Alliance Resource Partners, L.P. (ARLP) Earnings Call Transcripts

Alliance Resource Partners, L.P.'s Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, Alliance Resource Partners, L.P. (ARLP) reported total revenues of $516 million, a decline of 4.5% year-over-year, and net income of $9.1 million, or $0.07 per unit, significantly down from $74 million, or $0.57 per unit, in the prior year. Adjusted EBITDA was $155 million, exceeding internal expectations but down 3.1% from Q1 2025. Management maintained guidance for coal sales volumes and prices while increasing oil and gas royalty volume guidance by approximately 5%, indicating a positive outlook for that segment despite challenges in coal operations due to weather-related disruptions and a planned longwall move.

Reported metrics

Guidance from management

Management maintained guidance for coal sales volumes and prices while increasing oil and gas royalty volume guidance by approximately 5%. They expect better operational visibility in the second half of 2026 as no additional longwall moves are anticipated until 2027.

What management said

Well, going to see markets. And if you look at the cash flow that's going into the EFT markets, we've seen more inflow of cash when it was dropping. You saw a lot of outflow, but you're now seeing more inflow into those markets. And again, we're of the view that it's got more upside than downside, and therefore, we're holding.

Yes, Mark, that's fair. If you look at our overall sales volume, second half should pick up Hamilton does come online, as I mentioned in my prepared remarks, kind of first half of May. And so then with no additional longwall moves either at Hamilton or Tunnel Ridge, certainly the back half of the year. we are anticipating to be quite a bit stronger than the first half. And so as you mentioned, the second quarter will...

What analysts pressed on

Analysts expressed concerns about the impact of weather-related disruptions on coal shipments and the potential for lower demand if summer temperatures are milder than expected. There were also questions regarding the sustainability of oil and gas royalty performance amid fluctuating commodity prices.

Main topics on the call

• Revenue Decline — Total revenues decreased to $516 million, down 4.5% year-over-year, primarily due to lower coal sales pricing and volumes. Management noted, "Lower coal sales revenue, higher depreciation, and a $37.8 million noncash ass...
• Oil & Gas Royalty Performance — The Oil & Gas Royalty segment achieved record revenues of $41.3 million, up 14.6% year-over-year, driven by increased drilling activity. Management stated, "We delivered strong results during the 2026 quarter" with segme...
• Guidance Maintenance and Adjustments — Management maintained overall guidance for coal sales volumes and prices while increasing oil and gas royalty volume guidance by approximately 5%. They noted, "Our 2026 expected coal sales volumes are now more than 95% c...
• Operational Challenges — Weather-related disruptions delayed approximately 200,000 tons of scheduled shipments, impacting coal operations. Management indicated that these disruptions are expected to be recovered over the balance of the year.

Read the full Alliance Resource Partners, L.P. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 26 Alliance Resource Partners, L.P. earnings call transcripts on record, spanning January 27, 2020 to July 27, 2026. Based on this history, Alliance Resource Partners, L.P. reports quarterly. The most recent call on file is dated July 27, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ARLP

Exchange

NasdaqGS

Country

US

Sector

Energy

Industry

Oil, Gas and Consumable Fuels

Calls on record

26

First call

January 27, 2020

Most recent

July 27, 2026

Reporting cadence

quarterly