---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-054278"
form_type: "8-K"
ticker: "GEVO"
cik: "0001392380"
company_name: "Gevo, Inc."
filed_at: "2026-08-06T20:04:49+00:00"
generated_at: "2026-08-06T20:06:35.457463+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Gevo raises FY2026 Adj. EBITDA guidance to >$60M; Q2 net loss includes $176M impairment

## Summary
- Q2 revenue $47M; net loss $(177)M ($(0.75)/share) includes $176M non-cash impairment for exiting ATJ-60 project in South Dakota.
- Non-GAAP adjusted net loss $(1)M ($(0.01)/share); Adjusted EBITDA $11M in Q2.
- Full-year 2026 Adjusted EBITDA outlook raised to >$60M (from $30M), supported by Canada CFR pathway and >$70M in 45Z tax credits.
- Low-carbon ethanol production 16.3M gallons in Q2 (vs 16.8M YoY) due to planned maintenance; RNG production 95,939 MMBtu.
- Debottlenecking at Gevo North Dakota on track to increase ethanol capacity ~10-15% starting 2027; expansion to 150M gallons/year targeted for 2028.

## SEC filing metadata
- accession: 0001628280-26-054278
- form_type: 8-K
- ticker: GEVO
- cik: 0001392380
- company_name: Gevo, Inc.
- filed_at: 2026-08-06T20:04:49+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1392380/000162828026054278/0001628280-26-054278-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1392380/000162828026054278/gevo-20260806.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-054278
- JSON: https://secwatch.observer/filing/0001628280-26-054278.json
- Plain text: https://secwatch.observer/filing/0001628280-26-054278.txt

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