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Alliance Resource Partners, L.P. Reports Third Quarter 2026 Financial and Operating Results; Declares Quarterly Cash Distribution of $0.60 Per Unit; and Updates Guidance

Business Wire•26/10/2026•07:00 ET
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Key Highlights

  • ➤Net income attributable to ARLP $139.6 million, up 46.8% year-over-year
  • ➤Adjusted EBITDA attributable to ARLP $233.9 million, up 26.3% year-over-year
  • ➤Oil & Gas Royalties EBITDA record $43.6 million, up 61.4% year-over-year
  • ➤$0.60 quarterly distribution declared, with 1.76x coverage ratio
  • ➤2026 sales guidance totals 34.50–35.50 million tons

Expert Statements

Joseph W. Craft III, Chairman, President and Chief Executive Officer of Alliance Resource Partners, L.P.

“We had an outstanding third quarter led by our Coal Operations’ strong shipping quarter combined with Hamilton being back on longwall production and River View and Tunnel Ridge operating well, which drove Segment Adjusted EBITDA at our Coal Operations 23.1% higher sequentially to $186.8 million, while Segment Adjusted EBITDA Expense per ton sold declined 13.1% year-over-year”

Joseph W. Craft III, Chairman, President and Chief Executive Officer of Alliance Resource Partners, L.P.

“The capital we have invested in our operations over the past several years is translating into a lower-cost, more reliable platform.”

Joseph W. Craft III, Chairman, President and Chief Executive Officer of Alliance Resource Partners, L.P.

“In our first full quarter including AllDale III & IV, our Oil & Gas Royalties segment generated Segment Adjusted EBITDA attributable to ARLP of $43.6 million, up 16.8% sequentially and 61.4% year-over-year. The acquisition meaningfully increases the segment’s contribution to ARLP’s consolidated cash flows and expands our exposure to natural gas, which we believe will continue to benefit from growing LNG exports and rising power demand.”

Joseph W. Craft III, Chairman, President and Chief Executive Officer of Alliance Resource Partners, L.P.

“We believe the fundamentals supporting coal demand continue to build.”

Joseph W. Craft III, Chairman, President and Chief Executive Officer of Alliance Resource Partners, L.P.

“Electricity load in the markets we serve is growing while permitting, interconnection and supply chain constraints are slowing the pace at which new generation can come online.”

Joseph W. Craft III, Chairman, President and Chief Executive Officer of Alliance Resource Partners, L.P.

“We believe this dynamic will extend the runway for the existing coal fleet, with the impact becoming increasingly visible in our customers’ coal burn as data center-driven demand materializes.”

Joseph W. Craft III, Chairman, President and Chief Executive Officer of Alliance Resource Partners, L.P.

“We continue to convert this constructive market into contracted volumes.”

Joseph W. Craft III, Chairman, President and Chief Executive Officer of Alliance Resource Partners, L.P.

“In our Oil & Gas Royalties segment, if today’s crude oil prices remain elevated, we could be in a position to have another record quarter to finish the year.”

Alliance Resource Partners, L.P. Reports Third Quarter 2026 Financial and Operating Results; Declares Quarterly Cash Distribution of $0.60 Per Unit; and Updates Guidance

* Total revenues of $603.0 million and net income attributable to ARLP of $139.6 million, up year-over-year 5.5% and 46.8%, respectively

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