Core's operational turnaround is delivering tangible results, with strong cash generation and aggressive capital returns. Monitor subsequent quarters for sustained margin expansion and continued free cash flow to validate the inflection narrative.
Price Chart
Executive Summary
Core Natural Resources reported Q1 2026 net income of $21.0M ($0.41/diluted share), swinging from a $79.0M loss in Q4 2025, driven by strong operational execution at Leer South and West Elk. Adjusted EBITDA doubled to $179.9M, and free cash flow improved to $55.5M, with $47.0M returned to stockholders. The company maintained its 2026 guidance, signaling confidence in the turnaround.
Key Financial Metrics
Key Facts
- Net income of $21.0M vs net loss of $79.0M in Q4 2025
- Adjusted EBITDA of $179.9M, up 74% from $103.1M in Q4 2025
- Free cash flow of $55.5M, more than doubling from $27.0M in Q4 2025
- Returned $47.0M to stockholders via share repurchases and dividends
- 2026 guidance maintained; metallurgical cash costs improved 11% QoQ
Financial Impact
Net income $21.0M, Adjusted EBITDA $179.9M, Free cash flow $55.5M
Risk Factors
- Coal price volatility and global demand uncertainty
- Operational disruptions at key mines (Leer South, West Elk)
- Regulatory risks including environmental policies and tariffs
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001710366-26-000040 |
| Document: cnrq12026er-exhibit992.htm | 0001710366-26-000040 |
| Document: cnr-20260507.htm | 0001710366-26-000040 |
| Document: 0001710366-26-000040-index-headers.html | 0001710366-26-000040 |
| Document: 0001710366-26-000040-index.html | 0001710366-26-000040 |
| Document: 0001710366-26-000040.txt | 0001710366-26-000040 |
| 8-K Data (Synthetic) | 0001710366-26-000040 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 19, 2026 6w ago | 8-K | $93.30 $93.32 | ▲ +0.02% | ▲ +1.97% | $89.36 (−4.22%) |
Aug 6, 2026 8w ago | 8-K | $89.98 $97.43 | ▲ +8.28% | ▲ +7.68% | $89.36 (−0.69%) |
Jun 4, 2026 17w ago | 8-K | $93.44 $80.83 | ▼ −13.50% | ▼ −15.36% | $89.36 (−4.37%) |
May 19, 2026 19w ago | 8-K | $82.97 $83.57 | ▲ +0.72% | ▼ −0.02% | $89.36 (+7.70%) |
May 7, 2026 21w ago | 8-K | $88.56 $96.43 | ▲ +8.89% | ▲ +5.75% | $89.36 (+0.90%) |
May 4, 2026 21w ago | 8-K | $88.38 $94.57 | ▲ +7.00% | ▲ +2.05% | $89.36 (+1.11%) |
May 1, 2026 22w ago | 3 | $87.02 $93.17 | ▲ +7.07% | ▲ +1.78% | $89.36 (+2.69%) |
May 1, 2026 22w ago | 3 | $87.02 $93.17 | ▲ +7.07% | ▲ +1.78% | $89.36 (+2.69%) |
Apr 30, 2026 22w ago | 8-K | $86.93 $93.17 | ▲ +7.18% | ▲ +1.92% | $89.36 (+2.80%) |
Mar 17, 2026 28w ago | Insider Cluster | $98.78 $89.31 | ▼ −9.59% | ▼ −13.89% | $89.36 (−9.54%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access