---
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"
generated_at: "2026-05-14T21:31:56.687712+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Gevo Q1 revenue up 48% to $43M, Adj. EBITDA turns positive; targets $30M in 2026

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001392380-26-000012
- JSON: https://secwatch.observer/filing/0001392380-26-000012.json
- Plain text: https://secwatch.observer/filing/0001392380-26-000012.txt

## Key facts
- Earnings Releases
  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.
  - Period: the first quarter ended March 31, 2026
  - Revenue: $43 million
  - Net income: $(22) million
  - EPS: $(0.09) per share
  - Guidance: raised
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1392380/000139238026000012/0001392380-26-000012-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.