NASDAQ$GEVO

Gevo Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Gevo reported Q1 2026 renewable fuels and chemicals development results with operating losses.

For the quarter ended March 31, 2026, Gevo reported results from its renewable hydrocarbons and alcohol-to-jet projects. Revenue is limited while facilities ramp; net losses reflect project development, plant costs, and R&D as the company pursues sustainable aviation fuel production.

  • SAF and renewable hydrocarbons development stage.
  • Project financing and plant ramp are key catalysts.
  • Operating losses until commercial production scales.
  • Offtake agreements and policy support matter.

Headline financials

Total Revenue

$42.9M

Previous: $29.1M+47.5%
EPS (adj)

-$0.09

Previous: -$0.09+0.0%
Capital Expenditures

-$8.88M

Previous: -$5.83M-52.1%
Net Income

-$21.7M

Previous: -$21.7M+0.1%
Operating Income

-$4.9M

Previous: -$20.1M+75.7%

Revenue & EPS history

Gevo · Revenue · Quarterly

$42.9M

Q1 2026+47.5%vs Q1 2025
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Gevo discusses project timelines and offtake; no traditional quarterly EPS guidance.

Tailwinds

  • Net-Zero 1 and alcohol-to-jet pathway.
  • Policy tailwinds for sustainable aviation fuel.

Headwinds

  • Capital intensity and execution risk on plants.
  • Commodity and credit markets affect funding.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-4.0%

Avg return

Earnings day

-1.4%

Avg return

5 days after

-1.1%

Avg return

30 days after

26%

16 / 61 earnings

Positive

+34.5%

Q1 2016

Best reaction

-43.5%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.5%-16.6%-21.0%
Q4 2025+13.2%+21.7%+21.7%
Q3 2025-1.0%-7.1%+12.7%
Q1 2025-6.6%-4.8%+3.2%
Q4 2024-9.5%-10.3%-5.6%
Q3 2024-7.6%-4.7%-9.9%
Q2 2024+5.2%+29.4%+43.1%
Q1 2024-5.0%+7.2%-1.4%
Q4 2023-0.7%-10.0%-6.3%
Q3 2023+9.1%+11.8%+10.0%
Q2 2023-3.6%-9.1%-20.0%
Q1 2023-8.1%+0.0%+26.0%
Q4 2022-1.7%+4.0%-26.6%
Q3 2022-21.0%+5.2%-20.1%
Q2 2022+3.1%+14.1%-20.2%
Q1 2022-17.0%-5.8%-18.8%
Q4 2021+4.3%+18.5%+60.1%
Q3 2021-0.1%-2.3%-27.4%
Q2 2021-9.7%-9.7%+19.5%
Q1 2021+17.5%+36.7%+66.5%
Q4 2020-7.8%+9.3%-31.2%
Q3 2020-3.8%-5.7%+64.2%
Q2 2020-3.4%-3.4%+55.2%
Q1 2020-2.8%-1.9%+7.5%
Q4 2019-10.9%-13.9%-16.8%
Q3 2019-3.6%-1.2%-5.2%
Q2 2019-2.4%+2.8%+33.9%
Q1 2019+0.5%-9.8%-12.6%
Q4 2018+0.5%+4.1%+1.8%
Q3 2018+0.0%-0.9%-14.1%
Q2 2018-12.2%-18.3%+6.1%
Q1 2018-8.3%-2.8%-52.4%
Q4 2017-9.8%-13.7%-29.4%
Q3 2017-10.1%-8.7%-11.6%
Q2 2017-3.2%-1.6%+0.0%
Q1 2017-5.0%-3.0%-38.6%
Q4 2016-6.2%-1.8%-7.1%
Q3 2016-10.3%-20.5%-41.0%
Q2 2016-36.3%-32.5%-37.5%
Q1 2016+34.5%
Q4 2015-43.5%
Q3 2015-13.2%
Q2 2015-11.8%
Q1 2015-2.2%
Q4 2014+0.0%
Q3 2014+18.2%
Q2 2014-4.0%
Q1 2014-3.9%
Q4 2013-7.9%
Q3 2013-23.3%
Q2 2013-10.3%
Q1 2013-7.3%
Q4 2012-13.3%
Q3 2012+3.0%
Q2 2012+1.4%
Q1 2012-8.7%
Q4 2011+8.0%
Q3 2011+10.2%
Q2 2011-1.9%
Q1 2011+0.8%
Q4 2010+7.1%
Q3 2010
Q2 2010
Q1 2010

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