Cdti Advanced Materials, Inc. (CDTI) research, news, and more from GeoInvesting

Company description

Fri, 30 Oct 2026 18:21:45 GMT

CDTi Advanced Materials, Inc. provides technology and solutions for the emission catalyst, industrial catalyst, and electrocatalyst markets in the United States and Europe. The company's solutions include direct air capture coating solution; emission systems, consisting of oxidation catalysts that reduces emissions of harmful pollutants, such as carbon monoxide, hydrocarbons, and volatile organic compounds and diesel particulate filters for the for reductions of diesel engine exhaust particulate/ soot; fuel borne catalysts, including PatFluid, a universal aftermarket replacement for diesel particulate filter (DPF) additives and Platinum Plus, a diesel fuel additive that improves the operation of diesel engines with DPFs, reduces emissions, lowers the risk of DPF blockage or damage, and saves money on maintenance costs; and electrocatalyst materials, an oxide materials platform to minimize the usage of platinum group metals, reducing the cost of producing green hydrogen. It serves construction, custom solutions, industrial, mining, on and off highway, and power generation industries. CDTi Advanced Materials, Inc. is headquartered in Oxnard, California.

Research

Tue, 18 Aug 2026 16:57:41 GMT

Cdti Advanced Materials, Inc. (OOTC:CDTI) - InfoArb

In our 8/14/2026 morning email we talked about working with Byron Street research on information arbitrage regarding CDTI.

“We also want to let you know that we are working on some information arbitrage on CDTI to highlight the magnitude of their transformation into mission-critical markets like data centers and carbon capture. This is the result of our new partnership with Byron Street Research. Stay tuned. You can see our original report on CDTI here.”

This is part of our ongoing collaboration with Byron Street to expedite our information arbitrage research and findings by referencing Geoinvesting’s research or information arbitrage tear sheets at InfoArb.io.

We just wanted to give you an “elevator pitch insight” into the information arbitrage findings:

The core thesis is that CDTI is quietly transforming from a legacy automotive emissions-control company into a profitable, debt-free catalyst-coating company serving clean-energy markets such as methane abatement, data centers, and carbon capture. Despite this ongoing transformation, the company trades at roughly 0.7x revenue because none of its early-stage programs with major corporations appear to be priced in.

We will follow up shortly with some additional findings.

To be clear, we don’t have perfect visibility into when some of these developments will catalyze, but we have found evidence that the ball is clearly in motion. You also have to remember that CDTI only issues a press release, along with a shareholder letter, once a year.

You can read our 8/28/2025 report when we first talked about why we like CDTI.

Research

Fri, 17 Apr 2026 04:00:00 GMT

Cdti Advanced Materials, Inc. (OTC:CDTI) ($0.75; $3.3M market cap) announced year end 2025 results:

Sales of $9.9 million vs $9.0 million in the prior year
Operating income was $124,000, compared to an operating loss of $96,000 in 2024
EPS of $0.01 vs a loss of $0.02

CDTi CEO Matthew Beale said, "CDTi delivered growth and profitability in 2025 as favorable trends in our chosen markets began fueling increased demand for our products and technology. Our ongoing investment in developing a unique set of capabilities for the emissions control market positions us to respond to an emerging investment surge in the onsite power market, where emissions systems manufacturers are drawn to our catalyst development and coating technology. These same skill sets are being deployed in high growth decarbonization markets, including methane abatement and carbon capture, where CDTi's domain expertise has secured engineering and preproduction coating business with global energy companies that are leading the commercialization of these technologies."

"The fast-increasing demand for onsite power production, together with the prioritization of energy security and independence globally, is triggering a generational investment cycle that is expected to unfold over the next five to 10 years. Catalysts - and coated monoliths in particular - are vital to the emissions control and decarbonization solutions that are integral to the expansion of the world's power infrastructure. We believe that our identity as the leading pure-play catalyst engineering and coating technology company for these markets positions CDTi for sustained growth," Beale said.

Our Quick Take:

Given the comments in last year's annual letter, we were hoping for more growth for the year.
However, it’s nice to see they are profitable.
They are getting a lot more active on LinkedIn on their solutions as it fits into the Data Center world.
Unfortunately, we have to wait another year for an update as they only issue annual updates.
If we can gain more conviction that the company has reached an inflection point to profitability, we think the stock is extremely cheap, given its P/S of 0.3x and targeting a hot growth sector (data center).

CDTi Advanced Materials is a leading provider of catalyst engineering and coating technology for emissions control, carbon capture and methane abatement.

Research

Tue, 27 Jan 2026 20:57:37 GMT

Pointing You To Some Potential Information Arbitrage On Stocks We Cover

$CDTI:

Six days ago, CDTI made the following LinkedIn post talking about one of their methane abatement solutions. If you recall, in their 2024 shareholder letter, the company announced the following:

“Filed three new patents, including two relating to proprietary methane abatement technology; and
Expanded catalyst testing and production capabilities to support customer programs in carbon capture, methane abatement, as well as emission controls for data center back-up power.”

If we connect the dots, it seems like this new product is finally being launched, which could potentially increase the company’s sales. Additionally, CDTI re-stated that this solution can be used in data centers.

Learn more about our bullish stance on CDTI, here.