ARLP · Alliance Resource Partners LP
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 27, 2026TL;DR. ARLP posted Q2 results with record oil & gas royalty revenue and improved coal costs, closed the $206.2 million AllDale III & IV minerals acquisition on July 1, 2026, and raised full-year oil & gas volume guidance while maintaining its coal sales volume, price, and cost guidance ranges.
- + Coal operating costs improved, with total Segment Adjusted EBITDA Expense per ton down 6.3% year-over-year to $38.68.
- + Closed the $206.2 million AllDale III & IV acquisition on July 1, 2026, adding 48,500 net royalty acres.
- + Raised full-year oil & gas volume guidance to 1.95-2.05 million barrels of oil, 10-10.5 million MCF of gas, and 1.1-1.2 million barrels of NGL.
- + Secured 21.2 million tons of new committed and priced sales for 2026-2031 and have 29.4 million tons committed and priced for 2027.
- − Average coal sales price per ton fell 5.3% year-over-year to $54.87, with Appalachia down 22.9% to $63.57.
- − Illinois Basin coal sales volumes declined 4.5% year-over-year to 6.4 million tons on the Hamilton longwall move.
- − Drew $56 million on the revolver and added a $150 million term loan to fund the $206.2 million acquisition, with net leverage rising to 0.67x.
- − Bitcoin holdings of 646 coins led to a $6.3 million sequential decline in digital-asset fair value, a $0.05 per-unit impact.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Thermal Coal — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ARLP
this stock
Alliance Resource Partners LP
|
$3.13B | +4.6% | +11.5% | — | 1.1% |
|
ADOOY
Adaro Energy PT/ADR/
|
$4.35B | +29.0% | — | — | 0.0% |
|
CNR
Core Natural Resources, Inc.
|
$4.31B | -3.0% | -12.9% | 43.0 | 3.8% |
|
BTU
Peabody Energy Corp
|
$2.97B | -17.9% | -8.9% | — | 10.0% |
|
TBNGY
PT Bukit Asam Tbk/ADR
|
$1.74B | +7.1% | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ARLP | -4.9% | -8.1% | -8.4% | -8.3% | +4.6% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -4.3% | -8.2% | -20.5% | -7.8% | -7.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.