Alto Ingredients reports Q4 profit on improved crush margins, renewable fuel exports

Alto Ingredients

04/03/2026 21:45

Overview

Specialty alcohol producer's Q4 revenue declined by about $4 mln from a year ago

Company reported adjusted EBITDA of $27.9 mln and net income of $21.5 mln, compared to year-ago losses

Company's improved performance driven by higher crush margins and renewable fuel exports

Outlook

Alto Ingredients plans to enhance production capabilities in 2026

Company aims to increase renewable fuel exports in 2026

Alto Ingredients plans to monetize additional 45Z tax credits in 2026

Result Drivers

HIGHER CRUSH MARGINS - Co attributed improved Q4 gross profit, net income and adjusted EBITDA to higher crush margins

RENEWABLE FUEL EXPORTS - Strong renewable fuel export sales contributed to Q4 performance improvement

COST DISCIPLINE - Co focused on cost discipline and strategic realignment to enhance asset values

Company press release: ID:nGNXlT8mr

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$232 mln
$234.83 mln (2 Analysts)
Q4 EPS
$0.28
Q4 Net Income
$21.5 mln
Q4 Adjusted EBITDA
Beat
$27.9 mln
$8.24 mln (2 Analysts)
Q4 Gross Profit
$15.2 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the renewable fuels peer group is "buy"

Wall Street's median 12-month price target for Alto Ingredients Inc is $4.25, about 63.5% above its March 3 closing price of $2.60

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)