FutureFuel Corp. (FF)

In Q1 2025, FutureFuel Corp. reported a significant financial downturn with revenues decreasing by 70% and a net loss of $17.6 million. The company has continued to pay regular quarterly cash dividends and extended its share repurchase program. Roeland Polet was appointed as chairman in December 2025. The company's stock was downgraded from 'Buy' to 'Hold' by some analysts. There have been insider purchases of FF stock.

The demand for FutureFuel Corp.'s products, particularly in its biofuels segment, is subject to seasonality and the cyclical nature of the biodiesel industry. The Q1 2025 downturn in biofuel volumes was partly due to a strategic maintenance turnaround. Uncertainty regarding regulatory support has impacted the biodiesel segment, leading FutureFuel to temporarily shift its focus away from biodiesel production.

FutureFuel Corp. specializes in the production and distribution of biofuels and specialty chemicals, focusing on sustainable development and carbon footprint reduction. The company operates in two segments: biofuels, producing biodiesel and glycerin, and specialty chemicals, manufacturing custom and performance chemicals.

FutureFuel Corp. is headquartered in Clayton, Missouri, USA, with manufacturing operations primarily located at a 2,200-acre complex in Batesville, Arkansas. The company primarily serves customers across North America, with select exports to international markets.

FutureFuel Corp. maintains a brand reputation centered on its expertise in biofuels and specialty chemicals, with a commitment to sustainability and innovation. The company's reputation has been navigating challenges related to the cyclical nature of the biodiesel industry and regulatory uncertainties. The addition of Pam Butcher to the Board of Directors is a positive development for its growth strategy.

FutureFuel Corp.'s ownership structure includes a significant concentration of insider and family trust control, particularly by Paul A. Novelly and affiliated trusts. Major institutional owners include Dimensional Fund Advisors Lp, BlackRock, Inc., and Renaissance Technologies Llc, among others.