Feed / GPRE

Green Plains Inc.

GPRE

Basic Materials · 14.85 -5.1% today

Isolated · not yet confirmedMarket checked 11 Sept, 14:05 GMT-4

Market read

Green Plains Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 2 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Company-5.1% todayVolume comparison unavailable
Market group0 of 2 activeLow-Carbon Energy Services · unavailable
Disclosed network0 of 4 confirmingNo filing-linked name is confirming now
What would change this read
  • GPRE's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if GPRE's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Basic Materials · Chemicals

No new filing conclusion is available. 0 of 2 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • GPRE's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements100
Verified relationships4
Evidence supporting the case
  • Latest annual revenue changed +16.0% year over year.
Evidence challenging the case
  • Operating margin changed -6.5 percentage points in the latest annual period.
  • Net margin changed -13.6 percentage points in the latest annual period.
  • Diluted shares increased 5.8% in the latest annual period.
  • Input and raw-material costs has repeated adverse evidence across 4 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 4 filings.
  • Demand and volume has repeated adverse evidence across 3 filings.
Questions before a position
  • EV/sales is 243% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

15.35
6m+11.8%12m+54.3%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$86.2M+71.9%$-1.41+34.7%
2022-12-31$78.6M-8.8%$-2.29+19.1%
2023-12-31$136.3M+73.5%$-1.59+5.9%
2024-12-31$163.0M+19.6%$-1.29+8.5%
2025-12-31$189.0M+16.0%$-1.80+5.8%

What management says matters

Persistent and emerging business drivers

Capital investment and capacitymixed · 4 filings
The current projected estimate for capital spending related to maintenance, environmental, health and safety is approximately $15 million to $25 million for the remainder of 2026, which is subject to review prior to the initiation of any project, and expected…
10-Q · May 7, 2026
Credit and interest ratesmixed · 4 filings
Interest expense increased $2.6 million for the three months ended March 31, 2026 compared with the same period in 2025 primarily due to higher debt balances associated with carbon sequestration equipment.
10-Q · May 7, 2026
Input and raw-material costsnegative · 4 filings
Cost of goods sold in our ethanol production segment decreased $181.8 million for the three months ended March 31, 2026 compared with the same period last year primarily due to the recognition of $56.1 million of Section 45Z production tax credits net of disc…
10-Q · May 7, 2026
Restructuring and cost reductionsmixed · 4 filings
Corporate Activities Operating loss was impacted by an decrease in corporate activities of $16.7 million for the three months ended March 31, 2026 compared with 2025 primarily due to higher personnel costs as a result of restructuring in the prior period.
10-Q · May 7, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 5.5× · EV/sales 6.4×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

14.85-5.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 14:05 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for GPRE. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for GPRE. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind GPRE

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BLZRFiling-linked namepartnerAug 11, 2025

As part of our carbon reduction strategy, we committed our seven biorefineries in Nebraska, Iowa and Minnesota to carbon capture and sequestration projects through carbon pipeline transport, our four Iowa and Minnesota facilities with Summit Carbon Solutions…

UALUnited Airlines Holdings, Inc.partnerAug 11, 2025

In January 2023, Green Plains, United Airlines and Tallgrass formed a joint venture, Blue Blade Energy, to explore development and commercialization of ATJ SAF.

Depended on by

ALTOAlto Ingredients, Inc.competitorMar 13, 2026

Together with many smaller producers, these companies account for a significant majority of the total installed specialty alcohol production capacity in the United States.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

GPRE is currently a Early Follower in the organic co-movement group Low-Carbon Energy Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for GPRE; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.