Calumet Specialty Products' Coming Massive Quarterly Results (Rating Downgrade)
Calumet Specialty Products (CLMT) is poised to deliver a potentially stunning Q3 EBITDA of $300–$325 million, driven by strong crack spreads and operational improvements. Current valuation appears rich, with technical indicators overbought and EBITDA run rates well above normalized levels, suggesting a correction may be imminent. I am lowering my rating from strong buy to buy, recommending investors wait until after earnings and the planned Shreveport shutdown before adding shares.
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Calumet, Inc. (CLMT) Is Up 11.27% in One Week: What You Should Know
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Are Oils-Energy Stocks Lagging Calumet, Inc. (CLMT) This Year?
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Calumet Is Quietly Ramping Up
Calumet (CLMT) delivered a strong Q2, with adjusted EBITDA of $159M versus $116M estimates, driven by robust Specialty Brands performance and early MaxSAF production at MRL. MRL's SAF production ramp is slower than planned, but cash flow remains strong, enabling rapid debt paydown and supporting over $1/share per month in free cash generation. Valuation updates reflect higher cash generation, with a sum-of-the-parts equity value estimate of $71.5/share, factoring in conservative EBITDA and expansion upside.
Calumet, Inc. (CLMT) Q2 2026 Earnings Call Transcript
Calumet, Inc. (CLMT) Q2 2026 Earnings Call Transcript
Calumet Q2 Earnings Call Highlights
Calumet NASDAQ: CLMT reported second-quarter adjusted EBITDA with tax attributes of $175 million, as strong performance in its Specialty Products and Solutions business helped offset downtime tied to planned turnarounds and the first phase of its MaxSAF 150 expansion at Montana Renewables.
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