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Alliance Resource Earnings Calls
| Release date | Apr 27, 2026 |
| EPS estimate | $0.270 |
| EPS actual | $0.370 |
| EPS Surprise | 37.04% |
| Revenue estimate | 518.239M |
| Revenue actual | 516.017M |
| Revenue Surprise | -0.429% |
| Release date | Feb 02, 2026 |
| EPS estimate | $0.610 |
| EPS actual | $0.750 |
| EPS Surprise | 22.95% |
| Revenue estimate | 556.36M |
| Revenue actual | 535.513M |
| Revenue Surprise | -3.75% |
| Release date | Oct 27, 2025 |
| EPS estimate | $0.670 |
| EPS actual | $0.700 |
| EPS Surprise | 4.48% |
| Revenue estimate | 556.819M |
| Revenue actual | 571.367M |
| Revenue Surprise | 2.61% |
| Release date | Jul 28, 2025 |
| EPS estimate | $0.610 |
| EPS actual | $0.550 |
| EPS Surprise | -9.84% |
| Revenue estimate | 583.572M |
| Revenue actual | 547.463M |
| Revenue Surprise | -6.19% |
Last 4 Quarters for Alliance Resource
Below you can see how ARLP performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 28, 2025 |
| Price on release | $27.50 |
| EPS estimate | $0.610 |
| EPS actual | $0.550 |
| EPS surprise | -9.84% |
| Date | Price |
|---|---|
| Jul 22, 2025 | $27.73 |
| Jul 23, 2025 | $28.00 |
| Jul 24, 2025 | $27.97 |
| Jul 25, 2025 | $27.98 |
| Jul 28, 2025 | $27.50 |
| Jul 29, 2025 | $27.33 |
| Jul 30, 2025 | $26.41 |
| Jul 31, 2025 | $26.48 |
| Aug 01, 2025 | $26.59 |
| 4 days before | -0.83% |
| 4 days after | -3.31% |
| On release day | -0.636% |
| Change in period | -4.11% |
| Release date | Oct 27, 2025 |
| Price on release | $24.00 |
| EPS estimate | $0.670 |
| EPS actual | $0.700 |
| EPS surprise | 4.48% |
| Date | Price |
|---|---|
| Oct 21, 2025 | $23.99 |
| Oct 22, 2025 | $24.24 |
| Oct 23, 2025 | $24.05 |
| Oct 24, 2025 | $23.05 |
| Oct 27, 2025 | $24.00 |
| Oct 28, 2025 | $24.31 |
| Oct 29, 2025 | $24.12 |
| Oct 30, 2025 | $24.23 |
| Oct 31, 2025 | $24.47 |
| 4 days before | 0.0417% |
| 4 days after | 1.96% |
| On release day | 1.29% |
| Change in period | 2.00% |
| Release date | Feb 02, 2026 |
| Price on release | $24.69 |
| EPS estimate | $0.610 |
| EPS actual | $0.750 |
| EPS surprise | 22.95% |
| Date | Price |
|---|---|
| Jan 27, 2026 | $24.43 |
| Jan 28, 2026 | $24.31 |
| Jan 29, 2026 | $24.27 |
| Jan 30, 2026 | $23.82 |
| Feb 02, 2026 | $24.69 |
| Feb 03, 2026 | $25.00 |
| Feb 04, 2026 | $24.60 |
| Feb 05, 2026 | $24.54 |
| Feb 06, 2026 | $24.37 |
| 4 days before | 1.06% |
| 4 days after | -1.30% |
| On release day | 1.26% |
| Change in period | -0.246% |
| Release date | Apr 27, 2026 |
| Price on release | $25.45 |
| EPS estimate | $0.270 |
| EPS actual | $0.370 |
| EPS surprise | 37.04% |
| Date | Price |
|---|---|
| Apr 21, 2026 | $24.79 |
| Apr 22, 2026 | $24.70 |
| Apr 23, 2026 | $25.23 |
| Apr 24, 2026 | $24.90 |
| Apr 27, 2026 | $25.45 |
| Apr 28, 2026 | $26.47 |
| Apr 29, 2026 | $26.66 |
| Apr 30, 2026 | $26.61 |
| May 01, 2026 | $26.15 |
| 4 days before | 2.66% |
| 4 days after | 2.75% |
| On release day | 4.01% |
| Change in period | 5.49% |
Alliance Resource Earnings Call Transcript Summary of Q1 2026
Alliance Resource Partners reported a solid Q1 2026 with adjusted EBITDA of $155 million, slightly below year-ago but above internal expectations driven by record BOE volumes and higher commodity prices in its Oil & Gas Royalty segment. Coal production was on target (8.0 million tons) though shipments were temporarily delayed (~200k tons) by weather; coal sales prices are normalizing as higher-priced legacy contracts roll off. A noncash $37.8 million impairment was taken at Mettiki after ceasing longwall production; management is evaluating options but expects meaningful clarity later in the year. Oil & Gas Royalties delivered a record quarter ($41.3M revenue) with BOE volumes up 16% YoY; management raised 2026 BOE volume guidance ~5%. Balance sheet remains strong: $507.7M of debt, net leverage ~0.69x, $431.2M liquidity, and 618 BTC held (~$42.2M at quarter-end). Distributable cash flow covered the $0.60/unit distribution (coverage ~1.0x). Management is maintaining overall 2026 guidance for coal volumes, pricing and cost per ton, notes >95% of 2026 coal sales now committed/priced at midpoint guidance, expects better operational visibility in H2 after longwall moves complete, and plans disciplined capital allocation prioritizing reinvestment in oil & gas royalties, potential power-asset opportunities (e.g., Gavin), and maintaining the distribution while improving coverage before considering buybacks or hikes.
