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Calumet, Inc. (CLMT) Q1 2026 Earnings Call Transcript
SA Transcripts · 2026-05-09 · via All Articles on Seeking Alpha

Q1: 2026-05-08 Earnings Summary

EPS of -$0.41 beats by $0.22

 | Revenue of $1.03B (3.60% Y/Y) beats by $76.29M

Calumet, Inc. (CLMT) Q1 2026 Earnings Call May 8, 2026 9:00 AM EDT

Company Participants

John Kompa - Director of Investor Relations
Louis Borgmann - President, CEO & Director
David Lunin - Executive VP & CFO
Bruce Fleming - Executive Vice President of Montana Renewables & Corporate Development

Conference Call Participants

Amit Dayal - H.C. Wainwright & Co, LLC, Research Division
Conor Fitzpatrick - BofA Securities, Research Division
Josiah Knight - Goldman Sachs Group, Inc., Research Division
Gregg Brody - BofA Securities, Research Division
Jason Gabelman - TD Cowen, Research Division

Presentation

Operator

Good day, and welcome to the Calumet Inc. First Quarter 2026 Conference Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to John Kompa, Investor Relations. Please go ahead.

John Kompa
Director of Investor Relations

Thanks, Andrea. Good morning, everyone, and thank you for joining our first quarter 2026 earnings call. With me on today's call are Todd Borgmann, CEO; David Lunin, EVP and Chief Financial Officer; Bruce Fleming, EVP, Montana Renewables and Corporate Development; and Scott Obermeier, President, Specialties. You may now download the slides that accompany the remarks made on today's conference call, which can be accessed in the IR section of our website at calumet.com. Also, a webcast replay of this call will be available on our site within a few hours.

Turning to the presentation. On Slide 2, you can find our cautionary statements. I'd like to remind everyone that during this call, we may provide various forward-looking statements. Please refer to our press release that was issued this morning as well as our latest filings with the SEC for a list of factors that may affect our actual results and cause them to differ from our expectations. As we turn to Slide 3, I'll now pass the call to Todd.

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