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FutureFuel Corp.

$FF·$279M·Chemicals - Specialty·Basic Materials
$5.59-1.6%1Y+51.5%
Mentions · last 7 days
2026-08-08: 10 posts2026-08-09: 10 posts2026-08-10: 90 posts2026-08-11: 102 posts2026-08-12: 11 posts2026-08-13: 6 posts2026-08-14: 6 posts235+5%
Price updated 21h ago·X counts updated 19h ago
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$FFFutureFuel Corp.
$5.59-1.58%235 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-08-15

The move is getting stronger, with heavier trading behind it.

FutureFuel just posted its first profitable quarter since late 2024 on biofuel production doubling — the 45Z credit sale adds a $22M forward cash windfall.

FutureFuel Corp is a specialty chemicals and biofuels producer — Chemicals (custom industrial chemicals) plus Biofuels (biodiesel and renewable diesel). It's a small-cap that just posted its first profitable quarter since late 2024 on a monster biofuel-production inflection.

The reasons the move has legs:

  • Q2 was substantively strong: revenue of $78.7M grew 121% year-over-year (revenue quadrupled in a single quarter), biofuel production jumped from 2.0M gallons in Q1 to 8.4M gallons in Q2, biofuel gross profit was $10.1M at $1.20/gallon, and net income was $11.4M — first profitable quarter in over a year.
  • The 45Z credit monetization is a $22M forward cash windfall: FutureFuel guided a 4-year 45Z credit sale with $22M proceeds — this is real cash coming in from a federal tax credit that most biofuel peers can't fully monetize, and it validates FutureFuel's specific process economics.
  • The valuation is now cheap for what it is: 1.8x sales at $279M market cap on a business that just proved biofuel operating leverage — with chemicals expected to revert as the second engine, the operating math has meaningful upside if Q3 sustains the Q2 biofuel trajectory.

The story extends if Q3 sustains biofuel production above 6M gallons per quarter and chemicals revenue starts recovering. What flips it: a biofuel-margin rollover from the current $1.20/gallon back toward $0.50/gallon, or a Renewable Fuel Standard regulatory action that changes the 45Z credit economics.

Agrees with X sentimentAgree with the bullish framing — biofuel production 8.4M gallons vs 2.0M in Q1, first profitable quarter since late 2024, and the guided 4-year 45Z credit sale for $22M are substantive real inflection markers. The +42% since a June writeup framing captures legitimate momentum. Chemicals reversion adds a second engine to the setup.

What to watch: November 10 Q3 earnings — biofuel production sustained above 6M gallons per quarter and chemicals revenue recovery extends the setup. A biofuel-margin rollover from $1.20/gallon back toward $0.50/gallon or a Renewable Fuel Standard regulatory action changing 45Z credit economics is what flips the setup.

On the calendar: 2026-11-10 — Q3 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment14 posts analyzed · as of 2026-08-14

FutureFuel posts are bullish. Q2 showed a monstrous inflection — biofuel production 8.4M gal (vs 2.0M Q1), $10.1M biofuel gross profit ($1.20/gal), $11.4M net income, first profitable quarter since late 2024, plus a 4-year 45Z credit sale with $22M proceeds guided. Posters flag +42% since a June writeup and continued upside as chemicals revert.

Read the AI verdict + X sentiment for $FF

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What it does

Plain-English summary of the business — what they sell and how they make money.

US manufacturer of biofuels and specialty chemicals, supplying bio-based fuels and custom chemical intermediates to industrial customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Chemicals - Specialty sits in its cycle right now — and what that implies for $FF.

Chemicals - Specialty · Basic Materials

No material change from last week — lithium price recovery as EV battery demand growth slowly rebalances Atacama supply gluts, and US government rare earth/critical mineral investment ($725M..

Industry benchmark

14-name peer basket
+32.3%YTD
+64.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-9.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-11.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-13.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-18.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-19.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-3.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$0.25——
Q1 2026May 11, 2026$-0.47——
Q4 2025Mar 16, 2026$-0.27——
Q3 2025Nov 10, 2025$-0.21——

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$78.7M+120.7%19.1%14.3%$0.25$10.8M
Q1 FY26$32.0M+82.2%-13.2%-28.8%$-0.47$-25.4M
Q4 FY25$19.8M-67.7%-49.9%-66.2%$-0.27$-29.9M
Q3 FY25$22.7M-55.6%-29.9%-42.7%$-0.21$-6.5M

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.64%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+18.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+38.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 4Roeland PoletCEO10.0K sh$43K
+ 8 other (8 awards) in window

See when $FF insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 268-K — Item 5.02: Officer or director change
AI summary

FutureFuel Corp. (FF) filed an 8-K on June 27, 2026 (event date June 22) under Item 5.02, reporting the departure of Director Paul M. Manheim, who informed the company he would not stand for re-election at the upcoming annual meeting. Non-standing for re-election is treated as a director departure under Item 5.02. FutureFuel is a specialty chemicals and biofuels manufacturer; a director not seeking re-election is a voluntary exit with no reported disagreements.

+ 12 other (5 routine 8-Ks · 3 earnings 8-Ks · 2 10-Qs · 1 proxy) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

FutureFuel Corp. (FF) Q2 2026 Earnings Call Transcriptseekingalpha.com·4d agoFutureFuel Q2 Earnings Call Highlightsmarketbeat.com·4d agoFutureFuel Announces Second Quarter 2026 Resultsglobenewswire.com·5d agoFaraday Future Founder and Global CEO YT Jia Shares Weekly Investor Update: Renewed Nasdaq Compliance, “Built in USA” Upgrades Including the Launch of Universal Beyond-Line-of-Sight Teleoperation andgurufocus.com·6d agoFaraday Future Believes That the FCC's New Policy on Robotics Strengthens the Company's Position to Accelerate Robotics Ecosystem Deployment; Launches Global Value-Chain Partner Recruitment and Receivgurufocus.com·17d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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