Alliance Resource Partners misses Q2 estimates as coal prices decline

Published 28/07/2025, 12:10
 Alliance Resource Partners misses Q2 estimates as coal prices decline

TULSA - Alliance Resource Partners (NASDAQ:ARLP) reported second quarter earnings that fell short of analyst expectations, as lower coal sales prices offset increased production volumes.

The company’s shares edged down 0.61% in pre-market trading following the release.

The coal producer posted Q2 adjusted earnings of $0.46 per unit, missing the analyst estimate of $0.61, while revenue came in at $547.5 million versus the consensus estimate of $578.73 million. Total (EPA:TTEF) revenues decreased 7.7% compared to the same period last year, primarily due to an 11.3% decline in coal sales prices and lower transportation revenues.

Despite the pricing challenges, coal sales volumes increased 6.8% YoY to 8.4 million tons, with the company’s Hamilton and River View mines achieving record monthly shipping records in June. The quarter’s results were also impacted by a $25 million non-cash impairment loss on a preferred equity investment.

"All operations performed well during the quarter, with the exception of Tunnel Ridge that continued to experience challenging mining conditions," said Joseph W. Craft III, Chairman, President and CEO. "The outlook for Tunnel Ridge has improved following the recent completion of a longwall move."

The company maintained its quarterly cash distribution of $0.60 per unit, or $2.40 per unit annualized. Management noted that domestic market fundamentals remain constructive as higher natural gas prices and increased power demand have resulted in strong coal burns by customers this year.

For the full year 2025, Alliance Resource Partners expects total coal sales of 32.75-34.00 million tons, with the midpoint of guidance essentially unchanged despite adjustments to regional mix.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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