PCTHIGH SIGNALFINANCIAL10-K

PureCycle Technologies shows massive cash infusion ($157M vs $16M) but suffered severe equity dilution (-75% stockholders equity) while interest expenses exploded 13x, indicating potential financial distress requiring expensive rescue financing.

The dramatic increase in cash alongside the collapse in stockholders equity and explosion in interest expense suggests PCT likely underwent a distressed financing or debt restructuring that heavily diluted existing shareholders. While the company improved its liquidity position and reduced net losses, the 13x increase in interest expense and 75% equity destruction signals the financing came at extremely punitive terms, likely reflecting serious operational or financial difficulties.

Comparing 2026-02-26 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

PCT's financials show a company that underwent emergency financing - cash surged 900% to $157M while stockholders equity collapsed 75% to just $46M, indicating massive dilution or debt conversion. Interest expense exploded from $2M to $31M (1,257% increase), suggesting high-cost distressed financing, though this helped reduce net losses from $289M to $183M. The overall picture signals a company that avoided immediate liquidity crisis through expensive rescue financing but at severe cost to existing equity holders.

FINANCIAL STATEMENT CHANGES
Interest Expense
P&L
+1256.7%
$2.3M$31.4M

Interest expense surged 1256.7% — significant debt increase or rising rates materially impacting earnings.

Cash & Equivalents
Balance Sheet
+899.1%
$15.7M$156.7M

Cash position surged 899.1% — strong cash generation or capital raise providing significant financial cushion.

Current Assets
Balance Sheet
+267.4%
$53.9M$198.0M

Current assets grew 267.4% — improving short-term liquidity or inventory/receivables build.

Share Buybacks
Cash Flow
+204.6%
$1.6M$4.9M

Share repurchases increased 204.6% — management returning capital, signals confidence in intrinsic value.

Stockholders Equity
Balance Sheet
-74.6%
$180.4M$45.9M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Net Income
P&L
+36.9%
-$289.1M-$182.6M

Net income grew 36.9% — bottom-line growth signals improving overall business health.

Capital Expenditure
Cash Flow
-26.5%
$55.6M$40.8M

Capex reduced 26.5% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Operating Income
P&L
-24.8%
-$145.4M-$181.4M

Operating profitability softening — costs rising faster than revenue, watch for margin recovery plan.

Inventory
Balance Sheet
+15.9%
$8.1M$9.4M

Inventory built 15.9% — monitor whether demand supports this build or if write-downs may follow.

Total Assets
Balance Sheet
+15.6%
$798.4M$922.7M

Asset base grew 15.6% — expansion through organic growth, acquisitions, or capital deployment.

LANGUAGE CHANGES
NEW — 2026-02-26
PRIOR — 2025-02-27
ADDED
As of February 23, 2026, there were 180,599,416 shares of the registrant's common stock outstanding.
When used in this report, the terms we, us, our, PCT and the Company mean PureCycle Technologies, Inc.
Overview When used in this report, the terms we, us, our, PCT and the Company mean PureCycle Technologies, Inc.
We are a Florida-based corporation focused on commercializing a patented dissolution recycling technology for polypropylene that physically separates the polymer from other plastics, colors, odors and impurities (the Technology ).
The Technology was originally developed by P G and is designed to restore recycled polypropylene waste into like-new resin, called PureFive resin.
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REMOVED
As of February 24, 2025, there wer e 179,336,275 shares of the registrant's common stock outstanding.
("PCT" or the "Company") is a Florida-based corporation focused on commercializing a patented dissolution process to physically separate the polymer from other plastics, color, and contaminants (the Technology ), originally developed by The Procter Gamble Company ( P G ), for restoring waste polypropylene into resin with near-virgin characteristics, called PureFive resin.
PureFive resin represents the family of recycled resin products we produce, including ultra-pure resin and other grades used for compounding to meet customer specifications, which has similar properties and applicability for reuse as virgin polypropylene.
In April 2023, we certified as mechanically complete the Ironton Facility, which we expect to have capacity of approximately 107 million pounds per year when fully operational.
Commissioning activities are ongoing, but the plant is not yet operating at the expected full capacity.
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