)
Gevo (GEVO) investor relations material
Gevo Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Acquired and integrated North Dakota ethanol and carbon capture assets, transforming Adjusted EBITDA and enabling value capture from carbon as a co-product alongside ethanol, animal feed, and oil.
Achieved three consecutive quarters of positive non-GAAP Adjusted EBITDA and positive operating cash flow in Q4 2025, with $20 million generated.
Record-setting biofuel production and launch of Carbon business, including first large-scale 45Z clean fuel production tax credit sales and monetization of 140,000 tons of CO2 credits.
CEO transition: Patrick Gruber retiring March 31, 2026, succeeded by Paul Bloom, who will continue to drive growth and innovation.
Monetized 140,000 tons of CO2 credits and built inventory of 30,000 tons of CDR credits.
Financial highlights
Full year 2025 revenue reached $161 million, up 849% year-over-year.
Loss from operations for 2025 was $20 million, a $71 million improvement from prior year.
Non-GAAP Adjusted EBITDA for 2025 was $16 million, up $74 million year-over-year.
Q4 2025 Adjusted EBITDA was nearly $8 million; operating cash flow turned positive with $20 million generated in Q4.
Cash, cash equivalents, and restricted cash at year-end totaled $117 million, up $9 million sequentially.
Outlook and guidance
Targeting annualized non-GAAP Adjusted EBITDA of $40 million and neutral to positive operating cash flow for full year 2026.
Expecting approximately $10 million in Adjusted EBITDA per quarter in 2026.
Revenue expected to vary quarter-to-quarter based on ethanol, RNG, and environmental benefit market prices.
Focused on growing Adjusted EBITDA and operating cash flow through efficiency improvements and asset expansion.
Progressing toward project-level financing for ATJ-30 jet fuel project.
Next Gevo earnings date
Next Gevo earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)