Gevo Q1 revenue rises but misses analyst expectations

Gevo

07/05/2026 21:46

Overview

Renewable fuels producer's Q1 revenue rose yr/yr but missed analyst expectations

Adjusted EBITDA turned positive from a loss a year ago, reflecting improved operations

Company advanced North Dakota expansion and Alcohol-to-Jet project financing plans

Outlook

Gevo targets $30 mln Adjusted EBITDA in 2026, up from $17 mln in 2025

Company reiterates run-rate annualized $40 mln Adjusted EBITDA target by end-2026

Gevo expects annual low-carbon ethanol capacity at GND to reach 75 mln gallons starting next year

Result Drivers

PRODUCTION INCREASES - Higher output of low-carbon ethanol, RNG, and coproducts at Gevo North Dakota contributed to revenue growth

OPERATIONAL INITIATIVES - Internal efforts to improve operational performance and cost discipline supported positive adjusted EBITDA

Company press release: ID:nGNX751bkC

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Miss
$42.95 mln
$44.71 mln (4 Analysts)
Q1 Net Income
-$21.35 mln
Q1 Basic EPS
-$0.09
Q1 EBIT
-$4.90 mln
Q1 Operating Expenses
$47.85 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the renewable fuels peer group is "hold."

Wall Street's median 12-month price target for Gevo Inc is $3.50, about 70.7% above its May 6 closing price of $2.05

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)