SEC filings and other documents

Strong Q2 results and regulatory-driven demand position the company for robust growth.

PAC business drives margin and EBITDA growth; PAC for PFAS set to boost future results.

All proposals, including board elections and incentive plans, passed by majority vote.

Q1 2026 delivered strong PAC growth and margins, with full-year guidance reaffirmed.

GAC paused for review; PAC drives growth with $120–125M revenue and $17–20M EBITDA expected in 2026.

Strong PAC results offset by GAC ramp-up delays; full GAC capacity expected by mid-2026.

Commissioned first GAC line, grew revenue 13% YoY, and achieved strong PAC profitability.

Strong Q1 growth, profitability, and PAC momentum offset GAC delays; outlook remains robust.

Turnaround delivers 10% revenue growth, margin gains, and GAC ramp-up for future expansion.