Birchtech Corp. (BCHT) Earnings Call Transcripts

Birchtech Corp.'s Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, Birchtech Corp. (BCHT:US) reported revenues of approximately $4.2 million, a 32% increase year-over-year, driven by growth in both the air and water segments. The company also achieved a gross margin of 33% and reduced its net loss to $1.3 million, or $0.06 per share. Management highlighted a successful uplisting to the NYSE American and a $16.4 million capital raise, which has strengthened the balance sheet and positioned the company for growth. Guidance for 2026 remains optimistic, with a focus on converting licensed utilities into recurring customers and advancing water treatment initiatives.

Reported metrics

Guidance from management

Management maintained an optimistic outlook for 2026, focusing on converting licensed utilities into recurring customers and advancing their carbon rejuvenation facility. They expect to see continued revenue growth from both air and water segments.

What management said

Sure. So it's not something I can comment about specifically, but I can say that we have hired expert specialists in the collection field, and they are now doing their thing in engaging with the defendants. And so I expect that we will see some movement in that side of the case as we go forward. We feel very confident in our position. And I think the strategy and efforts of the new team will benefit nicely as we go t...

Thanks once again, everybody, for joining us on today's earnings call. Our Investor Relations firm, MZ Group, remains available to assist with any follow-up questions you might have. We look forward to sharing future updates as we work to create value for our fellow shareholders and advance our vision of leading the specialty activated carbon space, delivering cleaner air and water more affordably, especially for tho...

What analysts pressed on

Analysts expressed concerns about the timing of contract renewals with new licensees in the air business, as well as the pace of collection efforts on the patent judgment. There is uncertainty regarding how quickly these factors will impact future revenues.

Main topics on the call

• Revenue Growth — Birchtech reported first quarter revenues of approximately $4.2 million, up 32% from $3.2 million in the same quarter last year. CEO Richard MacPherson noted, 'The increase in revenues from the prior period was primarily...
• Patent Enforcement Progress — The company is actively pursuing collection of a $78 million patent infringement judgment, with CEO MacPherson stating, 'We remain confident in the ruling strength and in the rigorous judicial review supporting it.' This...
• Air Business Transition — Birchtech is transitioning from licensing to direct product supply for utilities, with first quarter air revenues totaling approximately $3.5 million. MacPherson emphasized, 'We expect the pipeline of supply conversions ...
• Water Segment Expansion — The water treatment segment is gaining momentum, with new projects and a recent product launch contributing to revenue growth. The company has received approximately $1 million in orders for its new SEA-IX technology, in...

Read the full Birchtech Corp. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 23 Birchtech Corp. earnings call transcripts on record, spanning January 27, 2021 to May 13, 2026. Based on this history, Birchtech Corp. reports quarterly. The most recent call on file is dated May 13, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

BCHT

Exchange

NYSEAM

Country

US

Sector

Industrials

Industry

Commercial Services and Supplies

Calls on record

23

First call

January 27, 2021

Most recent

May 13, 2026

Reporting cadence

quarterly