Aemetis, Inc. filings document the renewable fuels company's operating results, governance, capital structure, and material agreements tied to its renewable natural gas, ethanol, and biodiesel businesses.
Recent Form 8-K reports furnish quarterly and annual earnings releases, Regulation FD materials, changes in the independent registered public accounting firm, amendments to the Delaware certificate of incorporation, stockholder voting results, financing-related agreements at Aemetis Biogas, and related-party guarantee-fee and executive compensation arrangements. Proxy materials cover board matters, executive pay, equity awards, annual meeting matters, and voting procedures for AMTX common stock listed on the Nasdaq Global Market.
Aemetis, Inc. reported first‑quarter 2026 revenue of $54.6 million, up from $42.9 million, driven by strong growth in India biodiesel and California renewable natural gas plus new Section 45Z production tax credits.
Gross profit improved to $2.8 million from a $5.1 million loss, but the company still posted a net loss of $21.7 million and used $10.6 million of cash in operating activities. Total debt reached $404.7 million, with $342.6 million classified as current and several facilities due on demand. Management discloses substantial doubt about the company’s ability to continue as a going concern absent refinancing, additional financing, and continued cooperation from its senior lender.
Aemetis, Inc. reported first quarter 2026 results showing strong top-line growth but continued losses. Revenue rose 27% year over year to $54.6 million, driven by contributions from California Ethanol, Dairy Renewable Natural Gas (RNG), and India Biodiesel.
The company generated $2.8 million of gross profit, reversing a gross loss in the prior-year quarter, helped by Section 45Z Production Tax Credits and improved Dairy RNG performance. Operating loss narrowed to $6.3 million, and net loss improved to $21.7 million, while Adjusted EBITDA improved to negative $1.3 million from negative $10.7 million.
Dairy RNG volumes increased 55% to 110,000 MMBtu, and India Biodiesel revenue reached $10.5 million with resumed tender orders. The company ended the quarter with $4.8 million in cash and continues to invest in low-carbon projects and multi-track financing initiatives, including work toward an IPO of its India subsidiary.
Aemetis, Inc. is calling its 2026 Annual Meeting of Stockholders for May 20, 2026 in Palo Alto. Stockholders of record at the close of business on March 26, 2026, when 68,145,588 common shares were outstanding, may vote.
Investors will vote on electing Lydia I. Beebe to a new three-year term as a Class II director through 2029 and on ratifying KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, replacing RSM US LLP. The proxy also outlines board structure, director and executive pay, equity plans, severance protections, and related-party employment of family members of the CEO.
Waltz Todd reported acquisition or exercise transactions in this Form 4 filing.
Aemetis, Inc. Executive Vice President and CFO Todd Waltz received a compensation grant of options to buy 200,000 shares of common stock at $2.64 per share. These options begin vesting after the grant date, with 1/12 of the option shares vesting every three months.
The options are exercisable until March 19, 2036 and relate to 200,000 underlying shares of common stock. Following this award, the filing shows Waltz holding a total of 1,305,701 derivative securities, indicating a sizeable ongoing equity-based stake aligned with company performance.
Aemetis Executive Vice President Sanjeev Gupta received a stock option grant covering 200,000 shares of Common Stock. The option has an exercise price of $2.64 per share, was granted on March 19, 2026, and expires on March 19, 2036. This is a compensation-related award rather than an open-market purchase. Following this grant, Gupta holds options on 1,385,000 shares as reported. According to the vesting terms, one‑twelfth of the option shares vest every three months from the grant date.
ROCKETT JAMES MICHAEL reported acquisition or exercise transactions in this Form 4 filing.
Aemetis, Inc. executive vice president and general counsel James Michael Rockett received a grant of stock options, giving him the right to buy 200,000 shares of common stock at $2.64 per share. Following this award, he holds options covering 700,000 shares in total.
The options begin vesting over time. According to the terms, 1/12 of the option shares vest every three months from the grant date of this award, creating a four-year vesting schedule that ties the value of the grant to continued service and the company’s longer-term performance.
BLOCK JOHN R reported acquisition or exercise transactions in this Form 4 filing.
Aemetis, Inc. director John R. Block received a grant of 10,000 shares of Common Stock at $2.64 per share. The award was issued as compensation for his service on the Board of Directors under the Aemetis, Inc. Amended and Restated 2019 Stock Plan. Following this grant, he holds 56,330 shares of Aemetis Common Stock directly.
Aemetis, Inc. Executive Vice President Andrew B. Foster received a grant of stock options, acquiring options to buy 200,000 shares of common stock at $2.64 per share. These options were granted on March 19, 2026 and expire on March 19, 2036.
The options vest over time, with 1/12 of the option shares vesting every three months from the grant date, creating a four-year vesting schedule. Following this award, Foster holds options covering 1,185,834 shares in total, reflecting a compensation-related equity incentive rather than an open-market purchase.
MCAFEE ERIC A reported acquisition or exercise transactions in this Form 4 filing.
Aemetis, Inc. director and Chief Executive Officer Eric A. McAfee received a grant of 300,000 shares of Common Stock at $2.64 per share as a compensation award. The grant was made under the Aemetis, Inc. Amended and Restated 2019 Stock Plan.
After this grant, McAfee is reported as beneficially owning 3,917,316 Common shares, including 1,135,768 shares held directly and 2,781,548 shares held by McAfee Capital LLC. This is a stock award, not an open-market purchase or sale.
Aemetis, Inc. has approved the engagement of KPMG LLP as its independent registered public accounting firm starting with the quarter ending March 31, 2026 and the fiscal year ending December 31, 2026, subject to an engagement letter. The Audit Committee also dismissed RSM US LLP as auditor effective after completion of the December 31, 2025 audit and related non-audit services, ending a relationship that began in 2012. RSM’s reports on the 2024 and 2025 financial statements contained no adverse or qualified opinions, but each included an explanatory paragraph about Aemetis’ ability to continue as a going concern. The company reports no disagreements with RSM and notes previously disclosed material weaknesses in internal control over financial reporting as of December 31, 2024, which were discussed with RSM and about which KPMG may inquire.