# What Oatly Group (OTLY) Said on Its Q3 Earnings Call - The Lincolnian Online

> Oatly reported Q3 revenue up 9.1% year over year and positive adjusted EBITDA of $9.4 million. It cut its full-year adjusted EBITDA outlook to $16-20 million from $25-35 million, citing higher North American freight and fuel costs. The company also said U.S. diesel prices have risen about 70% since the Middle East conflict began.

- Date: 2026-10-31 · published 2026-11-01T06:06:02.675Z
- Category: logistics · region North America · magnitude low
- Page: https://feedsoft.ai/events/4008-what-oatly-group-otly-said-on-its-q3-earnings-call-the-lincolnian-online
- Commodities: [ULSD / Diesel](https://feedsoft.ai/c/DIESEL.md)

## Why it matters

Higher diesel and freight costs raise logistics expenses for food processors and can pressure transport-sensitive grain and oat demand. The effect on feed commodity prices is modest.

## Read by commodity

- DIESEL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DIESEL | 2021-05-10 | [Colonial Pipeline outage: What to watch for in diesel markets Monday - FreightWaves](https://feedsoft.ai/events/47275-colonial-pipeline-outage-what-to-watch-for-in-diesel-markets-monday-freightwaves.md) | +1.4% | +5.2% |
| DIESEL | 2026-10-13 | [Diesel Prices & Freight Trends: What’s Driving the Market in Q4?](https://feedsoft.ai/events/17232-diesel-prices-and-freight-trends-what-s-driving-the-market-in-q4.md) | +1.8% | — |
| DIESEL | 2019-11-23 | [Logistics putting on the pressure  — this week in the grain markets - RealAgriculture](https://feedsoft.ai/events/56109-logistics-putting-on-the-pressure-this-week-in-the-grain-markets-realagriculture.md) | -2.4% | +4.4% |
| DIESEL | 2026-10-29 | [Oatly cuts profit outlook on North America costs inflation](https://feedsoft.ai/events/2017-oatly-cuts-profit-outlook-on-north-america-costs-inflation.md) | -2.4% | — |
| DIESEL | 2017-08-31 | [Gas spikes as largest US refinery reportedly offline up to 2 weeks](https://feedsoft.ai/events/69603-gas-spikes-as-largest-us-refinery-reportedly-offline-up-to-2-weeks.md) | +7.1% | +8.9% |

## Sources

- thelincolnianonline.com: https://www.thelincolnianonline.com/2026/10/31/what-oatly-group-otly-said-on-its-q3-earnings-call.html

---
Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.