Gevo Share Price Today

Gevo Inc. Q3FY26 Results: Adj. EPS $0.12 beats estimate, revenue up 94%

Adjusted EPS of $0.12 beat consensus estimate of $0.03 by 300%. Revenue rose 94% YoY to $82.95 million, topping estimates by 52%. Adjusted EBITDA surged to $44 million from $7 million in prior year. Full-year FY27 adjusted EBITDA guidance raised to >$70 million.

Gevo forecasts $50 million carbon revenue for 2026

Gevo expects over $50 million in 2026 carbon revenue independent of federal incentives. Banked Canadian CFR credits contributed $20 million in Q3FY27. Ongoing carbon business projected at $30 million annual run-rate. $70 million in Section 45Z tax credits sold for immediate liquidity.

Gevo signs 3-year carbon credit deal with CEEZER for $30 million annual target

Gevo Inc. signed a three-year carbon removal credit supply agreement with CEEZER. The deal targets durable CDR credits from Gevo's North Dakota BECCS facility through 2029. This contract supports Gevo's strategic goal of exceeding $30 million in annual revenue from existing carbon operations. CEEZER will manage the portfolio for an unnamed Fortune 500 enterprise software company.

Gevo Inc Q2FY26 Results: Revenue up 7% YoY, EBITDA outlook doubles to $60m

Revenue rose 7% YoY to $47 million in Q2FY26, supported by consistent low-carbon fuel sales. Full-year adjusted EBITDA guidance doubled to over $60 million, driven by Canada CFR pathway approval and 45Z tax credit monetization. GAAP net loss widened to $177 million due to a $176 million non-cash impairment charge on the discontinued ATJ 60 project. Cash position stood at $58 million, excluding $16 million in post-quarter 45Z credit proceeds. Gevo North Dakota debottlenecking remains on track to reach 75 million gallons annual capacity by end of 2026.

Gevo advances North Dakota debottlenecking with 10-15% output boost

Gevo commissioned a beer degassing system ahead of schedule at its North Dakota facility. The debottlenecking program aims for a 10-15% increase in output and returns. Liquefaction and fermentation upgrades are on track for completion by end of 2026. A steam turbine project completed in August reduces plant energy consumption. Projects pave the way for a 2028 expansion expected to double facility output.

Gevo Q2 Results: Net loss widens, but 2026 EBITDA guidance doubles

Gevo reported a Q2 net loss of $177 million due to a $176 million impairment charge from exiting its South Dakota project. However, the company raised its full-year 2026 Adjusted EBITDA guidance to over $60 million, driven by new Canada CFR pathway approvals and expected Section 45Z tax credit monetization. Operational production remained stable despite planned maintenance.