Alliance Resource Partners Q4 Earnings Call Highlights

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Alliance Resource Partners (NASDAQ:ARLP) reported fourth-quarter 2025 results that reflected higher profitability contempt little revenue, arsenic the concern benefited from little costs, reduced impairment charges and higher concern income. Management besides provided archetypal guidance for 2026, pointing to strengthening ember request fundamentals, beardown declaration coverage, and continued maturation successful its lipid and state royalty business.

Adjusted EBITDA successful the 4th fourth of 2025 totaled $191.1 million, up 54.1% from the 4th fourth of 2024 and up 2.8% sequentially. Net income attributable to ARLP was $82.7 million, oregon $0.64 per unit, compared with $16.3 million, oregon $0.12 per unit, successful the prior-year quarter.

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CFO Cary Marshall said the net betterment was driven by little operating expenses, little impairment charges, and higher concern income. Investment income included $20 cardinal successful the quarter, of which $17.5 cardinal was tied to ARLP’s stock of an summation successful the just worth of a coal-fired powerfulness works held done an equity method investee. That summation helped offset a $15.4 cardinal alteration successful the just worth of ARLP’s integer assets.

Total gross was $535.5 million, down from $590.1 cardinal a twelvemonth earlier. Marshall attributed the year-over-year diminution chiefly to little ember income and proscription revenue, partially offset by grounds lipid and state royalty volumes. Revenue fell 6.3% sequentially owed to little ember income volumes and prices.

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Average ember income terms successful the 4th was $57.57 per ton, down 4% from the prior-year 4th and down 2.1% from the 3rd quarter. Management said higher-priced bequest contracts signed during the 2022 vigor situation proceed to rotation disconnected and are being replaced astatine pricing levels assumed successful the partnership’s 2026 guidance.

Coal accumulation totaled 8.2 cardinal tons versus 6.9 cardinal tons successful the prior-year quarter. Coal income volumes were 8.1 cardinal tons, down from 8.4 cardinal tons a twelvemonth earlier and 8.7 cardinal tons sequentially. Segment Adjusted EBITDA Expense per ton sold was $40.24, down 16.3% year-over-year and down 1.8% sequentially.

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