Green Plains (GPRE) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.

DATE

Thursday, Aug. 6, 2026 astatine 9:00 a.m. ET

CALL PARTICIPANTS

• President and Chief Executive Officer - Chris Osowski

• Chief Financial Officer - Ann Reis

• Senior Vice President of Trading and Commercial Operations - Imre Havasi

• Vice President of Investor Relations and Treasurer - Will Joekel

Full Conference Call Transcript

Operator: Good morning, and invited to the Green Plains Inc. Second Quarter 2026 Earnings Conference Call. Following the company's prepared remarks, instructions volition beryllium provided for Q&A. [Operator Instructions] I volition present manus the telephone implicit to your host, Will Joekel, Vice President of Investor Relations and Treasurer. Please spell ahead, Will.

Will Joekel: Thank you, and bully morning. I would similar to invited everyone to the Green Plains Inc. Second Quarter 2026 Earnings Conference Call. Joining maine connected today's telephone are Chris Osowski, President and Chief Executive Officer; Ann Reis, Chief Financial Officer; Imre Havasi, Senior Vice President of Trading and Commercial Operations, on with the remainder of our elder enactment team. There is simply a descent presumption disposable connected the Investor leafage nether the Events and Presentations nexus connected our website. During this call, we volition beryllium making forward-looking statements, which are predictions, projections and different statements astir aboriginal events. These statements are based connected existent expectations and assumptions that are taxable to risks and uncertainties.

Actual results tin materially disagree due to the fact that of hazard factors discussed successful today's property release, comments made during this telephone and successful the Risk Factors conception of our Form 10-K, 10-Q and different reports and filings with the Securities and Exchange Commission. We bash not undertake immoderate work to update immoderate forward-looking statements. I'll present manus the telephone implicit to Chris.

Chris Osowski: Thanks, Will, and bully morning, everyone. The 2nd 4th marked different play of beardown execution for Green Plains. The squad delivered adjusted EBITDA of $93.3 cardinal contempt downtime for outpouring maintenance, up from $71.5 cardinal successful the archetypal 4th and a important betterment from $16.4 cardinal successful the 2nd 4th of past year. Successfully executing our attraction programme portion achieving our strongest quarterly show successful years, highlights the spot of our operations and our team. Green Plains contiguous is simply a fundamentally antithetic institution than it was a twelvemonth ago. We are focused connected operational excellence crossed our platform.

We person a increasing c concern that is delivering important value, and we are benefiting from favorable request fundamentals crossed ethanol, maize lipid and macromolecule markets. Together, those advantages are creating a concern with a higher floor, stronger escaped currency travel and importantly much flexibility than we've had before. Before I sermon our outlook, I privation to commencement with safety. Safety is the instauration for everything we do. A harmless works is simply a reliable works and a reliable works is what allows america to consistently present for our customers, our shareholders and our employees. During the quarter, our employees worked safely, and we continued to amended the hazard illustration of the fleet.