10-Q quarterly report · filed May 7, 2026

Clean Energy Fuels Corp. (CLNE) Q1 2026 10-Q Quarterly Report

Short answer

Clean Energy Fuels Corp. (CLNE) filed its Q1 2026 10-Q quarterly report on May 7, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $118M (up 13.3% year over year) with net income of −$12M.

Q1 2026 key financials · XBRL

Revenue
$118M
+13.3% YoY
Net income
−$12M
+90.8% YoY
Operating margin
-2.5%
EPS (diluted)
−$0.06
+90.0% YoY

Source: XBRL data from the Clean Energy Fuels Corp. (CLNE) Q1 2026 10-Q on SEC EDGAR. USD.

Clean Energy Fuels Corp. Q1 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • RNG and conventional natural gas sold as CNG or LNG across transportation markets
  • Management highlights future RNG, Environmental Credits, and project-production expectations
  • Industry competition, evolving risks, and uncertainty identified as potential headwinds to outlook

Risk Factors

  • Newly added policy risk: January 2025 and June 2025 Executive Orders could alter emissions rules and RNG incentives
  • Most material update: OBBBA may reduce government support, Environmental Credit values, and hydrogen or electric-station economics
  • Compliance risk: EPA or CARB disputes could restrict Environmental Credit generation and trigger fines or forced credit purchases
  • Near-term market risk: Heavy-duty trucking adoption remains slower and more limited than anticipated
  • Financial risk: $64.3 million goodwill impairment followed the first-quarter 2025 stock-price decline

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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