earnings
confidence high
sentiment positive
materiality 0.75
ARLP Q2 net income up 33.9% to $79.6M; declares $0.60/unit distribution; closes $206M acquisition
ALLIANCE RESOURCE PARTNERS LP
- Q2 net income $79.6M ($0.61/unit) vs $59.4M ($0.46/unit) in Q2 2025; revenue $551.6M.
- Record oil & gas royalty revenue $46.3M, up 30.5% YoY; Adjusted EBITDA $185.7M, up 14.7%.
- Declares $0.60/unit quarterly distribution (annualized $2.40), payable Aug 14, record Aug 7; coverage ratio 1.39x.
- Completed $206.2M acquisition of AllDale III & IV on July 1, adding 48,500 net royalty acres across Permian, Anadarko, Bakken, Haynesville.
- Updated 2026 guidance: coal sales tons 33.75-35.25M; oil & gas volumes increased to reflect acquisition.