AR
ARLP
—
Nasdaq
Oil & Gas Exploration & Production
Alliance Resource Partners Lp
LatestAlliance Resource Partners files 8-K on material corporate development
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
—
P/E
—
EV / Rev
—
Div yield
—
Op margin
17,6 %
ROE
—
Net margin
14,2 %
Debt / equity
—
Beta
—
52w range
—
Volume
—
Day range
—
Prev close
$24,40
Open
—
Next earnings
2026-07-28
Ex-dividend
—
TR 1Y
—
About
ALLIANCE RESOURCE PARTNERS LP is classified under Energy / Oil & Gas Exploration & Production and appears profitable on the latest normalized snapshot.
Business. ALLIANCE RESOURCE PARTNERS LP (ARLP) is an oil and gas exploration and production company operating within the energy sector. The firm is headquartered in the United States and is primarily listed on the Nasdaq stock exchange. Specific details regarding its operating segments and geographic mix are not provided in the available data.
Classification98 %
SectorEnergy
Business sectorOil & Gas
IndustryOil & Gas Exploration & Production
ActivityExploration & Production
Generated · rules-based
Sell-side consensus
—consensus pending
— buy— hold— sell
Avg 12m price target—
At a glance
Score→
38
composite score
Valuation
—
valuation pending
Analysts
—
not yet wired
Ownership→
Morgan Stanley Smith Barney LLC
largest disclosed fund holder
Profitability
—
not yet wired
Quality→
64
quality score (0-100)
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
— missing data
News & coverage
1Sector rotation
Sector1D1Mvs mkt
Materials+2,2 %+3,3 %+2,1 %
Energy · THIS SECTOR+1,6 %+5,8 %+1,6 %
Real Estate+0,7 %+4,1 %+0,6 %
Health Care+0,6 %−0,6 %+0,6 %
Consumer Discretionary+0,3 %+9,4 %+0,2 %
Information Technology−0,3 %+6,6 %−0,4 %
Financials−0,4 %−4,4 %−0,5 %
Consumer Staples−1,1 %+2,9 %−1,1 %
Industrials−1,3 %−1,6 %−1,4 %
Utilities−1,5 %−21,2 %−1,6 %
Communication Services———
Developing storylines
No tracked sagas currently linked to ARLP. Browse all sagas →
Analysis
AI analysis
Generated · analysis pipeline · tier hybrid · as of 2026-07-09
↑ At a glance
Opportunity
— missing data
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
- Macro
- Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
- Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
- Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
- Congressional trades
- CongressVirginia Foxx — Alliance Resource Partners, L.P.2024-11-14 · Republican · NC · Purchase · $1,001 - $15,000
- CongressVirginia Foxx — Alliance Resource Partners, L.P.2024-02-26 · Republican · NC · Purchase · $1,001 - $15,000
- CongressVirginia Foxx — Alliance Resource Partners, L.P.2024-02-23 · Republican · NC · Purchase · $1,001 - $15,000
- CongressVirginia Foxx — Alliance Resource Partners, L.P.2024-02-15 · Republican · NC · Purchase · $1,001 - $15,000
- CongressVirginia Foxx — Alliance Resource Partners, L.P.2023-11-15 · Republican · NC · Purchase · $1,001 - $15,000
- CongressVirginia Foxx — Alliance Resource Partners, L.P.2023-08-16 · Republican · NC · Purchase · $1,001 - $15,000
Pre-earnings brief
Briefing · model-assisted
Alliance Resource Partners Lp (ARLP) has added four notable operating underground coal mines to its asset portfolio, signaling a consolidation or formal recognition of its production base. The newly recorded assets include the River View Henderson Portal 1, Warrior Coal Mine, Mountain View Mine, and River View Coal Mine, all located in the United States and currently in operating status. This batch of additions, detected on June 30, 2026, represents a significant update to the company’s disclosed infrastructure, highlighting the scale of its underground mining operations. This expansion of the asset register is particularly material as it marks the first analysis for this ticker, meaning there is no prior basis for computing deltas against previous reporting periods. Consequently, these additions establish the foundational baseline for ARLP’s operational footprint. The inclusion of these specific mines underscores the company’s reliance on underground extraction methods for its coal commodity production, providing a clearer picture of its physical assets for investors and analysts. The significance of these additions lies in the confirmation of ARLP’s active production capabilities across multiple sites. With all four mines listed as "Operating," the data suggests immediate revenue-generating potential from these assets, rather than speculative or developmental projects. This operational status is critical for assessing the company’s current cash flow drivers and production stability, especially in the context of the broader coal market. From a corporate structure perspective, ARLP is characterized by a lean executive team with only one officer and no current analyst coverage, yet it maintains a diverse shareholder base with 14 top holders. The absence of index membership further highlights its niche positioning. The formalization of these four underground mines into the company’s profile provides essential transparency for these holders, offering a concrete view of the underlying assets supporting the partnership’s value proposition.
Signals & dispatch
peak dispatch · 2026-07-09
Composite-score breakdown
Score breakdown38
Profitability+32
Sentiment+12
Risk penalty−6
Missing signals−3
Synthesis
Business
ALLIANCE RESOURCE PARTNERS LP (ARLP) is an oil and gas exploration and production company operating within the energy sector. The firm is headquartered in the United States and is primarily listed on the Nasdaq stock exchange. Specific details regarding its operating segments and geographic mix are not provided in the available data.
Classification98 %
SectorEnergy
Business sectorOil & Gas
IndustryOil & Gas Exploration & Production
ActivityExploration & Production
AI synthesis
GENERATEDALLIANCE RESOURCE PARTNERS LP (ARLP) is currently classified as Exploration & Production within Oil & Gas Exploration & Production (Energy). Classification confidence: 0.98 (rule-based classification). Capital structure on the latest snapshot: total assets 2,855,708,000 USD, total equity 0, short-term debt 69,806,000, long-term debt 426,116,000. Net cash position is approximately -467,053,000 USD. Profitability profile: revenue 516,017,000, gross profit 0, operating income 21,861,000, net income 9,094,000. Return on assets ~10.9%. Operating-cash-flow to net-income ratio is 2.09. Risk profile from automated assessment: liquidity risk medium, dilution risk medium. Flags: Net cash is negative after subtracting total debt.; Source documents mention dilution or offering risk.. Recent news context: [TRIGGER] 8-K: 8-K (sec_8k_material) on ARLP — filing_type=8-K; max_severity=high; ignored_items=['9.01']; material_items=['1.01']; all_items_found=['1.01', '9.01']; severity_per_code={'1.01': 'high'}; contributing_watchers=sec_8k_material (source=sec_8k_material; url=0001104659-26-081790). Additional context: 8-K: filing_type=8-K; max_severity=high; ignored_items=['9.01']; material_items=['1.01']; all_items_found=['1.01', '9.01']; severity_per_code={'1.01': 'high'}; contributing_watchers=sec_8k_material.
Alliance Resource Partners Lp (ARLP) has added four notable operating underground coal mines to its asset portfolio, signaling a consolidation or formal recognition of its production base. The newly recorded assets include the River View Henderson Portal 1, Warrior Coal Mine, Mountain View Mine, and River View Coal Mine, all located in the United States and currently in operating status. This batch of additions, detected on June 30, 2026, represents a significant update to the company’s disclosed infrastructure, highlighting the scale of its underground mining operations. This expansion of the asset register is particularly material as it marks the first analysis for this ticker, meaning there is no prior basis for computing deltas against previous reporting periods. Consequently, these additions establish the foundational baseline for ARLP’s operational footprint. The inclusion of these specific mines underscores the company’s reliance on underground extraction methods for its coal commodity production, providing a clearer picture of its physical assets for investors and analysts. The significance of these additions lies in the confirmation of ARLP’s active production capabilities across multiple sites. With all four mines listed as "Operating," the data suggests immediate revenue-generating potential from these assets, rather than speculative or developmental projects. This operational status is critical for assessing the company’s current cash flow drivers and production stability, especially in the context of the broader coal market. From a corporate structure perspective, ARLP is characterized by a lean executive team with only one officer and no current analyst coverage, yet it maintains a diverse shareholder base with 14 top holders. The absence of index membership further highlights its niche positioning. The formalization of these four underground mines into the company’s profile provides essential transparency for these holders, offering a concrete view of the underlying assets supporting the partnership’s value proposition.
Key takeaways
- [TRIGGER] 8-K: 8-K (sec_8k_material) on ARLP — filing_type=8-K; max_severity=high; ignored_items=['9.01']; material_items=['1.01']; all_items_found=['1.01', '9.01']; severity_per_code={'1.01': 'high'}; contributing_watchers=sec_8k_material (source=sec_8k_material; url=0001104659-26-081790)
- ALLIANCE RESOURCE PARTNERS LP_March 31, 2026 http://fasb.org/us-gaap/2025#OtherNonoperatingIncomeExpense http://fasb.org/us-gaap/2025#OtherNonoperatingIncomeExpense http://fasb.org/us-gaap/2025#OtherNonoperatingIncomeExpense http://fasb.org/us-gaap/2025#OtherNonoperatingIncomeExpense http://fasb.org/us-gaap/2025#OtherNonoperatingIncomeExpense 0001086600 --12-31 Q1 false http://fasb.org/us-gaap/2025#CostOfGoodsAndServiceExcludingDepreciationDepletionAndAmortization P9M P1Y P1Y P1Y P9M P1Y P1Y P1Y P9M P1Y P1Y P1Y ALLIANCE RESOURCE PARTNERS LP http://fasb.org/us-gaap/2025#CostOfGoodsAndServiceExcludingDepreciationDepletionAndAmortization 618 592 P48M P6Y http://fasb.org/us-gaap/2025#OtherNonoperatingIncomeExpense http://fasb.org/us-gaap/2025#OtherNonoperatingIncomeExpense http://fasb.org/us-gaap/2025#OtherNonoperatingIncomeExpense http://fasb.org/us-gaap/2025#OtherNonoperatingIncomeExpense http://fasb.org/us-gaap/2025#OtherNonoperatingIncomeExpense 0001086600 arlp:CavalierMineralsMember 2026-01-01 2026-03-31 0001086600 arlp:ArlpLtipMember 2025-12-31 0001086600 arlp:HamiltonAcquisitionMember 2026-01-01 2026-03-31 0001086600 2029-01-01 arlp:IllinoisBasinSegmentMember 2026-03-31 0001086600 2029-01-01 arlp:AppalachiaSegmentMember 2026-03-31 0001086600 2028-01-01 arlp:IllinoisBasinSegmentMember 2026-03-31 0001086600 2028-01-01 arlp:AppalachiaSegmentMember 2026-03-31 0001086600 2027-01-01 arlp:IllinoisBasinSegmentMember 2026-03-31 0001086600 2027-01-01 arlp:AppalachiaSegmentMember 2026-03-31 0001086600 2026-04-01 arlp:IllinoisBasinSegmentMember 2026-03-31 0001086600 2026-04-01 arlp:AppalachiaSegmentMember 2026-03-31 0001086600 arlp:IllinoisBasinSegmentMember 2026-03-31 0001086600 arlp:AppalachiaSegmentMember 2026-03-31 0001086600 2029-01-01 2026-03-31 0001086600 2028-01-01 2026-03-31 0001086600 2027-01-01 2026-03-31 0001086600 2026-04-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:RoyaltyMember arlp:RoyaltiesOilAndGasSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:RoyaltyMember arlp:RoyaltiesCoalSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:RoyaltyMember arlp:IllinoisBasinSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:RoyaltyMember arlp:AppalachiaSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:ProductAndServiceOtherMember arlp:RoyaltiesOilAndGasSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:ProductAndServiceOtherMember arlp:RoyaltiesCoalSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:ProductAndServiceOtherMember arlp:IllinoisBasinSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:ProductAndServiceOtherMember arlp:AppalachiaSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:CoalRoyaltiesMember arlp:RoyaltiesOilAndGasSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:CoalRoyaltiesMember arlp:RoyaltiesCoalSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:CoalRoyaltiesMember arlp:IllinoisBasinSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:CoalRoyaltiesMember arlp:AppalachiaSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:CoalProductsAndServicesRevenueMember arlp:RoyaltiesOilAndGasSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:CoalProductsAndServicesRevenueMember arlp:RoyaltiesCoalSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:CoalProductsAndServicesRevenueMember arlp:IllinoisBasinSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:CoalProductsAndServicesRevenueMember arlp:AppalachiaSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:MaterialReconcilingItemsMember arlp:RoyaltiesOilAndGasSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:MaterialReconcilingItemsMember arlp:RoyaltiesCoalSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:MaterialReconcilingItemsMember arlp:IllinoisBasinSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:MaterialReconcilingItemsMember arlp:AppalachiaSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:IntersegmentEliminationMember arlp:RoyaltiesOilAndGasSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:IntersegmentEliminationMember arlp:RoyaltiesCoalSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:IntersegmentEliminationMember arlp:IllinoisBasinSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:IntersegmentEliminationMember arlp:AppalachiaSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:CorporateNonSegmentMember us-gaap:ProductAndServiceOtherMember 2026-01-01 2026-03-31 0001086600 arlp:CorporateReconcilingItemsAndEliminationsMember us-gaap:ShippingAndHandlingMember 2026-01-01 2026-03-31 0001086600 arlp:CorporateReconcilingItemsAndEliminationsMember us-gaap:RoyaltyMember 2026-01-01 2026-03-31 0001086600 arlp:CorporateReconcilingItemsAndEliminationsMember us-gaap:ProductAndServiceOtherMember 2026-01-01 2026-03-31 0001086600 arlp:CorporateReconcilingItemsAndEliminationsMember arlp:CoalRoyaltiesMember 2026-01-01 2026-03-31 0001086600 arlp:CorporateReconcilingItemsAndEliminationsMember arlp:CoalProductsAndServicesRevenueMember 2026-01-01 2026-03-31 0001086600 us-gaap:RoyaltyMember 2026-01-01 2026-03-31 0001086600 us-gaap:ProductAndServiceOtherMember 2026-01-01 2026-03-31 0001086600 us-gaap:MaterialReconcilingItemsMember 2026-01-01 2026-03-31 0001086600 us-gaap:IntersegmentEliminationMember 2026-01-01 2026-03-31 0001086600 arlp:CorporateReconcilingItemsAndEliminationsMember 2026-01-01 2026-03-31 0001086600 arlp:CoalRoyaltiesMember 2026-01-01 2026-03-31 0001086600 arlp:CoalProductsAndServicesRevenueMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:RoyaltyMember arlp:RoyaltiesOilAndGasSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:RoyaltyMember arlp:RoyaltiesCoalSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:RoyaltyMember arlp:IllinoisBasinSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:RoyaltyMember arlp:AppalachiaSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:ProductAndServiceOtherMember arlp:RoyaltiesOilAndGasSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:ProductAndServiceOtherMember arlp:RoyaltiesCoalSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:ProductAndServiceOtherMember arlp:IllinoisBasinSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:ProductAndServiceOtherMember arlp:AppalachiaSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:CoalRoyaltiesMember arlp:RoyaltiesOilAndGasSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:CoalRoyaltiesMember arlp:RoyaltiesCoalSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:CoalRoyaltiesMember arlp:IllinoisBasinSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:CoalRoyaltiesMember arlp:AppalachiaSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:CoalProductsAndServicesRevenueMember arlp:RoyaltiesOilAndGasSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:CoalProductsAndServicesRevenueMember arlp:RoyaltiesCoalSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:CoalProductsAndServicesRevenueMember arlp:IllinoisBasinSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:CoalProductsAndServicesRevenueMember arlp:AppalachiaSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:MaterialReconcilingItemsMember arlp:RoyaltiesOilAndGasSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:MaterialReconcilingItemsMember arlp:RoyaltiesCoalSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:MaterialReconcilingItemsMember arlp:IllinoisBasinSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:MaterialReconcilingItemsMember arlp:AppalachiaSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:IntersegmentEliminationMember arlp:RoyaltiesOilAndGasSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:IntersegmentEliminationMember arlp:RoyaltiesCoalSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:IntersegmentEliminationMember arlp:IllinoisBasinSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:IntersegmentEliminationMember arlp:AppalachiaSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:CorporateNonSegmentMember us-gaap:ProductAndServiceOtherMember 2025-01-01 2025-03-31 0001086600 arlp:CorporateReconcilingItemsAndEliminationsMember us-gaap:ShippingAndHandlingMember 2025-01-01 2025-03-31 0001086600 arlp:CorporateReconcilingItemsAndEliminationsMember us-gaap:RoyaltyMember 2025-01-01 2025-03-31 0001086600 arlp:CorporateReconcilingItemsAndEliminationsMember us-gaap:ProductAndServiceOtherMember 2025-01-01 2025-03-31 0001086600 arlp:CorporateReconcilingItemsAndEliminationsMember arlp:CoalRoyaltiesMember 2025-01-01 2025-03-31 0001086600 arlp:CorporateReconcilingItemsAndEliminationsMember arlp:CoalProductsAndServicesRevenueMember 2025-01-01 2025-03-31 0001086600 us-gaap:RoyaltyMember 2025-01-01 2025-03-31 0001086600 us-gaap:ProductAndServiceOtherMember 2025-01-01 2025-03-31 0001086600 us-gaap:MaterialReconcilingItemsMember 2025-01-01 2025-03-31 0001086600 us-gaap:IntersegmentEliminationMember 2025-01-01 2025-03-31 0001086600 arlp:CorporateReconcilingItemsAndEliminationsMember 2025-01-01 2025-03-31 0001086600 arlp:CoalRoyaltiesMember 2025-01-01 2025-03-31 0001086600 arlp:CoalProductsAndServicesRevenueMember 2025-01-01 2025-03-31 0001086600 arlp:InfinitumElectricIncMember 2025-12-31 2025-12-31 0001086600 arlp:InfinitumElectricIncMember 2023-09-08 2023-09-08 0001086600 arlp:InfinitumElectricIncMember 2022-01-01 2022-12-31 0001086600 us-gaap:NoncontrollingInterestMember 2026-03-31 0001086600 us-gaap:AccumulatedOtherComprehensiveIncomeMember 2026-03-31 0001086600 us-gaap:NoncontrollingInterestMember 2025-12-31 0001086600 us-gaap:AccumulatedOtherComprehensiveIncomeMember 2025-12-31 0001086600 us-gaap:NoncontrollingInterestMember 2025-03-31 0001086600 us-gaap:AccumulatedOtherComprehensiveIncomeMember 2025-03-31 0001086600 us-gaap:NoncontrollingInterestMember 2024-12-31 0001086600 us-gaap:AccumulatedOtherComprehensiveIncomeMember 2024-12-31 0001086600 us-gaap:CorporateNonSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:CorporateNonSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:AccumulatedOtherComprehensiveIncomeMember 2026-01-01 2026-03-31 0001086600 arlp:NgpEtpIvLpMember 2026-03-31 0001086600 arlp:GavinGenerationHoldingsMember 2025-02-28 0001086600 arlp:NgpEtpIvLpMember 2022-06-02 0001086600 arlp:BluegrassMineralsManagementLlcMember arlp:CavalierMineralsMember 2026-03-31 0001086600 us-gaap:NoncontrollingInterestMember 2026-01-01 2026-03-31 0001086600 arlp:CraftFoundationInstallmentPurchaseArrangementMember us-gaap:RelatedPartyMember 2026-03-31 0001086600 arlp:SwinglineSubfacilityMember 2023-01-13 0001086600 us-gaap:LimitedPartnerMember 2026-03-31 0001086600 us-gaap:LimitedPartnerMember 2025-12-31 0001086600 us-gaap:LimitedPartnerMember 2025-03-31 0001086600 us-gaap:LimitedPartnerMember 2024-12-31 0001086600 us-gaap:VariableInterestEntityPrimaryBeneficiaryMember arlp:AlldaleIAndIiMember arlp:AlldaleIAndIiMember 2026-01-01 2026-03-31 0001086600 us-gaap:VariableInterestEntityNotPrimaryBeneficiaryMember arlp:NgpEtpIvLpMember arlp:NgpEtpIvLpMember 2026-01-01 2026-03-31 0001086600 us-gaap:VariableInterestEntityNotPrimaryBeneficiaryMember arlp:GavinGenerationHoldingsMember arlp:GavinGenerationHoldingsMember 2026-01-01 2026-03-31 0001086600 us-gaap:VariableInterestEntityNotPrimaryBeneficiaryMember arlp:AllDaleMineralsIiiMember arlp:AllDaleMineralsIiiMember 2026-01-01 2026-03-31 0001086600 arlp:CavalierMineralsMember arlp:AlldaleIAndIiMember 2026-01-01 2026-03-31 0001086600 arlp:CreditAgreementMember 2026-03-31 0001086600 us-gaap:PublicUtilitiesInventorySuppliesMember 2026-03-31 0001086600 us-gaap:ManufacturedProductOtherMember 2026-03-31 0001086600 us-gaap:PublicUtilitiesInventorySuppliesMember 2025-12-31 0001086600 us-gaap:ManufacturedProductOtherMember 2025-12-31 0001086600 arlp:MettikisMember 2026-01-29 2026-01-29 0001086600 arlp:AggregateMember arlp:HamiltonAcquisitionMember 2026-01-01 2026-03-31 0001086600 arlp:InfinitumElectricIncMember 2026-03-31 0001086600 arlp:NgpEtpIvLpMember 2026-03-31 0001086600 arlp:GavinGenerationHoldingsMember 2026-03-31 0001086600 arlp:AllDaleMineralsIiiMember 2026-03-31 0001086600 arlp:NgpEtpIvLpMember 2025-12-31 0001086600 arlp:GavinGenerationHoldingsMember 2025-12-31 0001086600 arlp:AllDaleMineralsIiiMember 2025-12-31 0001086600 2026-05-15 2026-05-15 0001086600 2026-02-13 2026-02-13 0001086600 2026-01-01 2026-05-15 0001086600 2025-11-14 2025-11-14 0001086600 2025-08-14 2025-08-14 0001086600 2025-05-15 2025-05-15 0001086600 2025-02-14 2025-02-14 0001086600 2025-01-01 2025-12-31 0001086600 us-gaap:PensionPlansDefinedBenefitMember 2026-01-01 2026-03-31 0001086600 us-gaap:PensionPlansDefinedBenefitMember 2025-01-01 2025-03-31 0001086600 arlp:JosephWCraftIiiFoundationMember arlp:CraftFoundationInstallmentPurchaseArrangementMember us-gaap:RelatedPartyMember 2026-01-29 2026-01-29 0001086600 arlp:SeniorNotes8.625Due2029Member 2024-06-12 2024-06-12 0001086600 arlp:February2024EquipmentFinancingMember 2024-02-28 2024-02-28 0001086600 arlp:CraftFoundationInstallmentPurchaseArrangementMember us-gaap:RelatedPartyMember 2026-01-29 2026-01-29 0001086600 arlp:CraftFoundationInstallmentPurchaseArrangementMember us-gaap:RelatedPartyMember 2026-01-29 0001086600 arlp:SeniorNotes8.625Due2029Member 2024-06-12 0001086600 arlp:February2024EquipmentFinancingMember 2024-02-28 0001086600 us-gaap:RevolvingCreditFacilityMember 2026-03-31 0001086600 arlp:TermLoanMember 2026-03-31 0001086600 arlp:SeniorNotes8.625Due2029Member 2026-03-31 0001086600 arlp:February2024EquipmentFinancingMember 2026-03-31 0001086600 arlp:CraftFoundationInstallmentPurchaseArrangementMember 2026-03-31 0001086600 arlp:AllianceResourcePartnersLpSecuritizationFacilityMember 2026-03-31 0001086600 us-gaap:RevolvingCreditFacilityMember 2025-12-31 0001086600 arlp:TermLoanMember 2025-12-31 0001086600 arlp:SeniorNotes8.625Due2029Member 2025-12-31 0001086600 arlp:February2024EquipmentFinancingMember 2025-12-31 0001086600 arlp:CraftFoundationInstallmentPurchaseArrangementMember 2025-12-31 0001086600 arlp:AllianceResourcePartnersLpSecuritizationFacilityMember 2025-12-31 0001086600 arlp:CreditAgreementMember us-gaap:SecuredOvernightFinancingRateSofrMember 2023-01-13 2023-01-13 0001086600 arlp:CreditAgreementMember arlp:DailySimpleSecuredOvernightFinancingRateMember 2023-01-13 2023-01-13 0001086600 arlp:CryptoAssetBitcoinMember 2026-03-31 0001086600 arlp:CryptoAssetBitcoinMember 2025-12-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:ShippingAndHandlingMember arlp:RoyaltiesOilAndGasSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:ShippingAndHandlingMember arlp:RoyaltiesCoalSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:ShippingAndHandlingMember arlp:IllinoisBasinSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:ShippingAndHandlingMember arlp:AppalachiaSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:ShippingAndHandlingMember 2026-01-01 2026-03-31 0001086600 us-gaap:ProductMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:ShippingAndHandlingMember arlp:RoyaltiesOilAndGasSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:ShippingAndHandlingMember arlp:RoyaltiesCoalSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:ShippingAndHandlingMember arlp:IllinoisBasinSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember us-gaap:ShippingAndHandlingMember arlp:AppalachiaSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:ShippingAndHandlingMember 2025-01-01 2025-03-31 0001086600 us-gaap:ProductMember 2025-01-01 2025-03-31 0001086600 srt:MinimumMember arlp:MeasurementInputCostOfDebtMember 2026-03-31 0001086600 srt:MaximumMember arlp:MeasurementInputCostOfDebtMember 2026-03-31 0001086600 us-gaap:MeasurementInputPriceVolatilityMember 2026-03-31 0001086600 us-gaap:MeasurementInputCommodityMarketPriceMember 2026-03-31 0001086600 srt:MinimumMember arlp:MeasurementInputCostOfDebtMember 2025-12-31 0001086600 srt:MaximumMember arlp:MeasurementInputCostOfDebtMember 2025-12-31 0001086600 us-gaap:MeasurementInputPriceVolatilityMember 2025-12-31 0001086600 us-gaap:MeasurementInputCommodityMarketPriceMember 2025-12-31 0001086600 us-gaap:FairValueInputsLevel3Member us-gaap:EstimateOfFairValueFairValueDisclosureMember us-gaap:FairValueMeasurementsRecurringMember 2026-03-31 0001086600 us-gaap:FairValueInputsLevel2Member us-gaap:EstimateOfFairValueFairValueDisclosureMember us-gaap:FairValueMeasurementsRecurringMember 2026-03-31 0001086600 us-gaap:FairValueInputsLevel1Member us-gaap:EstimateOfFairValueFairValueDisclosureMember us-gaap:FairValueMeasurementsRecurringMember 2026-03-31 0001086600 us-gaap:CarryingReportedAmountFairValueDisclosureMember us-gaap:FairValueMeasurementsRecurringMember 2026-03-31 0001086600 us-gaap:FairValueInputsLevel3Member us-gaap:EstimateOfFairValueFairValueDisclosureMember us-gaap:FairValueMeasurementsRecurringMember 2025-12-31 0001086600 us-gaap:FairValueInputsLevel2Member us-gaap:EstimateOfFairValueFairValueDisclosureMember us-gaap:FairValueMeasurementsRecurringMember 2025-12-31 0001086600 us-gaap:FairValueInputsLevel1Member us-gaap:EstimateOfFairValueFairValueDisclosureMember us-gaap:FairValueMeasurementsRecurringMember 2025-12-31 0001086600 us-gaap:CarryingReportedAmountFairValueDisclosureMember us-gaap:FairValueMeasurementsRecurringMember 2025-12-31 0001086600 arlp:HamiltonAcquisitionMember 2015-12-31 0001086600 arlp:S.ColeHoldingsLlcAndOtherVariousSellersMember 2025-01-01 2025-03-31 0001086600 arlp:PrimaveraResourcesIncMember 2025-01-01 2025-03-31 0001086600 arlp:S.ColeHoldingsLlcAndOtherVariousSellersMember 2026-01-01 2026-03-31 0001086600 arlp:PrimaveraResourcesIncMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:RoyaltiesOilAndGasSegmentMember 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:RoyaltiesCoalSegmentMember 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:IllinoisBasinSegmentMember 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:AppalachiaSegmentMember 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember 2026-03-31 0001086600 us-gaap:CorporateNonSegmentMember 2026-03-31 0001086600 arlp:MettikisMember 2026-01-29 0001086600 arlp:MettikisMember 2026-01-28 0001086600 us-gaap:OperatingSegmentsMember arlp:RoyaltiesOilAndGasSegmentMember 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:RoyaltiesCoalSegmentMember 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:IllinoisBasinSegmentMember 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:AppalachiaSegmentMember 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember 2025-03-31 0001086600 us-gaap:CorporateNonSegmentMember 2025-03-31 0001086600 arlp:SpecialGeneralPartnerMember arlp:CoalReservesTogetherWithSurfaceRightsMember us-gaap:RelatedPartyMember 2026-01-29 2026-01-29 0001086600 arlp:KathleenSCraftFoundationMember arlp:CoalReservesTogetherWithSurfaceRightsMember us-gaap:RelatedPartyMember 2026-01-29 2026-01-29 0001086600 arlp:JosephWCraftIiiFoundationMember arlp:CoalReservesTogetherWithSurfaceRightsMember us-gaap:RelatedPartyMember 2026-01-29 2026-01-29 0001086600 arlp:ArlpLtipMember 2026-01-01 2026-03-31 0001086600 arlp:ArlpLtipMember 2025-01-01 2025-03-31 0001086600 arlp:AlldaleIAndIiMember 2026-03-31 0001086600 arlp:AlldaleIAndIiMember 2025-12-31 0001086600 2025-03-31 0001086600 2024-12-31 0001086600 arlp:AlldaleIAndIiMember us-gaap:NonrelatedPartyMember 2026-03-31 0001086600 arlp:AlldaleIAndIiMember srt:AffiliatedEntityMember 2026-03-31 0001086600 arlp:AlldaleIAndIiMember us-gaap:NonrelatedPartyMember 2025-12-31 0001086600 arlp:AlldaleIAndIiMember srt:AffiliatedEntityMember 2025-12-31 0001086600 2026-05-08 0001086600 us-gaap:OperatingSegmentsMember arlp:RoyaltiesOilAndGasSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:RoyaltiesCoalSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:IllinoisBasinSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:AppalachiaSegmentMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember 2026-01-01 2026-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:RoyaltiesOilAndGasSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:RoyaltiesCoalSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:IllinoisBasinSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember arlp:AppalachiaSegmentMember 2025-01-01 2025-03-31 0001086600 us-gaap:OperatingSegmentsMember 2025-01-01 2025-03-31 0001086600 us-gaap:VariableInterestEntityPrimaryBeneficiaryMember arlp:AlldaleIAndIiMember us-gaap:LimitedPartnerMember 2026-01-01 2026-03-31 0001086600 us-gaap:VariableInterestEntityPrimaryBeneficiaryMember arlp:AlldaleIAndIiMember us-gaap:GeneralPartnerMember 2026-01-01 2026-03-31 0001086600 arlp:BluegrassMineralsManagementLlcMember arlp:CavalierMineralsMember 2026-01-01 2026-03-31 0001086600 arlp:ArlpLtipMember 2026-03-31 0001086600 us-gaap:OtherPostretirementBenefitPlansDefinedBenefitMember 2026-01-01 2026-03-31 0001086600 us-gaap:OtherPostretirementBenefitPlansDefinedBenefitMember 2025-01-01 2025-03-31 0001086600 arlp:S.ColeHoldingsLlcAndOtherVariousSellersMember 2026-03-12 2026-03-12 0001086600 arlp:PrimaveraResourcesIncMember 2026-01-22 2026-01-22 0001086600 arlp:TermLoanMember 2023-01-13 0001086600 srt:WeightedAverageMember us-gaap:FairValueInputsLevel3Member us-gaap:MeasurementInputDiscountRateMember 2026-03-31 0001086600 srt:WeightedAverageMember us-gaap:FairValueInputsLevel3Member arlp:MeasurementInputLowCaseScenarioProbabilityMember 2026-03-31 0001086600 srt:WeightedAverageMember us-gaap:FairValueInputsLevel3Member arlp:MeasurementInputHighCaseScenarioProbabilityMember 2026-03-31 0001086600 srt:MinimumMember us-gaap:FairValueInputsLevel3Member us-gaap:MeasurementInputDiscountRateMember 2026-03-31 0001086600 srt:MinimumMember us-gaap:FairValueInputsLevel3Member arlp:MeasurementInputLowCaseScenarioProbabilityMember 2026-03-31 0001086600 srt:MinimumMember us-gaap:FairValueInputsLevel3Member arlp:MeasurementInputHighCaseScenarioProbabilityMember 2026-03-31 0001086600 srt:MaximumMember us-gaap:FairValueInputsLevel3Member us-gaap:MeasurementInputDiscountRateMember 2026-03-31 0001086600 srt:MaximumMember us-gaap:FairValueInputsLevel3Member arlp:MeasurementInputLowCaseScenarioProbabilityMember 2026-03-31 0001086600 srt:MaximumMember us-gaap:FairValueInputsLevel3Member arlp:MeasurementInputHighCaseScenarioProbabilityMember 2026-03-31 0001086600 arlp:CreditAgreementMember 2023-01-13 2023-01-13 0001086600 arlp:InfinitumElectricIncMember 2026-01-01 2026-03-31 0001086600 arlp:InfinitumElectricIncMember 2023-01-01 2023-12-31 0001086600 arlp:AllDaleMineralsIiiMember 2026-01-01 2026-03-31 0001086600 us-gaap:NoncontrollingInterestMember 2025-01-01 2025-03-31 0001086600 us-gaap:AccumulatedOtherComprehensiveIncomeMember 2025-01-01 2025-03-31 0001086600 us-gaap:LimitedPartnerMember 2026-01-01 2026-03-31 0001086600 us-gaap:LimitedPartnerMember 2025-01-01 2025-03-31 0001086600 arlp:AllianceCoatAndAllianceResourceOperatingPartnersMember arlp:CreditAgreementMember 2026-01-01 2026-03-31 0001086600 arlp:AllianceCoalMember arlp:CreditAgreementMember 2026-01-01 2026-03-31 0001086600 arlp:DebtInstrumentScenarioTwoMember arlp:SeniorNotes8.625Due2029Member 2024-06-12 2024-06-12 0001086600 arlp:DebtInstrumentScenarioOneMember arlp:SeniorNotes8.625Due2029Member 2024-06-12 2024-06-12 0001086600 arlp:CreditAgreementMember 2023-01-13 0001086600 arlp:AllianceCoatAndAllianceResourceOperatingPartnersMember arlp:CreditAgreementMember 2023-01-13 2023-01-13 0001086600 arlp:AllianceCoalMember arlp:CreditAgreementMember 2023-01-13 2023-01-13 0001086600 2026-01-01 2026-03-31 0001086600 2025-01-01 2025-03-31 0001086600 arlp:CreditAgreementMember 2026-01-01 2026-03-31 0001086600 arlp:S.ColeHoldingsLlcAndOtherVariousSellersMember 2026-03-12 0001086600 arlp:PrimaveraResourcesIncMember 2026-01-22 0001086600 2026-03-31 0001086600 2025-12-31 iso4217:USD xbrli:pure xbrli:shares arlp:segment utr:acre arlp:item iso4217:USD xbrli:shares Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C.
- Long-Lived Asset Impairment 11 9.
- Analyst estimate: Mean price target = 31.25 USD
Bull / Bear case
Generated · model-assistedBULL CASE · 3
Alliance Resource Partners generated $387.9 million in free cash flow for fiscal year 2025, demonstrating strong cash generation capabilities.
The company maintains a low leverage band with a net debt to EBITDA ratio of 0.55, indicating a conservative capital structure.
Alliance Resource Partners reported a current ratio of 2.10, suggesting strong short-term liquidity to meet immediate financial obligations.
BEAR CASE · 3
Revenue decreased at a compound annual growth rate of 2.3% over the two-year period ending in fiscal year 2025.
The company faces medium dilution risk, which could potentially reduce the ownership stake and value for existing shareholders.
Alliance Resource Partners carries medium liquidity risk, suggesting potential challenges in meeting short-term financial obligations under stress.
In focus — financials by report
Quarterly
Annual
QUARTERLYFiled 2026-03-31
Q4 2025 · Quarter highlights
Revenue $516.0M; Operating income $21.9M.
Revenue$516.0M
Operating income$21.9M
Net income$9.1M
Free cash flow$9.8M
EPS—
Operating cash flow$105.5M
Financials
Income statement
Revenue$516.0M
Gross profit—
Operating income$21.9M
Net income$9.1M
Margins
Gross margin—
Operating margin4.2%
Net margin1.8%
FCF margin1.9%
Balance sheet
Total assets$2.86B
Total liabilities$1.07B
Total equity—
Cash & equivalents$28.9M
Long-term debt$426.1M
Cash flow
Operating cash flow$105.5M
CapEx$95.7M
Free cash flow$9.8M
SBC—
P&L flow · revenue → net income
Highlights
- ▍Revenue $516.0M
- ▍Operating income $21.9M
- ▍Net margin 1.8%
QUARTERLYFiled 2025-09-30
Q2 2025 · Quarter highlights
Revenue $1.66B; Operating income $288.0M.
Revenue$1.66B
Operating income$288.0M
Net income$228.5M
Free cash flow$288.7M
EPS—
Operating cash flow$507.3M
Financials
Income statement
Revenue$1.66B
Gross profit—
Operating income$288.0M
Net income$228.5M
Margins
Gross margin—
Operating margin17.4%
Net margin13.8%
FCF margin17.4%
Balance sheet
Total assets$2.91B
Total liabilities$1.08B
Total equity—
Cash & equivalents$94.5M
Long-term debt$433.1M
Cash flow
Operating cash flow$507.3M
CapEx$218.5M
Free cash flow$288.7M
SBC—
P&L flow · revenue → net income
Highlights
- ▍Revenue $1.66B
- ▍Operating income $288.0M
- ▍Net margin 13.8%
QUARTERLYFiled 2025-06-30
Q1 2025 · Quarter highlights
Revenue $1.09B; Operating income $183.0M.
Revenue$1.09B
Operating income$183.0M
Net income$133.4M
Free cash flow$143.6M
EPS—
Operating cash flow$297.4M
Financials
Income statement
Revenue$1.09B
Gross profit—
Operating income$183.0M
Net income$133.4M
Margins
Gross margin—
Operating margin16.8%
Net margin12.3%
FCF margin13.2%
Balance sheet
Total assets$2.87B
Total liabilities$1.06B
Total equity—
Cash & equivalents$55.0M
Long-term debt$439.0M
Cash flow
Operating cash flow$297.4M
CapEx$153.8M
Free cash flow$143.6M
SBC—
P&L flow · revenue → net income
Highlights
- ▍Revenue $1.09B
- ▍Operating income $183.0M
- ▍Net margin 12.3%
ANNUALFiled 2025-12-31
FY 2025 · Full-year highlights
Revenue $2.19B; Operating income $385.3M.
Revenue$2.19B
Operating income$385.3M
Net income$311.2M
Free cash flow$387.9M
EPS—
Operating cash flow$651.1M
Financials
Income statement
Revenue$2.19B
Gross profit—
Operating income$385.3M
Net income$311.2M
Margins
Gross margin—
Operating margin17.6%
Net margin14.2%
FCF margin17.7%
Balance sheet
Total assets$2.85B
Total liabilities$993.6M
Total equity—
Cash & equivalents$71.2M
Long-term debt$427.1M
Cash flow
Operating cash flow$651.1M
CapEx$263.3M
Free cash flow$387.9M
SBC$8.9M
P&L flow · revenue → net income
Highlights
- ▍Revenue $2.19B
- ▍Operating income $385.3M
- ▍Net margin 14.2%
ANNUALFiled 2024-12-31
FY 2024 · Full-year highlights
Revenue $2.45B; Operating income $394.1M.
Revenue$2.45B
Operating income$394.1M
Net income$360.9M
Free cash flow$374.4M
EPS—
Operating cash flow$803.1M
Financials
Income statement
Revenue$2.45B
Gross profit—
Operating income$394.1M
Net income$360.9M
Margins
Gross margin—
Operating margin16.1%
Net margin14.7%
FCF margin15.3%
Balance sheet
Total assets$2.92B
Total liabilities$1.06B
Total equity—
Cash & equivalents$137.0M
Long-term debt$450.9M
Cash flow
Operating cash flow$803.1M
CapEx$428.7M
Free cash flow$374.4M
SBC$10.6M
P&L flow · revenue → net income
Highlights
- ▍Revenue $2.45B
- ▍Operating income $394.1M
- ▍Net margin 14.7%
ANNUALFiled 2024-12-31
FY 2025 · Full-year highlights
Revenue $2.45B; Operating income $394.1M.
Revenue$2.45B
Operating income$394.1M
Net income$360.9M
Free cash flow$374.4M
EPS—
Operating cash flow$803.1M
Financials
Income statement
Revenue$2.45B
Gross profit—
Operating income$394.1M
Net income$360.9M
Margins
Gross margin—
Operating margin16.1%
Net margin14.7%
FCF margin15.3%
Balance sheet
Total assets$2.92B
Total liabilities$1.06B
Total equity—
Cash & equivalents$137.0M
Long-term debt$450.9M
Cash flow
Operating cash flow$803.1M
CapEx$428.7M
Free cash flow$374.4M
SBC$10.6M
P&L flow · revenue → net income
Highlights
- ▍Revenue $2.45B
- ▍Operating income $394.1M
- ▍Net margin 14.7%
ANNUALFiled 2023-12-31
FY 2023 · Full-year highlights
Revenue $2.57B; Operating income $672.4M.
Revenue$2.57B
Operating income$672.4M
Net income$630.1M
Free cash flow$451.3M
EPS—
Operating cash flow$830.6M
Financials
Income statement
Revenue$2.57B
Gross profit—
Operating income$672.4M
Net income$630.1M
Margins
Gross margin—
Operating margin26.2%
Net margin24.5%
FCF margin17.6%
Balance sheet
Total assets$2.79B
Total liabilities$929.8M
Total equity—
Cash & equivalents$59.8M
Long-term debt$316.8M
Cash flow
Operating cash flow$830.6M
CapEx$379.3M
Free cash flow$451.3M
SBC$12.9M
P&L flow · revenue → net income
Highlights
- ▍Revenue $2.57B
- ▍Operating income $672.4M
- ▍Net margin 24.5%
ANNUALFiled 2023-12-31
FY 2024 · Full-year highlights
Revenue $2.57B; Operating income $672.4M.
Revenue$2.57B
Operating income$672.4M
Net income$630.1M
Free cash flow$444.9M
EPS—
Operating cash flow$824.2M
Financials
Income statement
Revenue$2.57B
Gross profit—
Operating income$672.4M
Net income$630.1M
Margins
Gross margin—
Operating margin26.2%
Net margin24.5%
FCF margin17.3%
Balance sheet
Total assets$2.79B
Total liabilities$929.8M
Total equity—
Cash & equivalents$59.8M
Long-term debt$316.8M
Cash flow
Operating cash flow$824.2M
CapEx$379.3M
Free cash flow$444.9M
SBC$12.9M
P&L flow · revenue → net income
Highlights
- ▍Revenue $2.57B
- ▍Operating income $672.4M
- ▍Net margin 24.5%
Valuation FY
Market price
$24,40
Market cap
—
Enterprise valueⓘ
—
P/Eⓘ
—
Non-GAAP P/Eⓘ
—
EV / Revenueⓘ
—
EV / Op incomeⓘ
—
EV / OCFⓘ
—
P / Bⓘ
—
P / Tangible bookⓘ
—
Tangible book
$1.78B
Net cashⓘ
-$467.1M
Current ratioⓘ
1.5
Debt / equityⓘ
—
ROAⓘ
10.9%
ROEⓘ
—
Cash conversionⓘ
209.0%
CapEx / revenueⓘ
12.0%
SBC / revenueⓘ
0.4%
Dilution ratioⓘ
—
Revenue by segment
Business relationships
Business relationships1 disclosed relationship · 1 type · extracted from filings & disclosures
Subsidiaries1
EX21:0069eccf1a78EX21:0069eccf1a78Subsidiarie97%
Supply chain
— missing data
Peer comparison
— missing data
Market position
Stress test
— missing data
Predictor forecast
Next quarternear-term
Earnings · next quarterconf 45 %
EPS
Consensus EPS
2,32
Predicted surprise
+0,00
Beat probability
45 %
Analysts
3
Other metrics
Revenue
—
no estimate
Segment revenue
—
no estimate
Margin
—
no estimate
Segment margin
—
no estimate
as of 2026-07-03 · Earnings Surprise V1
Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
Full fiscal year~1 year ahead
Full fiscal year · our forecast vs guidance vs consensus
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 2,32 |
| Revenue | —no estimate | —no estimate | 2,2B USD |
| Operating income | —no estimate | —no estimate | 362,3M USD |
Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
Probabilistic model output — not investment advice. · generated 2026-07-09
Options
— missing data
Short squeeze
— missing data
Earnings-call key lines
— missing data
Consensus distribution
sell-side coverageRecommendation distribution3 analysts
Strong buy0
Buy3
Hold0
Sell0
Strong sell0
12-month price target$31,25 · Median $31,50
Low $29,00High $33,00
Operating income · consensus362,3M USD
EPS surprise
+3,6 %
reported vs consensus · beat
Revenue surprise
−1,3 %
reported vs consensus · miss
Estimate revisions
consensus EPS · 26-week trend— missing data
Sell-side observations
Low$29,00
Mean$31,25
Median$31,50
High$33,00
Spot$24,40
+28.1 %implied to mean12-month sell-side price targets · ▲ spot
Themes
— missing data
ESG
— missing data
Risk factors
Dilution riskMedium
Liquidity riskMedium
Filing-based flags
- Net cash is negative after subtracting total debt.
- Source documents mention dilution or offering risk.
Benchmarks vs cohort
Op Margin17,6 %Above median
Net Margin14,2 %Above median
Capex / Rev12,0 %Best in class
Cash Conv2,09Above P75
Corporate actions / M&A
— missing data
FX exposure
— missing data
Comparable transactions
— missing data
Derivatives & instruments
Derivative transactions
Net flat6 exercises · 6 grants6 insiders
- SENIOR VICE PRESIDENT AND COO · Restricted unit → Common unitDisposed 34 080exercise · 2026-02-17
- SENIOR VICE PRESIDENT SALES · Restricted unit → Common unitDisposed 29 211exercise · 2026-02-17
- SrVP - Operations & Technology · Restricted unit → Common unitDisposed 12 317exercise · 2026-02-17
- SENIOR VICE PRESIDENT · Restricted unit → Common unitDisposed 34 080exercise · 2026-02-17
- SENIOR VP AND CFO · Restricted unit → Common unitDisposed 30 945exercise · 2026-02-17
- VP, CONTROLLER AND CAO · Restricted unit → Common unitDisposed 6 086exercise · 2026-02-17
- SENIOR VICE PRESIDENT AND COO · Restricted unit → Common unitAcquired 34 080grant · 2026-01-27
- SENIOR VICE PRESIDENT SALES · Restricted unit → Common unitAcquired 29 211grant · 2026-01-27
- SrVP - Operations & Technology · Restricted unit → Common unitAcquired 12 317grant · 2026-01-27
- SENIOR VICE PRESIDENT · Restricted unit → Common unitAcquired 34 080grant · 2026-01-27
- SENIOR VP AND CFO · Restricted unit → Common unitAcquired 30 945grant · 2026-01-27
- VP, CONTROLLER AND CAO · Restricted unit → Common unitAcquired 6 086grant · 2026-01-27
Physical assets
35 tracked| Asset | Type | Commodity | Country | Role |
|---|---|---|---|---|
| Cardinal Coal Mine | Coal mine | Coal | United States | Parent |
| Excel 5 Coal Mine | Coal mine | Coal | United States | Parent |
| Gibson Coal Complex | Mine | Coal | United States | Operating company |
| Gibson Coal Complex | Other | Coal | United States | Operating company |
| Gibson North Coal Mine | Coal mine | Coal | United States | Parent |
| Gibson North Coal Mine | Other | Coal | United States | Operating company |
| Gibson North Coal Mine | Mine | Coal | United States | Operating company |
| Gibson South Coal Deposit | Mine | Coal | United States | Operating company |
| Gibson South Coal Deposit | Other | Coal | United States | Operating company |
| Gibson South Coal Mine | Coal mine | Coal | United States | Parent |
| Hamilton | Mine | Coal | United States | Operating company |
| Hamilton | Other | Coal | United States | Operating company |
| Hamilton Mine No. 1 | Coal mine | Coal | United States | Parent |
| Henderson County Mine | Coal mine | Coal | United States | Parent |
| MC Mining (Pontiki No 3) Coal Mine | Other | Coal | United States | Operating company |
| MC Mining (Pontiki No 3) Coal Mine | Mine | Coal | United States | Operating company |
| Mettiki A Coal Mine | Mine | Coal | United States | Operating company |
| Mettiki A Coal Mine | Other | Coal | United States | Operating company |
| Mettiki General Coal Mine | Coal mine | Coal | United States | Parent |
| Mine 4 Coal Mine | Coal mine | Coal | United States | Parent |
| Mine No. 1 (IL) | Coal mine | Coal | United States | Parent |
| Mountain View Mine | Coal mine | Coal | United States | Parent |
| No. 4 (KY) Mine | Coal mine | Coal | United States | Parent |
| River View Coal Mine | Other | Coal | United States | Operating company |
| River View Coal Mine | Mine | Coal | United States | Operating company |
| River View Coal Mine | Coal mine | Coal | United States | Parent |
| River View Henderson Portal 1 | Coal mine | Coal | United States | Parent |
| Sebree Coal Deposit | Other | Coal | United States | Operating company |
| Sebree Coal Deposit | Mine | Coal | United States | Operating company |
| Tunnel Ridge Coal Mine | Mine | Coal | United States | Operating company |
| Tunnel Ridge Coal Mine | Coal mine | Coal | United States | Parent |
| Tunnel Ridge Coal Mine | Other | Coal | United States | Operating company |
| Warrior Coal Mine | Coal mine | Coal | United States | Parent |
| Warrior UG Coal Complex | Other | Coal | United States | Operating company |
| Warrior UG Coal Complex | Mine | Coal | United States | Operating company |
Tracked physical assets associated with this issuer (operated, managed, or owned).
Actions
Ask Handelsavisen
— missing data
Data sources
- Market data
- Regulatory filings
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Reference data
How metrics are computed
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- Return On Assetsnet_income / total_assets
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Cash Conversion Ratiooperating_cash_flow / net_income
- Capex To Revenuecapital_expenditure / revenue
Source documents
- ALLIANCE RESOURCE PARTNERS LP company facts · 2026-07-09
- ALLIANCE RESOURCE PARTNERS LP 10-Q 2026-05-08 · 2026-07-09
- ALLIANCE RESOURCE PARTNERS LP 10-K 2026-02-26 · 2026-07-09
- ALLIANCE RESOURCE PARTNERS LP 10-Q 2025-11-07 · 2026-07-09
- ALLIANCE RESOURCE PARTNERS LP 10-Q 2025-08-07 · 2026-07-09
- 8-K (sec_8k_material) on ARLP · 2026-07-09
- Alliance Resource Partners LP Market data — analyst estimates · 2026-07-09
- Alliance Resource Partners LP Market data — ESG · 2026-07-09
- ALLIANCE RESOURCE PARTNERS LP HA canonical relationships · 2026-07-09
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,01 %$134M
- Brokerage Firms · as of 2026-03-310,00 %$14M
- Investment Managers · as of 2026-03-310,00 %$5M
- Funds · as of 2026-03-310,00 %$12M
- Investment Managers · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$6M
- Investment Managers · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$0M
- Brokerage Firms · as of 2026-03-310,00 %$1M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2024-06-300,00 %$0M
Leadership
- Robert G. SachseExecutive Vice President
Insider activity
Mixed / flat0 buys · 0 sellsnet $06 insiders · last 365d
- SENIOR VICE PRESIDENT SALES · Common unitOther 29 211 · 2026-02-17
- SENIOR VICE PRESIDENT SALES · Common unitOther 13 110 @ $24,37$319K · 2026-02-17
- SrVP - Operations & Technology · Common unitOther 12 317 · 2026-02-17
- SrVP - Operations & Technology · Common unitOther 5 711 @ $24,37$139K · 2026-02-17
- SENIOR VICE PRESIDENT · Common unitOther 34 080 · 2026-02-17
- SENIOR VICE PRESIDENT · Common unitOther 15 200 @ $24,37$370K · 2026-02-17
- SENIOR VP AND CFO · Common unitOther 30 945 · 2026-02-17
- SENIOR VP AND CFO · Common unitOther 13 880 @ $24,37$338K · 2026-02-17
- VP, CONTROLLER AND CAO · Common unitOther 6 086 · 2026-02-17
- VP, CONTROLLER AND CAO · Common unitOther 2 992 @ $24,37$73K · 2026-02-17
- SENIOR VICE PRESIDENT AND COO · Common unitOther 34 080 · 2026-02-17
- SENIOR VICE PRESIDENT AND COO · Common unitOther 15 228 @ $24,37$371K · 2026-02-17
Short positioning
1.4Mshares short+0.8% vs prior
5.07days to cover
48.9%short of daily vol
313fails-to-deliver
as of 2026-06-15 · short-interest report (free)
Geographic breakdown
— missing data
Listings · one canonical issuer
all listings resolve to the canonical
ARLPCanonical
Nasdaq · USD
Intel & risk
What changed
no material change vs prior analysis (walked 17 fields; 4 schema-expansion field(s) excluded)
- Narrative— → —medium
- Conclusion— → —medium
- Key takeaways— → —medium
- Company share pct— → —medium
vs prior analysis 6 days ago
peak dispatch · 2026-07-09
OSINT findings
Dilution riskMedium
Liquidity riskMedium
Net cash is negative after subtracting total debt.
Source documents mention dilution or offering risk.
Relationship graph
This companySectorSubsidiaries
Evidence & claims
From filings & derived data- Long-term debt (annual): USD 427.14MUnknown
- Cash & equivalents (annual): USD 71.21MUnknown
- Revenue (annual): USD 2.19BUnknown
- Current liabilities (annual): USD 204.43MUnknown
- Operating income (annual): USD 385.3MUnknown
- Pre-tax income (annual): USD 336.01MUnknown
- Current assets (annual): USD 430.05MUnknown
- Total liabilities (annual): USD 993.57MUnknown
- Total assets (annual): USD 2.85BUnknown
- Capex (annual): USD 263.28MUnknown
- Net income (annual): USD 311.16MUnknown
- Operating cash flow (annual): USD 651.14MUnknown
- Net income (annual): USD 360.86MUnknown
- Operating cash flow (annual): USD 803.13MUnknown
- Total liabilities (annual): USD 1.06BUnknown
- Revenue (annual): USD 2.45BUnknown
- Current assets (annual): USD 513.23MUnknown
- Current liabilities (annual): USD 233.14MUnknown
- Capex (annual): USD 428.74MUnknown
- Total assets (annual): USD 2.92BUnknown
- Pre-tax income (annual): USD 381.49MUnknown
- Operating income (annual): USD 394.13MUnknown
- Cash & equivalents (annual): USD 136.96MUnknown
- Long-term debt (annual): USD 450.88MUnknown
Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.
The Thread
Everything we know, in order2026-07-28EVENTUpcomingQ2 2026 earnings (expected) estimated date
2026-07-09 05:10 UTCNEWSAlliance Resource Partners files 8-K on material corporate development → The midstream energy firm disclosed a significant event under SEC Item 1.01, prompting a review of its operational outlook.
2026-07-09 04:41 UTCFILINGMaterial 8-K
2026-07-03 04:32 UTCFILINGMaterial 8-K
2026-03-31EARNINGSQuarterly results — Q4 2025 Revenue USD 516.0M · Net USD 9.1M
2026-02-17 00:00 UTCINSIDER18 insider transactions — 2026-02 · net sell $1.6M 6 derivative
2026-02-17 00:00 UTCINSIDER18 insider transactions — 2026-02 · net sell $1.6M 6 derivative
2026-02-17INSIDERWhelan Timothy J transacted 29.2k sh Common unit — SENIOR VICE PRESIDENT SALES
2026-02-17INSIDERWhelan Timothy J transacted 13.1k sh Common unit — SENIOR VICE PRESIDENT SALES ~$319k
2026-02-17INSIDERWatson Mark Allen transacted 12.3k sh Common unit — SrVP - Operations & Technology
2026-02-17INSIDERWatson Mark Allen transacted 5.7k sh Common unit — SrVP - Operations & Technology ~$139k
2026-02-17INSIDERTholen Kirk transacted 34.1k sh Common unit — SENIOR VICE PRESIDENT
2026-02-17INSIDERTholen Kirk transacted 15.2k sh Common unit — SENIOR VICE PRESIDENT ~$370k
2026-02-17INSIDERMARSHALL CARY P transacted 30.9k sh Common unit — SENIOR VP AND CFO
2026-02-17INSIDERMARSHALL CARY P transacted 13.9k sh Common unit — SENIOR VP AND CFO ~$338k
2026-02-17INSIDERCORDLE MEGAN J transacted 6.1k sh Common unit — VP, CONTROLLER AND CAO
2026-02-17INSIDERCORDLE MEGAN J transacted 3.0k sh Common unit — VP, CONTROLLER AND CAO ~$73k
2026-02-17INSIDERWYNNE THOMAS M transacted 34.1k sh Common unit — SENIOR VICE PRESIDENT AND COO
2026-02-17INSIDERWYNNE THOMAS M transacted 15.2k sh Common unit — SENIOR VICE PRESIDENT AND COO ~$371k
2026-02-17INSIDERWYNNE THOMAS M disposed of 34.1k sh Restricted unit — SENIOR VICE PRESIDENT AND COO
2026-02-17INSIDERWhelan Timothy J disposed of 29.2k sh Restricted unit — SENIOR VICE PRESIDENT SALES
2026-02-17INSIDERWatson Mark Allen disposed of 12.3k sh Restricted unit — SrVP - Operations & Technology
2026-02-17INSIDERTholen Kirk disposed of 34.1k sh Restricted unit — SENIOR VICE PRESIDENT
2026-02-17INSIDERMARSHALL CARY P disposed of 30.9k sh Restricted unit — SENIOR VP AND CFO
2026-02-17INSIDERCORDLE MEGAN J disposed of 6.1k sh Restricted unit — VP, CONTROLLER AND CAO
2026-01-27 00:00 UTCINSIDER6 insider transactions — 2026-01 6 derivative
2026-01-27 00:00 UTCINSIDER6 insider transactions — 2026-01 6 derivative
2026-01-27INSIDERWYNNE THOMAS M acquired 34.1k sh Restricted unit — SENIOR VICE PRESIDENT AND COO
2026-01-27INSIDERWhelan Timothy J acquired 29.2k sh Restricted unit — SENIOR VICE PRESIDENT SALES
2026-01-27INSIDERWatson Mark Allen acquired 12.3k sh Restricted unit — SrVP - Operations & Technology
2026-01-27INSIDERTholen Kirk acquired 34.1k sh Restricted unit — SENIOR VICE PRESIDENT
2026-01-27INSIDERMARSHALL CARY P acquired 30.9k sh Restricted unit — SENIOR VP AND CFO
2026-01-27INSIDERCORDLE MEGAN J acquired 6.1k sh Restricted unit — VP, CONTROLLER AND CAO
Showing the 40 most recent of 70 entries.
The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-09
Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data
Premium coverage