NYSE$AGI

Alamos Gold Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Reported Q1 2025 financial and operational results

Alamos Gold Inc. reported a solid first quarter in 2025, with production meeting the low end of guidance. Revenue increased significantly driven by higher realized gold prices and the inclusion of the Magino mine. While costs were higher than the prior year period, primarily due to the inclusion of Magino and increased share-based compensation, the company remains on track to meet full-year production guidance and expects costs to decrease in the remainder of the year. The company continues to advance its high-return growth projects and maintains a strong liquidity position.

  • Gold production in Q1 2025 was 125,000 ounces, meeting the low end of quarterly guidance.
  • Revenue increased by 20% to $333.0 million in Q1 2025, primarily due to higher realized gold prices and the inclusion of the Magino mine.
  • Adjusted earnings per share for Q1 2025 were $0.14.
  • The company generated $64.1 million in free cash flow in Q1 2025, with a strong cash and cash equivalents balance of $289.5 million at the end of the quarter.

Headline financials

Total Revenue

$333M

No prior period
EPS (adj)

$0.14

No prior period
Gold production

125.0K

No prior period
Gold sales

117.6K

No prior period
Cost of sales

$195M

No prior period
Free cash flow

$64.1M

No prior period
Adjusted EBITDA

$143M

No prior period
Avg realized gold price

$2.8K

No prior period
Total cash costs/oz

$1.19K

No prior period
AISC per ounce

$1.81K

No prior period
Capital expenditures

$95.1M

No prior period
Cash flow from ops

$160M

No prior period
Net Income

$15.2M

No prior period
Operating Income

$94.7M

No prior period
Gross Profit

$130M

No prior period

Revenue & EPS history

Alamos Gold · Revenue · Quarterly

$333M

Q1 2025
Beat estimate in 4 of 12 quarters(33%)
ActualEstimate

Forward guidance

Alamos Gold Inc. expects stronger production and lower costs in the remainder of 2025, driven by increased milling rates at Magino and higher grades at Young-Davidson and La Yaqui Grande. The company remains on track to achieve its full-year production guidance and expects AISC to decrease significantly. Advancement of high-return growth projects, including the Phase 3+ Expansion, Lynn Lake, and PDA, is expected to drive significant production growth and lower costs over the next several years, with a long-term target of one million ounces per year.

Tailwinds

  • Expected stronger production in Q2 and the second half of 2025, remaining on track for full-year guidance.
  • Expected approximately 20% decrease in AISC in Q2, with further decreases expected in the remainder of the year.
  • Phase 3+ Expansion at Island Gold on track for completion in H1 2026, expected to drive higher production and significantly lower costs.
  • Construction activities ramping up on Lynn Lake and PDA projects, contributing to steady growth towards 900,000 ounces per year run rate.
  • Excellent potential to grow production to one million ounces per year through further expansion of the Island Gold District.
  • Strong free cash flow generation expected through the remainder of 2025 and significantly increasing after project completions.

Headwinds

  • Monitoring full-year cost guidance due to higher share-based compensation and royalty costs, impacted by factors outside the Company's control.
  • Potential impact from tariffs introduced by the United States and potential retaliatory tariffs on input costs.
  • Capital spending expected to increase modestly into 2026 with ramp up in spending on Lynn Lake and PDA.
  • Unrealized losses on forward contracts inherited from Argonaut impacting net earnings.
  • Cash flow in 2025 impacted by planned delivery of ounces into the gold prepayment facility with no associated cash flow in 2025.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+0.0%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+0.9%

Avg return

30 days after

54%

31 / 57 earnings

Positive

+9.4%

Q2 2022

Best reaction

-15.7%

Q3 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+4.9%+15.6%-12.5%
Q3 2025-2.6%-5.8%+17.7%
Q2 2025-4.3%+3.4%+20.0%
Q1 2025-9.8%-4.5%-9.2%
Q4 2024+2.6%+2.0%+15.1%
Q4 2023-2.7%-2.3%-5.4%
Q3 2023-2.9%-1.3%+6.0%
Q2 2023-5.1%-0.7%-2.8%
Q1 2023+0.4%+1.7%-3.4%
Q4 2022-1.5%-0.1%+15.5%
Q3 2022+5.0%+1.8%+24.0%
Q2 2022+9.4%+11.3%+8.6%
Q1 2022+1.6%-1.2%-1.2%
Q4 2021+0.1%+2.1%+15.8%
Q3 2021-4.5%-7.7%-4.0%
Q2 2021+2.1%+1.5%+0.4%
Q1 2021-0.4%+2.4%+10.3%
Q4 2020+0.7%-4.4%+5.3%
Q3 2020+3.3%+7.0%-7.0%
Q2 2020-9.0%-8.7%-10.4%
Q1 2020-1.3%+2.1%-1.0%
Q4 2019+6.8%+9.0%-30.0%
Q3 2019+6.5%+5.9%+11.0%
Q2 2019+4.4%+12.2%+3.5%
Q1 2019-7.1%-4.5%+4.7%
Q4 2018+0.2%+1.2%+8.9%
Q3 2018-3.0%-2.5%-19.3%
Q2 2018+0.4%-3.7%-19.2%
Q1 2018+2.2%-0.6%+2.6%
Q4 2017-4.9%-5.2%+0.9%
Q3 2017+1.9%-0.3%+1.1%
Q2 2017+8.9%+8.1%+18.4%
Q1 2017-4.2%-5.8%+0.4%
Q3 2016-15.7%-7.6%-19.5%
Q2 2016-1.6%-0.2%-13.4%
Q1 2016-3.3%
Q4 2016+0.8%
Q3 2015-6.1%
Q2 2015+3.7%
Q1 2015+5.2%
Q4 2014-1.9%
Q1 2014-2.0%
Q4 2013-6.2%
Q3 2013+7.4%
Q4 2012+8.4%
Q1 2013+8.4%
Q3 2012+3.5%
Q2 2012+2.1%
Q1 2012+2.5%
Q4 2011+5.8%
Q3 2011+1.7%
Q2 2011-1.1%
Q1 2011-3.6%
Q4 2010+0.4%
Q3 2010-3.2%
Q2 2010-5.3%
Q1 2010+2.2%

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