Q2 FY2026 EarningsQ2 FY26 significantly beat earnings expectations while missing on revenue. Diluted EPS reached $0.83, exceeding the $0.65 consensus by 27.7%, primarily driven by the early adoption of ASU 2025-10 and the recognition of $58.7 million in 45Z production tax credits. Revenue of $446.2M missed the $542.4M estimate by 17.7% due to lower ethanol volumes following plant dispositions. However, Adjusted EBITDA of $93.3M showed a massive recovery from the prior year's $16.4M, signaling improved core operating efficiency and carbon-mitigation value capture.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Green Plains(GPRE) the Revenue is 446.22 M (-19.28%), Miss estimate;the EBIT is 67.87 M (+339.3%), Beat estimate;the EPS is 0.83 (+176.2%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.45B19.28%
0.54B1.88%
-0.10B17.40%
EBITExceed expectations
0.07B339.30%
0.07B334.74%
+0.00B4.56%
EPSExceed expectations
0.83176.15%
0.6536159.96%
+0.176416.19%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf