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Alliance Resource Partners L.P. (ARLP)
NASDAQ:ARLP
Earnings Data
Report Date
Aug 04, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.58Last Year’s EPS
0.77Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 28, 2025
|% Change Since: -2.38%
|Next Earnings Date:Aug 04, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture with strong domestic coal demand and significant long-term contracts, but it also highlighted decreased revenues, net income, and coal sales volumes. Challenges in export markets and Appalachian mining conditions further clouded the outlook.Company Guidance
During the first quarter 2025 earnings call, Alliance Resource Partners provided updated guidance for the year, reflecting various market dynamics and operational strategies. The company anticipates full-year coal sales between 32.75 and 34.75 million tons, with 96% of 2025 sales already contracted. Despite a year-over-year decline in total revenues to $540.5 million, primarily due to reduced coal sales volumes and prices, the company remains optimistic due to increased domestic coal demand driven by cold winter weather and higher natural gas prices. Adjusted EBITDA for the quarter was $159.9 million, while net income stood at $74 million. The company expects segment adjusted EBITDA expense per ton to range from $35 to $38 in the Illinois Basin and $53 to $60 in Appalachia. Capital expenditures for 2025 are projected to be between $285 million and $320 million, significantly reduced from 2024's $429 million. The company maintains a strong liquidity position with $514.3 million at quarter-end, including $81.3 million in cash and 513 Bitcoin valued at $42 million. Alliance also declared a quarterly distribution of $0.70 per unit, unchanged from previous levels.Strong Domestic Coal Demand
Increased coal consumption due to cold winter weather and higher natural gas prices led to reduced customer inventories and increased solicitations for both near-term and long-term supply contracts.
Increased Illinois Basin Sales Expectations
Illinois Basin sales tons expectations increased by 500,000 tons for the 2025 full year due to heightened domestic customer solicitations.
Significant Long-term Contracts
Secured commitments for an additional 17.7 million tons over the 2025 to 2028 time period, with 96% of 2025 production contracted and priced.
Positive Market Developments
Recent executive orders by President Trump to expand coal-fired generation and protect grid reliability create a more favorable regulatory environment for coal.
Improved Segment Adjusted EBITDA Expense
Segment adjusted EBITDA expense per ton in the Illinois Basin decreased 4% year-over-year due to increased production and lower maintenance costs.
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ARLP Earnings History
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
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ARLP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| 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% |
| Jul 29, 2024 | $23.16 | $22.13 | -4.45% |
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.
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FAQ
When does Alliance Resource Partners L.P. (ARLP) report earnings?
Alliance Resource Partners L.P. (ARLP) is schdueled to report earning on Aug 04, 2025, TBA Not Confirmed.
What is Alliance Resource Partners L.P. (ARLP) earnings time?
Alliance Resource Partners L.P. (ARLP) earnings time is at Aug 04, 2025, TBA Not 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 (Q2) is 0.58.
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