Alamos Gold (AGI)
NYSE:AGI
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.75Last Year’s EPS
0.34Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strongly positive operational and financial picture: record revenues, record operating cash flow, meaningful reserve growth (32% YoY), advancing high-return expansions (Island Gold shaft completion, Magino mill upgrades, PDA) and solid liquidity. Near-term challenges include elevated Q1 costs above guidance, operational setbacks at Young-Davidson (lower milling rates, dilution) and inflationary pressures (labor, diesel, contractor costs), but management provided clear operational actions and timelines (Island ramp, Magino throughput increases, grid connection savings, hedge eliminations) that are expected to materially reduce costs and boost production through H2 2026 and into 2027–2028. Overall, the highlights materially outweigh the lowlights.Company Guidance
Record Quarterly Revenues and Strong Pricing
Sold 122,000 oz at an average realized price of $4,829/oz, generating record quarterly revenues of $597 million.
Robust Cash Flow and Liquidity
Operating cash flow before changes in working capital was a record $338 million ($0.80/sh), with free cash flow of $102 million. Cash balance increased to $660 million and available liquidity is $1.2 billion.
Significant Reserve Growth
Year-end mineral reserves increased 32% year-over-year to 16.0 million oz, including Island Gold District reserves nearly doubling to over 8.0 million oz.
Island Gold Operational Ramp and Asset Milestone
Island Gold produced 61,200 oz in Q1; underground mining rates averaged a record 1,423 tpd (a 23% increase vs Q4). Shaft sinking reached planned depth of 1,381 m and commissioning is expected early 2027, supporting a planned ramp to 2,000 tpd in 2026 and higher production in H2.
Magino Mill Throughput Improvement
Magino milling rates improved from ~7,500 tpd in Q1 to ~9,200 tpd over the past six weeks following addition of a temporary crusher; steady-state 10,000 tpd expected by Q3 and a 20,000 tpd expansion targeted for early 2028.
High-Return Growth Projects On Track
Phase III+ shaft growth largely spent/committed; larger Island Gold District expansion study outlines production of ~534,000 oz/yr at $1,025/oz AISC from 2028. PDA project on budget and schedule for first production in mid-2027.
Profitability and Earnings
Reported net earnings of $191 million ($0.46/sh); adjusted net earnings of $232 million ($0.55/sh). All-in sustaining cost margins nearly tripled year-over-year to ~ $3,000/oz, contributing to record operating margins.
Capital Allocation and Shareholder Returns
Generated strong free cash flow while investing $127 million in growth capital; announced a 60% dividend increase in February and opportunistic plans for share buybacks and further hedge eliminations (245k of 330k oz hedges eliminated to date).
AGI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AGI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | $40.93 | $39.94 | -2.42% |
Feb 18, 2026 | $43.70 | $45.82 | +4.85% |
Oct 29, 2025 | $31.82 | $30.99 | -2.60% |
Jul 30, 2025 | $25.31 | $24.25 | -4.22% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Alamos Gold (AGI) report earnings?
Alamos Gold (AGI) is schdueled to report earning on Aug 05, 2026, After Close (Confirmed).
What is Alamos Gold (AGI) earnings time?
Alamos Gold (AGI) earnings time is at Aug 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AGI EPS forecast?
AGI EPS forecast for the fiscal quarter 2026 (Q2) is 0.75.