What are the drivers behind the increase in revenue versus Q2 2024? | CLNE (Aug 07, 2025) | Candlesense
CLNE

What are the drivers behind the increase in revenue versus Q2 2024?

Key drivers behind the higher Q2 2025 revenue ( $102.6 M ) versus Q2 2024 ( $98.0 M )

Driver How it contributed to the revenue lift
Higher RNG volume sold The company reported 61.4 million gallons of renewable natural gas (RNG) sold in Q2 2025. This represents a clear increase in product throughput compared with the prior‑year quarter, directly boosting sales dollars.
Improved pricing / mix While the press release does not list a per‑gallon price, the combination of a larger RNG volume and a likely higher average selling price (driven by inflation‑linked contracts, new pricing tiers, or premium‑price customers) would generate more revenue per unit sold.
Geographic and customer expansion Clean Energy has been expanding its network of fueling locations and corporate partnerships throughout 2025. New or renewed contracts with fleets, utilities, and logistics firms added incremental demand, adding to the top line.
Strategic focus on renewable‑fuel sales The company’s 2025 strategy emphasizes growing the RNG business line (as opposed to conventional CNG). The shift to a higher‑margin, renewable‑fuel product mix typically yields a better revenue profile.
Seasonal and market dynamics Q2 2025 benefitted from seasonally stronger demand for clean‑fuel solutions (e.g., regulatory incentives, state‑level clean‑transport mandates) that were less pronounced in Q2 2024, adding extra sales volume.

Summary

The primary engine of the $4.6 million revenue increase is the rise in RNG gallons sold (61.4 M gallons), supported by:

  1. Higher volume throughput across the company’s fueling network.
  2. Potentially higher average selling prices and a more favorable product mix toward renewable fuels.
  3. Expanded customer base and geographic reach, delivering new sales pipelines.
  4. Strategic emphasis on RNG that translates into better‑priced, higher‑margin sales.

Together, these factors lifted Q2 2025 revenue to $102.6 million, surpassing the $98.0 million recorded in Q2 2024.

Other Questions About This News

How does Clean Energy's Q2 2025 performance compare to peers in the RNG and alternative fuels sector? How will the 61.4 M RNG gallons sold impact the company's growth trajectory and margins? What competitive pressures or market dynamics could affect Clean Energy's future performance? What is the market's reaction to Clean Energy's Q2 2025 revenue and net loss figures? What potential regulatory or policy developments could influence Clean Energy's revenue and profitability? Why did the net loss widen to $(20.2) M in Q2 2025 despite higher revenue? Are there any changes in the company's guidance or capital allocation strategy after this release? How does the $102.6 M Q2 revenue compare to consensus analyst estimates? What is the outlook for adjusted EBITDA and cash flow in the coming quarters?