Monitor upcoming quarters for recovery in coal operations and sustained strength in oil & gas royalties. The maintained distribution and raised royalty guidance suggest underlying asset strength, but the Mettiki impairment raises operational concerns.
Price Chart
Executive Summary
ARLP reported Q1 2026 earnings with net income of $9.1 million (EPS $0.07), missing consensus of $0.29, due to a $37.8 million impairment charge at its Mettiki mine and lower coal sales prices. However, the company raised its oil & gas royalty volume guidance due to strong first-quarter performance and increased drilling activity. The distribution was maintained at $0.60 per unit.
Key Financial Metrics
Key Facts
- Q1 2026 EPS was $0.07, missing consensus of $0.29 by 75.9%
- Revenue was $516.0 million, in line with consensus of $517.8 million
- Adjusted EBITDA was $155.0 million, down 3.1% year-over-year
- A $37.8 million non-cash asset impairment charge at the Mettiki mine significantly impacted net income
- Oil & gas royalty volumes increased 16.1% year-over-year, prompting the company to raise full-year volume guidance
- The quarterly cash distribution was maintained at $0.60 per unit
Financial Impact
EPS miss driven by one-time $37.8M impairment; oil & gas royalties outperformed
Risk Factors
- Operational challenges at the Mettiki mine could persist
- Coal sales prices remain under pressure, impacting future revenue
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-049042 |
| Document: arlp-20260427x8k.htm | 0001104659-26-049042 |
| Document: 0001104659-26-049042-index-headers.html | 0001104659-26-049042 |
| Document: 0001104659-26-049042-index.html | 0001104659-26-049042 |
| Document: 0001104659-26-049042.txt | 0001104659-26-049042 |
| 8-K Data (Synthetic) | 0001104659-26-049042 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | — | awaiting T+60 | — | — |
Sep 15, 2026 5w ago | Press Release | $26.14 | awaiting T+60 | — | $26.40 (+0.99%) |
Jul 27, 2026 13w ago | 8-K | $25.63 $25.70 | ▲ +0.27% | ▼ −3.43% | $26.40 (+3.00%) |
Jul 2, 2026 16w ago | 8-K | $23.81 $25.20 | ▲ +5.82% | ▲ +2.81% | $26.40 (+10.88%) |
Jun 11, 2026 19w ago | Institutional Cluster | $25.13 $26.48 | ▲ +5.37% | ▲ +0.98% | $26.40 (+5.05%) |
Jun 8, 2026 20w ago | 8-K | $25.54 $26.44 | ▲ +3.52% | ▲ +0.47% | $26.40 (+3.37%) |
Apr 27, 2026 26w ago | 8-K | $24.85 $24.91 | ▲ +0.23% | ▼ −4.55% | $26.40 (+6.23%) |
Apr 7, 2026 28w ago | 8-K | $26.39 $23.81 | ▲ +9.76% | ▲ +20.22% | $26.40 (−0.05%) |
US Market Status
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