Gevo targets more than doubled 2026 Adjusted EBITDA on carbon pathway expansion

Filed July 15, 2026 · Period ending July 15, 2026 · ~1 min read

Key Changes

• high

  Gevo expects to more than double its previously estimated 2026 non-GAAP Adjusted EBITDA, driven by new carbon pathways for biofuels, increased production from debottlenecking, and cost improvements.

  Exhibit 99.1 view on EDGAR →
• high

  Company targets monetization of over $70 million in Section 45Z tax credits during 2026 from low-carbon ethanol and RNG production, with cash proceeds expected in second-half 2026 results.

  Exhibit 99.1 view on EDGAR →
• high

  Completed Canada Clean Fuel Regulation carbon intensity pathway for low-carbon ethanol with CCS, opening access to new high-value compliance market; CFR credit sales from previously delivered volumes expected in Q3 2026.

  Exhibit 99.1 view on EDGAR →