NYSE$AGI

Alamos Gold Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Alamos Gold reported record quarterly revenue and net earnings in Q4 2025, driven by higher realized gold prices and strong free cash flow generation.

In Q4 2025, Alamos Gold generated record revenue of $575300000 and net earnings of $434900000, supported by an average realized gold price of $3998 per ounce. The Company delivered strong free cash flow of $156900000 despite higher costs and operational challenges at its Canadian operations.

  • Record quarterly revenue of $575300000 driven by higher realized gold prices
  • Net earnings of $434900000 with adjusted net earnings of $227600000
  • Free cash flow reached a quarterly record of $156900000
  • Total cash costs of $1111 per ounce and AISC of $1592 per ounce increased year-over-year

Headline financials

Total Revenue

$575M

Previous: $376M+53.1%
EPS (adj)

$0.54

Previous: $0.25+116.0%
Gold production

141.5K

Previous: 140.2K+0.9%
Gold sales

142.1K

Previous: 141.3K+0.6%
Cost of sales

$220M

Previous: $201M+9.3%
Free cash flow

$157M

Previous: $53.5M+193.3%
Adjusted EBITDA

$385M

Previous: $207M+85.6%
Avg realized gold price

$4K

Previous: $2.63K+51.9%
Total cash costs/oz

$1.11K

Previous: $981.00+13.3%
AISC per ounce

$1.59K

Previous: $1.33K+20.0%
Island Gold AISC

$1.63K

Previous: $1.34K+21.2%
Young-Davidson AISC

$1.84K

Previous: $1.19K+54.1%
Mulatos AISC

$946.00

Previous: $1.2K-21.0%
Capital expenditures

$158M

Previous: $139M+13.6%
Cash flow from ops

$251M

Previous: $192M+30.5%
Net Income

$435M

Previous: $87.6M+396.5%
Operating Income

$331M

Previous: $158M+108.9%

Revenue & EPS history

Alamos Gold · Revenue · Quarterly

$575M

Q4 2025+53.1%vs Q4 2024
Beat estimate in 4 of 12 quarters(33%)
ActualEstimate

Forward guidance

For 2026, Alamos expects production growth with declining costs driven by the Phase 3+ Shaft Expansion at Island Gold and continued operational improvements, while capital spending will increase to support major growth projects.

Tailwinds

  • 2026 production expected between 570000 and 650000 ounces
  • AISC expected to trend lower through 2026
  • Significant production growth projected through 2028
  • Strong liquidity position with $623100000 in cash
  • Higher dividend with 60% increase starting Q1 2026

Headwinds

  • Higher capital spending expected in 2026 between 850000000 and 940000000
  • Costs expected to be above full-year guidance in first half of 2026
  • Cash flow impacted by gold prepayment deliveries in H1 2026
  • Increased cash taxes expected in 2026
  • Operational challenges from prior year may pressure early 2026 results

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 Q4 2025

Historical avgQ4 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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