The earnings call presented a mix of positive and negative aspects. While there were significant achievements in increasing coal sales volumes and cost management, the company faced challenges with declining revenues and lower coal sales prices. Operational improvements and a positive outlook for the domestic coal market are promising, but financial metrics reflected some setbacks.

Company Guidance -

Q3 2025

During the call, Alliance Resource Partners provided comprehensive guidance for 2025, with a particular focus on various metrics. Total revenues for the second quarter of 2025 were $547.5 million, representing a decline from $593.4 million in the same quarter of 2024. The average coal sales price per ton decreased by 11.3% year-over-year to $57.92. Despite these price reductions, coal sales volumes increased by 6.8% to 8.4 million tons. The Illinois Basin saw a 15.2% increase in coal sales volumes, while Appalachia experienced a 16.8% decrease due to challenging conditions at Tunnel Ridge. The company's net income for the quarter was $59.4 million, down from $100.2 million in the previous year, partly due to a $25 million noncash impairment related to a preferred stock investment. Alliance's adjusted EBITDA for the quarter was $161.9 million, down 10.8% year-over-year. The company increased its guidance for 2025 coal sales volumes to 32.75-34 million tons and improved its Oil & Gas Royalties volume expectations by approximately 5%. The call also highlighted strong domestic demand and a more favorable regulatory environment as key factors supporting the outlook for Alliance Resource Partners.

Increased Domestic Coal Sales Volumes

Coal sales volumes increased 6.8% to 8.4 million tons compared to the 2024 quarter and were up 7.9% sequentially. Illinois Basin coal sales volumes increased 15.2% and 10.3% compared to the 2024 and sequential quarters, respectively.

Record Shipment Volumes in Illinois Basin

River View and Hamilton mines delivered all-time record monthly shipments in June 2025.

Improved Cost Management

Segment adjusted EBITDA expense per ton sold for coal operations was $41.27, a decrease of 9% versus the 2024 quarter and 3.5% compared to the sequential quarter.

Positive Outlook for Domestic Coal Market

There is a strong demand for long-term supply contracts with domestic customers valuing product quality and reliability. The company is 97% committed for 2025 and 80% committed and priced for 2026.

Oil and Gas Royalty Segment Growth

Oil and gas royalty volumes increased 7.7% year-over-year on a BOE basis due to increased drilling and completion activities.

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	$27.98	$27.50	-1.72%
Apr 28, 2025	$26.44	$26.60	+0.61%
Feb 03, 2025	$27.26	$26.21	-3.85%
Oct 28, 2024	$23.72	$23.60	-0.51%

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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