ARQ (ARQ) Q2 FY26 earnings call

ARQ delivered strong Q2 FY26 results driven by its foundational PAC business, which demonstrated improved profitability and pricing discipline. The company introduced a new 'PAC for PFAS' product to address immediate customer needs for PFAS removal, while continuing its strategic review of the larger GAC investment, emphasizing capital allocation discipline. New CFO Shimon Steinmetz is focused on operational efficiencies and cost reductions to further enhance profitability.