Gevo, Inc. (GEVO) Q2 2026 Earnings Call

Concluded Aug 6, 2026

Aug 6, 2026

Period: FY2026 Q2
Runtime: —
Sources: 2 artifacts

Revenue $46.50M +7.1% YoY

Diluted EPS -$0.75 -7600% YoY

Gross margin 42.6% -1.0 pp YoY

Net income -$176.94M -8352.8% YoY

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Executive readout · one minute

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Carbon Business / Credit Sales 34 EBITDA Challenge / Cost Optimization 21 Project Northstar / ATJ-30 (Stage 3) 19 South Dakota Exit / ATJ-60 Impairment 14 Gevo North Dakota De-bottlenecking (Stage 1) 13 Capacity Expansion to ~150M Gallons (Stage 2) 10

Management tone

Confident

Net tone +68 · moderate hedging

Grounding quotes

“this quarter shows that Jeevo is really executing. We've got stronger adjusted EBITDA. We're improving our cash generation.”
“Stronger cash generation from Jivo North Dakota helps us reduce risk and enhances our future financing flexibility.”
“This last quarter was an important one for GEVO. We delivered solid operating performance”
“Securing additional financeable offtake agreements is needed to reach FID and remains a gating item.”

Forward guidance

2 guided metrics

Management's latest ranges and targets are included below.

Research coverage

2 live sources

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Research materials

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8-K earnings release Filed Aug 6, 2026 10-Q report Filed Aug 6, 2026 Company webcastOpen the original investor-relations page

Forward guidance

From the 8-K filed Aug 6, 2026.

Metric	Period	Guided	Basis
Non-GAAP Adjusted EBITDA full year 2026	full year 2026	at least $60M	Non-GAAP
Section 45Z tax credit monetizations full year 2026	full year 2026	at least $70M	—

Quarter detail

How the reported period landed and where the business moved.

Revenue · segments

Gevo North Dakota Segment$40.53M +9% YoY

Renewable Natural Gas Segment$4.45M +3.9% YoY

Gevo Segment$1.53M -21.8% YoY

Gevo Fuel Segment$0

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