ARLP
Alliance Resource Partners, L.P.23.44
-0.09-0.38%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
3.01BP/E (TTM)
12.40Basic EPS (TTM)
1.89Dividend Yield
0.11%Recent Filings
10-Q
8-K
ARLP Q3 earnings beat expectations
Alliance Resource Partners reported Q3 2025 net income of $95.1 million, up 10.2% year-over-year, on $571.4 million revenue despite a 7.5% drop in coal prices per ton; sales volumes rose 3.9% to 8.7 million tons, fueled by strong production at Hamilton and Tunnel Ridge mines. Appalachia costs fell 11.7% year-over-year, boosting margins amid surging utility coal demand from AI-driven load growth. The firm invested $22.1 million in a coal-fired power plant partnership to tap tightening markets. Quarterly distribution holds at $0.60 per unit. Updated guidance tightens coal sales to 32.50–33.25 million tons.
8-K
ARLP subsidiary signs supplier deal
Alliance Resource Partners' subsidiary CR Services inked a five-year Master Supply and Services Agreement on October 10, 2025, with Saminco Solutions, an affiliate of CEO Joseph Craft, to procure traction drives, motors, batteries, and related repairs. Pricing matches or beats terms for similar customers, with automatic one-year renewals unless terminated with 30 days' notice or 90 days without cause. Approved by independent directors, it sustains a long-term supplier tie. Related-party scrutiny applies.
10-Q
Q2 FY2025 results
Alliance Resource Partners posted Q2 revenues of $547.5M, down 7.7% y/y from $593.4M, as coal sales fell 5.3% to $485.5M on 11.3% lower prices despite 6.8% higher volumes of 8.4M tons; operating income dropped 24.4% y/y to $88.7M while gross margins held steady around 36% amid lower transportation costs. Key drivers included roll-off of high-priced legacy contracts and production hiccups at Tunnel Ridge, yet Illinois Basin volumes rose 15.2% y/y on stronger Hamilton and River View output. Cash from operations for the half-year totaled $297.4M, down from $425.4M, with free cash flow of $143.6M (derived) supporting $55.0M in quarter-end cash against $462.1M total debt; diluted EPS fell to $0.46 from $0.77, consistent with 128.4M shares. A $25.0M impairment on the Ascend investment stung profits, but digital assets gained $12.9M in value. Solid liquidity persists. Regulatory pressures on emissions loom as a persistent headwind.
8-K
Q2 earnings down but volumes up
Alliance Resource Partners reported Q2 2025 revenue of $547.5 million, down 7.7% year-over-year, with net income at $59.4 million after a $25.0 million impairment on a battery investment, yet coal volumes surged 6.8% to 8.4 million tons. Strong Illinois Basin output offset Appalachia dips, while oil & gas royalties held steady. Volumes rose. The board declared $0.60 per unit distribution, payable August 14, and updated 2025 guidance to 32.75–34.00 million coal tons amid supportive market dynamics.
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