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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.02Last Year’s EPS
0.01Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized materially stronger operating performance and a clear plan to scale into higher-margin businesses: revenue grew ~48% YoY, Q1 adjusted EBITDA turned positive (from -$15M to +$9M), carbon and CDR sales show expanding commercial traction, and engineering/offtake progress on Project NorthStar plus a preliminary Ara Energy expansion partnership signal multiple growth vectors. Offsets include continued GAAP losses ($22M net loss), negative operating cash flow driven by timing of tax credit monetization, only partial offtake coverage for the flagship ATJ project, and elevated execution and financing risk following withdrawal from the DOE loan guarantee. On balance, operational momentum, improving non‑GAAP profitability, concrete engineering progress, and partnership interest appear to outweigh the financing and policy risks in the near term.Company Guidance
Revenue Growth
Q1 2026 revenue of $43.0M versus $29.0M in Q1 2025, an increase of approximately 48.3% year-over-year, driven by stronger production, improved margins, and carbon attribute monetization.
Adjusted EBITDA Turnaround and Targets
Reported non-GAAP adjusted EBITDA of $9.0M in Q1 2026 compared to a loss of $15.0M in Q1 2025 (a positive swing of $24.0M). Management expects approximately $30M adjusted EBITDA for full-year 2026 and reaffirmed a target to reach a $40M annualized run-rate from existing operations by the end of 2026.
Strong Carbon and CDR Performance
Sold ~57% of carbon attributes attached to fuel in Q1 and generated nearly 20,000 tons of engineered carbon dioxide removal (CDR) credits for the voluntary market. Notable corporate buyers in Q1 include Amgen, Bank of Montreal, and PayPal, and demand/pricing remained relatively strong in participating markets.
Operational Production Strength
Gevo North Dakota produced 18 million gallons of low carbon ethanol in Q1 plus 16k tons DDGS, 51k tons modified distillers grains, and 5M lbs of corn oil co-products. RNG production increased ~15% year-over-year (92k BTUs vs 80k), and operational reliability improvements were cited following focused initiatives.
Project NorthStar (ATJ 30) Engineering and Offtake Progress
Completed FEL 2 and on track to complete FEL 3 to refine capital cost estimates. Secured roughly half of the financeable long-term offtakes (SAF and carbon attributes) and received non-binding indications of interest from multiple private lenders, supporting a target to secure financing by end of 2026.
Gevo North Dakota Expansion Plan and Ara Energy Partnership
Announced intent to expand Gevo North Dakota capacity up to +75M gallons (targeting ~150M gallons/year) and entered a preliminary co-investment agreement with Ara Energy to help finance the expansion. Construction timeline of ~18–24 months following FID anticipated; debottlenecking and site tie-ins are underway.
Capital Discipline and EBITDA Challenge Initiative
Launched a company-wide 'EBITDA Challenge' to unlock revenue, improve operations, and manage costs. Management highlighted $26M of planned internal capex in 2026 for debottlenecking/site improvements and emphasized targeting sustainable EBITDA growth and avoidance of unnecessary dilution.
Cash Position and Adjusted Cash Flow Explanation
Ended Q1 with ~$39M cash and cash equivalents. Negative operating cash flow of $21M was largely driven by timing: ~$17M of tax credits generated but not yet monetized and ~$4M of one-time debt refinancing/extinguishment costs; adjusted for these items, operating cash flow was nearly neutral per management.
Commercial & Technology Momentum (Verity)
Verity software has signed 8 customers and formed partnerships (Bushel, Cboe) to accelerate market reach. Management expects policy inclusion of ag benefits (45Z) to be a catalyst for broader adoption.
GEVO Earnings History
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
GEVO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $2.03 | $1.83 | -9.85% |
Mar 05, 2026 | $1.89 | $2.14 | +13.23% |
Nov 10, 2025 | $2.12 | $2.09 | -1.42% |
Aug 11, 2025 | $1.25 | $1.99 | +59.20% |
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 Gevo Inc (GEVO) report earnings?
Gevo Inc (GEVO) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Gevo Inc (GEVO) earnings time?
Gevo Inc (GEVO) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is GEVO EPS forecast?
GEVO EPS forecast for the fiscal quarter 2026 (Q2) is -0.02.