CLMTCalumet, Inc.
Price
+205%1YEnd-of-day closes, not the intraday tick.
Survival is the story here: start there
Quality mixed, hard red flags, demanding price, growing in the filings, the market undecided.
We manufacture, formulate and market a diversified slate of specialty branded products and renewable fuels to customers across a broad range of consumer-facing and industrial markets. We are headquartered in Indianapolis, Indiana and operate twelve facilities throughout North America. Our operations are managed using the following reportable segments: Specialty Products and Solutions; Performance Brands; Montana/Renewables; and Corporate.
In the company’s own words · 10-K filed Feb 27, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Calumet, Inc. (CLMT) reported revenue of $1.45B in Q2 2026 (quarter ended Jun 30, 2026), up 41% from the same quarter a year earlier. That came with a gross margin of 1.3% and net loss of $96M. For the full year FY2025, revenue was $4.14B (−1.2% year on year) and net income −$34M. Its largest product in Q2 2026 was Other Specialty Products at $537M, 45% of the disclosed total, well ahead of Lubricating Oils at 24%. The next results filing is expected around Nov 6, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Sep 15, 2026Eleventh Amendment to Third Amended and Restated Credit Agreement On September 11, 2026, Calumet, Inc. (the “Company”) entered into the Eleventh Amendment to the Third Amended and Restated Credit Agreement (the “Eleventh Amendment”)Material agreement entered · Form 8-K
- Sep 1, 2026As previously disclosed, on January 10, 2025, Montana Renewables, LLC (“MRL”), as borrower, an unrestricted, non-guarantor subsidiary of Calumet, Inc. (the “Company”), and the U.S. Department of Energy (the “DOE”), as guarantor and loan servicer, executed a Loan Guarantee Agreement (“LGA”) for a loan that guarantees …Material agreement entered · Form 8-K
- Mar 25, 2026On March 23, 2026, Jennifer G. Straumins notified the Board of Directors (the “Board”) of Calumet, Inc. (the “Company”) of her decision not to stand for re-election to the Board and to retire at the end of her term, which expires at the Company’s 2026 Annual Meeting of Stockholders.Director or officer change · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $1.20BThe company’s own SEC segment disclosure.
- Other Specialty Products$537.4M45%
- Lubricating Oils$281.0M24%
- Renewable Fuels$183.2M15%
- Solvents$153.2M13%
- Waxes$40.9M3%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Specialty Chemicals
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