Alliance Rsc Stock Price, News & Analysis

Alliance Resource Partners (NASDAQ: ARLP) showed mixed performance in Q1 2025, as reported in Stonegate Capital Partners' updated coverage. Total revenues declined 17.1% year-over-year to $540.5 million, mainly due to a 10.4% drop in coal sales volumes.

Key financial metrics include:

• Net income decreased to $74.0 million from $158.1 million in Q1 2024
• Adjusted EBITDA reached $159.9 million, up 29.0% sequentially
• Over 96% of expected 2025 coal sales volumes are committed and priced
• Added 17.7 million tons in contract commitments for 2025-2028

Despite lower revenues and decreased digital asset values, the company's performance was partially supported by reduced operating expenses and oil & gas royalty revenues. ARLP maintains a positive outlook for FY25, expecting higher domestic sales volumes and operational efficiencies to help maintain margins comparable to FY24.

Alliance Resource Partners (NASDAQ: ARLP) reported Q1 2025 financial results with total revenue of $540.5 million, net income of $74.0 million, and Adjusted EBITDA of $159.9 million. The company saw a $57.7 million increase in net income and $36.0 million increase in Adjusted EBITDA compared to the previous quarter.

Key highlights include:

• Added 17.7 million tons of contract commitments for 2025-2028
• 2025 coal sales volumes over 96% committed and priced
• Declared quarterly cash distribution of $0.70 per unit ($2.80 annualized)

Compared to Q1 2024, total revenues decreased 17.1% primarily due to reduced coal sales volumes and prices. Coal sales volumes declined by 10.4% to 7.771 million tons, while coal sales price per ton decreased 6.9% to $60.29. The company maintains a strong balance sheet with total liquidity of $514.3 million and holds 513 bitcoins valued at $42.3 million as of March 31, 2025.

Alliance Resource Partners (NASDAQ: ARLP) has appointed Jesse M. Parrish as Senior Vice President - Operations of Alliance Coal, Parrish, former CEO of Blackhawk Mining, will assist in managing coal operations, bringing extensive industry experience from overseeing eight metallurgical coal mining complexes across West Virginia and Kentucky with approximately 2,000 employees.

Prior to his CEO role at Blackhawk, Parrish served in various positions including President, CFO, VP, and Director of Strategic Planning. He previously practiced law at Bingham Greenebaum Doll LLP, specializing in coal-related financings, M&A, and environmental matters. Parrish, a University of Kentucky graduate with degrees in Business Administration and Law, has served as chairman for both West Virginia and Kentucky Coal Associations.

Alliance Resource Partners (NASDAQ: ARLP) has scheduled its first quarter 2025 financial results announcement for Monday, April 28, 2025, before market opening. The company will host a conference call at 10:00 a.m. Eastern on the same day to discuss the results.

Participants can join the call by dialing (877) 407-0784 (U.S. Toll Free) or (201) 689-8560 (International). The call can also be accessed through the 'Investors' section of ARLP's website. An audio replay will be available for approximately one week, accessible via U.S. Toll Free (844) 512-2921 or International Toll (412) 317-6671 using access code 13753170.

Alliance Resource Partners (ARLP) faced challenges in Q4 2024, with total revenues declining 5.6% year-over-year to $590.1M. The decrease was primarily attributed to a 2.3% reduction in coal sales volumes and lower coal sales pricing. Net income significantly dropped to $16.3M from $115.4M in Q4 2023, impacted by higher operating expenses and $31.1M in non-cash impairment charges related to MC Mining operations.

Adjusted EBITDA decreased 27.2% sequentially to $124.0M. Despite these challenges, ARLP maintains its FY2025 guidance, expecting improvements from operational efficiencies, strengthening order book, and declining domestic inventories. The company completed $9.6M in mineral interest acquisitions for its O&G royalties business and achieved its coal inventory target of 0.6 million tons. ARLP ended Q4 with $593.9M in liquidity, including $137.0M in cash and $456.9M in available credit.

Alliance Resource Partners (ARLP) reported its Q4 and full-year 2024 results. Full-year 2024 total revenue reached $2.4 billion, with net income of $360.9 million and Adjusted EBITDA of $714.2 million. The company achieved record oil & gas royalty volumes of 3.4 million BOE, up 9.6% year-over-year.

Q4 2024 saw total revenue of $590.1 million, net income of $16.3 million, and Adjusted EBITDA of $124.0 million. The quarter's performance was impacted by reduced coal sales volumes (-2.3%) and lower transportation revenues. The company declared a quarterly cash distribution of $0.70 per unit.

For 2025, ARLP expects coal sales volumes between 32.25-34.25 million tons, with improved production costs anticipated to offset lower market prices. The company plans to actively pursue growth in its Oil & Gas Royalties segment.

Alliance Resource Partners (NASDAQ: ARLP) has announced a quarterly cash distribution of $0.70 per unit for Q4 2024, maintaining the same distribution level as the previous quarters ended December 31, 2023, and September 30, 2024. This represents an annualized rate of $2.80 per unit.

The distribution will be payable on February 14, 2025, to unitholders of record as of February 7, 2025. ARLP will report its Q4 2024 financial results on February 3, 2025, before market opening, followed by a conference call at 10:00 a.m. Eastern.

Alliance Resource Partners (NASDAQ: ARLP) has announced it will release its fourth quarter 2024 financial results before market opening on Monday, February 3, 2025. The company will host a conference call at 10:00 a.m. Eastern on the same day to discuss the results.

Investors can participate by dialing (877) 407-0784 (U.S. Toll Free) or (201) 689-8560 (International). The call can also be accessed through the 'Investors' section of ARLP's website. An audio replay will be available for approximately one week, accessible via U.S. Toll Free (844) 512-2921 or International Toll (412) 317-6671 using access code 13750955.

Alliance Resource Partners (NASDAQ: ARLP) has appointed Ronna R. McDaniel to the Board of Directors of Alliance Resource Management GP, , effective December 11, 2024. McDaniel will serve on the Audit, Compensation and Conflicts Committees. The board will consist of seven directors through 2024, reducing to six in 2025 following John Robinson's retirement.

McDaniel, former Chair of the Republican National Committee (2017-2024), brings expertise in leadership, governance, public relations, and regulatory environment navigation. She previously served as Chair of the Michigan Republican Party (2015-2017) and on the Board of Directors of the Romney Institute of Public Service and Ethics (2016-2021).