Peabody Energy Comm (BTU)
NYSE:BTU
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Earnings Data
Report Date
Jul 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.05Last Year’s EPS
-0.22Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call was mixed: operational and commercial strength across seaborne thermal and U.S. thermal delivered solid adjusted EBITDA, improved realized export prices, strong cash/liquidity and strategic progress (rare earth pilot, West Coast export proof-of-concept). Offsetting these positives, the Centurion longwall commissioning issues materially reduced metallurgical volumes and financial results (≈$80M impact and 1.0 million ton reduction in expected Centurion sales), caused higher met costs and produced a Q1 GAAP net loss. Rising diesel and freight costs add near-term margin risk, though management expects Centurion to reach full production rates in the back half of 2026 and believes the balance sheet provides flexibility to manage the disruption.Company Guidance
Strong consolidated adjusted EBITDA
Delivered adjusted EBITDA of $82.5 million in Q1 2026, supported by strong performance in seaborne thermal and U.S. thermal segments.
Seaborne Thermal Outperformance
Seaborne thermal shipped 3.0 million tons (export shipments up 200,000 tons), realized export prices averaged $86.25/ton (greater than +5% quarter-over-quarter), costs lowered to $50.26/ton (below the low end of guidance), producing a 25% adjusted EBITDA margin and $48.5 million of adjusted EBITDA.
U.S. Thermal Resilience (PRB + Other)
PRB shipped 21.2 million tons in Q1 and total U.S. thermal generated $61.5 million of adjusted EBITDA (PRB $23.7 million; Other U.S. thermal $37.8 million), demonstrating solid domestic demand and disciplined cost control at non-PRB operations.
Strong metallurgical pricing backdrop (select grades)
Premium hard coking coal benchmark pricing was more than +25% year-over-year in Q1; seaborne met realizations increased ~13% quarter-over-quarter for the portfolio, supporting longer-term met pricing strength despite segment challenges.
Robust liquidity and balance sheet
Ended the quarter with just under $500 million in cash and total liquidity above $850 million, providing flexibility to navigate near-term issues and support shareholder returns or balance-sheet / convert remediation.
Progress on diversification and value-add initiatives
Awarded a $6.25 million Wyoming Energy Authority grant to advance a pilot plant to process rare earth elements from PRB coal (focus on germanium among other critical minerals); development timeline indicates initial operations ~18 months with a broader ramp over 18–48 months.
Proof-of-concept for West Coast export route
Initial test shipment of PRB coal moved by Union Pacific from North Antelope Rochelle to Mexico's Port of Guaymas for export to an Asian customer, demonstrating a potential West Coast route that could be scaled if port/rail logistics support it.
Strong operational safety record
Reported no carbon monoxide events, no methane issues, no ignition events and no regulatory challenges during commissioning and remediation activities at Centurion and across the portfolio.
BTU 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
BTU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $26.52 | $25.00 | -5.73% |
Feb 05, 2026 | $34.93 | $34.16 | -2.20% |
Oct 30, 2025 | $26.87 | $25.75 | -4.19% |
Jul 31, 2025 | $15.28 | $16.01 | +4.74% |
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 Peabody Energy Comm (BTU) report earnings?
Peabody Energy Comm (BTU) is schdueled to report earning on Jul 23, 2026, Before Open (Confirmed).
What is Peabody Energy Comm (BTU) earnings time?
Peabody Energy Comm (BTU) earnings time is at Jul 23, 2026, 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 BTU EPS forecast?
BTU EPS forecast for the fiscal quarter 2026 (Q2) is -0.05.
