earnings
confidence high
sentiment negative
materiality 0.80
ARLP Q1 net income $74M, revenue $540.5M; declares $0.70/unit distribution; updates 2025 guidance
ALLIANCE RESOURCE PARTNERS LP
- 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.