CLMT
Market read
The latest filing evidence is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Invalidation: The isolated read changes if CLMT's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The components of the $22.9 million increase in Performance Brands segment sales for the three months ended June 30, 2026, as compared to the three months ended June 30, 2025, were as follows (in millions): Dollar Change Volume $ 19.5 Price 3.4 Total Performa…”10-Q · Aug 7, 2026 ↗
“This impact was partially offset by an increase in cash used to meet working capital requirements as our cash flows adjust to the increase in commodity prices.”10-Q · Aug 7, 2026 ↗
“The change is primarily due to the borrowings we received in the current year period from the 2031 Notes, which was offset by payments we made in the current period to repay the 2026 Notes and 2027 Notes and payments on the revolving credit agreement.”10-Q · Aug 7, 2026 ↗
“RINs) 27.7 Sales price 64.7 Year ended December 31, 2025 reported gross profit (loss) $ (98.2) The decrease in Montana/Renewables segment gross profit (loss) for the year ended December 31, 2025, as compared to the same period in 2024, was primarily d…”10-K · Feb 27, 2026 ↗
Valuation discipline
Price/sales 1.2× · EV/sales 1.7×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for CLMT. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-07 against the comparable filing from 2025-08-08.
Capital and cash conversion
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
“The components of the $5.2 million decrease in Performance Brands segment gross profit (loss) for the three months ended June 30, 2026, as compared to the three months ended June 30, 2025, were as follows (in millions): Dollar Change Three months ended June 30, 2025 reported gross profit (loss) $ 22.1 Sales price 3.4 Cost of materials (16.3) LCM / LIFO inventory adjustments 1.0 Volumes 7.4 Operating costs (0.7) Three months ended June 30, 2026 reported gross profit (loss) $ 16.9 Performance Brands segment gross profit (loss) for the three months ended June 30, 2026, as compared to the prior period, decreased primarily due to higher cost of materials.”
“Net loss in the second quarter of 2026 was significantly impacted by the following non-cash items: • $9.0 million unrealized gain on derivatives; and • $163.6 million of non-cash RINs related expense.”
“Cash expenditures for additions to property, plant and equipment in the current period were higher than the prior period, primarily due to the MaxSAF ® 150 expansion project.”
Point-in-time filing assessment published from the live pipeline.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“These facilities each receive their base oil feedstocks by railcar and truck under supply agreements or spot purchases with various suppliers, the most significant of which is a supply agreement with Phillips 66.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
CLMT is currently a Follower in the organic co-movement group Renewable Fuels & Feedstocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.