Q4 2025 Green Plains Inc Earnings Call Transcript

Feb 5, 2026 / 02:00 PM GMT

Release Date Price: $12.66 (+0.48%)

Transcript 10-K8-K

Key Points

Positve

Green Plains Inc (GPRE) achieved historical production volumes at four plants and record ethanol yields at seven plants, demonstrating strong operational execution.
The company increased its production capacity by 10%, reflecting improvements in operational efficiency.
Green Plains Inc (GPRE) successfully started up CO2 compression equipment at three Nebraska plants, enhancing carbon capture and generating cash flow.
The company reported a significant improvement in financial performance, with Q4 adjusted EBITDA of $49.1 million, a substantial increase from the previous year.
Strong export demand for ethanol and a record-breaking corn crop provide a favorable market environment for Green Plains Inc (GPRE).

Negative

Revenue for Q4 2025 was down 26.6% year-over-year, impacted by the sale of the Obian plant and discontinuation of third-party ethanol marketing.
The company faces regulatory limitations at its Madison plant, affecting its ability to increase production capacity.
Green Plains Inc (GPRE) has not yet finalized a tax credit agreement for the sale of 2026 credits, creating uncertainty in future financial planning.
Protein pricing remains under pressure, which could impact overall margins.
The company experienced operational challenges due to weather conditions, affecting plant performance and natural gas supply.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GPRE.OQ - Green Plains Inc
Q4 2025 Green Plains Inc Earnings Call
Feb 05, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the Green Plains Saint 4th quarter in full year 2035 earnings conference call.

Following the company's prepared remarks, instructions will be provided for Q&A at the time, all participants are in a listenten only mode.

I will now turn the call over to your host, Bill Yaekko, Vice President and treasurer.

Neil, please go ahead.

Welcome to the Green Plains Inc.

4th quarter, 2025 earning Swiss President and Chief Executive Officer Anne BRL, Chief Financial Officer, emm Rehavai, senior Vice President of trading and commercial Oper operations, as well as the entire leadership team.

There is a slide presentation available, and you can find it on the investor

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