Gevo Q3 revenue beats expectations

Gevo

10/11/2025 21:10

Overview

Gevo Q3 revenue beats analyst expectations, marking a second consecutive positive Adjusted EBITDA

Company signed multi-year carbon credit sales agreement, expected to generate $26 mln over five years

Gevo sold subsidiary Agri-Energy, eliminating $3 mln in annual idling costs

Outlook

Gevo targets mid-2026 for Final Investment Decision on ATJ-30 facility

Company aims for $3-5 mln carbon co-product sales by end of 2025

Gevo sees potential for $100 mln in adjusted EBITDA through optimization

Result Drivers

CONSISTENT PERFORMANCE - Gevo attributes positive Adjusted EBITDA to consistent performance at its North Dakota and RNG facilities

COST REDUCTION - Sale of Agri-Energy subsidiary eliminates $3 mln in annual idling costs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$42.71 mln
$39.50 mln (5 Analysts)
Q3 Net Income
-$7.58 mln
Q3 Basic EPS
-$0.03
Q3 EBIT
-$3.69 mln
Q3 Operating Expenses
$46.40 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 $2.63, about 16.6% above its November 7 closing price of $2.19

Press Release: ID:nGNX1kqmdr

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(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.)