Gevo Q2 revenue misses estimates

Gevo

11/08/2025 21:18

Overview

Gevo Q2 net income reaches $2.1 mln

Revenue grows $14 mln quarter-over-quarter, but misses analyst expectations

Positive adjusted EBITDA of $17 mln

Outlook

Gevo anticipates CDR credit sales to reach $3-5 mln by year-end

Company expects long-term CDR sales to exceed $30 mln annually

Gevo plans to reinvest CFPC sales into site improvements and SAF projects

Company sees durable cash flow from low-carbon ethanol operations

Result Drivers

CARBON CREDIT SALES - Initiation of carbon dioxide removal credit sales added a new revenue stream, contributing over $1 mln in Q2

CLEAN FUEL CREDITS - Sales of clean fuel production credits from low-carbon ethanol and RNG contributed $21 mln to net income and adjusted EBITDA in H1 2025

LOW-CARBON ETHANOL - Operations contributed $18 mln to income from operations and $7 mln to adjusted EBITDA in H1 2025, driven by production of 28 mln gallons of ethanol and associated co-products

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$43.41 mln
$46.50 mln (3 Analysts)
Q2 EPS
$0.01
Q2 Net Income
$2.73 mln
Q2 Basic EPS
$0.01
Q2 EBIT
$5.80 mln
Q2 Operating Expenses
$37.62 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "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 $1.88, about 37.1% above its August 8 closing price of $1.18

Press Release: ID:nGNX6TFC02

(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.)