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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Gevo
Gevo (GEVO) investor relations material
Gevo Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary10 Nov, 2026
Executive summary
Record Q3 revenue of $82.953M, net income attributable of $22.714M and Adjusted EBITDA of $44.121M; operating cash flow was ~$41M.
9M net loss attributable was $175.924M, primarily reflecting $135.788M of noncash impairments and $40.282M of deposit credit-loss allowances.
Financial highlights
Q3 revenue was $82.953M vs. $42.710M YoY; gross profit was $47.812M vs. $13.021M and operating income was $30.200M vs. a $3.690M operating loss.
Q3 adjusted net income was $29.307M, or $0.12/share; diluted EPS was $0.09.
9M revenue was $172.402M vs. $115.232M; Adjusted EBITDA was $63.728M vs. $8.695M, and operating cash flow was $12.025M vs. $33.356M used.
Cash and cash equivalents were $67.554M at September 30, 2026, vs. $81.2M at December 31, 2025.
Outlook and guidance
2026 Adjusted EBITDA is expected to exceed $90M; 2027 guidance is above $70M, excluding non-recurring banked CFR credits.
Carbon business revenue is expected to exceed $50M in 2026; excluding one-time items, estimated annual run-rate revenue is ~$30M.
Updated 45ZCF-GREET treatment may add >$10M of annual gross profit from existing RNG assets, subject to third-party validation; $70M of 45Z credit sales cover substantially all expected 2026 ethanol and RNG credits.
North Dakota debottlenecking targets ~75M annual gallons, with a full-year benefit expected in 2027; expansion targets ~150M gallons and ~400,000 tons of annual carbon capture, with startup expected in 2028.
ATJ-30 remains the primary SAF commercialization focus; engineering and development are expected through 2026 before FEED completion and a project capital estimate and schedule.
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Latest events from Gevo
- EBITDA is set to nearly quadruple by leveraging carbon capture, incentives, and market expansion.GEVO
Water Tower Research Virtual Insights Conference - 2026 adjusted EBITDA outlook more than doubled as revenue, margins, and tax credits increase.GEVOQ2 2026
- Scaling low carbon fuels with strong EBITDA growth and modular SAF expansion plans.GEVOWTR Insights Conference: Powered by The Small Cap Showcase
- Plans to scale ethanol-to-jet fuel production and double EBITDA, targeting rapid SAF industry growth.GEVOLytham Partners Spring 2026 Investor Conference
- All proposals passed, including director elections and auditor ratification.GEVOAGM 2026
- Q1 2026 revenue up 48% to $43M, Adjusted EBITDA positive, and expansion plans progressing.GEVOQ1 2026
- Transition to new CEO, operational scaling, and carbon monetization drive growth outlook.GEVOInvestor update
- 849% revenue growth, record production, and positive cash flow set up strong 2026 targets.GEVOQ4 2025
- $1.6B DOE loan guarantee and Red Trail acquisition set up positive 2025 outlook.GEVOQ3 2024
Next Gevo earnings date
Q4 20264 Mar, 2027
Gevo
Next Gevo earnings date
Q4 20264 Mar, 2027
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Frequently asked questions
Gevo, Inc. operates as a renewable fuels company. The company provides technologies for the cost-effective conversion of non-food, non-feed agricultural and forestry materials into isobutanol and ethanol. Its chief technology is a process for producing isobutanol from renewable, non-food sources including switchgrass and corn kernel fiber; it also produces ethanol from fermented sugarcane and sugarcane bagasse. The company offers proprietary technology, AgriCleanseTM; IsoFlexSM, consisting of isobutanol tolerant gasoline line filler hardware and gasoline specification bio-naphtha blendstock; and Bio Energia SecaTM Renewable Diesel, an isooctane, renewable diesel fuel derived from the Fischer Tropsch process that uses only natural gas as a feedstock. It also provides bio diesel in bulk and finished product through third party distributors in the United States and Europe.