earnings
confidence high
sentiment positive
materiality 0.80
Core Natural Resources Q2 net income $126.5M, adj EBITDA $324M; settles Leer South claim for $155M
Core Natural Resources, Inc.
2026-Q2 EPS reported
$2.91
revenue$2,225,292,000
- Net income $126.5M ($2.51 diluted EPS); revenue $1.1B; adjusted EBITDA $323.6M.
- Leer South insurance claim settled for full limit recovery netting $154.5M total; $125.4M recognized in Q2.
- Returned $68M to stockholders in Q2 ($63M buybacks, $0.10 dividend); $360M total since Feb 2025.
- High CV thermal: 8.4M tons at $58.11/ton revenue, $38.58/ton cash cost; metallurgical: 2.6M tons at $114.13/ton revenue.
- Secured 16M tons of new sales commitments for future periods; liquidity $1.0B including $474M cash.