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Form 8-K

sec.gov

8-K — Montauk Renewables, Inc.

Accession: 0001193125-26-336927

Filed: 2026-08-06

Period: 2026-08-06

CIK: 0001826600

SIC: 4932 (GAS & OTHER SERVICES COMBINED)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — d85806d8k.htm (Primary)

EX-99.1 (d85806dex991.htm)

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8-K

8-K (Primary)

Filename: d85806d8k.htm · Sequence: 1

8-K

NASDAQ false 0001826600 0001826600 2026-08-06 2026-08-06

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

Form 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): August 6, 2026

Montauk Renewables, Inc.

(Exact Name of Registrant as Specified in Charter)

Delaware

1-39919

85-3189583

(State or other jurisdiction

of incorporation)

(Commission

File Number)

(I.R.S. Employer

Identification No.)

5313 Campbells Run Road

Suite 200

Pittsburgh, PA 15205

(Address of principal executive offices) (ZIP Code)

Telephone: (412) 747-8700

(Registrant’s telephone number, including area code)

N/A

(Former name or former address, if changed since Last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading

Symbol(s)

Name of each exchange

on which registered

Common Stock, $0.01 par value per share

MNTK

The Nasdaq Capital Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging Growth Company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02

Results of Operations and Financial Condition.

On August 6, 2026, Montauk Renewables, Inc. filed a headline earnings per share (“HEPS”) report with the Johannesburg Stock Exchange (“JSE”), a self-regulatory organization in South Africa, that includes certain historical financial information for the six months ended June 30, 2026. The HEPS report was prepared for the purpose of complying with the reporting requirements of the JSE. A copy of the HEPS report is attached as Exhibit 99.1 to this Current Report on Form 8-K.

The information contained in this Item 2.02, including the exhibit attached hereto, is being furnished and shall not be deemed to be filed for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”), or incorporated by reference into any filing under the Securities Act of 1933 or the Exchange Act, unless such subsequent filing specifically references this Current Report on Form 8-K.

Item 9.01

Financial Statements and Exhibits.

(d)  Exhibits

Exhibit

No.

Description

99.1

HEPS report, as filed with the JSE, for the six months ended June 30, 2026

104

Cover Page Interactive Data File (embedded within the Inline XBRL document).

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

MONTAUK RENEWABLES, INC.

Dated: August 6, 2026

By:

/s/ Kevin A. Van Asdalan

Name:

Kevin A. Van Asdalan

Title:

Chief Financial Officer

EX-99.1

EX-99.1

Filename: d85806dex991.htm · Sequence: 2

EX-99.1

Exhibit 99.1

MONTAUK RENEWABLES, INC.

Incorporated in the United States of

America

Company number: 85-3189583

NASDAQ share code: MNTK

JSE share code: MKR

ISIN: US61218C1036

(“Montauk Renewables” or the

“Company”)

UNAUDITED CONSOLIDATED RESULTS

For

the six months ended 30 June 2026

Dollar amounts presented herein are in United States Dollars

SALIENT FEATURES

2026

Six months

Ended 30 June

2025

Six months

Ended 30 June

Percentage

change

Revenue

($

‘000

)

100 447

87 730

14

%

EBITDA

($

‘000

)

21 066

11 360

85

%

Headline earnings/(loss)

($

‘000

)

1 084

(4 008

)

127

%

Earnings/(loss) per share

($

)

0.00

(0.04

)

100

%

Headline earnings/(loss) per common share

($

)

0.01

(0.03

)

133

%

Net asset value per common share

($

)

1.85

1.78

4

%

DECLARATION OF CASH DIVIDEND

The directors have resolved not to declare a final dividend to focus financial resources on the continued development of the Company’s operations

portfolio.

USE OF NON-GAAP MEASURES

This report was prepared for the purpose of complying with the reporting requirements of the Johannesburg Stock Exchange and includes certain non-GAAP measures, such as headline earnings and headline earnings per common share, and related reconciliations.

Reconciliation of headline earnings

2026

Six months

Ended 30 June

2025

Six months

Ended 30 June

Gross $‘000

Net $‘000

Gross $‘000

Net $‘000

Net income/(loss) attributable to common shareholders

231

(5 951

)

Adjustments

(Gain) /loss on disposal of plant and Equipment

(13

)

(10

)

36

28

Impairment of plant and equipment

1 093

863

2 424

1 915

Headline earnings/(loss)

1 084

(4 008

)

Basic and headline earnings/(loss) per common share (US Dollars)

Earnings/(loss)

0.00

(0.04

)

Headline earnings/(loss)

0.01

(0.03

)

Weighted-average common shares outstanding (‘000)(1)

143 245

142 875

Diluted earnings/(loss) per common share (US Dollars)

Earnings/(loss)

0.00

(0.04

)

Headline earnings/(loss)

0.01

(0.03

)

Weighted-average common shares outstanding for diluted (‘000)

143 917

142 875

(1)

The common share outstanding as of June 30, 2026 is as reported in the quarterly report on Form 10-Q for the fiscal quarter ended June 30, 2026, filed with the Securities and Exchange Commission on August 5, 2026.

FORM 10-Q QUARTERLY REPORT and FORM 8-K CURRENT REPORT

Pursuant to Section 13 or 15 (d) of the Securities Exchange Act of 1934, Montauk Renewables stockholders are advised that a Form 10-Q and Form 8-K has been filed with the SEC. The Form 10-Q disclose the quarterly results and related disclosures for the quarterly

period ended 30 June 2026. The Form 8-K discloses the press release announcing the quarterly results for the second quarter ended 30 June 2026.

A copy of the Form 10-Q can be found at:

https://www.sec.gov/ix?doc=/Archives/edgar/data/0001826600/000119312526335335/mntk-20260630.htm

A

copy of the Form 8-K can be found at:

https://www.sec.gov/ix?doc=/Archives/edgar/data/0001826600/000119312526335293/mntk-20260805.htm

DIRECTORS’ STATEMENT

This short-form announcement is the

responsibility of the Company’s Board of Directors.

The financial information is only a summary and does not contain full details of the financial results. Any

investment decisions by investors and/or shareholders should be based on information contained in the full announcement, accessible from August 6, 2026, via the JSE link https://senspdf.jse.co.za/documents/2026/jse/isse/MKRE/HY26.pdf. The full

announcement is also available on the Company’s website https://ir.montaukrenewables.com/ to comply with paragraph 6.35(c)(i) of the JSE Listings Requirements.

August 6, 2026

Directors: JA Copelyn (Chairman)*###, SF

McClain (Chief Executive Officer)#,

MH Ahmed*###, TG Govender*###, J Cunningham*#, Y Shaik* ###

*

Non-executive; #United States of America; ### Republic of South Africa

Company secretary: J Ciroli

Registered

office: 5313 Campbells Run Road, Suite 200, Pittsburgh, PA 15205

Website: https://ir.montaukrenewables.com/

Montauk Renewables is primary listed on the Nasdaq and secondary listed on the JSE.

Sponsor:

Investec Bank Limited

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