$ARLP

Alliance Resource Unt earnings beat by $0.23, revenue topped estimates

Alliance Resource Unt (ARLP) reported Q3 EPS of $1.08, beating estimates by $0.23, with revenue of $603.01M, exceeding expectations. The stock is up 0.73% in 3 months and 8.92% in 12 months. InvestingPro rates its financial health as 'great performance'.

Original reporting
Published Oct 26, 2026, 11:04 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 26, 2026, 11:31 AM 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.
AlphAI market briefEarnings
Primary signal
$ARLP
Bullish
high confidence
Mentioned
$ARLP
Relevance
7/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$ARLPBullishHigh
01

Why it matters

The earnings surprise is likely to generate short‑term buying interest, especially among traders tracking small‑cap energy stocks.

02

Market read

First report of ARLP's Q3 earnings beat, offering a fresh trading catalyst.

03

What to watch

Potential headwinds from commodity price volatility could temper gains.

Relevance 7/10Novelty 8/10Timing: post-market today

Background

The article is a brief earnings recap from Investing.com, providing the latest quarterly results for ARLP.

Company-level read

Ticker impact

$ARLPBullishHigh confidence
Context

Alliance Resource Partners reported Q3 EPS of $1.08 beating estimates by $0.23 and revenue of $603.01M above consensus.

Expected impact

likely upward as investors price in the earnings beat

Evidence & confidence

The surprise EPS beat and revenue beat are fresh data that can drive buying pressure in the near term.

Market effects

Energy services sector may see modest uplift from a peer's earnings beat.

U.S. small‑cap market could receive a small boost.

Limited to U.S. investors focused on energy‑service stocks.

Counterpoint

The beat may be priced in quickly, limiting upside.

Key entities

  • Alliance Resource Partners

    U.S. listed energy services firm (NASDAQ: ARLP).

Related articles

$ARLPMed

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.

$ARLPHighAI 8/10

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.

$ARLPMed

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