secwatch.observer — SEC 8-K summary
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Issuer:     ALLIANCE RESOURCE PARTNERS LP (ARLP)
CIK:        0001086600
Form:       8-K
Filed at:   2026-07-27T12:00:17+00:00
Accession:  0001104659-26-086855
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

ARLP Q2 net income up 33.9% to $79.6M; declares $0.60/unit distribution; closes $206M acquisition
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1086600/000110465926086855/0001104659-26-086855-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1086600/000110465926086855/arlp-20260727x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-086855

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