tiprankstipranks
Trending News
More News >
Peabody Energy Comm (DE:PBE)
FRANKFURT:PBE
Germany Market

Peabody Energy Comm (PBE) Earnings Dates, Call Summary & Reports

Compare
0 Followers

Earnings Data

Report Date
Apr 23, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.36
Last Year’s EPS
0.23
Same Quarter Last Year
Based on 5 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 05, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call emphasized multiple strong operational and financial positives: record safety and environmental performance, Centurion coming online ahead of schedule with attractive NPV and long life, improving metallurgical coal realizations and recovering seaborne met pricing, solid cash generation and a healthy balance sheet, and notable commercial contract wins. Headwinds are primarily near-term and operational: lower seaborne thermal volumes in 2026, cost pressure from lower volumes and currency, production interruptions from longwall moves and remaining development capital for Centurion. On balance the positives (strategic asset delivery, improving prices, strong cash flow and liquidity) materially outweigh the near-term operational and cost headwinds.
Company Guidance
Peabody’s 2026 guidance calls for seaborne thermal shipments of ~12.5 million tons (including ~8.0 million export tons) with costs ≈$50/ton and a quality mix ~45% Newcastle/55% higher-ash; seaborne metallurgical volumes rising to ~10.8 million tons (Centurion ~3.5 million tons in 2026, ramping to ~4.7 million tons by 2028) with met costs ≈$113/ton and segment-wide realizations targeted at ~80% of the premium hard coking coal index (management using a $225 benchmark), US thermal volumes roughly ~82 million tons (≈78 million tons priced at ~$13.40/ton) with costs ≈$11.50/ton, Other US thermal ~13.7 million tons (≈13.2 million tons priced at ~$54.40/ton) with costs ≈$47/ton; total 2026 capex is estimated at ~$340 million (about $70 million lower than 2025), AUD assumption $0.70, and Centurion economics include an NPV of ~$2.1 billion at $225 benchmark, all-in costs ~$105/short ton (2024$), a >25‑year mine life and a 140 million ton integrated plan, while management emphasized improving free cash flow and prioritizing shareholder returns.
Record Safety Performance
Incident rate improved to 0.71 per 200,000 hours worked, a 12% improvement versus the prior all-time record, marking another record safety year.
Environmental Progress
Reclaimed twice as many acres as disturbed in 2025 and tied an all-time record low for environmental notices of violation, supporting reduced long-term footprint and financial obligations.
Centurion Mine Comes Online; Strong Project Economics
Centurion finishing longwall installation ahead of schedule and began mining premium metallurgical coal. Expected shipments average 4.7 million tons/yr (3.5M tons expected in 2026 ramping to 4.7M by 2028). Latest assessment values Centurion at $2.1 billion NPV at $225 benchmark pricing (previously $1.6B at $210) with all-in costs of ~$105/short ton (2024$) and a >25-year mine life with 140M ton integrated plan.
Met Coal Realizations Improving
Company expects met segment realizations to rise from ~70% of the premium hard coking coal benchmark in 2025 to ~80% in 2026, driven by Centurion volumes and full-benchmark pricing proximity to Asian demand.
Seaborne Metallurgical Pricing Recovery
Benchmark seaborne metallurgical coal pricing reached an 18-month high, increasing ~15% from $190/ton at the start of Q4 and a further ~15% since the beginning of the year per management commentary.
Strong US Coal Market Demand
U.S. coal fuel generation rose an estimated 13% year-over-year in 2025 while coal production increased ~4%, causing utility stockpiles to decline ~15% YoY and supporting stronger short-term demand.
Solid Financial and Cash Generation
Q4 net income attributable to common stockholders was $10.4M ($0.09/share) with adjusted EBITDA of $118M (up 19% from prior quarter). Operating cash flow from continuing operations was $69M in Q4 and $336M for the full year. Year-end cash was $575M with total liquidity >$900M.
High Cash-Flowing Thermal Platforms
US thermal delivered $63M adjusted EBITDA in Q4 and nearly $250M for the full year against only $57M of CapEx; PRB shipped 84.5M tons in 2025 (up ~6% YoY) and the US thermal business has generated ~$1.1B net cash over the last five years.
Commercial Wins and Long-Term Contracts
Reached agreement with a major Midwestern utility for >20M tons of Illinois Basin coal over five years (exceeding $1B in total sales), demonstrating durable contract demand for domestic coal supply.
Critical Minerals and Diversification Opportunities
Advanced rare earth and critical mineral testing (>800 PRB samples), identifying encouraging heavy rare earth concentrations (estimated 21%–28% of critical mineral oxide concentrations) and pursuing partnerships and a recommended $6.25M Wyoming grant for a pilot processing plant.

Peabody Energy Comm (DE:PBE) 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

DE:PBE Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 23, 2026
2026 (Q1)
0.36 / -
0.229
Feb 05, 2026
2025 (Q4)
0.07 / 0.07
0.212-68.00% (-0.14)
Oct 30, 2025
2025 (Q3)
>-0.01 / -0.48
0.628-177.03% (-1.11)
Jul 31, 2025
2025 (Q2)
>-0.01 / -0.19
1.214-115.38% (-1.40)
May 06, 2025
2025 (Q1)
0.04 / 0.23
0.255-10.00% (-0.03)
Feb 06, 2025
2024 (Q4)
0.36 / 0.21
1.129-81.20% (-0.92)
Oct 31, 2024
2024 (Q3)
0.50 / 0.63
0.679-7.50% (-0.05)
Aug 01, 2024
2024 (Q2)
0.51 / 1.21
0.98423.28% (+0.23)
May 02, 2024
2024 (Q1)
0.26 / 0.25
1.434-82.25% (-1.18)
Feb 08, 2024
2023 (Q4)
1.19 / 1.13
3.301-65.81% (-2.17)
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

DE:PBE Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 05, 2026
€29.53€29.82+0.98%
Oct 30, 2025
€23.29€21.40-8.12%
Jul 31, 2025
€13.46€13.06-2.94%
May 06, 2025
€11.56€11.96+3.50%
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 Peabody Energy Comm (DE:PBE) report earnings?
Peabody Energy Comm (DE:PBE) is schdueled to report earning on Apr 23, 2026, Before Open (Confirmed).
    What is Peabody Energy Comm (DE:PBE) earnings time?
    Peabody Energy Comm (DE:PBE) earnings time is at Apr 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 the P/E ratio of Peabody Energy Comm stock?
          The P/E ratio of Peabody Energy Comm is N/A.
            What is DE:PBE EPS forecast?
            DE:PBE EPS forecast for the fiscal quarter 2026 (Q1) is 0.36.

              Peabody Energy Comm (DE:PBE) Earnings News

              Earnings Win Fuels Peabody Energy Rally
              Premium
              Market News
              Earnings Win Fuels Peabody Energy Rally
              3y ago