Alico, Inc. ( ALCO ) Q4 2025 Earnings Call November 25, 2025 8:30 AM EST Company Participants John Kiernan - President, CEO & Director Bradley Heine - Chief Financial Officer & Accounting Officer Conference Call Participants John Mills - ICR Inc. Presentation Operator Good morning, and welcome to the Alico Fourth Quarter and Fiscal Year Ended 2025 Earnings Call. [Operator Instructions].
Alico (ALCO) came out with a quarterly loss of $1.1 per share versus the Zacks Consensus Estimate of a loss of $0.39. This compares to earnings of $0.19 per share a year ago.
FENC, BABA and ALCO have been added to the Zacks Rank #5 (Strong Sell) List on October 15, 2025.
Alico is transitioning from citrus production to a land asset management model, focusing on land sales and agricultural leases. ALCO's concentrated ownership by value-oriented funds supports agile strategic pivots, such as exiting citrus and launching Corkscrew Grove. Valuation should prioritize $/acre metrics and execution probabilities, with Florida agricultural land averaging $6,000/acre and Corkscrew land requiring approval discounts.
Alico, Inc. (NASDAQ:ALCO ) Q3 2025 Earnings Call August 13, 2025 8:30 AM ET Company Participants Bradley Heine - Chief Financial Officer & Accounting Officer John E. Kiernan - President, CEO & Director Conference Call Participants Brandon B.
Alico (ALCO) came out with a quarterly loss of $2.39 per share versus the Zacks Consensus Estimate of a loss of $1.09. This compares to a loss of $0.27 per share a year ago.
Alico is shifting from citrus farming to monetizing its valuable Florida land, with 5,500 acres set for development over five years. The company's land is valued at $650–$750 million, while its market cap is only $239.81 million, suggesting significant upside potential. Florida's population boom is driving up land values, and Alico's development plans could unlock substantial shareholder value for patient investors.
Alico, Inc. (NASDAQ:ALCO ) Q2 2025 Earnings Conference Call May 14, 2025 8:30 AM ET Company Participants John Mills - Managing Partner, ICR John Kiernan - President and CEO Brad Heine - Chief Financial Officer Conference Call Participants Brandon Rogers - ROTH Capital Operator Good morning. And welcome to Alico's Second Quarter 2025 Earnings Call.
Alico is winding down its citrus operations due to significant challenges, including environmental issues and citrus greening disease, and is repurposing its land for development. The company owns 53,371 acres in Florida, with plans to develop 25% of it for residential communities, capitalizing on Florida's strong population growth. Management estimates the land's value between $650 million and $750 million, presenting significant upside potential compared to Alico's current enterprise value of $326.4 million.
Alico, Inc. (NASDAQ:ALCO ) Q1 2025 Earnings Conference Call February 13, 2025 8:30 AM ET Company Participants John Mills - Managing Partner, ICR John Kiernan - President & CEO Brad Heine - CFO Conference Call Participants Operator Good morning, and welcome to Alico's First Quarter 2025 Earnings Call. Currently, all participants are in a listen-only mode.
If you are looking for stocks that are well positioned to maintain their recent uptrend, Alico (ALCO) could be a great choice. It is one of the several stocks that passed through our "Recent Price Strength" screen.
Alico is transitioning from citrus operations to land development. Management believes it can unlock $650 - 750 million in enterprise value by developing its valuable land near Fort Myers and Tampa. This translates into over $80 / share. Despite potential short-term volatility, I maintain a speculative buy rating due to the long-term potential of Alico's vast land holdings.