The earnings call presented a mixed picture. While there were significant achievements in coal sales volumes and cost efficiency, as well as a strong contracted sales position and an optimistic outlook for the coal market, these were offset by declines in revenue and net income, lower coal sales prices, and challenges in the Appalachia mining conditions. The noncash impairment charge further impacted financial results.

Company Guidance -

Q3 2025

In the second quarter of 2025, Alliance Resource Partners reported total revenues of $547.5 million, a decrease from $593.4 million in the same quarter of 2024, primarily due to lower coal sales prices and transportation revenues. However, coal sales volumes increased, contributing to a sequential revenue increase of $7 million. The average coal sales price per ton was $57.92, a decline of 11.3% year-over-year and 3.9% sequentially, influenced by legacy contracts and a revenue mix shift. Coal production was 8.1 million tons, down 3.9% from 2024, while sales volumes rose 6.8% to 8.4 million tons. The Illinois Basin saw significant growth in coal sales volumes, while Appalachia faced challenges. Segment adjusted EBITDA expense per ton sold was $41.27, marking a year-over-year decrease of 9%. The royalty segment's total revenues were $53.1 million, with oil and gas royalty volumes increasing 7.7% year-over-year. Net income for the quarter was $59.4 million, down from $100.2 million in 2024, impacted by higher depreciation and a $25 million impairment on a stock investment. Adjusted EBITDA was $161.9 million, down 10.8% from the previous year. The company ended the quarter with total debt of $477.4 million and liquidity of $499.2 million, including 542 Bitcoin valued at $58 million. Alliance committed 17.4 million tons of coal for 2025 to 2029 and is 97% committed for 2025 coal sales. Guidance for 2025 includes expected full-year coal sales of 32.75 to 34 million tons, with segment adjusted EBITDA expenses forecasted to be $39 to $43 per ton. The company anticipates an improved second half for Appalachia and remains optimistic about domestic market prospects amid a favorable regulatory environment.

Increased Coal Sales Volumes

Coal sales volumes increased 6.8% year-over-year to 8.4 million tons and were up 7.9% compared to the sequential quarter. Illinois Basin coal sales volumes increased by 15.2% year-over-year and 10.3% sequentially, led by record shipments from the River View and Hamilton mines.

Improved Cost Efficiency

Segment adjusted EBITDA expense per ton sold for coal operations decreased by 9% year-over-year and 3.5% sequentially, primarily driven by cost reductions in the Illinois Basin.

Strong Contracted Position

For 2025, Alliance is 97% committed on coal sales, with 32.3 million tons committed and priced. For 2026, they are 80% committed and priced, up from 61% last quarter.

Encouraging Outlook for Coal Market

The domestic coal market is showing strong fundamentals, driven by increased electricity demand and supportive regulatory actions. Alliance sees opportunities to grow sales volumes next year.

Oil & Gas Royalties Growth

Oil and gas royalty volumes increased 7.7% year-over-year, leading to a 5% increase in the full-year BOE volume guidance midpoint.

Alliance Resource (ARLP) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ARLP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 03, 2025	2025 (Q3)	0.63 / -	0.66	―	―	―
Jul 28, 2025	2025 (Q2)	0.61 / 0.46	0.77	-40.26% (-0.31)	―
Apr 28, 2025	2025 (Q1)	0.50 / 0.57	1.21	-52.89% (-0.64)	―
Feb 03, 2025	2024 (Q4)	0.67 / 0.12	0.88	-86.36% (-0.76)	―
Oct 28, 2024	2024 (Q3)	0.86 / 0.66	1.18	-44.07% (-0.52)	―
Jul 29, 2024	2024 (Q2)	0.95 / 0.77	1.3	-40.77% (-0.53)	―
Apr 29, 2024	2024 (Q1)	0.93 / 1.21	1.45	-16.55% (-0.24)	―
Jan 29, 2024	2023 (Q4)	1.14 / 0.88	1.63	-46.01% (-0.75)	―
Oct 27, 2023	2023 (Q3)	1.28 / 1.18	1.25	-5.60% (-0.07)	―
Jul 31, 2023	2023 (Q2)	1.29 / 1.30	1.23	5.69% (+0.07)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ARLP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 28, 2025	$27.34	$26.87	-1.72%
Apr 28, 2025	$25.83	$26.00	+0.66%
Feb 03, 2025	$26.64	$25.62	-3.83%
Oct 28, 2024	$23.18	$23.07	-0.47%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Alliance Resource Partners L.P. (ARLP) report earnings?

Alliance Resource Partners L.P. (ARLP) is schdueled to report earning on Nov 03, 2025, Before Open (Confirmed).

What is Alliance Resource Partners L.P. (ARLP) earnings time?

Alliance Resource Partners L.P. (ARLP) earnings time is at Nov 03, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ARLP EPS forecast?

ARLP EPS forecast for the fiscal quarter 2025 (Q3) is 0.63.

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