Calumet Specialty Products misses Q4 estimates, shares dip

Published 28/02/2025, 13:30
Calumet Specialty Products misses Q4 estimates, shares dip

INDIANAPOLIS - Calumet Specialty Products Partners (NASDAQ:CLMT) reported fourth quarter results that fell short of analyst expectations on Friday.

Shares of Calumet were down -0.47% in premarket trading following the earnings release.

The specialty petroleum products company posted a net loss of $40.7 million, or $0.47 per share, in the fourth quarter. This was wider than the $0.21 per share loss analysts were anticipating. Revenue came in at $949.5 million, below the consensus estimate of $1.01 billion.

Calumet’s Specialty Products and Solutions segment saw Adjusted EBITDA decline to $43.4 million in Q4 from $75.6 million in the year-ago quarter. The company said segment results reflected strong production levels partially offsetting headwinds in fuels reflecting negative crack spreads.

The Performance Brands segment posted improved results, with Adjusted EBITDA rising to $16.3 million from $6.1 million last year, benefiting from 15% YoY volume growth.

Calumet’s Montana/Renewables segment reported Adjusted EBITDA of $10.9 million, compared to a loss of $25.8 million in Q4 2023. The company said this reflected continued operating momentum in its renewables business.

"The past twelve months of strategic activity at Calumet has fundamentally reset the company’s foundation," said CEO Todd Borgmann. He highlighted the company’s conversion to a C-Corporation structure and receipt of initial Department of Energy loan funding for its Montana Renewables business.

Calumet also announced it has agreed to sell the industrial portion of its Royal Purple business for $110 million. The company said it plans to use proceeds primarily to pay down debt.

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