit Facility borrowings $19.0 million as of December 31, 2025 with uncertain repayment timing
- No forward-looking guidance, management outlook, or risk disclosures provided in this excerpt
AI summary of the ARQ 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material risk-factor updates from the 2025 Form 10-K
- Carried-forward regulatory risk: Mine safety disclosures required under Dodd-Frank Section 1503(a)
- Carried-forward financial risk: Tax Asset Protection Plan amended April 15, 2026
- Carried-forward governance risk: Leadership separations effective April 28 and June 30, 2026
AI summary of the ARQ 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Appointment of Mr. Owino announced, signaling a leadership change requiring investor attention
- Inducement awards granted alongside appointment, potentially affecting future share dilution and compensation expense
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Peter Owino appointed Chief Accounting Officer effective September 1, 2026, continuing as principal accounting officer
- $350,000 base salary, 55% short-term incentive target, and 75% long-term incentive target
Item 2.02: Results of Operations and Financial Condition
- Forward-looking statement caution only; no fiscal 2026 financial results or operating metrics disclosed in provided text
- Investors should consult the referenced press release for Arq’s reported results and outlook details
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO Robert Rasmus retained through July 23, 2029 under amended employment agreement
- Annual salary reduced to $50,000, with annual bonus and long-term incentive eligibility eliminated
AI summaries of ARQ 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ARQ
Don't miss the next ARQ filing
- Alerts as it files. A push when ARQ files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ARQ, by share count.
- Ask anything. An AI agent that reads every ARQ filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Steinmetz Shimon | Buy | Sep 8, 2026 | 1,874 | $2.34 |
| Steinmetz Shimon | Buy | Sep 8, 2026 | 1,098 | $2.34 |
| Steinmetz Shimon | Buy | Sep 4, 2026 | 1,402 | $2.29 |
| Steinmetz Shimon | Buy | Sep 4, 2026 | 4,356 | $2.27 |
| Steinmetz Shimon | Buy | Sep 3, 2026 | 8,770 | $2.23 |
| Steinmetz Shimon | Buy | Sep 3, 2026 | 7,500 | $2.22 |
| Owino Peter Oluoch | A | Sep 1, 2026 | 61,047 | - |
| Owino Peter Oluoch | A | Sep 1, 2026 | 61,047 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $99.2M | $109.0M | $120.3M |
| Operating Income | -$13.3M | -$2.0M | -$53.0M |
| Net Income | -$12.2M | -$5.1M | -$52.6M |
| Op. Margin | -13.4% | -1.8% | -44.0% |
| Net Margin | -12.3% | -4.7% | -43.7% |
| Balance Sheet | |||
| Total Assets | - | $284.4M | $230.6M |
| Equity | $178.4M | $217.3M | $168.0M |
| ROE | -6.9% | -2.4% | -31.3% |
| Per Share | |||
| EPS | $-0.42 | $-0.14 | $-1.27 |
| Cash Flow | |||
| Operating CF | -$16.7M | $10.5M | -$2.7M |
Source: XBRL data in Arq, Inc. (ARQ)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
ARQ filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 8-K | Aug 28, 2026 | - | Analysis | - |
| 4 | Aug 18, 2026 | - | - | - |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 8-K | May 27, 2026 | - | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 4 | May 6, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis |
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ARQ SEC filings: frequently asked questions
Are ARQ insiders buying or selling?
In the last 90 days, Arq, Inc. (ARQ) officers, directors and 10% owners reported 6 open-market purchases worth $56,214 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
What was ARQ's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Arq, Inc. (ARQ) reported revenue of $120.3 million (up 10.4% from FY2024) and a net loss of $52.6 million. Diluted EPS was -$1.27. The figures come from the XBRL data in the 10-K.
What are the main risks in ARQ's latest 10-K?
In the 10-K filed March 10, 2026, Arq, Inc. (ARQ) flagged: Regulatory risk: Ongoing compliance with environmental and operational licenses required for GAC Facility expansion at Red River Plant. Macroeconomic/supply chain risk: Supply chain constraints for bituminous coal feedstock essential for GAC production transition. (AI summary of the Risk Factors section.)
What did ARQ report in its latest 8-K?
Arq, Inc. (ARQ) filed an 8-K on August 28, 2026 reporting Item 8.01 (Other Events) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Appointment of Mr. Owino announced, signaling a leadership change requiring investor attention.
What are the latest ARQ SEC filings?
Arq, Inc. (ARQ) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 28, 2026 and a Form 4 insider filing on September 10, 2026.
What is ARQ's SEC CIK number?
Arq, Inc. (ARQ)'s SEC Central Index Key (CIK) is 1515156. EDGAR lists every ARQ filing under that number.
Ask anything about ARQ
The research agent reads ARQ's filings, financials, insider trades and 13F holders, then answers with sources.