NRP · Natural Resource Partners LP
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. NRP generated $41.7 million of Q2 free cash flow and $162.8 million LTM before the soda ash investment, repaid its Opco credit facility leaving only $14 million of debt, and plans a significant distribution increase in November; Mineral Rights revenue rose $6.1 million on higher met/thermal volumes, but the Soda Ash segment posted a $5.0 million net loss with no distributions expected for several years.
- + Q2 free cash flow of $41.7 million and LTM free cash flow of $162.8 million before soda ash investment
- + Repaid Opco credit facility, leaving only $14 million of debt outstanding
- + Mineral Rights revenue increased $6.1 million on higher metallurgical and thermal coal volumes and prices
- − Soda Ash segment posted a $5.0 million net loss versus $2.5 million net income a year ago, with no distributions expected for several years
- − Mineral Rights net income decreased $3.5 million year-over-year due to higher depletion rates
- − Domestic soda ash prices expected to decline as the international-domestic price gap closes through 2027 contract negotiations
- − Long-term thermal coal headwind from increasingly competitive renewables
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.
Technicals
trend & momentum for long-term holders NeutralIllustrative 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 |
|---|---|---|---|---|---|
|
NRP
this stock
Natural Resource Partners LP
|
$1.44B | +1.9% | +54.7% | — | 2.2% |
|
ADOOY
Adaro Energy PT/ADR/
|
$4.35B | +33.4% | — | — | 0.0% |
|
CNR
Core Natural Resources, Inc.
|
$4.31B | -1.0% | -12.9% | 43.0 | 3.8% |
|
ARLP
Alliance Resource Partners LP
|
$3.13B | +4.8% | +11.5% | — | 1.1% |
|
BTU
Peabody Energy Corp
|
$2.97B | -16.7% | -8.9% | — | 10.0% |
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 | |
|---|---|---|---|---|---|
| NRP | -1.6% | -5.4% | -11.0% | -2.1% | +1.9% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | -1.2% | -5.3% | -23.4% | -2.3% | -10.1% |