• Reported GAAP EPS of -$0.09 • Reported revenue of $42.95M up 47.54% YoY • Gevo expects approximately $30M of Adjusted EBITDA in 2026, up from $17M in 2025, and targets a run-rate annualized $40M Adjusted EBITDA by year-end.
Bullish
Gevo's Non-GAAP Adjusted EBITDA improved to $9M, as Gevo secured strategic co-investment for North Dakota expansion and advanced its debottlenecking project.
Bearish
Gevo's Q1 2026 net loss remained -$22M, impacted by $11M in debt extinguishment costs, and Gevo shifted to private capital for its ATJ-30 project.