FutureFuel Corp.
- Open
- 5.28
- Day high
- 5.49
- Day low
- 5.28
- Prev close
- 5.27
- Volume
- 112K
- Mkt cap
- $240M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 1.6
- P/S
- 1.6
- Yield
- 3.47%
- Per share
- $0.19
- ▲Insiders net buying $43K over the last 3 months (1 open-market buy, 0 sales)
- 🏛Institutions reducing (13F)
FutureFuel Corp. (FF) is a Basic Materials company listed on NYSE. The stock is up 33% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 0 sales (SEC Form 4). Drillr has 1 published research article covering FF.
FutureFuel Corp. (FF) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
FF earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 11, 2026 | — | $0.25 | — | $79M | — |
| May 11, 2026 | — | $-0.47 | — | $32M | — |
| Mar 16, 2026 | — | $-0.27 | — | $20M | — |
| Mar 28, 2025 | — | $0.06 | — | $62M | — |
| Nov 8, 2024 | — | $-0.03 | — | $51M | — |
| Aug 9, 2024 | — | $0.22 | — | $72M | — |
| May 10, 2024 | — | $0.10 | — | $58M | — |
| Mar 14, 2024 | — | $0.53 | — | $92M | — |
| Nov 9, 2023 | — | $0.06 | — | $117M | — |
| Mar 14, 2023 | — | $0.34 | — | $118M | — |
| Mar 15, 2022 | — | $0.51 | — | $107M | — |
| May 7, 2021 | — | $-0.14 | — | $42M | — |
FF insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 5, 2026 | Polet Roelanddirector, officer: Chief Executive Officer | Buy | 10,000 | $4.28 |
| Mar 19, 2026 | COLE DALE Edirector | Grant | 10,000 | $3.77 |
| Mar 19, 2026 | Rowe Richard P.director | Grant | 10,000 | $3.77 |
| Mar 19, 2026 | Manheim Pauldirector | Grant | 10,000 | $3.77 |
| Mar 19, 2026 | Butcher Pamela Rdirector | Grant | 10,000 | $3.77 |
| Mar 19, 2026 | Novelly Paul Anthony IIdirector | Grant | 10,000 | $3.77 |
| Mar 19, 2026 | KRUSZEWSKI RONALD Jdirector | Grant | 10,000 | $3.77 |
| Mar 19, 2026 | Bedell Donald C.director | Grant | 10,000 | $3.77 |
| Mar 19, 2026 | Greer GBrucedirector | Grant | 10,000 | $3.77 |
| Dec 15, 2025 | SPARKS ROSEofficer: Chief Financial Officer | Grant | 5,012 | — |
| Dec 15, 2025 | Gaither Kyleofficer: Chief Operations Officer | Grant | 5,012 | — |
| Nov 25, 2025 | Manheim Pauldirector | Grant | 5,000 | — |
| Nov 25, 2025 | Bedell Donald C.director | Grant | 5,000 | — |
| Nov 25, 2025 | Butcher Pamela Rdirector | Grant | 5,000 | — |
| Nov 25, 2025 | COLE DALE Edirector | Grant | 5,000 | — |
Source: FF SEC Form 4 filings, latest Jun 5, 2026. For informational purposes only — not investment advice.
See the full FF insider & 13F page →FutureFuel Corp. company profile
Overview
FutureFuel Corp. (NYSE:FF) is a specialty chemical and biofuel manufacturer founded in 2006 and headquartered in Saint Louis, Missouri. The company went public in 2011 and operates through its primary subsidiary, FutureFuel Chemical Company. FutureFuel serves as a diversified chemical producer focusing on custom specialty chemicals and biodiesel production, positioning itself as a niche player in both the specialty chemicals and renewable fuels markets.
Business
FutureFuel operates in two distinct business segments within the broader chemicals and energy sectors. The company's operations are divided between specialty chemical manufacturing and biofuel production, serving industrial customers across multiple end markets. The Chemicals segment represents the company's core business, manufacturing custom specialty chemicals and performance chemicals for various industrial applications. These products include polymer modifiers, which are chemical additives that enhance the properties of plastics and other materials; glycerin products used in personal care, food, and industrial applications; specialty solvents for cleaning and manufacturing processes; and custom chemical intermediates that serve as building blocks for other chemical products. The chemicals are primarily sold to customers in agricultural chemicals, industrial coatings, oil and gas services, specialty polymers, and industrial cleaning markets. This segment typically generates approximately 60-70% of total company revenues. The Biofuels segment focuses on the production and distribution of biodiesel, a renewable fuel made from vegetable oils or animal fats that can substitute for petroleum diesel. The company produces biodiesel blends and also engages in the trading of refined petroleum products through common carrier pipeline systems. Biodiesel products are marketed directly to customers via truck, rail, and barge transportation. This segment generally accounts for 30-40% of revenues, though it can vary significantly based on commodity prices and government incentive programs for renewable fuels.
Revenue model
FutureFuel generates revenue through direct product sales in both of its operating segments, operating as a traditional manufacturing business model. In the chemicals segment, the company produces custom and specialty chemicals on a contract manufacturing basis, selling directly to industrial customers who use these chemicals as inputs in their own manufacturing processes. Revenue is generated through negotiated contracts and spot sales, with pricing typically based on raw material costs plus manufacturing margins. The biofuels segment operates on commodity-based pricing, where biodiesel is sold at market prices that fluctuate based on underlying feedstock costs (primarily soybean oil), petroleum diesel prices, and government incentive programs such as the Renewable Fuel Standard and biodiesel tax credits. The company also generates revenue from petroleum product trading activities. Several factors significantly impact the company's profitability margins. In chemicals, raw material costs for petroleum-based feedstocks directly affect margins, as do energy costs for manufacturing operations. Competition from larger chemical companies can pressure pricing, while the company's focus on specialty and custom chemicals provides some protection from commodity pricing pressures. For biofuels, margins are heavily influenced by the spread between feedstock costs and diesel prices, government incentive programs, and seasonal demand patterns. The cyclical nature of agricultural commodity prices creates significant volatility in this segment's profitability. Additionally, environmental regulations and renewable fuel mandates can create both opportunities and compliance costs that affect overall margins.
Risks & safety
FutureFuel exhibits a strong balance sheet with significant cash reserves, providing substantial financial cushion during difficult operating periods. • **Cash Position**: $97 million in cash and short-term investments as of Q1 2025, representing approximately 57% of the company's market capitalization • **Debt Level**: Essentially debt-free with debt-to-equity ratio of 0.0%, eliminating financial leverage risk • **Liquidity**: Current ratio of 4.7x and quick ratio of 3.8x indicate strong short-term liquidity position • **Solvency**: With $188 million in net current assets and minimal debt, bankruptcy risk is extremely low • **Valuation**: Trading at 0.9x price-to-book ratio suggests shares trade below tangible book value • **Profitability Concerns**: Recent quarterly loss of $17.6 million and negative free cash flow of $9.4 million indicate operational challenges, though annual 2024 results showed profitability • **Graham Net-Net**: Stock trades at 1.76x net current assets, indicating potential deep value opportunity
Recent development
Based on the financial data over recent years, FutureFuel has experienced significant volatility in both revenue and profitability, reflecting the cyclical nature of its end markets. The company's revenue declined from $396 million in 2022 to $368 million in 2023, then further dropped to $243 million in 2024, indicating challenging market conditions across both business segments. The company has maintained its focus on specialty chemicals and biodiesel production without major strategic pivots, though it has experienced considerable margin pressure. Profitability has been inconsistent, with net income ranging from $37.4 million in 2023 to just $15.5 million in 2024, and the company posted a significant loss in Q1 2025. The biodiesel segment appears particularly affected by reduced government incentives and unfavorable commodity price spreads. Despite operational challenges, FutureFuel has maintained strong cash generation in certain periods and continued to preserve its substantial cash position. The company has not announced major capital expenditure programs or acquisitions, instead focusing on maintaining operational flexibility during the current downturn. Management appears to be taking a conservative approach, preserving capital while waiting for more favorable market conditions in both chemicals and biofuels markets.
FF company profile · for informational purposes only — not investment advice.
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