Every material Form 8-K Green Plains Inc. has filed with the SEC since August 06, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Green Plains reported third-quarter 2026 results on November 5, 2026, with net income attributable to the company of $85.4 million, or $1.03 per diluted share, up from $11.9 million, or $0.17, a year earlier. Revenue fell to $496.0 million from $508.5 million, while adjusted EBITDA rose to a record $118.0 million, including $65.4 million of Section 45Z tax credit value, and the company updated its 2026 guidance for that credit contribution. Shareholders should note that the prior-year figures were restated for a change in how the company accounts for 45Z credits.
Q3 2026 net income attributable to Green Plains was $85.4 million, or $1.03 per diluted share, versus $11.9 million, or $0.17, in Q3 2025.
Q3 2026 revenues were $496.0 million, down from $508.5 million, primarily due to the disposition of the Obion, Tennessee plant.
Adjusted EBITDA was $118.0 million, versus $52.6 million a year earlier, including $65.4 million of 45Z credit value net of discounts and other costs.
On October 29, 2026, the company executed an agreement to monetize $250 million to $325 million of 2026 45Z credits; full-year 2026 guidance for 45Z contribution is $230 million to $250 million of adjusted EBITDA.
Green Plains entered into a Tax Credit Purchase Agreement on October 29, 2026, to transfer Section 45Z clean fuel production tax credits from its 2026 ethanol production to two unaffiliated buyers. The deal covers a minimum of $250 million and up to $325 million in credits, and the company expects $140 million of cash in the fourth quarter for credits generated through June 30, 2026.
Minimum of $250 million and maximum of $325 million in 2026 Section 45Z credits, subject to generation and conditions
Company expects $140 million cash in Q4 2026 for credits generated through June 30, 2026
Credits from Q3 and Q4 2026 expected to be monetized in the first half of 2027
If a tax law change limits transferred credits, Green Plains must return the related purchase price with interest
Green Plains reported second quarter 2026 net income attributable to the company of $67.1 million, or $0.83 per diluted share, compared with a net loss of $72.2 million, or $(1.09) per share, a year earlier. Revenue fell to $446.2 million from $552.8 million, mainly due to lower volumes after the disposition of its Obion, Tennessee plant, and results include $58.7 million of 45Z production tax credits net of discounts and other costs.
Net income attributable to Green Plains of $67.1 million, or $0.83 per diluted share, versus a net loss of $72.2 million, or $(1.09) per share, in Q2 2025
Revenues of $446.2 million versus $552.8 million, primarily due to lower volumes sold after the disposition of the Obion, Tennessee plant
Adjusted EBITDA of $93.3 million versus $16.4 million, including $58.7 million of 45Z production tax credit value net of discounts and other costs
Total debt outstanding of $483.7 million at June 30, 2026, and SG&A reduced 21% to $21.7 million
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Green Plains Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →