Clean Energy Fuels Corp. (CLNE)

In February 2026, Clean Energy reported its Fourth Quarter 2025 financial results, with revenue of $112.3 million and a basic EPS loss of $0.20. In early March 2026, the stock experienced a drop due to a collapse in crude oil prices. In April 2026, Clay Corbus was named President and CEO. On May 7, 2026, the company reported its First Quarter 2026 financial results, exceeding analyst expectations with revenue of $117.6 million and a non-GAAP loss of $0.01 per share, but the stock initially fell due to a decline in key profitability metrics before seeing a slight increase in aftermarket trading. Over the last 52 weeks, the stock has traded between $1.56 and $3.11.

The available information does not explicitly detail seasonal fluctuations in demand for Clean Energy Fuels Corp.'s products and services. Demand is primarily driven by factors such as the price of diesel, environmental regulations, and the increasing adoption of natural gas vehicles by various fleets. The introduction of new natural gas engines is also expected to accelerate demand for RNG in heavy-duty trucking.

Clean Energy Fuels Corp. is a provider of natural gas as an alternative fuel for vehicle fleets in North America, operating in the Energy sector, specifically in the Oil & Gas Refining & Marketing industry. The company supplies Renewable Natural Gas (RNG), Compressed Natural Gas (CNG), and Liquefied Natural Gas (LNG) for vehicles and designs, builds, operates, and maintains fueling stations. Clean Energy also generates revenue from environmental credits and is involved in developing and operating RNG production facilities.

Clean Energy Fuels Corp. has a network of over 600 natural gas fueling stations across the United States and Canada, serving various customers, including heavy-duty trucking, airports, public transit, and government fleets. The company owns and operates LNG plants in California and Texas and has recently expanded with new RNG stations in key freight corridors.

Clean Energy Fuels Corp. has a strong brand reputation centered on its mission to decarbonize transportation and its leadership in providing renewable natural gas (RNG). Partnerships with major companies like Amazon and Waste Management bolster its image. The company focuses on environmental benefits and reducing greenhouse gas emissions, contributing positively to its public perception. However, some external ratings indicate a 'Medium Risk' due to the company occasionally yielding to political activism in shaping corporate governance.

Clean Energy Fuels Corp.'s ownership includes institutional investors such as BlackRock, Inc., Vanguard Group Inc, and TotalEnergies SE, which holds approximately 19% of the company's shares. 'Sa Total' is the largest individual shareholder, owning 50.86 million shares, representing 23.18% of the company. Andrew J. Littlefair, a co-founder and former CEO, also holds a direct ownership stake.