AMR
Alpha Metallurgical Resources, Inc.186.65
-4.85-2.53%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
M&A openness amid cost, supply color
Q&A surfaced Alpha's flexible capital allocation, with Andy Eidson stressing liquidity preservation amid volatility while pressing measured share buybacks and eyeing M&A—even thermal assets if low-risk, high-upside. Costs face Q1 elevation from weather, lower volumes, and pricier strip, yet full-year guidance holds firm alongside ~$2/ton 45X tax credit. Domestic commitments maxed; balance heads seaborne as steel stays weak outside the US, with Europe/South America showing glimmers. Smaller Central App mines furlough 1-2M tons annually, offset by Alabama/Northern App ramps. Markets grind sideways. Watch M&A execution.
Key Stats
Market Cap
2.44BP/E (TTM)
-Basic EPS (TTM)
-3.58Dividend Yield
0%Recent Filings
10-K
8-K
8-K
8-K
8-K
2026 guidance issued
Alpha Metallurgical Resources issued 2026 guidance on December 12, expecting 15.1-16.5 million tons total shipments, with met coal at 14.4-15.4 million tons, and costs of $95-$101 per ton. Capex targets $148-$168 million, including Kingston Wildcat mine completion to boost quality mix, amid challenging steel markets. Guidance locks 27% of met segment at $128.16 average.
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