LanzaTech Global Earnings Call Transcripts
Fiscal Year 2026
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Revenue and cost structure stabilized in Q2 2026, with operating expenses down 67% and adjusted EBITDA loss improving significantly year-over-year. Progress on ISCC EU certification and project milestones positions the company for expanded market access and margin growth.
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A major transition to commercialization and profitability is underway, with significant cost reductions, new capital raised, and a proven technology platform operating globally. The company is targeting the marine and aviation fuel markets, leveraging licensing and direct development models, and expects substantial profit growth by 2031.
Fiscal Year 2024
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Q3 revenue fell short due to delayed sub-licensing and weak ethanol prices, but new project milestones, expanded partnerships, and a strengthened cash position set up significant revenue and profitability growth for Q4 and 2025. Major project agreements may shift revenue timing between quarters.
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Q2 2024 revenue grew 35% year-over-year to $17.4M, with improved adjusted EBITDA loss and strong gross margin. Increased LanzaJet stake, secured $40M in new funding, and reaffirmed 2024 guidance, with major project milestones expected in Q4.