Alto Ingredients (ALTO)
NASDAQ:ALTO
Want to see ALTO full AI Analyst Report?
Earnings Data
Report Date
Aug 10, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.09Last Year’s EPS
-0.15Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a positive operational and financial inflection: the company returned to profitability, achieved a meaningful adjusted EBITDA turnaround, improved ingredient returns and captured incremental revenue from exports, co-products and early 45Z credits. Management also outlined clear optimization and capital projects to lift capacity and qualify additional low-carbon gallons. Offsetting risks include temporary production curtailments and outages, higher energy and maintenance costs, dependence on external parties to lower carbon intensity and market/geopolitical volatility that could pressure margins. Overall, the positives (profitability, margin improvement, tangible project pipeline and tax-credit runway) outweigh the challenges, though execution and market dynamics will remain key.Company Guidance
Return to Profitability
Net income attributable to common stockholders of $4.0 million in Q1 2026 versus a net loss of $12.0 million in Q1 2025, an improvement of $16.0 million. Adjusted EBITDA improved to $4.7 million from negative $4.4 million a year ago, a $9.1 million increase.
Revenue, Price and Volume Dynamics
Consolidated net sales of $225 million, down $2 million year-over-year. Volumes sold decreased 4% (3.7 million gallons) while average sales price per gallon increased ~4% from $1.93 to $2.00.
Gross Profit Turnaround
Gross profit of $9.2 million in Q1 2026 versus a gross loss of $1.8 million in Q1 2025 — an $11.0 million positive swing driven by stronger crush margins, improved product mix, unrealized derivative gains and lower SG&A.
Improved Crush Margins and Ingredient Returns
Seasonally strong crush margin of $0.17 per gallon in Q1 2026 versus $0.02 per gallon a year ago (approximately $5.2 million benefit). Consolidated return on essential ingredients improved to 53.4% from 48.2% a year ago (+5.2 percentage points).
Revenue Upside from Exports and Co-products
Higher-value export sales and premiums contributed an incremental $6.7 million. Co-product (protein feed and corn oil) improvements added ~$2.2 million in revenues.
45Z Tax Credit Contribution and Run-rate Opportunity
Recorded $3.9 million in 45Z credit earnings in Q1 2026. Company expects to qualify ~90 million gallons annually at $0.20/gal, equating to approximately $15 million in net proceeds after monetization costs if realized.
Balance Sheet and Liquidity Actions
Cash balance of $20 million at 3/31/2026 and $4 million generated from operating activities in Q1. Paid $16.6 million principal on term debt (term loan balance ending $38.4 million). Total borrowing availability of $94 million (including $29 million operating line availability). Interest expense decreased ~$0.53 million due to lower debt.
Execution of Capital and Optimization Projects
2026 CapEx plan of ~$25 million focused on maintenance and optimization. Specific projects: debottlenecking Pekin dry mill to increase annual production ~8% (~5 million gallons) with benefits expected to be realized beginning Q4; construction of second alcohol load out and dock repairs at Pekin; addition of third storage tank at Columbia to support liquid CO2 growth.
ALTO 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
ALTO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $5.56 | $4.54 | -18.35% |
Mar 04, 2026 | $2.60 | $4.02 | +54.62% |
Nov 05, 2025 | $1.16 | $1.42 | +22.41% |
Aug 06, 2025 | $1.04 | $1.00 | -3.85% |
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 Alto Ingredients (ALTO) report earnings?
Alto Ingredients (ALTO) is schdueled to report earning on Aug 10, 2026, After Close (Confirmed).
What is Alto Ingredients (ALTO) earnings time?
Alto Ingredients (ALTO) earnings time is at Aug 10, 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 ALTO EPS forecast?
ALTO EPS forecast for the fiscal quarter 2026 (Q2) is 0.09.