OPAL
OPAL Fuels Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
OPAL Fuels has 6 disclosed suppliers and 11 disclosed customers in SEC filings.
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+11.59%
vs ±36.4% implied · ×0.32
shaded = implied · ▲▼ = realized
OPAL Fuels Inc.
1.55
NoteNo other single customer accounted for more than 10% of consolidated revenues in these periods
| Year Ended December 31, | ||
|---|---|---|
| 2025 | 2024 | |
| Customer A | 34% | 38% |
basisOPAL FY2025 revenue $349M
OPAL 10-Kaccession 0001628280-26-017908
SentenceMD notified CEI's performance bond surety, Atlantic Specialty Insurance Company of the termination and demanded that it perform under the bond.
OPAL 10-Kaccession 0001628280-26-017908
SentenceCostar provides information technology ("IT") support services, software licensing, and infrastructure management.
OPAL 10-Kaccession 0001628280-26-017908
SentenceFortistar provides services to the Company under a management, operations, and maintenance services agreement ("Administrative Services Agreement").
OPAL 10-Kaccession 0001628280-26-017908
Sentence10.27*+# Landfill Gas Purchase and Sale Agreement, dated August 28, 2023 with Guadalupe Rubbish Disposal Co., Inc. (incorporated by reference to Exhibit 10.3 to the Current Report on Form 8-K filed by the Company on August 31, 2023).
OPAL 10-Kaccession 0001628280-26-017908
SentenceIn September 2021, an indirect subsidiary of the Company, MD Digester, LLC ("MD"), entered into a fixed-price Engineering, Procurement and Construction Contract (an "EPC Contract") with VEC Partners, Inc. d/b/a CEI Builders ("CEI") for the design and construction of a turn-key renewable natural gas production facility using dairy cow manure as feedstock in California's Central Valley.
OPAL 10-Kaccession 0001628280-26-017908
Sentence10.25*+# Landfill Gas Purchase and Sale Agreement, dated August 28, 2023 with Waste Management of California, Inc. (incorporated by reference to Exhibit 10.1 to the Current Report on Form 8-K filed by the Company on August 31, 2023).
OPAL 10-Kaccession 0001628280-26-017908
SentenceOn September 13, 2024, OPAL Paragon entered into a tax credit purchasing agreement with Apollo Management Holdings, L.P., ("Buyer"), pursuant to which OPAL Paragon sold $ 11,096 investment tax credits to the buyer for net proceeds of $ 8,906 .
OPAL 10-Kaccession 0001628280-26-017908
SentenceOn September 12, 2025, OPAL Fuels LLC entered into tax credit purchase agreements with the Buyer and Athene Annuity and Life Company, pursuant to which OPAL Fuels LLC sold $ 17,369 of investment tax credits for net proceeds of $ 14,567 .
OPAL 10-Kaccession 0001628280-26-017908
SentenceThe Company's wholly owned subsidiary, OPAL Fuel Station Services contracted with Pine Bend RNG LLC ("Pine Bend"), Noble Road RNG LLC ("Noble Road"), Emerald RNG LLC ("Emerald"), Sapphire RNG LLC ("Sapphire"), Atlantic RNG LLC ("Atlantic") and GREP BTB Holdings LLC ("GREP") to dispense RNG and to generate and market resulting RINs.
OPAL 10-Kaccession 0001628280-26-017908
SentenceOn June 20, 2025, OPAL Fuels LLC entered into tax credit purchase agreements with the Buyer and EagleBank, pursuant to which OPAL Fuels LLC sold $ 16,740 of investment tax credits for net proceeds of $ 13,686 .
OPAL 10-Kaccession 0001628280-26-017908
SentenceThe Company's wholly owned subsidiary, OPAL Fuel Station Services contracted with Pine Bend RNG LLC ("Pine Bend"), Noble Road RNG LLC ("Noble Road"), Emerald RNG LLC ("Emerald"), Sapphire RNG LLC ("Sapphire"), Atlantic RNG LLC ("Atlantic") and GREP BTB Holdings LLC ("GREP") to dispense RNG and to generate and market resulting RINs.
OPAL 10-Kaccession 0001628280-26-017908
SentenceThe Company's wholly owned subsidiary, OPAL Fuel Station Services contracted with Pine Bend RNG LLC ("Pine Bend"), Noble Road RNG LLC ("Noble Road"), Emerald RNG LLC ("Emerald"), Sapphire RNG LLC ("Sapphire"), Atlantic RNG LLC ("Atlantic") and GREP BTB Holdings LLC ("GREP") to dispense RNG and to generate and market resulting RINs.
OPAL 10-Kaccession 0001628280-26-017908
SentenceThe Company is party to a purchase and sale agreement with NextEra under which it sells a minimum of 90 % of environmental attributes generated by the RNG Fuels business.
OPAL 10-Kaccession 0001628280-26-017908
SentenceThe Company's wholly owned subsidiary, OPAL Fuel Station Services contracted with Pine Bend RNG LLC ("Pine Bend"), Noble Road RNG LLC ("Noble Road"), Emerald RNG LLC ("Emerald"), Sapphire RNG LLC ("Sapphire"), Atlantic RNG LLC ("Atlantic") and GREP BTB Holdings LLC ("GREP") to dispense RNG and to generate and market resulting RINs.
OPAL 10-Kaccession 0001628280-26-017908
SentenceThe Company's wholly owned subsidiary, OPAL Fuel Station Services contracted with Pine Bend RNG LLC ("Pine Bend"), Noble Road RNG LLC ("Noble Road"), Emerald RNG LLC ("Emerald"), Sapphire RNG LLC ("Sapphire"), Atlantic RNG LLC ("Atlantic") and GREP BTB Holdings LLC ("GREP") to dispense RNG and to generate and market resulting RINs.
OPAL 10-Kaccession 0001628280-26-017908
SentenceThe Company's wholly owned subsidiary, OPAL Fuel Station Services contracted with Pine Bend RNG LLC ("Pine Bend"), Noble Road RNG LLC ("Noble Road"), Emerald RNG LLC ("Emerald"), Sapphire RNG LLC ("Sapphire"), Atlantic RNG LLC ("Atlantic") and GREP BTB Holdings LLC ("GREP") to dispense RNG and to generate and market resulting RINs.
OPAL 10-Kaccession 0001628280-26-017908
Expected move
No implied move.