Calumet, Inc. (CLMT)
NASDAQ (NGS) NASDAQ (NGS) Primary Summary
Calumet, Inc. (CLMT) Q3 2025 Earnings Call Transcript
Calumet, Inc. ( CLMT ) Q3 2025 Earnings Call November 7, 2025 9:00 AM EST Company Participants John Kompa - Director of Investor Relations Louis Borgmann - President, CEO & Director David Lunin - Executive VP & CFO Bruce Fleming - Executive Vice President of Montana Renewables & Corporate Development Conference Call Participants Alexa Petrick - Goldman Sachs Group, Inc., Research Division Amit Dayal - H.C. Wainwright & Co, LLC, Research Division Jason Gabelman - TD Cowen, Research Division Gregg Brody - BofA Securities, Research Division Presentation Operator Good morning, and welcome to the Calumet Inc. Third Quarter 2025 Results Conference Call.
Q3 Energy Earnings: 4 Stocks That Could Surpass Forecasts
Energy stocks like CNQ, DK, CLMT and NOG have the potential to deliver better-than-expected Q3 earnings.
Calumet: Shorts Are At Risk
Calumet delivered a strong quarter, outperforming expectations with robust cost controls and positive results from both specialty and renewable segments. MRL achieved industry-leading breakeven costs and positive EBITDA despite a challenging renewable fuels market, positioning Calumet as a standout operator. Upcoming catalysts include the MaxSAF-150 project and a higher EPA RVO, which should drive significant cash flow and margin expansion in 2026.
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Calumet, Inc. Profile
| Oil, Gas & Consumable Fuels Industry | Energy Sector | Louis Todd Borgmann CEO | NASDAQ (NGS) Exchange | 131476103 CUSIP |
| US Country | 1,620 Employees | 12 Feb 2016 Last Dividend | 11 Jul 2024 Last Split | - IPO Date |
Overview
Calumet, Inc. is a distinguished company specializing in the production, formulation, and distribution of a wide range of specialty branded products and renewable fuels across various consumer-facing and industrial markets both within North America and on an international scale. Founded in 1919 and based in Indianapolis, Indiana, Calumet operates through three main segments: Specialty Products and Solutions; Montana/Renewables; and Performance Brands. These segments exemplify the company's diversified approach to offering high-quality, specialized products and services that cater to a multitude of market needs and sustainability goals.
Products and Services
- Specialty Products and Solutions
This segment delivers an array of specialty products including solvents, waxes, custom lubricating oils, white oils, petrolatums, gels, esters, and more. These products find wide applications across various industries, catering to specific needs for high-quality solvents and lubricants among other specialized requirements.
- Montana/Renewables
Focused on sustainability, this segment processes renewable feedstocks into products like renewable diesel, sustainable aviation fuel, renewable hydrogen, and renewable natural gas, among others. It highlights Calumet's commitment to renewable energy and its efforts to produce alternative fuels that offer environmental benefits. Additionally, it processes Canadian crude oil into conventional gasoline, diesel, jet fuel, and specialized grades of asphalt, showcasing the company's versatility in handling different types of feedstocks to produce a wide range of products.
- Performance Brands
Through its Performance Brands segment, Calumet blends, packages, and markets high-performance products under the Royal Purple, Bel-Ray, and TruFuel brands. This segment emphasizes the company’s dedication to quality and performance, offering top-tier products for automotive, industrial, and recreational applications. These brands are known for their high-quality solutions that enhance the performance and longevity of engines and machinery.
Contact Information
