Alico 2025 Q4 Earnings 53.2% Net Loss Improvement and 33.9% Revenue Growth

Alico (ALCO) reported fiscal 2025 Q4 earnings on Nov 24, 2025, with revenue rising 33.9% to $2.35 million and net losses narrowing by 53.2% to $-8.50 million. The company’s strategic shift to a diversified land company and $23.8 million in land sales were highlighted.

Revenue

Alico’s total revenue surged 33.9% to $2.35 million in 2025 Q4, up from $1.75 million in 2024 Q4. This growth was driven by improved agricultural pricing and land sales, despite a 25.9% decline in citrus harvests due to Hurricane Milton.

Earnings/Net Income

The company narrowed its net loss to $-8.50 million in 2025 Q4, a 53.2% improvement from $-18.16 million in 2024 Q4. Earnings per share (EPS) improved to -$1.11 from -$2.38. While the loss persists, the reduction reflects progress in cost controls and asset optimization. The EPS result, though a loss, indicates meaningful improvement in operational efficiency.

Price Action

The stock price of Alico edged up 0.79% during the latest trading day but fell 1.89% for the week and 10.49% month-to-date.

Post-Earnings Price Action Review

The strategy of buying Alico shares after a revenue drop quarter-over-quarter on the financial report release date and holding for 30 days resulted in a -13.35% return. The benchmark return was 69.21%, leading to an excess return of -82.57% and a CAGR of -4.70%. The strategy had a maximum drawdown of 0.00% and a Sharpe ratio of -0.15, indicating a low-risk but underperforming strategy relative to the market.

CEO Commentary

John Kiernan, CEO, emphasized Alico’s transformation from a citrus producer to a diversified land company, with 25% of landholdings allocated for development. The company achieved $22.5 million in Adjusted EBITDA and $23.8 million in land sales, despite a $147.3 million net loss driven by accelerated depreciation. Kiernan noted $38.1 million in cash reserves, sufficient to fund operations through fiscal 2027.

Guidance

Alico expects to fund operating expenses through fiscal 2027 with current cash reserves and anticipates a 2026 regulatory decision on Corkscrew Grove Villages. The company aims to optimize agricultural leases, maintain cost controls, and advance high-value land development.

Additional News

Alico announced a strategic partnership with the Florida Department of Transportation to design a wildlife underpass for State Road 82. The company also submitted permits for Corkscrew Grove Villages to federal and state agencies, with a Collier County decision expected in 2026. Additionally, Alico completed its final major citrus harvest and exceeded $20 million in land sales guidance with $23.8 million in proceeds.