On Wednesday, August 12, 2026, Allied (ALLD3) reported net income of R$ 36.6 million in the second quarter of 2026 (2Q26), more than double the R$ 15.9 million reported in 2Q25. In the same period, net sales revenue totaled R$ 1,458.3 million, an increase of 4.7% compared to 2Q25, while EBITDA (earnings before interest, taxes, depreciation and amortization) reached R$ 73.8 million, up 37.0% year over year, with a margin of 5.1%.
Consolidated gross profit was R$ 170.5 million in 2Q26, an increase of 14.0% over 2Q25, with a gross margin of 11.7%, 1.0 percentage point higher than the previous year. Operating expenses totaled R$ 106.9 million in the quarter, down 1.1% from 2Q25 and equivalent to 7.3% of net revenue, versus 7.8% a year earlier. Net financial result improved from an expense of R$ 27.9 million in 2Q25 to an expense of R$ 18.4 million in 2Q26, contributing to income before income tax and social contribution of R$ 45.2 million, 232.4% higher than in 2Q25.
In the first half of 2026 (1H26), consolidated net revenue reached R$ 2,617.7 million, up 1.1% compared to 1H25. Gross profit for the half-year was R$ 328.5 million, an increase of 11.0%, and EBITDA totaled R$ 132.4 million, up 26.9% on the same comparison basis. Net income in 1H26 came to R$ 61.3 million, compared with R$ 30.9 million in 1H25.
The company reported Free Cash Flow (FCF) of R$ 123.6 million in 2Q26, after investments of R$ 0.8 million. In 1H26, FCF was R$ 91.2 million, equivalent to 68.9% of EBITDA for the period. On an adjusted last-12-month basis, Allied reported an adjusted FCF Yield of 55.2% and return on invested capital (ROIC) of 20.4%.
At the end of June 2026, Allied held cash of R$ 348.8 million and gross debt of R$ 392.3 million, resulting in net debt of R$ 43.5 million, equivalent to 0.2x EBITDA for the last 12 months. The bank debt amortization schedule remains concentrated in the long term, with R$ 305.2 million classified under non-current liabilities.
