Gevo, Inc. is a company focused on the development and commercialization of renewable fuels. Its operations are organized into four distinct segments: ...
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Operator: My name is Greg, and I will be your conference operator today. At this time, I would like to welcome everyone to today's Gevo, Incorporated Q2 2026 earnings call. I would now like to turn the call over to Eric Frey. Eric. Eric Frey: Good afternoon, everyone. And thank you for joining us on today's call to discuss Gevo's second quarter results. I'm Eric Frey, Vice President of Finance and Strategy at Gevo. With me today, we have Paul Bloom, our Chief Executive Officer, and Leke Agiri, our Chief Financial Officer. We also have Kyle James, our Chief Commercial Officer, and Greg Hanselman, our Executive Vice President of Operations and Engineering. Earlier today we issued a press release that outlines our second quarter 2026 results and some of the topics we plan to discuss. Copies of the press release are available on our website at www.gevo.com. Please be advised that our remarks today, including answers to your questions, contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act. These forward-looking statements are subject to risks and uncertainties that could cause actual results to be materially different from those currently anticipated. Those statements include projections about the timing, development, engineering, financing, and construction of our potential expansion and debottlenecking of our Gevo North Dakota plant, our expected future cash flows and adjusted EBITDA, our expected carbon business revenues, our expected future tax credit monetizations, and other activities described in our filings with the Securities and Exchange Commission, which are incorporated by reference. We disclaim any obligation to update these forward-looking statements. In addition, we may provide certain non-GAAP financial information on this call. The relevant definitions and GAAP reconciliations may be found in our earnings release, which can be found on our website at www.gevo.com in the Investor Relations section. Following the prepared remarks, we'll open the call for questions. I'd like to remind everyone that this conference call is open to the media, and we're providing a simultaneous webcast to the public. A replay of this call and other past events will be available via the company's investor relations page at www.gevo.com. I'd now like to turn the call over to the CEO of Gevo, Paul Bloom. Paul. Paul Bloom: Good afternoon, everyone. Gevo is a strong growing business. Our operating results this quarter demonstrate that our company is set to deliver revenue growth and positive cash flow from operations. Our carbon strategy is working well, and we are positioning the business for 3 stages of expansion that build on our existing operations and capture near-and medium-term opportunities. Long term, we believe the businesses we are building today will serve as the blueprint for future growth. Our results also demonstrate that Gevo is not just a future story. Revenue increased 7% compared to the last …
Est. EPS $0.04 · Revenue $57.34M · 2 analysts
Est. EPS $0.01 · Revenue $51.01M · 2 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| The total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). |
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Patrick R. Gruber | Executive Chair | USD 1,470,407 | — | 1961 | Active |
Paul D. Bloom | CEO, President & Director | USD 1,127,500 |
| — |
| 1974 |
| Active |
Christopher Ryan | President & Chief Operating Officer | USD 840,045 | — | 1961 | Active |
Andrew L. Shafer | Chief Marketing, Customer & Brand Officer | USD 702,749 | Male | 1962 | Active |
Oluwagbemileke Agiri | Chief Financial Officer | USD 638,400 | Male | 1986 | Active |
Kimberly T. Bowron SPHR | Chief of Staff, Chief People & IT Officer and President of Verity | USD 552,840 | Female | 1971 | Active |
Kyle James | Chief Commercial Officer | USD 477,000 | Male | — | Active |
Greg Hanselman | COO and Executive VP-Operations & Engineering | — | Male | — | Active |
James C. Liao | Co-Founder | — | — | — | Active |
David A. George | Senior Vice President of Verity Tracking | — | Male | — | Active |
Eric Frey | Vice President of Finance & Strategy | — | Male | — | Active |
Nancy N. Young | Chief Sustainability Officer | — | Female | — | Active |
E. Cabell Massey | Vice President of Legal & Corporate Secretary | — | — | — | Active |
Davaajargal Gendenjamts | Vice President of Accounting & Treasurer | — | Female | 1972 | Active |
Est. EPS $-0.06 · Revenue $197.91M · 3 analysts
Est. EPS $-0.00 · Revenue $46.95M · 1 analysts
EPS $-0.09 · Revenue $29.11M
| $160.6M |
| +849.3% |
| +8.3% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-33.8M | +57.0% | -715.5% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +30.2% | +4.1% | -19.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -11.7% | +97.8% | -3137.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -21.1% | +95.5% | -653.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-43.5M | +59.9% | +30.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -27.1% | +95.8% | +36.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 35.9% | +149.0% | +64.4% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.82x | -78.2% | -37.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $718.9M | +23.1% | -24.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.14 vs -0.14 | +0.2% | -0.75 vs 0.04 | -2239.8% |
| Revenue Surprise | $160.6M vs $159.6M | +0.6% | $46.5M vs $57.3M | -18.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | Kettner David Michael | officer: Chief Legal & Emrg Biz Officer | Common Stock | A | 12,500 | $1.55 |
| Aug 21, 2026 | Barber James J | director | Common Stock | A | 50,000 | $1.54 |
| Aug 20, 2026 | Hanselman Greg Edwin | officer: COO | Common Stock | — | 0 | — |
| Aug 20, 2026 | Hanselman Greg Edwin | officer: COO | Employee Stock Option (right to buy) | — | 175,072 | $1.64 |
| Aug 20, 2026 | Werpy Todd Allen | director | Common Stock | A | 62,583 | — |
