Alliance Resource Partners (ARLP)
NASDAQ:ARLP
Want to see ARLP full AI Analyst Report?
Earnings Data
Report Date
Aug 03, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.63Last Year’s EPS
0.46Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mix of strong portfolio-level positives — notably a record oil & gas royalty quarter, healthy royalty revenue growth, operational productivity gains (Tunnel Ridge, Riverview/Henderson), substantial contracting (2.6M tons) and a strong liquidity/leverage profile — that largely offset weaker coal pricing, lower total revenues, production disruptions, and a significant Metiki impairment that materially reduced net income. Management maintained guidance ranges for coal while raising oil & gas volume expectations and emphasized recovery of weather-delayed shipments, disciplined capital allocation, and a desire to rebuild distribution coverage before share buybacks or distribution increases.Company Guidance
Adjusted EBITDA Beat Internal Expectations
Adjusted EBITDA of $155.0M for Q1 2026 exceeded internal expectations, driven primarily by record BOE volumes and higher commodity prices that boosted oil & gas royalty revenues; note: adjusted EBITDA was down 3.1% year-over-year and down 18.9% sequentially.
Record Oil & Gas Royalty Performance
Oil & gas royalty revenues of $41.3M (Q1 2026) were up 14.6% year-over-year; record BOE volumes of 1.0M were up 16.1% YoY and 3.3% sequentially. Oil & gas segment adjusted EBITDA rose to $34.6M, up over 15% versus both prior-year and the prior quarter. Company increased 2026 oil & gas volume guidance by ~5% BOE.
Strong Royalty Segment Results
Total royalty revenues were $61.2M, up 16.1% YoY and up 7.7% sequentially. Coal royalty segment adjusted EBITDA was $12.3M, up 30.6% YoY due to higher royalty tons sold (primarily Tunnel Ridge).
Operational Productivity Gains
Tunnel Ridge returned to steady longwall production with ~28% higher production vs both Q1 2025 and Q4 2025. Increased productivity at Riverview and Gibson South offset reduced Hamilton production during an extended longwall move. Riverview-to-Henderson County transition completed; Henderson County at planned full capacity (six super sections).
Contracting and Forward Sales Visibility
Added 2.6M net contracted tons for 2026–2027; 2026 expected coal sales volumes are now >95% committed and priced at the midpoint of guidance ranges, with remaining open position concentrated in H2 2026.
Balance Sheet and Liquidity Strength
Total debt + finance leases of $507.7M; total and net leverage ratios of 0.73x and 0.69x (debt to trailing twelve months adjusted EBITDA). Total liquidity of $431.2M (including $28.9M cash and $402.3M available borrowings).
Capital Deployment and Distributable Cash Flow
Invested $95.7M in capital expenditures and $16.2M in oil & gas minerals acquisitions in Q1. Distributable cash flow of $77.8M; quarterly distribution of $0.60/unit paid ($78.0M).
Health, Safety and Execution
Management reported one of the best health and safety quarters in the last five years and emphasized continued execution across the portfolio enabling productivity and low-cost operations.
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
ARLP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 27, 2026 | $24.90 | $25.45 | +2.21% |
Dec 31, 2025 | $22.75 | $22.66 | -0.38% |
Oct 27, 2025 | $21.95 | $22.85 | +4.12% |
Jul 28, 2025 | $26.03 | $25.59 | -1.72% |
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 (ARLP) report earnings?
Alliance Resource Partners (ARLP) is schdueled to report earning on Aug 03, 2026, Before Open (Confirmed).
What is Alliance Resource Partners (ARLP) earnings time?
Alliance Resource Partners (ARLP) earnings time is at Aug 03, 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 ARLP EPS forecast?
ARLP EPS forecast for the fiscal quarter 2026 (Q2) is 0.63.