ARLP Q1 net income plummets 88% on $37.8M impairment; record oil & gas royalties

ALLIANCE RESOURCE PARTNERS LP

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.

item 2.02 item 9.01

Machine-readable event card

schema_version: secwatch.filing_event.v1
accession: 0001104659-26-049042
form_type: 8-K
ticker: ARLP
cik: 0001086600
company_name: ALLIANCE RESOURCE PARTNERS LP
filed_at: 2026-04-27T23:59:59+00:00
discovered_at: 2026-05-14T18:02:31.931338+00:00
generated_at: 2026-05-15T03:42:45.960414+00:00
sec_items: ["2.02", "9.01"]
event_type: earnings
sentiment: negative
materiality_score: 0.75
confidence: high
secwatch_canonical_url: https://secwatch.observer/filing/0001104659-26-049042
json_url: https://secwatch.observer/filing/0001104659-26-049042.json
markdown_url: https://secwatch.observer/filing/0001104659-26-049042.md
text_url: https://secwatch.observer/filing/0001104659-26-049042.txt
edgar_index_url: https://www.sec.gov/Archives/edgar/data/1086600/000110465926049042/0001104659-26-049042-index.htm
edgar_primary_document_url: https://www.sec.gov/Archives/edgar/data/1086600/000110465926049042/arlp-20260427x8k.htm
generated_by_model: deepseek-v4-flash:cloud@v2
review_status: machine_generated
human_reviewed: false
corrected: false
correction_note: null
correction_timestamp: null
superseded_by: null

JSON Markdown Plain text

Source: SEC EDGAR

accession 0001104659-26-049042

view filing index on sec.gov

view primary document

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.