Alliance Resource Partners LP
ARLP
ISIN null / Valor 884116
Alliance Resource Partners LP
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About company
Alliance Resource Partners LP is a diversified energy company primarily engaged in coal production and the management of mineral interests. As the second largest coal producer in the eastern United States, the company plays a significant role in the energy sector by supplying coal to various utilities and industrial users. In addition to its coal operations, Alliance generates royalty income from its ownership of mineral interests in key coal and oil & gas producing regions across the United States. Structured as a master limited partnership, Alliance Resource Partners LP trades its common units on the NASDAQ Global Select Market under the ticker symbol "ARLP." This structure allows the company to distribute a significant portion of its cash flow to its unitholders, making it an attractive investment for those seeking income from the energy sector.
Summarized from source with an LLMView SourceSector: FinanceLatest Results (08.04.2026):
Alliance Resource Partners LP — fourth quarter 2025: ARLP reported net income attributable to ARLP of $82.7 million and Adjusted EBITDA of $191.1 million for the quarter ended December 31, 2025. Total revenues for Q4 2025 were $535.5 million (down 9.2% year‑over‑year), coal production was about 8.2 million tons (up ~18.7% YoY), and the Partnership declared a quarterly cash distribution of $0.60 per unit. The company also provided full‑year 2026 guidance across volumes, prices and expenses.
Earnings & Adjusted EBITDA
Q4 2025 net income attributable to ARLP was $82.7 million (≈ $0.64/unit); Adjusted EBITDA was $191.1 million, up 54.1% versus Q4 2024.
Revenues & Volumes
Q4 2025 total revenues: $535.5 million (down 9.2% YoY). Coal produced ~8.2 million tons in Q4 (up ~18.7% YoY); total tons sold in the quarter were 8.111 million.
Royalties
Record oil & gas royalty volumes in Q4 2025, up 20.2% YoY (and full‑year 2025 royalties up 7.2% YoY). Q4 oil & gas royalty segment Adjusted EBITDA was $30.0 million.
Full‑Year 2025 Snapshot
2025 full‑year total revenues were $2.19 billion; net income attributable to ARLP $311.2 million; Adjusted EBITDA $698.7 million.
Distribution
On January 27, 2026 the Board declared a Q4 2025 cash distribution of $0.60 per unit (annualized $2.40), payable February 13, 2026 to unitholders of record as of February 6, 2026.
Balance Sheet & Liquidity
As of Dec 31, 2025 total debt and finance leases were $463.7 million; total and net leverage ratios were 0.66x and 0.56x, respectively. Total liquidity was $518.5 million (cash $71.2M plus $447.3M available borrowings).
Digital Assets & Investments
ARLP held 592 bitcoins valued at $51.8 million at year‑end; Q4 included $17.5 million of investment income tied to an equity‑method investee (increase in fair value of a coal‑fired power plant). The change in fair value of digital assets reduced net income in the quarter.
2026 Guidance & Outlook
ARLP provided 2026 guidance: total coal sales tons 33.75–35.25 million; committed/priced 32.2 million tons for 2026 at the midpoint; total coal sales price guidance $54.00–$56.00/ton; segment adjusted EBITDA expense per ton $37–$39. Management expects coal sales tons to exceed 2025 by ~0.8–2.3 million tons and oil & gas royalty volumes near 2025 record levels.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
3178 M
Market cap (USD)
539,727
Daily traded volume (Shares)
26.005 / 25.57
1 day high/low (USD)
52 weeks high/low (USD)
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Ratings & reviews
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