earnings
confidence high
sentiment negative
materiality 0.80
ARLP Q4 net income falls to $16.3M; full-year revenue $2.45B; declares $0.70/unit distribution
ALLIANCE RESOURCE PARTNERS LP
- Q4 net income $16.3M ($0.12/unit) vs $115.4M YoY; includes $31.1M impairment and $13.1M non-cash accruals.
- Full-year adjusted EBITDA $714.2M, down from $933.1M YoY; total revenue $2.45B, down 4.6%.
- Declared Q1 cash distribution of $0.70/unit ($2.80 annualized), payable Feb 14, 2025; unchanged from prior quarter.
- 2025 guidance: total coal sales 32.25-34.25M tons; capex $285-320M; expects improved costs to offset lower prices.
- Oil & gas royalty volumes record 3.4M BOE in 2024 (+9.6% YoY); completed $9.6M mineral acquisitions in Q4.