$ARLP

Alliance Resource Partners Reports 46.8% Net Income Growth, Declares $0.60 Distribution

Alliance Resource Partners reported Q3 2026 revenue of $603.0M, up 5.5% YoY, and net income of $139.6M, up 46.8%. Adjusted EBITDA rose 26.3% to $233.9M. The company declared a $0.60 quarterly distribution and updated full-year guidance. Coal sales increased 7.4% YoY, and oil/gas royalties reached a quarterly record.

Original reporting
Published Oct 26, 2026, 12:03 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 26, 2026, 12:08 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.
Alliance Resource Partners Reports 46.8% Net Income Growth, Declares $0.60 Distribution — source image
Decision brief

The 30-second read

$ARLPBullishMed
01

Why it matters

The earnings release provides fresh guidance and a higher cash distribution, likely influencing short‑term price action.

02

Market read

Strong earnings and increased distribution make ARLP a candidate for short‑term buying interest.

03

What to watch

Potential regulatory or environmental pressures on coal operations could temper long‑term outlook.

Relevance 7/10Novelty 7/10Timing: post‑market today

Background

Alliance Resource Partners LP is a publicly traded partnership focused on coal mining and oil‑gas royalties.

Company-level read

Ticker impact

$ARLPBullishHigh confidence
Context

Q3 2026 earnings released with 46.8% net income growth and a $0.60 per unit distribution.

Expected impact

likely upward pressure as investors price in stronger earnings and higher cash flow.

Evidence & confidence

Revenue and net income rose year‑over‑year, adjusted EBITDA up 26.3%, and distribution coverage improved to 1.76x, indicating solid financial health.

Market effects

Coal and oil‑gas royalty segments show strength, supporting broader energy sector sentiment.

U.S. energy stocks may see modest gains as a mid‑cap energy producer reports strong results.

Limited to investors tracking U.S. energy and royalty exposure; no immediate global macro impact.

Counterpoint

Higher distribution could signal limited growth capital, prompting some investors to watch cash usage.

Key entities

  • Alliance Resource Partners LP

    Energy partnership reporting Q3 2026 results.

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Alliance Resource Partners, L.P. Q3 2026 Earnings Call Summary

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.

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Alliance Resource Partners (ARLP) Q3 2026 Earnings Call Transcript

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.

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What Alliance Resource Partners (ARLP) Said on Its Q3 Earnings Call

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.

$ARLPMed

ALLIANCE RESOURCE PARTNERS LP (ARLP): Reports Third Quarter 2026 Financial and Operating Results; Declares Quarterly Cash Distribution of $0.60 Per Unit; and Updates Guidance

ALLIANCE RESOURCE PARTNERS LP (ARLP) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 PRESS RELEASE ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ALLIANCE RESOURCE PARTNERS, L.P. ​ Reports Third Quarter 2026 Financial and Operating Results; Declares Quarterly Cash Distribution of $0.60 Per Unit; and Updates Guidance ​ 2026 Quarter Highlights ​ ● Total revenues of $603.0

$ARLPHighAI 8/10

Why is Alliance Resource Partners stock rallying today?

Alliance Resource Partners (ARLP) stock rose 3.3% premarket after reporting Q3 2026 earnings. EPS of $1.08 beat estimates, revenues hit $603.0M, up 5.5% YoY. Net income and Adjusted EBITDA also increased significantly. The company maintained its quarterly distribution and saw record oil and gas royalty revenues. Analysts have a 'Strong Buy' consensus rating with an average price target of $31.17.