{"filings":[{"id":91195,"accession_number":"0001104659-26-049042","cik":1086600,"company_name":"ALLIANCE RESOURCE PARTNERS LP","ticker":"ARLP","form_type":"8-K","filed_at":"2026-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ARLP Q1 net income plummets 88% on $37.8M impairment; record oil & gas royalties","event_type":"earnings","confidence":"high","bullets":["Net income $9.1M ($0.07/unit) vs $74.0M ($0.57) in Q1 2025; Adjusted EBITDA $155.0M (-3.1% YoY).","Total revenue $516.0M (-4.5% YoY) on lower coal pricing; coal sales price $56.40/ton (-6.5%).","Record oil & gas royalty revenues and volumes (+16.1% YoY); $16.2M in mineral acquisitions.","Non-cash asset impairment of $37.8M at Mettiki mine due to ceasing longwall production.","Declares $0.60/unit distribution (unchanged); 2026 guidance: coal >95% committed, oil & gas volume raised."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":516017000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91194,"accession_number":"0001104659-26-040406","cik":1086600,"company_name":"ALLIANCE RESOURCE PARTNERS LP","ticker":"ARLP","form_type":"8-K","filed_at":"2026-04-07T23:59:59+00:00","items":["1.04","9.01"],"status":"ready","headline":"ARLP subsidiary receives MSHA imminent danger order at River View Mine, resolved same day","event_type":"regulatory","confidence":"high","bullets":["River View Coal LLC received an MSHA Section 107(a) imminent danger order on April 1, 2026, at the River View Mine (ID 15-19374).","Order related to shuttle car maintenance not adequately blocked against motion; miners removed from affected area.","Corrective actions taken, MSHA terminated the order later that day; no injuries occurred.","Partnership reserves the right to contest the order and any related citation or proposed assessment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101156,"accession_number":"0001104659-26-010337","cik":1086600,"company_name":"ALLIANCE RESOURCE PARTNERS LP","ticker":"ARLP","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Alliance Resource Partners acquires coal reserves for $15.5M from entities controlled by CEO and director","event_type":"m_and_a","confidence":"high","bullets":["Total purchase price $15.5M for coal reserves and surface rights in Ohio County, WV and Washington County, PA.","KSC Foundation (controlled by Kathleen Craft Mowry, ~13% owner) paid $7.75M lump sum at closing.","JWC Foundation (controlled by CEO Joseph W. Craft III) paid $1.85M at closing; balance at 5% interest in annual installments through Jan 2032.","Buyer has right (or upon demand) to prepay JWC Foundation installments without penalty.","Transaction approved unanimously by Conflicts Committee of independent directors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101155,"accession_number":"0001104659-26-008972","cik":1086600,"company_name":"ALLIANCE RESOURCE PARTNERS LP","ticker":"ARLP","form_type":"8-K","filed_at":"2026-02-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ARLP Q4 net income $82.7M up 406% YoY; declares $0.60/unit distribution; issues 2026 guidance","event_type":"earnings","confidence":"high","bullets":["Q4 2025 net income $82.7M ($0.64/unit) vs $16.3M YoY; Adjusted EBITDA $191.1M, up 54.1% YoY.","Full year 2025 net income $311.2M, Adjusted EBITDA $698.7M; total revenue $2.2B.","Declared Q4 cash distribution $0.60/unit (annualized $2.40), payable Feb 13 to holders of record Feb 6.","Record oil & gas royalty volumes in Q4 (up 20.2% YoY); coal production 8.2M tons (up 18.7% YoY).","2026 guidance: total coal sales 33.75-35.25M tons; coal sales price $54-$56/ton; capex $280-$300M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":2194811000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117502,"accession_number":"0001104659-25-102328","cik":1086600,"company_name":"ALLIANCE RESOURCE PARTNERS LP","ticker":"ARLP","form_type":"8-K","filed_at":"2025-10-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Alliance Resource Partners Q3 net income $95.1M, declares $0.60/unit distribution, updates FY2025 guidance","event_type":"earnings","confidence":"high","bullets":["Revenue $571.4M (-6.9% YoY), net income $95.1M (+10.2% YoY), Adjusted EBITDA $185.8M (+9% YoY).","Coal sales volumes 8.7M tons (+3.9% YoY); Appalachia segment cost per ton down 11.7% YoY.","Quarterly cash distribution of $0.60/unit ($2.40 annualized), payable Nov 14, record Nov 7, 2025.","Invested $22.1M in limited partnership owning 2.7 GW coal-fired plant; holds 568 bitcoins ($64.8M).","FY2025 guidance tightened: total coal sales 32.5–33.25M tons, total coal price $58–60/ton."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1659298000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117501,"accession_number":"0001104659-25-098774","cik":1086600,"company_name":"ALLIANCE RESOURCE PARTNERS LP","ticker":"ARLP","form_type":"8-K","filed_at":"2025-10-10T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Alliance Resource Partners enters related-party Master Supply Agreement with Saminco Solutions","event_type":"other_material","confidence":"high","bullets":["Customer CR Services, unit of ARLP, entered 5-year Master Supply Agreement with Saminco Solutions LLC.","Supplier is affiliated with CEO Joseph W. Craft III, who owns 14.6% of ARLP common units.","Agreement covers traction drives, motors, switches, batteries, electrical systems, and repair services.","Prices for products and services must be no less favorable than those given to other comparable customers.","Conflicts Committee of independent directors unanimously approved the agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133912,"accession_number":"0001558370-25-009637","cik":1086600,"company_name":"ALLIANCE RESOURCE PARTNERS LP","ticker":"ARLP","form_type":"8-K","filed_at":"2025-07-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ARLP Q2 net income falls 41% YoY to $59.4M; cuts quarterly distribution to $0.60/unit","event_type":"earnings","confidence":"high","bullets":["Net income $59.4M ($0.46/unit) vs $100.2M ($0.77) YoY; revenue $547.5M, down 7.7%.","Coal sales volumes rose 6.8% to 8.4M tons; price per ton fell 11.3% to $57.92.","Recorded $25M non-cash impairment on preferred equity investment in battery materials company.","Declared quarterly distribution $0.60/unit (down from $0.70) payable Aug 14; cites tax-law changes for after-tax benefit.","Updated FY2025 guidance: ILB sales tons midpoint +625K, Appalachia -1.0M; O&G BOE volume midpoint +5%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1087931000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150658,"accession_number":"0001558370-25-005621","cik":1086600,"company_name":"ALLIANCE RESOURCE PARTNERS LP","ticker":"ARLP","form_type":"8-K","filed_at":"2025-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ARLP Q1 net income $74M, revenue $540.5M; declares $0.70/unit distribution; updates 2025 guidance","event_type":"earnings","confidence":"high","bullets":["Net income of $74.0M ($0.57/unit) vs $158.1M ($1.21/unit) YoY; revenue $540.5M, down 17.1% YoY.","Adjusted EBITDA $159.9M vs $238.4M YoY; up 29.0% from $105.4M in Q4 2024.","Coal sales volumes 7.771M tons (-10.4% YoY); Illinois Basin Segment EBITDA $126.2M, Appalachia $15.6M.","Declared $0.70/unit quarterly distribution ($2.80 annualized), unchanged QoQ and YoY.","2025 guidance: total sales tons 32.75-34.75M; avg price $57-61/ton; 2026 price expected 4-5% lower."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":540468000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}