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Alto Ingredients (ALTO) guidance and outlook

Alto Ingredients' 10-Q filed Nov 6, 2026 makes 28 forward-looking statements.

Guidance and outlook

Forward-looking statements, 10-Q filed Nov 6, 2026

• We intend to accomplish this goal in part by investing in our specialized and higher-value specialty alcohol production and distribution infrastructure, expanding production in high-demand essential ingredients, expanding and extending the sale of our products into new regional and international markets, building efficiencies and economies of scale and capturing a greater portion of the value stream.
• Although we expect domestic sales to remain the more attractive option through the end of 2026, we are beginning to see more compelling economics for resuming renewable fuel exports to Europe in 2027.
• At our Pekin dry mill, the debottlenecking project we completed in the second quarter is performing in line with our plan following the restart of the facility.
• We remain on target to increase the dry mill’s annual production capacity by approximately 8%, or 5 million gallons, allowing us to exit 2026 at our new targeted annual run rate of approximately 65 million gallons.
• At our Pekin Campus, the first phase of our barge dock project, which added a new liquid loadout, is complete and operational, and we expect to complete the second phase, consisting of improvements to the existing dock, by the end of 2026.
• We expect these investments to provide greater logistics flexibility and loading capacity while helping us better leverage the strategic value of our Pekin location.
• At our Columbia facility, we expect to complete the installation of a third CO 2 storage tank before the end of 2026, providing additional capacity to capture more of our existing CO 2 production and to serve the growing demand for liquid CO 2 in the Pacific Northwest.
• We remain on track to qualify 90 million gallons or more of combined production for Section 45Z tax credits in 2026.
• As a result of our efforts to lower our carbon intensity scores, we now project our Columbia facility to qualify for $0.30 per gallon and our Pekin dry mill to qualify for $0.20 per gallon, in each case on a gross credit basis.
• Accordingly, we now expect to generate a minimum of $20.0 million of Section 45Z tax credit earnings, net of estimated monetization costs, in 2026, compared to our previously expected minimum of $15.0 million.
• This expected minimum does not include any incremental Section 45Z tax credit earnings from low carbon intensity corn supplied by farmers under our cooperative agreements described below.
• We expect the earnings contribution from this first agreement to be modest in 2026, but to build in 2027 as participating farmers adopt additional measures beginning this fall.

Alto Ingredients' latest quarter

Questions

What does Alto Ingredients expect?

We intend to accomplish this goal in part by investing in our specialized and higher-value specialty alcohol production and distribution infrastructure, expanding production in high-demand essential ingredients, expanding and extending the sale of our products into new regional and international markets, building efficiencies and economies of scale and capturing a greater portion of the value stream. Although we expect domestic sales to remain the more attractive option through the end of 2026, we are beginning to see more compelling economics for resuming renewable fuel exports to Europe in 2

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.