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Alpha Metallurgical Resources (AMR)
NYSE:AMR
Earnings Data
Report Date
May 11, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.12Last Year’s EPS
-2.6Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced outcome: the company demonstrated important operational progress (Kingston Wildcat ramp, infrastructure completions), stronger cost control (SG&A reduction) and a solid liquidity cushion plus meaningful domestic 2026 commitments (4.1M tons at $136.30). However, Q4 showed a sizable decline in adjusted EBITDA (-31.7%) and operating cash (-62.4%), volumes remain pressured, and market-level headwinds (high-vol oversupply, index divergence, weak global steel demand, and pricing uncertainty) could materially constrain near-term results. The positives (liquidity, commitments, growth project progress, cost reductions) mitigate but do not yet outweigh the financial and market challenges.Company Guidance
Strong liquidity position
Unrestricted cash of $366.0M and $49.6M in short-term investments as of Dec 31, 2025, for total liquidity of $524.3M (down from $568.5M as of Sept 30, -7.8%), with $183.7M unused ABL availability and no borrowings on the ABL.
Material domestic sales commitments for 2026
Domestic commitments of 4,100,000 tons for 2026 at an average price of $136.30 (included an incremental 500,000 contracted tons since prior guidance), providing a committed cash-flow base to support planning.
Operational progress at Kingston Wildcat (low-vol)
Key infrastructure complete or substantially complete: permanent utility power, stockpile reclaim tunnel, raw coal railroad loadout, railcar off-loaders and transfer belts at Mammoth; ventilation shafts bored. Company expects roughly 500,000 tons produced from Wildcat in 2026 as it ramps toward ~1,000,000 tons/year capacity.
SG&A and cost performance improvement
SG&A (excluding non-cash stock comp and nonrecurring items) decreased to $10.9M in Q4 from $13.2M in Q3 (-17.4%), driven by reduced professional services spend and lower labor costs; company highlighted 'markedly improved cost performance' across 2025.
Met realizations edged higher quarter-over-quarter
Met segment average realization rose to $115.31/ton in Q4 from $114.94/ton in Q3 (+0.3%). Weighted average metallurgical sales realization increased to $118.10/ton from $117.62/ton (+0.4%). Export met coal priced on Australian indices realized $114.96/ton in Q4 vs $106.39/ton in Q3 (+8.0%).
Committed pricing coverage at guidance midpoint
At the midpoint of 2026 guidance, 37% of metallurgical tonnage is committed and priced at an average of $134.20/ton; 53% is committed but not yet priced; the thermal byproduct portion is 77% committed and priced at an average of $73.17/ton — providing meaningful forward coverage.
Operational recognition and terminal upgrades
Raven Mill Prep Plant and Marmet River Dock named 2025 David J. Stetson Best in Class winners. Dominion Terminal Associates plans a four-week planned outage for upgrades; company does not anticipate material negative impacts and views upgrades as long-term capability improvements.
Favorable short-term index moves in parts of the market
Australian Premium Low Vol (PLV) Index rose 14.6% Oct 1–Dec 31 and has further increased ~9% to $237/mt as of Feb 26; U.S. East Coast Low Vol rose 4.5% Oct–Dec and ~6% to $196/mt as of Feb 26 — creating some upside opportunity for low-vol product realizations.
AMR 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
AMR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | $168.05 | $162.65 | -3.21% |
Nov 06, 2025 | $173.99 | $171.12 | -1.65% |
Aug 08, 2025 | $129.45 | $149.91 | +15.81% |
May 09, 2025 | $123.97 | $113.43 | -8.50% |
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 Alpha Metallurgical Resources (AMR) report earnings?
Alpha Metallurgical Resources (AMR) is schdueled to report earning on May 11, 2026, TBA (Confirmed).
What is Alpha Metallurgical Resources (AMR) earnings time?
Alpha Metallurgical Resources (AMR) earnings time is at May 11, 2026, TBA (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 AMR EPS forecast?
AMR EPS forecast for the fiscal quarter 2026 (Q1) is 1.12.