Calumet, Inc. (CLMT) Q2 2026 Earnings Call Transcript

SA Transcripts 161.64K Followers Follow Calumet, Inc. ( CLMT ) Q2 2026 Earnings Call August 7, 2026 9:00 AM EDT Company Participants John Kompa - Director of Investor Relations Louis Borgmann - President, CEO & Director David Lunin - Executive VP & CFO Scott Obermeier - President of Specialties Bruce Fleming - Executive Vice President of Montana Renewables & Corporate Development Conference Call Participants Conor Fitzpatrick - BofA Securities, Research Division Amit Dayal - H.C. Wainwright & Co, LLC, Research Division Josiah Knight - Goldman Sachs Group, Inc., Research Division Jason Gabelman - TD Cowen, Research Division Gregg Brody - BofA Securities, Research Division Presentation Operator Good day, and welcome to the Calumet Inc. Second Quarter 2026 Conference Call. [Operator Instructions] Please note, this event is being recorded. I would now like to turn the conference over to John Kompa, Investor Relations. Please go ahead. John Kompa Director of Investor Relations Thanks, David. Good morning. Thank you for joining our second quarter 2026 earnings call. With me on today's call are Todd Borgmann, CEO; David Lunin, EVP and Chief Financial Officer; Bruce Fleming, EVP, Montana Renewables and Corporate Development; and Scott Obermeier, President, Specialties. You may now download the slides that accompany the remarks made on today's conference call, which can be accessed in the Investor Relations section of our website at calumet.com. Also, a webcast replay of this call will be available on our site within a few hours. Turning to the presentation. On Slide 2, you can find our cautionary statements. I'd like to remind everyone that during this call, we may provide various forward-looking statements. Please refer to our press release that was issued this morning as well as our latest filings with the SEC for a list of factors that may affect our actual results and cause them to differ from our expectations. As we turn to Slide 3, I'll now pass the call to Todd.