Alliance Resource Partners, L.P. (ARLP) Q3 FY2026 earnings

Reported results

• GAAP total revenues were $603.0 million for the 2026 Quarter, an increase of 5.5% compared to $571.4 million for the 2025 Quarter.
• GAAP net income attributable to ARLP was $139.6 million, or $1.08 per basic and diluted unit, for the 2026 Quarter, compared to $95.1 million, or $0.73 per basic and diluted unit, for the 2025 Quarter.
• Non-GAAP Adjusted EBITDA attributable to ARLP was $233.9 million for the 2026 Quarter, up 26.3% compared to $185.2 million for the 2025 Quarter.
• Non-GAAP Distributable Cash Flow was $136.8 million for the 2026 Quarter, compared to $105.7 million for the 2025 Quarter.
• Non-GAAP Segment Adjusted EBITDA Expense per ton sold for Total Coal Operations was $35.64 in the 2026 Quarter, down 13.1% compared to $40.99 in the 2025 Quarter.

Guidance

• For full year 2026, total coal sales volumes are expected to be 34.50 to 35.50 million short tons.
• For full year 2026, total coal sales price per ton sold is expected to be $54.25 to $54.75.
• For full year 2026, total Segment Adjusted EBITDA Expense per ton sold for Coal Operations is expected to be $37.50 to $38.50.
• For full year 2026, consolidated total capital expenditures are expected to be $270 to $290 million.
• For full year 2026, consolidated depreciation, depletion and amortization is expected to be $325 to $335 million.

Notes

Asset impairments of $37.8 million were recorded in the nine months ended September 30, 2026 due to a decision in January 2026 to cease longwall production at the Mettiki mining complex.

Price and volatility reaction

The stock moved +1.0% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -3.3 vol points across the event (constant-maturity series — not the front-week crush).

Source

The figures above come from the earnings release the company filed with the SEC on 2026-10-26 (8-K, Item 2.02). Read the original filing on sec.gov.