Alliance Resource Partners, L.P. Q2 FY2026 Earnings Call

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ARLP Q2 2026 Earnings Summary

  • Overall Results (vs. Q2 2025 prior year / Q1 2026 sequential): Total revenues $551.6M (+6.9% seq); Net income attributable to ARLP $79.6M or $0.61/unit (+33.9% YoY); Adjusted EBITDA $185.7M (+14.7% YoY, +19.8% seq). Driven by higher coal volumes, lower coal costs, record Oil & Gas Royalties, and equity investment income.
  • Coal Operations: Sales volumes 8.6M tons (+2.1% YoY, +8.9% seq); Production 8.2M tons (+1.5% YoY, +3% seq). Segment Adj. EBITDA $151.7M (+6.9% YoY, +21.3% seq). Avg. sales price $54.87/ton (-5.3% YoY, -2.7% seq). Adj. EBITDA expense $38.68/ton (-6.3% YoY, -6.6% seq) due to efficiency investments.
  • Illinois Basin: Volumes 6.4M tons (-4.5% YoY, +4.9% seq); Price $51.87/ton (modest YoY/seq gain); Expense $35.99/ton. River View strong; Hamilton impacted by longwall move.
  • Appalachia: Volumes 2.2M tons (+27.6% YoY, +22.3% seq) from Tunnel Ridge; Price $63.57/ton (decline from legacy contract roll-off); Expense $46.22/ton (-29.7% YoY, -25.7% seq) from higher productivity.
  • Royalties: Total revenues $69.3M; Segment Adj. EBITDA $51M. Oil & Gas: Record revenue $46.5M (+31.1% YoY), record EBITDA $38M (+27.2% YoY) from higher realized prices/BOE. Coal Royalties EBITDA $13M (+9.7% YoY, +5.7% seq).

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Operator : Greetings, and welcome to the Alliance Resource Partners Second Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Cary Marshall, Senior Vice President and Chief Financial Officer. Thank you, sir. You may begin. Cary Marshall : Thank you, operator. Good morning, and welcome, everyone. Earlier today, Alliance Resource Partners released its second quarter 2026 financial and operating results. We will review the quarter, discuss our outlook for the remainder of 2026 and then open the call to answer your questions. Before beginning, a reminder that some of our remarks today may include forward-looking statements, which are subject to a variety of risks, uncertainties and assumptions contained in our filings from time to time with the Securities and Exchange Commission and are also reflected in this morning's press release. While these forward-looking statements are based on information currently available to us, if one or more of these risks or uncertainties materialize or if our underlying assumptions prove incorrect, actual results may vary materially from those we projected or expected. In providing these remarks, the partnership has no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events or otherwise, unless required by law to do so. Finally, we will also be discussing certain non-GAAP

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