LNZA LanzaTech Inc.
Price Chart
Executive Summary
LanzaTech reported Q1 2026 EPS of -$1.77, beating consensus of -$2.88 by 38.5%, and revenue of $12.0M (vs $12.1M est, in line). Operating expenses fell 59% YoY, net loss narrowed to $14.7M from $19.2M, and capital raises ($30M) alleviated going concern doubts. Key contract wins in India and UK progress signal growth, but the company remains unprofitable with no formal guidance.
Key Financial Metrics
Actionable Insight
Monitor Q2 2026 for continued revenue growth and cost discipline; removal of going concern reduces downside risk. The India and UK project milestones could drive future licensing revenue, but absence of guidance limits near-term upside. Consider accumulating on pullbacks given improving fundamentals.
Key Facts
- EPS -$1.77 beat consensus -$2.88 by 38.5%
- Revenue $12.0M (+26.7% YoY), in line with $12.1M estimate
- Operating expenses reduced 59% YoY to $13.5M
- Net loss improved to $14.7M from $19.2M YoY
- Adjusted EBITDA loss narrowed to $7.9M from $30.5M YoY
- Going concern doubt removed after $30M capital raises
- Awarded contract for 24K MTA ethanol plant in India; UK SAF project site selected
- LanzaJet raised $47M at $650M pre-money valuation
Financial Impact
EPS beat by $1.11 vs consensus; operating expenses cut by $19.5M YoY; net loss decreased by $4.5M YoY
Risk Factors
- Still loss-making with high cash burn ($9.3M operating cash outflow in Q1)
- No formal revenue or EPS guidance provided
- Potential dilution from additional $20M share issuance option through May 2027
- Customer concentration and project execution delays
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3294681 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 14, 2026
6d ago
|
Press Release
| — | awaiting T+5 | — | — |
|
May 6, 2026
14d ago
|
Press Release
| $22.18 $20.74 | ▼ −6.49% | ▼ −7.62% | $8.40 (−62.13%) |
US Market Status
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