{"filings":[{"id":92582,"accession_number":"0001392380-26-000012","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Gevo Q1 revenue up 48% to $43M, Adj. EBITDA turns positive; targets $30M in 2026","event_type":"earnings","confidence":"high","bullets":["Revenue $43M (+48% YoY); net loss $(22)M ($0.09/sh) flat; Adj. EBITDA $9M vs -$15M YoY.","Preliminary agreement with Ara Energy to co-invest in GND expansion, doubling low-carbon ethanol and CCS capacity; target startup in 2028.","Targeting $30M Adj. EBITDA in 2026 (up from $17M in 2025); tracking toward $40M annualized run-rate by year-end.","Received non-binding interest for private capital financing of ATJ-30 project (Project North Star) after DOE loan withdrawal.","GND low-carbon ethanol output 18M gal Q1 2026 vs 11M (partial Q); carbon capture 46k metric tons vs 29k."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":42948000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92581,"accession_number":"0001104659-26-049429","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2026-04-27T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Gevo enters consulting agreement with former CEO Patrick Gruber at $30k/month through March 2029","event_type":"leadership","confidence":"high","bullets":["Consulting fee of $30,000/month to Patrick Gruber LLC, effective May 1, 2026 through March 31, 2029.","Former CEO Gruber retired April 1, 2026; agreement signed April 22, 2026 for transitional advisory services.","Services expected less than 20% of prior full-time level; includes calls, meetings, and advisory reviews.","Agreement terminates for cause or upon Gruber's death; customary confidentiality and IP ownership provisions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92580,"accession_number":"0001104659-26-043850","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2026-04-15T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Gevo withdraws DOE loan guarantee application for ATJ-60 project in South Dakota","event_type":"other_material","confidence":"high","bullets":["Withdrawal effective April 15, 2026; conditional commitment had been extended through April 2026.","Reasons: EOR business objectives not yet commercially viable at scale in project area.","Alternative financing and broader product offerings better align with company strategy and accelerate timeline.","Gevo will continue ATJ-30 project in Richardton, North Dakota, consistent with strategy and timeline.","Withdrawal preserves ability to resubmit DOE loan guarantee application for a future project if desired."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103522,"accession_number":"0001104659-26-028440","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2026-03-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Angelo Amorelli will not stand for re-election at Gevo's 2026 Annual Meeting","event_type":"leadership","confidence":"high","bullets":["Angelo Amorelli informed the Board on March 11, 2026 that he will not stand for re-election.","Dr. Amorelli continues as director until his term expires at the 2026 Annual Meeting.","Decision is for personal reasons and not due to any disagreement with Gevo's operations, policies, or practices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103521,"accession_number":"0001392380-26-000003","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"GEVO reports Q4 positive operating cash flow of $20M; adj. EBITDA $7.7M; record ethanol production","event_type":"earnings","confidence":"high","bullets":["Q4 positive operating cash flow of $20M; cash & equivalents rose to $117M (+$9M QoQ).","Q4 revenue $45M, full-year $161M; loss from ops $2.2M; non-GAAP adj. EBITDA $7.7M (3rd consecutive positive quarter).","Gevo North Dakota produced record 69M gallons low-carbon ethanol (+3% YoY) and 173K metric tons carbon removal credits.","Sold $52M production tax credits in 2025; received ~$41M cash; remainder expected Q1 2026.","Reaffirms ~$40M annual run-rate adj. EBITDA target; debt consolidation freed all restricted cash post-year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103520,"accession_number":"0001104659-26-013096","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["1.01","1.02","2.03","7.01","9.01"],"status":"ready","headline":"Gevo refinances debt, redeems $68M in bonds, frees $35.8M restricted cash","event_type":"debt","confidence":"high","bullets":["Redeemed all RNG-project bonds (~$68M total) including $40M Series 2025A and $28.2M Series 2021 bonds.","Executed $70M incremental loan commitment from OIC; total OIC facility now $175M.","Entered $20M revolving credit facility with Huntington National Bank for working capital.","Bond redemption released $35.8M of previously restricted cash to Gevo.","Debt structure simplified with lower administrative costs; no material change to total outstanding debt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103519,"accession_number":"0001104659-26-000442","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2026-01-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Gevo COO Ryan to retire June 2026; Hanselman hired as successor","event_type":"leadership","confidence":"high","bullets":["Chris Ryan retires as President and COO effective June 5, 2026; Greg Hanselman hired as EVP Operations to succeed him.","Paul Bloom's amended employment agreement: base salary $550K, target bonus 100% of base, severance up to 12 months salary plus bonus in CIC.","Leke Agiri (CFO) enters new agreement: base salary $380K, target bonus 65% of base, severance up to 12 months salary plus 1.0x bonus in CIC.","Non-compete and non-solicitation with 10,000 restricted stock grants; non-compete payments of 18 months (Bloom) or 12 months (Agiri) salary plus bonus.","Hanselman previously VP Global Engineering at Ingredion, SVP at Tate & Lyle, and roles at ADM."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119776,"accession_number":"0001104659-25-120909","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2025-12-15T23:59:59+00:00","items":["5.02","5.03","7.01","9.01"],"status":"ready","headline":"Gevo CEO Patrick Gruber to retire Apr 1 2026; Paul Bloom named President, successor CEO","event_type":"leadership","confidence":"high","bullets":["Paul Bloom appointed President and director effective Dec 9, 2025; will become CEO on Apr 1, 2026.","Patrick Gruber to retire as CEO on Apr 1, 2026, continues as Executive Chair of the Board.","William H. Baum becomes lead independent director effective Dec 9, 2025.","Board approved Third Amended and Restated Bylaws updating quorum, voting, and universal proxy rules."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119775,"accession_number":"0001392380-25-000031","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Gevo Q3 loss from ops $3.7M but Adjusted EBITDA +$6.7M; sells $30M CFPCs","event_type":"earnings","confidence":"high","bullets":["Q3 2025: loss from ops $3.7M vs $24.0M YoY; second consecutive positive Adj. EBITDA at $6.7M.","Operating/total revenue $43.7M (up $40.7M YoY) driven by Gevo North Dakota and 45Z credits.","Gevo North Dakota ops income $12.3M; RNG facility income $0.5M; net loss $0.03/share.","Sold remaining 2025 CFPCs for $30M (year total $52M); signed $26M multi-year CDR offtake.","Closed sale of Agri-Energy for $2M cash + $5M future payments, eliminating $3M/yr idling costs."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":115232000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119774,"accession_number":"0001104659-25-106715","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"Gevo units enter tax credit transfer agreements worth $30M with Stifel and Capital Community","event_type":"other_material","confidence":"high","bullets":["Gevo subsidiary to sell $20M in Clean Fuel Production Credits to Stifel Financial; $14M transferred as of Oct 30, 2025.","Stifel gets right of first refusal on up to $35M additional credits for 2026 from ethanol or RNG production.","Separate agreement with Capital Community Bancorporation for $10M in credits; $5M transferred as of Nov 4, 2025.","Credits arise from ethanol production at Net-Zero Richardton LLC during 2025; transfers continue through Feb/Mar 2026.","Agreements include customary representations, warranties, indemnification, and termination upon tax law changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119773,"accession_number":"0001104659-25-099359","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2025-10-14T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Gevo receives DOE loan guarantee extension to April 2026; considers shift to smaller ATJ-30 project","event_type":"other_material","confidence":"high","bullets":["DOE LPO extends conditional commitment for $1.46B loan guarantee (excl. $167M capitalized interest) until April 16, 2026.","Extension allows evaluation of potential modifications including building lower-cost 30M gal/yr ATJ-30 facility.","ATJ-30 would be located at existing ethanol/CCUS facility in North Dakota, using captured CO2 for enhanced oil recovery.","Previous project (ATJ-60) for Lake Preston, SD; scope may be modified to align with new energy policies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136346,"accession_number":"0001104659-25-091236","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2025-09-18T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Gevo subsidiary signs $26M carbon-credit sales pact with Biorecro through 2030","event_type":"other_material","confidence":"high","bullets":["Net-Zero Richardton, LLC to sell ~$26M in carbon dioxide removal credits to Biorecro North America, quarterly over term ending Dec 31, 2030.","Buyer has option to extend term up to 10 additional years and to purchase extra CDRs each quarter, subject to seller's consent.","Agreement covers CDRs from Gevo's Richardton, ND ethanol plant with carbon capture and sequestration certified by Puro.earth.","Seller must deliver minimum contract quantities per quarter; failure to deliver may trigger damages capped at [***]."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136345,"accession_number":"0001104659-25-088462","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2025-09-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Gevo posts revised investor presentation; no material new information disclosed","event_type":"other","confidence":"low","bullets":["Revised investor presentation uploaded to Gevo's website on September 9, 2025.","Company describes itself as a diversified energy company and leading developer of synthetic aviation fuel (SAF).","Presentation excerpt contains only forward-looking statements and standard disclaimers.","No specific financial updates, partnerships, or milestones provided in the filing materials."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136344,"accession_number":"0001392380-25-000023","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Gevo reports Q2 positive net income of $2.1M, Adjusted EBITDA $17.3M","event_type":"earnings","confidence":"high","bullets":["Positive net income attributable to Gevo $2.1M ($0.01 EPS); Adjusted EBITDA $17.3M for Q2 2025.","Revenue (including interest/investment income) $44.7M, up $38.2M YoY; driven by GevoND and CFPC sales.","CFPC (Section 45Z) contributed ~$21M to net income/EBITDA in H1; expects quarterly benefit >$10M through 2029.","CDR credit sales began: ~$1M in Q2; targeting $3-5M by year-end; long-term potential >$30M/year from GevoND site.","Sold Agri-Energy subsidiary for $7M (close by end-2025); GevoRNG refinancing released ~$30M restricted cash."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":72522000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136343,"accession_number":"0001104659-25-066988","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2025-07-10T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Gevo RNG subsidiary issues $40M new bonds, refinances debt, releases $30M liquidity","event_type":"debt","confidence":"high","bullets":["Gevo NW Iowa RNG issued $40M in 2025 bonds (8.125%-8.5%) to refinance $40M of the $68.2M Series 2021 bonds.","Refinancing released $30M of restricted cash to Gevo's balance sheet after transaction costs and reserve funding.","Bonds mature in 2030 ($13.8M) and 2036 ($26.2M); interest payable semiannually starting January 1, 2026.","Gevo expects to refinance the remaining 2021 bond balance later this year with an additional series of 2025 bonds."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136342,"accession_number":"0001104659-25-065999","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2025-07-07T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Gevo subsidiary signs $22M tax credit transfer agreement with bank","event_type":"other_material","confidence":"high","bullets":["Transferor Gevo Intermediate HoldCo will sell $22M in Clean Fuel Production Credits (45Z PTCs) by Dec 10, 2025; $5M transferred at signing.","Transferee gets right of first offer on up to $20M additional 2025 credits and right of first refusal on all 2026 credits.","Credits arise from ethanol production at Net-Zero Richardton facility in North Dakota; Gevo Inc. guarantees obligations.","Agreement includes under-delivery penalties and termination rights for change in tax law or force majeure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153467,"accession_number":"0001104659-25-052951","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Gevo appoints Leke Agiri as CFO, adds James Barber to board, stockholders approve 15M share increase in 2010 Plan","event_type":"leadership","confidence":"high","bullets":["L. Lynn Smull stepped down as CFO on May 21, 2025; replaced by Oluwagbemileke (Leke) Agiri, former EVP Finance; Smull remains as EVP and Senior Advisor.","James J. Barber, Ph.D. appointed to Board as Class II director, term expiring 2027; also joins Audit Committee.","Stockholders approved amendment to 2010 Stock Incentive Plan: 15M additional shares authorized, term extended to May 21, 2035.","Voting results: all three director nominees elected (Baum, Ellet, Mize); ratification of Deloitte as auditor passed; advisory say-on-pay passed.","Agiri's base salary $380,000, eligible for bonus/equity and change-in-control severance plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153466,"accession_number":"0001392380-25-000015","cik":1392380,"company_name":"Gevo, Inc.","ticker":"GEVO","form_type":"8-K","filed_at":"2025-05-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Gevo Q1 revenue up $25M on North Dakota acquisition; net loss $0.09/share, expects positive Adj. EBITDA in 2025","event_type":"earnings","confidence":"high","bullets":["Revenue $30.9M (incl. interest/ investment income), up $25M YoY largely from Gevo North Dakota acquisition closed Jan 31, 2025.","Loss from operations $20.1M; net loss per share $0.09; non-GAAP Adjusted EBITDA loss $15.4M.","Gevo North Dakota contributed $22.8M revenue, $1.1M operating income, $1.8M adjusted EBITDA in first two months.","CEO targets positive Adjusted EBITDA in 2025; April offtake agreements for 10M gal/yr SAF with Future Energy Global and 5M gal/yr undisclosed.","Cash, equivalents & restricted cash $134.9M; RNG revenue up 42% to $5.7M on improved carbon intensity score."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":29109000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}