McDaniel Ronna R. purchased $2K of ARLP

StoneX reiterated a Buy rating and $29.00 price target for Alliance Resource Partners (ARLP). ARLP reported Q3 adjusted EBITDA of $234M, beating StoneX's estimate of $210M. The company expects higher coal demand from data centers and increased oil and gas royalties. ARLP's Q3 2026 earnings of $1.08 per unit and revenue of $603M exceeded expectations, with net income up 46.8% YoY.

Alliance Resource Partners LP (ARLP) reported Q3 2026 earnings with total revenues up 5.5% YoY to $603M, net income up 46.8% to $139.6M. Coal sales volumes rose 7.4% YoY to 9.3M tons, while oil and gas royalties hit record highs. Distribution coverage improved to 1.76x. Challenges include lower coal prices and logistical hurdles for exports. Management expects 2027 coal revenues to match or exceed 2026 levels.

Alliance Resource Partners reported Q3 2026 earnings, highlighting record production at Hamilton mine, improved costs in Illinois Basin, and record revenues in Oil and Gas Royalty segment. The company tightened 2026 coal sales guidance and expects higher 2027 production from Metiki mine. Net income was boosted by digital asset gains and equity interest re-measurements, while a derivative loss was recorded.

Alliance Resource Partners (ARLP) reported Q3 2026 earnings with total revenues up 5.5% YoY to $603M, net income up 46.8% to $140M, and adjusted EBITDA up 26.3% to $234M. Coal sales volumes increased 7.4% YoY, with segment EBITDA up 18.6%. Oil and gas royalties set records, with revenues up 61.3% YoY. The company updated 2026 guidance, tightening ranges for coal and oil/gas segments. Debt stood at $680M, with liquidity at $431M and 673 Bitcoins valued at $56.3M.

Alliance Resource Partners (ARLP) reported Q3 coal sales volumes of 9.3M tons, up 7.4% YoY. Adjusted EBITDA rose 18.6% to $186.8M. Illinois Basin volumes increased 6.4% YoY, while Appalachia saw a 10.7% rise. ARLP announced a new Mettiki coal supply agreement, expecting higher 2027 production. Royalty revenue surged 52.5% YoY to $87.5M. Free cash flow was $198.6M, with distribution coverage at 1.76x. ARLP tightened 2026 coal guidance, expecting 34.5M-35.5M tons sold.

Alliance Resource Partners (ARLP) reported Q3 2026 earnings of $1.08/unit, beating estimates, with revenue up 5.5% YoY to $603M. Adjusted EBITDA rose 26.3%. Coal and oil/gas operations drove growth. ARLP updated 2026 guidance and declared a $0.60/unit distribution. Units gained 3.03% post-announcement.