Abstract

PureCycle Technologies Inc. will release its quarterly results on February 26, 2026 Post Market; this preview synthesizes the company’s latest guidance and consensus forecasts to frame revenue, margin, and EPS expectations and the key operational factors likely to shape investor reaction.

Market Forecast

For the current quarter, forecasts indicate total revenue of $7.50 million, an EBIT of -$33.04 million, and EPS of -$0.25, with year-over-year forecast growth of 125.08% for revenue, -32.51% for EBIT, and -13.91% for EPS. Forecast data does not include gross profit margin or net profit margin, and the company has not provided adjusted EPS guidance in the returned dataset. The main business outlook centers on early commercialization ramp and initial customer shipments, with near-term revenue expected to scale from a low base. The most promising segment is the ramp of recycled polypropylene resin sales, expected to anchor revenue at approximately $7.50 million this quarter with year-over-year growth of 125.08%.

Last Quarter Review

In the previous quarter, PureCycle Technologies Inc. reported revenue of $2.43 million, EBIT of -$38.93 million, and EPS of -$0.19; year-over-year growth for EBIT was -24.40%, while EPS improved 64.82% year over year; gross margin, GAAP net profit attributable to the parent company, and net profit margin were not available in the returned dataset. A notable highlight was EPS outperforming the quarterly estimate by $0.08. The company’s main business reflected early-stage commercialization with low volumes, generating $2.43 million of revenue from recycled polypropylene resin sales; year-over-year growth was not available in the returned dataset.

Current Quarter Outlook (with major analytical insights)

Main business: recycled polypropylene resin commercialization

The company’s core near-term driver is selling purified recycled polypropylene resin derived from its patented purification process. With the prior quarter demonstrating initial revenue traction from a low base, this quarter’s expectation of $7.50 million in revenue implies a sequential improvement linked to increased production stability and more consistent shipments. The EBIT forecast of -$33.04 million underscores ongoing fixed-cost absorption during ramp, as the facility continues to scale toward nameplate capacity and qualify products with strategic customers. Key variables for stock reaction will be the cadence of volume ramp, order visibility, and any commentary on unit economics as throughput improves. Investors will watch whether higher volumes translate into improved contribution margins and whether operating costs show signs of normalizing as logistics and process uptime increase.

Most promising business: customer conversions and contracted resin volumes

The area with the highest incremental growth potential is contracted sales to consumer packaging, automotive, and durable goods customers that value consistent quality and supply of recycled polypropylene. The forecast revenue of $7.50 million points to early traction, and year-over-year growth of 125.08% reflects the scale effects from a minimal comparable base. The strategic importance lies in qualification milestones and long-term offtake agreements that can underwrite predictable demand and better pricing. If the company reports firm commitments and broader end-market adoption, it may signal an improving revenue mix and a clearer path to breakeven as the plant achieves higher utilization. Risk factors include any delays in commissioning or product qualification that could push out revenue recognition, and commodity pricing dynamics that may affect realized margins during the ramp.

Key stock price drivers this quarter: production uptime, cost absorption, and guidance trajectory

Three factors are particularly relevant for investor sentiment in this print. Production uptime and yields will determine shipment consistency and unit economics, with higher throughput typically improving absorption of fixed costs and narrowing operating losses. Cost absorption remains central; a better-than-expected EBIT print or clear commentary that operating losses are narrowing would likely be interpreted favorably, especially if accompanied by specific utilization metrics. Finally, the guidance trajectory—both for revenue scale and margin progression—will set expectations for the next fiscal periods; any formal update to capacity run-rate timelines or gross margin targets could recalibrate the market’s valuation framework. The degree to which management quantifies visibility into contracted volumes will be an important signal for sustainability of the revenue ramp.

Analyst Opinions

Most recent analyst and institutional commentary available in the searched period suggests a cautiously optimistic stance on the upcoming quarter, emphasizing revenue ramp potential while acknowledging ongoing operating losses during scale-up. The majority view anticipates incremental progress in commercialization and constructive updates on customer demand and product qualification, with the key caveat that EBIT and EPS remain negative. Representative opinions highlight the need for proof points on production consistency and margin path, implying that a beat on revenue accompanied by a stable or slightly better EBIT trajectory could be positively received. The prevailing perspective expects the company to demonstrate tangible steps toward higher utilization and clearer visibility on contracted volumes in the near term.