FutureFuel (FF) reported second-quarter 2026 revenue of $78.7 million, up 120.7% from $35.7 million a year earlier. The company posted GAAP net income of $11.4 million, or $0.25 per diluted share, compared with a net loss of $14.2 million in the prior-year period.
FutureFuel said revenue growth was driven by higher throughputs, improved revenue mix and higher average pricing in both its Chemical and Biofuel segments. The company ended the quarter with $34.3 million in cash and equivalents and no outstanding borrowings on its revolving credit facility.
- Total second-quarter revenue was $78.7 million, compared with $35.7 million in the second quarter of 2025.
- GAAP net income was $11.4 million, versus a net loss of $14.2 million a year earlier.
- Diluted earnings per share were $0.25, compared with a loss of $0.32 per diluted share in the prior-year quarter.
- Chemical segment revenue rose 55.5% to $25.8 million.
- Biofuel segment revenue increased 178% to $52.9 million.
- Adjusted EBITDA was $11.8 million, compared with negative $11.4 million in the second quarter of 2025.
- FutureFuel said it expects positive full-year 2026 Adjusted EBITDA, excluding certain derivative and inventory valuation impacts.
$FF Insider Trading Activity
$FF insiders have traded $FF stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $FF stock by insiders over the last 6 months:
- ROELAND POLET (Chief Executive Officer) purchased 10,000 shares for an estimated $42,800
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$FF Hedge Fund Activity
We have seen 56 institutional investors add shares of $FF stock to their portfolio, and 42 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GATE CITY CAPITAL MANAGEMENT, LLC removed 1,104,149 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $4,250,973
- TWO SIGMA INVESTMENTS, LP added 482,089 shares (+139.3%) to their portfolio in Q1 2026, for an estimated $1,856,042
- MILLENNIUM MANAGEMENT LLC removed 407,141 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $1,567,492
- NUVEEN, LLC removed 275,374 shares (-73.2%) from their portfolio in Q1 2026, for an estimated $1,060,189
- DIMENSIONAL FUND ADVISORS LP removed 244,757 shares (-12.6%) from their portfolio in Q1 2026, for an estimated $942,314
- MARSHALL WACE, LLP added 231,021 shares (+150.1%) to their portfolio in Q1 2026, for an estimated $889,430
- JANE STREET GROUP, LLC added 198,760 shares (+239.5%) to their portfolio in Q1 2026, for an estimated $765,226
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
