{"schema_version":"secwatch.filing_event.v1","accession":"0001392380-26-000012","form_type":"8-K","ticker":"GEVO","cik":"0001392380","company_name":"Gevo, Inc.","filed_at":"2026-05-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.226049+00:00","generated_at":"2026-05-14T21:31:56.687712+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Gevo Q1 revenue up 48% to $43M, Adj. EBITDA turns positive; targets $30M in 2026","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001392380-26-000012","json":"https://secwatch.observer/filing/0001392380-26-000012.json","markdown":"https://secwatch.observer/filing/0001392380-26-000012.md","text":"https://secwatch.observer/filing/0001392380-26-000012.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1392380/000139238026000012/0001392380-26-000012-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1392380/000139238026000012/gevo-20260507x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T21:31:56.687712+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"21058da3301d909d426b2949948b7654ee3c9409","claim":"Gevo, Inc. reported the first quarter ended March 31, 2026 results: revenue $43 million, net income $(22) million, EPS $(0.09) per share. Guidance raised.","evidence_excerpt":"of achieving that by the end of this year. The impact of our debottlenecking, expansion and other growth plans is incremental to this target.” Financial Highlights ● Revenue of $43 million in the first quarter of 2026, compared to $29 million in the first quarter of 2025. ● Net loss attributable to Gevo in the first quarter of 2026 of $(22) million, or $(0.09) per","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1392380/000139238026000012/0001392380-26-000012-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended March 31, 2026"},{"label":"Revenue","value":"$43 million"},{"label":"Net income","value":"$(22) million"},{"label":"EPS","value":"$(0.09) per share"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}