Q2 2026 Alliance Resource Partners LP Earnings Call Transcript
Key Points
- Alliance Resource Partners LP (ARLP) reported a 33.9% increase in net income year-over-year, reaching $79.6 million.
- The company achieved record results in its Oil & Gas Royalties segment, with revenues up 31.1% year-over-year.
- Coal sales volumes increased by 2.1% year-over-year and 8.9% sequentially, indicating strong demand.
- The company successfully closed the AllDale III & IV acquisition, enhancing its Oil & Gas Royalties segment.
- ARLP has strong liquidity, ending the quarter with $424 million, including $312.8 million available under revolving credit facilities.
- The average coal sales price per ton decreased by 5.3% year-over-year, reflecting the roll-off of higher-priced legacy contracts.
- Coal sales volumes in the Illinois Basin were down 4.5% year-over-year.
- The fair value of digital assets decreased by $6.3 million due to a decline in bitcoin prices.
- Total debt and finance leases outstanding increased to $590.2 million.
- The company faces uncertainties related to future coal demand, influenced by factors such as weather and natural gas prices.
Greetings, and welcome to the Alliance Resource Partners second-quarter 2026 earnings conference call. (Operator Instructions) As a reminder, this conference is being recorded.
It is now my pleasure to introduce your host, Cary Marshall, Senior Vice President and Chief Financial Officer. Thank you, sir. You may begin.
Thank you, operator. Good morning, and welcome, everyone.
Earlier today, Alliance Resource Partners released its second-quarter 2026 financial and operating results. We will review the quarter, discuss our outlook for the remainder of 2026, and then open the call to answer your questions.
Before beginning, a reminder that some of our remarks today may include forward-looking statements, which are subject to a variety of risks, uncertainties, and assumptions contained in our filings from time to time with the Securities and Exchange Commission and are also reflected in this morning's press release. While these forward-looking
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