📊 LNZAW Key Takeaways
Is LanzaTech Global, Inc. (LNZAW) a Good Investment?
LanzaTech is technically insolvent with negative stockholders equity of -$3.9M, operating massive losses (-$79.2M on $55.8M revenue) and severe cash burn (-$66.1M quarterly free cash flow). With only $13.2M in cash reserves, the company faces critical solvency risk with approximately 2.4 months of runway at current burn rates, despite modest revenue growth.
Revenue is growing double digits and losses are narrowing, but fundamentals remain weak with deeply negative operating and free cash flow. Negative stockholders’ equity and limited cash relative to burn signal elevated financing risk. Without a clear path to positive margins, growth quality is insufficient to offset balance-sheet and liquidity concerns.
LanzaTech Global, Inc. Key Strengths (LNZAW)
- Revenue growing 12.6% YoY demonstrating demand for services
- Operating losses improving 64.5% YoY indicating potential trajectory toward profitability
- Adequate short-term liquidity ratios (1.43x current, 1.41x quick) providing near-term operational cushion
- 12.6% YoY revenue growth
- Net loss and EPS improving YoY
- Low long-term debt and >1.4x liquidity ratios
LNZAW Stock Risks: LanzaTech Global, Inc. Investment Risks
- Negative stockholders equity of -$3.9M indicates technical insolvency and financial distress
- Severe cash burn of -$66.1M quarterly FCF with only $13.2M cash runway (~2.4 months)
- Operating margin of -141.7% with net losses of -$49.0M on $55.8M revenue showing no profitability despite revenue growth
- Heavy reliance on capital raising or debt financing to continue operations
- Negative return on assets (-48.8%) indicates inefficient capital deployment
- Sustained large operating losses and -118% FCF margin
- Negative stockholders’ equity indicating balance-sheet weakness
- Cash balance appears insufficient relative to burn, implying dilution/financing risk
Key Metrics to Watch
- Stockholders equity trajectory toward positive territory
- Operating cash flow path to breakeven and quarterly burn rate reduction
- Cash balance and runway months given operating losses
- Revenue growth sustainability and gross margin emergence
- Capital raise announcements and debt covenant compliance
- Operating cash flow (burn) vs cash runway
- Operating margin and FCF margin trajectory
LanzaTech Global, Inc. (LNZAW) Financial Metrics & Key Ratios
💡 AI Analyst Insight
LanzaTech Global, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.
LNZAW Profit Margin, ROE & Profitability Analysis
LNZAW vs Materials Sector: How LanzaTech Global, Inc. Compares
How LanzaTech Global, Inc. compares to Materials sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is LanzaTech Global, Inc. Stock Overvalued? LNZAW Valuation Analysis 2026
Based on fundamental analysis, LanzaTech Global, Inc. has mixed fundamental signals relative to the Materials sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
LanzaTech Global, Inc. Balance Sheet: LNZAW Debt, Cash & Liquidity
LNZAW Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: LanzaTech Global, Inc.'s revenue has declined by 11% over the 5-year period, indicating business contraction. The most recent EPS of $-69.71 indicates the company is currently unprofitable.
LNZAW Revenue Growth, EPS Growth & YoY Performance
LNZAW Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $9.5M | -$14.7M | $-1.77 |
| Q3 2025 | $9.3M | $2.9M | $0.99 |
| Q2 2025 | $9.1M | -$19.2M | $-0.14 |
| Q1 2025 | $9.5M | -$19.2M | $-0.10 |
| Q3 2024 | $9.9M | -$25.3M | $-0.13 |
| Q2 2024 | $12.9M | -$25.5M | $-0.14 |
| Q1 2024 | $9.6M | -$25.5M | $-0.13 |
| Q3 2023 | $8.1M | -$15.9M | $-0.13 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
LanzaTech Global, Inc. Dividends, Buybacks & Capital Allocation
LNZAW SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for LanzaTech Global, Inc. (CIK: 0001843724)
📋 Recent SEC Filings
❓ Frequently Asked Questions about LNZAW
What is the AI rating for LNZAW?
LanzaTech Global, Inc. (LNZAW) has a Combined AI Grade of C from Claude (D) and ChatGPT (C) with 84% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are LNZAW's key strengths?
Claude: Revenue growing 12.6% YoY demonstrating demand for services. Operating losses improving 64.5% YoY indicating potential trajectory toward profitability. ChatGPT: 12.6% YoY revenue growth. Net loss and EPS improving YoY.
What are the risks of investing in LNZAW?
Claude: Negative stockholders equity of -$3.9M indicates technical insolvency and financial distress. Severe cash burn of -$66.1M quarterly FCF with only $13.2M cash runway (~2.4 months). ChatGPT: Sustained large operating losses and -118% FCF margin. Negative stockholders’ equity indicating balance-sheet weakness.
What is LNZAW's revenue and growth?
LanzaTech Global, Inc. reported revenue of $55.8M.
Does LNZAW pay dividends?
LanzaTech Global, Inc. does not currently pay dividends.
Where can I find LNZAW SEC filings?
Official SEC filings for LanzaTech Global, Inc. (CIK: 0001843724) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is LNZAW's EPS?
LanzaTech Global, Inc. has a diluted EPS of $-22.27.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.
What is LNZAW's fundamental grade?
Based on our AI fundamental analysis in May 2026, LanzaTech Global, Inc. has a C grade with 84% confidence. Review the strengths and risks sections above for full context. This is not investment advice.
Is LNZAW stock overvalued or undervalued?
Valuation metrics for LNZAW: ROE of N/A (sector avg: 14%), net margin of -87.7% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.
What is LNZAW's AI grade for 2026?
Our dual AI analysis gives LanzaTech Global, Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is LNZAW's free cash flow?
LanzaTech Global, Inc.'s operating cash flow is $-64.9M, with capital expenditures of $1.3M. FCF margin is -118.4%.
How does LNZAW compare to other Materials stocks?
Vs Materials sector averages: Net margin -87.7% (avg: 10%), ROE N/A (avg: 14%), current ratio 1.43 (avg: 1.6).