Last week, activated carbon products supplier Arq reported third-quarter results slightly below consensus expectations. While margins were negatively impacted by the ramp-up of the company's new granular activated carbon production, the company's legacy powdered activated carbon operations delivered strong profitability. While ARQ recently completed commissioning of its first GAC production line at the company's Red River Plant, design flaws and newly disclosed feedstock issues are impacting output levels.
Arq, Inc. ( ARQ ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants Anthony Nathan Robert Rasmus - CEO, President & Director Jay Voncannon - Chief Financial Officer Stacia Hansen Conference Call Participants Gerard Sweeney - ROTH Capital Partners, LLC, Research Division George Gianarikas Aaron Spychalla - Craig-Hallum Capital Group LLC, Research Division Peter Gastreich Tim Moore Presentation Operator Good morning, ladies and gentlemen, and welcome to the Arq Third Quarter 2025 Earnings Conference Call. [Operator Instructions] This call is being recorded on Thursday, November 6, 2025.
Arq, Inc. (ARQ) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of $0.02. This compares to earnings of $0.04 per share a year ago.
| Software Industry | Information Technology Sector | Robert E. Rasmus CEO | XFRA Exchange | US00770C1018 ISIN |
| US Country | 200 Employees | - Last Dividend | 17 Mar 2014 Last Split | - IPO Date |
Arq, Inc., initially operating under the name Advanced Emissions Solutions, Inc., has been a key player in the activated carbon products industry since its inception in 1997. By February 2024, the company decided to adopt its current name, underscoring a possibly strategic shift or broadening of its mission and services. With its headquarters in Greenwood Village, Colorado, Arq, Inc. has carved out a dominant presence in North America, specializing in advanced carbon-related products that cater to a wide range of environmental and industrial applications. The company has shown a commitment to innovation and environmental stewardship, focusing on the development of products that assist in emissions control, water treatment, and soil remediation among other applications.
This range includes both granular and powdered forms of activated carbon, used extensively in water treatment processes, soil remediation, and groundwater purification. Their adaptability in various environmental applications makes them indispensable in the industry.
Arq, Inc.'s colloidal carbon products find their application in a variety of sectors, including but not limited to, water treatment and purification processes. These products have a unique colloidal form that provides enhanced performance for specific use cases.
A specially formulated fine and low-ash coal waste-derived particle, Arq Powder Wetcake, stands out for its use as an additive in air emissions control. This innovative product represents the company's contribution to reducing industrial air pollutants.
Complementary to Arq Powder Wetcake, the company offers a range of additives designed specifically for air emissions control. These products aim to mitigate the environmental impact of industrial activities, showcasing Arq, Inc.'s dedication to sustainability and environmental protection.
Recognizing the environmental and performance challenges in the asphalt industry, Arq, Inc. has developed a line of additives designed to improve the quality of asphalt. These products not only enhance durability and performance but also contribute to reduced environmental impact.