GEVO
Gevo, Inc.2.1400
-0.0600-2.73%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
45Z boost, ATJ de-risking detailed
Q&A detailed the $40 million annualized EBITDA path, highlighting a $0.10/gallon 45Z uplift from 6-7 CI score cuts via new GREET model, targeting $0.90/gallon on 67 million gallons amid carbon optimization. Management contrasted ATJ-30's proven petrochemical unit ops and Praj pilot success against peers' stumbles, seeking DOE loan extension past mid-April while courting other funders for 2026 FID. Verity ramps for 45Z traceability via Bushel farm software tie-in; voluntary CDRs price $100-300/ton with LCFS arbitrage. They'll scout North Dakota-like acquisitions. No tech risks here. Confident tone on base growth; watch ATJ funding and carbon sales ramp.
Key Stats
Market Cap
518.54MP/E (TTM)
-Basic EPS (TTM)
-0.21Dividend Yield
0%Recent Filings
8-K
Gevo's 2025 results: revenue up
Gevo reported 2025 full-year revenue of $161 million and Q4 positive cash flow from operations of $20 million, boosting cash to $117 million. Record low-carbon ethanol production hit 69 million gallons at Gevo North Dakota, up 3%, while monetizing 140,000 tons of CO2 credits. Positive Adjusted EBITDA marked progress, yet GAAP net loss widened to $33.8 million.
10-K
FY2025 results
Gevo narrowed its FY2025 net loss to $33.8M from $78.6M in 2024, fueled by the January acquisition of Red Trail Energy's GevoND ethanol plant, which drove $137M in post-close revenues from 62M gallons of ethanol and co-products amid steady Q4 operations. GevoRNG revenues rose 14% to $18M on higher LCFS credits, though RNG production dipped 2% to 359,000 MMBtu; Q4 LCFS generation accelerated with a provisional Tier 2 pathway boosting credits ~77%. Operating loss improved to $20M despite $17M interest on new debt, with $52M in Section 45Z credits slashing production costs—$41M monetized via transfers. Cash fell to $81M after $199M GevoND buy and $30M capex, yet $117M liquidity supports ATJ-30 engineering. Feedstock volatility threatens quarterly margins.
8-K
Gevo refinances RNG bonds
Gevo completed a refinancing on February 6, 2026, securing $70M incremental loans from Orion affiliates to redeem $68M in RNG project bonds, freeing $35.8M in restricted cash while adding a $20M Huntington working capital revolver. Bonds fully discharged; liens released. New structure simplifies debt, boosts liquidity for operations.
8-K
Gevo leadership transitions
Gevo announced COO Chris Ryan's retirement effective June 5, 2026, hiring agribusiness veteran Greg Hanselman as EVP Operations and Engineering to succeed him. Paul Bloom's employment agreement was amended January 1, 2026, setting $550,000 base salary as he preps to become CEO around April 1; CFO Leke Agiri inked a new deal at $380,000 base. Leadership transitions lock in continuity.
8-K
Gevo CEO succession announced
Gevo announced CEO Patrick Gruber’s retirement effective April 1, 2026, appointing President Paul Bloom as successor while Gruber shifts to Executive Chair. Bloom, 51, joined in 2021 after senior roles at ADM, now also a Class III director amid board expansion to ten. Bylaws modernized for quorum, voting, and proxy rules. Smooth transition planned.
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