FutureFuel Corp. (FF) AI Stock Analysis

FutureFuel Corp. manufactures and distributes chemical products across the United States through its subsidiary, FutureFuel Chemical Company. It operates through two primary segments: Chemicals and Biofuels. The Chemicals segment produces custom chemicals tailored for agricultural chemicals, coatings, industrial cleaning, and specialty polymers, alongside performance chemicals such as polymer modifiers and glycerin products. The Biofuels segment focuses on the production and sale of biodiesel, petrodiesel blending and distribution, and the trading and pipeline transportation of refined petroleum products. It supplies biofuels through logistics networks that include rail, trucks, and barges.

FutureFuel Corp. saw revenue drop from $396.0M in FY2022 to $95.7M in FY2025, recording a 5-year revenue CAGR of -14.1% from FY2020 to FY2025. In FY2025, revenue fell 60.7% as gross margin dropped to -42.5% and operating margin reached -56.7%, yielding net income of -$49.4M and diluted EPS of -$1.13. However, trailing twelve month revenue stood at $153.2M with an operating margin of 14.3% and a profit margin of -17.2%. In the latest quarter ended June 30, 2026, quarterly revenue grew 120.7% year-over-year, while quarterly earnings growth declined 88.7%.

As of June 30, 2026, FutureFuel Corp. held $34.4M in cash and short-term investments against total assets of $215.0M. Shareholders' equity was $153.1M, and the current ratio stood at 4.06. In FY2025, operating cash flow was -$28.7M and free cash flow was -$46.0M. During that fiscal year, capital expenditures totaled $17.2M while dividends paid were $10.5M. The share count increased by 0.6% over five years.

FutureFuel Corp. trades at an enterprise value of $193.3M and a market capitalization of $244.8M. Its forward price-to-earnings ratio is 16.3x, compared to 13.4x for the median of its US-listed Basic Materials peers. The stock's price-to-sales multiple of 1.6x is below the peer median of 1.8x, while its EV-to-EBITDA multiple is 2.7x versus the peer median of 10.5x. Over the past year, the stock returned 40.4%, compared to a 16.8% return for the S&P 500.

FutureFuel Corp. has paid dividends for 19 consecutive years. Its forward annual dividend is $0.04 per share, translating to a dividend yield of 0.72% and a payout ratio of 68.6%. Over the past 5 years, the dividend has seen an annualized growth rate of -40.6%. The company distributes dividends on a quarterly frequency, with the last ex-dividend date on December 4, 2026.

Wall Street coverage for FutureFuel Corp. indicates a mean price target of $14.00, representing an upside of 150.9% compared to its last closing price of $5.58 on October 16, 2026. The company is scheduled to report its next earnings on November 9, 2026. Insider ownership stands at 40.7%, institutional ownership is 39.4%, and short interest accounts for 5.0% of the float.

This page is an AI-written research summary of FutureFuel Corp. (FF). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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