--- title: "GEVO | 8-K: FY2026 Q3 Revenue: USD 82.95 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/305068985.md" datetime: "2026-11-10T21:25:25.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/305068985.md) - [en](https://longbridge.com/en/news/305068985.md) - [zh-HK](https://longbridge.com/zh-HK/news/305068985.md) generator: "portal-rs" --- # GEVO | 8-K: FY2026 Q3 Revenue: USD 82.95 M Revenue: As of FY2026 Q3, the actual value is USD 82.95 M, compared to the market estimate of USD 54.5 M. EPS: As of FY2026 Q3, the actual value is USD 0.09. EBIT: As of FY2026 Q3, the actual value is USD 35.3 M. ### Third Quarter 2026 Financial Highlights #### Revenue Total revenue for Gevo, Inc. was $83 million in the third quarter of 2026, compared to $43 million in the same quarter last year. This included approximately $29.4 million of revenue from sales of Canadian Clean Fuel Regulation (CFR) credits, primarily generated in 2025 and the first half of 2026. #### Gross Profit Gross profit reached $48 million in the third quarter of 2026, up from $13 million in the same quarter last year. #### Net Income Attributable to Gevo, Inc. Net income attributable to Gevo, Inc. was $23 million in the third quarter of 2026, compared to a net loss of -$8 million in the same quarter last year. Non-GAAP adjusted net income attributable to Gevo, Inc. was $29 million in the third quarter of 2026, compared to an adjusted net loss of -$5 million in the same quarter last year. #### Non-GAAP Adjusted EBITDA Non-GAAP Adjusted EBITDA was $44 million in the third quarter of 2026, compared to $7 million in the same quarter last year. Segment-wise Non-GAAP Adjusted EBITDA for Q3 2026 was: Gevo -$9,004 thousand, GevoFuels -$453 thousand, GevoRNG $1,916 thousand, and GevoND $51,662 thousand. #### Cash Flow from Operations Cash flow from operations was $41 million for the third quarter of 2026. #### Cash and Cash Equivalents Gevo, Inc. ended the third quarter of 2026 with $68 million in cash and cash equivalents. ### Nine Months Ended September 30, 2026 Financial Highlights #### Total Revenues Total revenues for the nine months ended September 30, 2026, were $172,402 thousand, compared to $115,232 thousand for the same period in 2025. #### Gross Profit Gross profit for the nine months ended September 30, 2026, was $83,467 thousand, compared to $33,997 thousand for the same period in 2025. #### Net Income Attributable to Gevo, Inc. Net loss attributable to Gevo, Inc. was -$175,924 thousand for the nine months ended September 30, 2026, compared to -$27,538 thousand for the same period in 2025. Non-GAAP adjusted net income attributable to Gevo, Inc. was $12,484 thousand for the nine months ended September 30, 2026, compared to -$21,049 thousand for the same period in 2025. #### Non-GAAP Adjusted EBITDA Non-GAAP Adjusted EBITDA was $63,728 thousand for the nine months ended September 30, 2026, compared to $8,695 thousand for the same period in 2025. Segment-wise Non-GAAP Adjusted EBITDA for 9M 2026 was: Gevo -$34,530 thousand, GevoFuels -$1,594 thousand, GevoRNG $7,424 thousand, and GevoND $92,428 thousand. #### Cash Flow from Operations Net cash provided by operating activities was $12,025 thousand for the nine months ended September 30, 2026, compared to net cash used in operating activities of -$33,356 thousand for the same period in 2025. #### Investing Activities Net cash used in investing activities was -$53,725 thousand for the nine months ended September 30, 2026, compared to -$217,368 thousand for the same period in 2025. #### Financing Activities Net cash used in financing activities was -$7,685 thousand for the nine months ended September 30, 2026, compared to net cash provided by financing activities of $100,065 thousand for the same period in 2025. ### Operational Metrics #### Low-Carbon Ethanol Production Gevo, Inc. produced 19 million gallons of low-carbon ethanol during the third quarter of 2026, an increase from 17 million gallons in the same quarter last year, mainly due to the timing of scheduled maintenance. #### RNG Production Gevo, Inc. produced 91,729 MMBtu of Renewable Natural Gas (RNG) during the third quarter of 2026, a slight decrease from 92,396 MMBtu in the same quarter last year. ### Outlook / Guidance Gevo, Inc. has improved its non-GAAP Adjusted EBITDA outlook, now expecting over $90 million for the full year 2026 and over $70 million for 2027, supported by non-recurring CFR credit revenue and increased 45Z value from RNG assets. The company projects its carbon business to generate more than $50 million in revenue for 2026 and has contracted $70 million in Section 45Z tax credit sales for 2026, anticipating further growth in 2027 due to increased production from its debottlenecking project. Additionally, Gevo, Inc. is progressing on financing an expansion to double low-carbon ethanol production and carbon capture by 2028 and continues to secure commercial offtake agreements for sustainable aviation fuel (SAF) for Project Northstar. ### Related Stocks - [GEVO.US](https://longbridge.com/en/quote/GEVO.US.md) ## Related News & Research - [Gevo earnings: what to look for from GEVO](https://longbridge.com/en/news/304827985.md) - [GEVO: Q3 profitability improved, while ATJ-30 became the focus after major project write-downs](https://longbridge.com/en/news/305073475.md) - [Gevo Q3 revenue beats expectations on strong CFR credit sales](https://longbridge.com/en/news/305066973.md) - [Range Capital Acquisition 3Q 2026: Net income $39.29K — 10-Q Summary](https://longbridge.com/en/news/305495827.md) - [Fireweed Metals management commentary cites reduced Gayna activity, smaller Mactung program for lower Q3 2026 exploration expenses](https://longbridge.com/en/news/305498618.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**