Farewell Citrus, Hello Sweet Land Monetization: Alico Delivers Top-Down Beat – Quarterly Update Report

By Rayk Riechmann

How to extremity a transformative twelvemonth connected a precocious note: better-than-expected onshore income and adjusted EBITDA up of institution guidance.

Alico, Inc. (Nasdaq: ALCO) shows erstwhile again however to constitute a turnaround story. With galore operational changes good underway and archetypal successes already positively impacting cardinal fiscal metrics, 2026 shapes up to beryllium a breakout year. Fiscal twelvemonth 2025 onshore income came successful $3.8 cardinal supra institution guidance astatine $23.8 cardinal and adjusted EBITDA was besides comfortably up of the $20 cardinal guided by ALCO astatine $22.5 million.

And the affirmative momentum has carried implicit into fiscal twelvemonth 2026: Alico has already completed the merchantability of 579 acres of citrus onshore for $6.1 cardinal and divested its bureau and store for different $1.7 million.

Other near-term existent property improvement projects are moving guardant arsenic planned with an estimated contiguous worth of $335 cardinal to $380 cardinal that could beryllium realized wrong the adjacent 5 years.

But ALCO is not putting each its oranges successful 1 basket. While transitioning to a diversified onshore model, the institution maintains different income streams specified arsenic leases to third-party citrus farmers. This allows dependable gross procreation without the request to put dense superior for citrus infrastructure.

Going into 2026. Alico offers much-improved onshore monetization visibility astatine an charismatic valuation. Our DCF investigation shows that the contiguous worth of projected currency flows from onshore developments acold outweigh the existent institution valuation.

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