$BTU

Peabody Energy’s (NYSE:BTU) Q2 CY2026 Earnings Results: Revenue In Line With Expectations

Peabody Energy (NYSE:BTU) reported Q2 CY2026 revenue of $1.00 billion, up 12.7% year on year and in line with Wall Street expectations, according to the company. GAAP results showed a loss of $0.74 per share, 75.9% better than analysts’ consensus. The stock fell 4.8% to $22.12 after the release.

Original reporting
Published Jul 29, 2026, 12:30 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Jul 29, 2026, 1:38 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Peabody Energy’s (NYSE:BTU) Q2 CY2026 Earnings Results: Revenue In Line With Expectations — source image
Decision brief

The 30-second read

$BTUNeutralMed
01

Why it matters

Traders can use the in-line revenue print versus the GAAP loss and the stated 2H operational improvement plan to reassess near-term earnings power and cash-flow durability.

02

Market read

In-line top-line results were offset by higher costs and a GAAP loss, and the stock sold off 4.8% right after the release, making the 2H execution narrative the key swing factor.

03

What to watch

The article emphasizes GAAP loss and cost pressure but provides limited detail on guidance, capex, and balance-sheet impacts that typically drive coal equity re-rating.

Relevance 6/10Novelty 6/10Timing: immediately following Q2 results, with 2H improvement expectations

Background

The piece summarizes Peabody Energy’s Q2 CY2026 earnings, focusing on revenue growth, GAAP loss, and cost/volume dynamics.

Company-level read

Ticker impact

$BTUNeutralMedium confidence
Context

Peabody Energy reported Q2 CY2026 revenue of $1.00B (+12.7% YoY) and a GAAP loss of $0.74/share, with results tied to Centurion Mine output.

Expected impact

Near-term downside risk persists given the GAAP loss and cost pressure, but 2H improvement expectations may limit further selling if volumes stabilize.

Evidence & confidence

The article provides specific Q2 revenue and GAAP EPS figures plus management’s 2H recovery framing; it also notes the stock fell 4.8% immediately after results, suggesting the market weighed costs/volumes more than revenue growth.

Market effects

Highlights cost and volume sensitivity in coal producers, with free-cash-flow volatility linked to commodity swings.

None stated.

None stated.

Counterpoint

Revenue met expectations and management expects Centurion Mine performance to reach targeted production rates in 2H, which could support a rebound if costs normalize.

Key entities

  • Peabody Energy

    Reported Q2 CY2026 revenue of $1.00B (+12.7% YoY) and GAAP loss of $0.74/share; management expects improved 2H results tied to Centurion Mine production rates.

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BTU Stock Drop: Peabody Mine Production Issues Lead to 10% Stock Drop and Securities Fraud Class Action for Investors

Peabody Energy (NYSE:BTU) fell about 9.7% on March 30, 2026 after it said Centurion mine sales were lower than expected due to commissioning challenges, and again fell about 5.7% on May 5, 2026 after further delays, higher costs, and a reduced 2026 Centurion sales outlook. The article also says a securities fraud class action was filed, alleging Centurion production statements were misleading.

$BTUMed

Why Peabody Energy Stock Wilted on Wednesday

Peabody Energy (BTU) shares fell more than 10% after the company reported Q2 results. Revenue rose to $1.0B from $890M a year earlier, but attributable net loss widened to $90.6M, or $0.74/share, versus a $27.6M loss. Peabody cited lower volumes and higher costs, and expects improvement in H2 2026.

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Peabody Energy Q2 Earnings Call Highlights

Peabody Energy (BTU) reported Q2 segment results and gave 3Q and 2H 2026 guidance. Centurion targets 1.5-2.0M tons of sales in 2H 2026. Seaborne thermal shipped 3.0M tons, export price $95.87/ton. Seaborne metallurgical shipped 2.5M tons; adjusted EBITDA loss $17M. BTU issued $250M 0.5% converts and redeemed $241.2M 3.25% converts.

$BTUMed

Peabody Posts Wider Loss In Q2

Peabody (BTU) reported a Q2 2026 net loss attributable to common shareholders of $90.6 million, or $0.74 per share, versus a $27.6 million loss, or $0.23 per diluted share, a year earlier. Revenue rose to $1.00 billion from $890.1 million. Adjusted EBITDA fell to $24.0 million from $93.3 million. Cash was $526.3 million at June 30, 2026.

$BTUMedAI 8/10

Why Peabody Energy (BTU) Stock Is Down Today

Peabody Energy (BTU) shares fell about 10.3% after the company reported a wider-than-expected Q2 GAAP loss of $0.74 per share versus analysts’ $0.42 loss estimate. Revenue was $1.00 billion, meeting expectations, but profitability deteriorated. The article notes BTU is down 31.9% YTD and highlights high volatility.