Alliance Resource Partners expects 8% to 9% distributable cash flow per unit lift next year as AllDale expands Oil & Gas Royalties (NASDAQ:ARLP)

ARLP Q2 2026 earnings call highlights: higher coal volumes, lower costs, record oil & gas royalties, and updated guidance.

Alliance Resource Partners expects 8% to 9% distributable cash flow per unit lift next year as AllDale expands Oil & Gas Royalties (NASDAQ:ARLP) | Seeking Alpha

Earnings Call Insights: Alliance Resource Partners (ARLP) Q2 2026

Management View

CFO Cary Marshall said results improved versus both last year and Q1, reporting: "total revenues increased to $551.6 million, net income attributable to ARLP increased 33.9% to $79.6 million or $0.61 per basic and diluted limited

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Quick Insights

How did ARLP's Q2 earnings and operations improve versus Q1?

ARLP reported higher revenues, a 33.9% increase in net income, and 14.7% higher adjusted EBITDA versus Q1. Coal sales volumes and performance improved, Oil & Gas Royalties posted record results, and operating costs declined.

What is ARLP's forward outlook for coal production, pricing, and royalties?

ARLP maintained coal sales and price guidance, expecting 33.75-35.25 million tons at $54-56/ton, and raised guidance for Oil & Gas Royalties due to the AllDale acquisition. The company is largely fully committed at the midpoint of guidance, with strong 2027 contracting.

What are the main risks impacting ARLP's future performance?

Coal upside depends on summer demand and inventory draws; digital asset volatility can swing earnings; integration of AllDale acquisitions presents derivative exposures; demand outlook depends on external factors like data center ramp-up.

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