The earnings call presented a mixed outlook for Green Plains. While the company achieved significant operational efficiencies, strengthened its liquidity, and made progress in its carbon strategy, these were offset by a substantial net loss, revenue decline, and challenges in the protein market. The sentiment is neutral as the highlights and lowlights are balanced.

Company Guidance

During the Green Plains Inc. Second Quarter 2025 Earnings Call, the company provided guidance that highlighted several key metrics and strategic initiatives. The company reported a net loss attributable to Green Plains of $72.2 million or $1.09 per share for Q2 2025, compared to a loss of $24.4 million or $0.38 per share in Q2 2024. This included $44.9 million in noncash charges from asset sales and impairments. Revenue for Q2 2025 was $552.8 million, down 10.7% year-over-year, primarily due to exiting certain ethanol marketing activities. Despite this, adjusted EBITDA, excluding restructuring and noncash charges, improved to $16.4 million from $5 million in the previous year. The company also achieved significant cost reductions, meeting a $50 million target through operational efficiencies and SG&A cuts. Looking ahead, Green Plains anticipates a stronger EBITDA outlook for the second half of the year, driven by favorable market conditions, including improved ethanol exports and corn oil values. They expect their decarbonization strategy to contribute over $150 million annually to EBITDA by 2026, aided by recent policy changes that enhance the 45Z tax credit benefits. Additionally, the company improved its working capital position by over $50 million and extended its junior mezzanine notes, with plans to explore various financing options. Lastly, the ongoing CEO search and strategic review are expected to further align the company with its long-term goals.

Operational Excellence and Capacity Utilization

Green Plains achieved 99% capacity utilization across its fleet, improving from 93.8% in Q2 2024. The company also reported the highest ethanol yields in its history while maintaining low quarterly operational expenses.

Cost Reduction and Efficiency Improvements

The company achieved its $50 million cost reduction target through operational efficiencies and SG&A improvements. They expect corporate and trade SG&A to exit the year at a low $40 million run rate.

Positive Developments in Carbon Strategy

Construction of CCS infrastructure is on schedule, with a start-up expected in Q4. The 45Z clean fuel production tax credit extension is anticipated to contribute over $150 million annually in EBITDA by 2026.

Improved Financial Liquidity

Green Plains strengthened its liquidity by executing noncore asset sales and collecting $23.5 million in cash from the sale of the Tharaldson JV.

Strong Ethanol Export Market

Ethanol export markets have shown strength, with expectations to reach 2.1 billion gallons in exports, up from 1.9 billion gallons last year.

Green Plains (GPRE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GPRE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	-0.11 / -	0.69	―	―	―
Aug 11, 2025	2025 (Q2)	-0.33 / -1.09	-0.38	-186.84% (-0.71)
May 08, 2025	2025 (Q1)	-0.57 / -1.14	-0.81	-40.74% (-0.33)
Feb 07, 2025	2024 (Q4)	-0.35 / -0.86	0.12	-816.67% (-0.98)
Oct 31, 2024	2024 (Q3)	0.13 / 0.69	0.35	97.14% (+0.34)
Aug 06, 2024	2024 (Q2)	-0.19 / -0.38	-0.89	57.30% (+0.51)
May 03, 2024	2024 (Q1)	-0.31 / -0.81	-1.2	32.50% (+0.39)
Feb 07, 2024	2023 (Q4)	0.15 / 0.12	-0.66	118.18% (+0.78)
Oct 31, 2023	2023 (Q3)	-0.11 / 0.35	-1.27	127.56% (+1.62)
Aug 04, 2023	2023 (Q2)	-0.04 / -0.89	0.73	-221.92% (-1.62)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GPRE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 11, 2025	$7.40	$8.84	+19.46%
May 08, 2025	$3.77	$3.84	+1.86%
Feb 07, 2025	$8.29	$6.60	-20.39%
Oct 31, 2024	$11.64	$12.23	+5.07%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Green Plains (GPRE) report earnings?

Green Plains (GPRE) is schdueled to report earning on Oct 30, 2025, Before Open (Confirmed).

What is Green Plains (GPRE) earnings time?

Green Plains (GPRE) earnings time is at Oct 30, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is GPRE EPS forecast?

GPRE EPS forecast for the fiscal quarter 2025 (Q3) is -0.11.

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