FutureFuel(NYSE) FF

FutureFuel Corp. makes specialty chemicals for many different companies. It also produces cleaner-burning fuels for trucks and tractors. These products help businesses create goods and move freight.

Making Better Fuels and Formulas

• Custom Chemicals: Tailored chemical solutions made for a single customer; serving the energy and agriculture markets.
• Performance Chemicals: Specialty chemicals like polymers and cleaning agents sold to many different buyers.
• Biofuels: Biodiesel and petrodiesel blends used for transportation and industrial machinery.
• Energy Logistics: Services for buying, shipping, and storing petroleum products through pipelines and trucks.

Strategic Steps and Shifts

• Opened a new chemical plant within the existing facility in the fourth quarter of 2025.
• Contracted with Freepoint Commodities in June 2026 to sell biofuel production tax credits for 2025 and 2026.
• Shifted inventory accounting from last-in, first-out to weighted average cost in early 2026.

What Sets the Company Apart

FutureFuel combines chemical manufacturing with a private logistics network. This system includes trucks, rail, and barges to deliver products directly to customers.

Performance by the Numbers

• Revenue was $78.7 million in the three months ended June 30, 2026, up 121% year over year.
• Net income reached $11.4 million in the three months ended June 30, 2026.
• Revenue was $110.7 million in the six months ended June 30, 2026, up 108% year over year.
• Capital expenditures increased by $3.9 million in the six months ended June 30, 2026.

Bottom Line

FutureFuel has evolved to balance specialized chemical manufacturing with renewable fuel production. This dual approach helps the company adapt to changing environmental rules and energy needs.