FutureFuel Corp. (FF)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-04
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-04
QuarterlyIQ Insights · FF
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 19.4% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| -5.3% |
Growth built into the price is above our model estimate.
The price assumes 24.7 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 26 industry peers
FF — dividend update
Dated 2026-08-31
Other Events On August 31, 2026, FutureFuel Corp. (NYSE: FF) ("FutureFuel”) issued a press release announcing that it has declared its fourth quarter 2026 cash dividend of U.S. $0.01 per share payable to shareholders of record on December 4, 2026. The dividend will be paid on December 18, 2026. A copy of the press release is furnished as Exhibit 99.1 to this report.
Why it matters: The company said it expects $22 million from credit sales in the second half of 2026. Cash receipts would support liquidity.
Supportive ifThe company reports about $3 million from credit sales in Q3 and about $19 million in Q4. That totals about $22 million.
Worry ifThe company reports delayed, reduced, or missing Q3 or Q4 credit proceeds. Second-half proceeds are below $22 million.
Why it matters: Management said costly soybean oil and other inputs may weigh on biofuels profit per gallon. Q3 results can show the effect.
Worry ifQ3 biofuels gross profit per gallon falls below Q2. Management links the drop to high feedstock costs.
Less concerning ifQ3 biofuels gross profit per gallon holds at or above Q2, despite the stated input-cost pressure.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$137 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $367 loss on $10,000 · 3.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,085 loss on $10,000 · 30.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.