earnings
confidence high
sentiment positive
materiality 0.70
Gevo Q1 revenue up 48% to $43M, Adj. EBITDA turns positive; targets $30M in 2026
Gevo, Inc.
2026-Q1 EPS reported
-$0.09
revenue$42,948,000
- 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.
item 2.02item 9.01