Stonegate Capital Partners Updates Coverage on Alliance Resource Partners, L.P. (ARLP) 2025 Q2
Alliance Resource Partners (NASDAQ: ARLP) reported its Q2 2025 results, showing mixed performance. Total revenue declined 7.7% year-over-year to $547.5M, primarily due to an 11.3% decrease in average coal sales prices and lower transportation revenues. Net income fell to $59.4M from $100.2M in Q2 2024.
The quarter was marked by record coal shipments at Hamilton and River View, though offset by lower pricing. The company secured 17.4M committed and priced tons for 2025-2029. Oil & Gas Royalty volumes increased 7.7% YoY, and ARLP declared a $0.60 per unit quarterly cash distribution. Adjusted EBITDA showed slight improvement at $161.9M, up 1.2% sequentially.
Alliance Resource Partners (NASDAQ: ARLP) ha riportato i risultati del secondo trimestre 2025, mostrando una performance mista. Il fatturato totale è diminuito del 7,7% su base annua a 547,5 milioni di dollari, principalmente a causa di un calo dell'11,3% del prezzo medio di vendita del carbone e di minori ricavi da trasporto. L'utile netto è sceso a 59,4 milioni di dollari rispetto ai 100,2 milioni del secondo trimestre 2024.
Il trimestre è stato caratterizzato da spedizioni record di carbone negli stabilimenti di Hamilton e River View, bilanciate però da prezzi più bassi. La società ha assicurato 17,4 milioni di tonnellate impegnate e prezzate per il periodo 2025-2029. I volumi delle royalty su petrolio e gas sono aumentati del 7,7% su base annua, e ARLP ha dichiarato una distribuzione in contanti trimestrale di 0,60 dollari per unità. L'EBITDA rettificato ha mostrato un leggero miglioramento a 161,9 milioni di dollari, in crescita dell'1,2% rispetto al trimestre precedente.
Alliance Resource Partners (NASDAQ: ARLP) reportó sus resultados del segundo trimestre de 2025, mostrando un desempeño mixto. Los ingresos totales disminuyeron un 7,7% interanual hasta 547,5 millones de dólares, principalmente debido a una caída del 11,3% en los precios promedio de venta del carbón y menores ingresos por transporte. Las ganancias netas cayeron a 59,4 millones de dólares desde 100,2 millones en el segundo trimestre de 2024.
El trimestre estuvo marcado por envíos récord de carbón en Hamilton y River View, aunque compensados por precios más bajos. La empresa aseguró 17,4 millones de toneladas comprometidas y con precio para 2025-2029. Los volúmenes de regalías de petróleo y gas aumentaron un 7,7% interanual, y ARLP declaró una distribución trimestral en efectivo de 0,60 dólares por unidad. El EBITDA ajustado mostró una ligera mejora con 161,9 millones de dólares, un aumento del 1,2% respecto al trimestre anterior.
Alliance Resource Partners (NASDAQ: ARLP)는 2025년 2분기 실적을 발표하며 혼조된 성과를 보였습니다. 총 매출은 전년 동기 대비 7.7% 감소한 5억 4,750만 달러로, 이는 평균 석탄 판매 가격이 11.3% 하락하고 운송 수익이 줄어든 데 주로 기인합니다. 순이익은 2024년 2분기의 1억 200만 달러에서 5,940만 달러로 감소했습니다.
이번 분기는 해밀턴과 리버 뷰에서 석탄 선적이 사상 최고치를 기록했으나 가격 하락으로 상쇄되었습니다. 회사는 2025년부터 2029년까지 1,740만 톤의 확정 및 가격 책정된 계약량을 확보했습니다. 석유 및 가스 로열티 물량은 전년 대비 7.7% 증가했으며, ARLP는 단위당 0.60달러의 분기별 현금 배당을 선언했습니다. 조정 EBITDA는 1억 6,190만 달러로 전분기 대비 1.2% 소폭 상승했습니다.
Alliance Resource Partners (NASDAQ : ARLP) a publié ses résultats du deuxième trimestre 2025, affichant des performances mitigées. Le chiffre d'affaires total a diminué de 7,7 % en glissement annuel à 547,5 millions de dollars, principalement en raison d'une baisse de 11,3 % du prix moyen de vente du charbon et de revenus de transport en recul. Le bénéfice net est passé à 59,4 millions de dollars contre 100,2 millions au T2 2024.
Le trimestre a été marqué par des expéditions record de charbon à Hamilton et River View, compensées par des prix plus bas. L'entreprise a sécurisé 17,4 millions de tonnes engagées et tarifées pour 2025-2029. Les volumes de redevances pétrolières et gazières ont augmenté de 7,7 % en glissement annuel, et ARLP a déclaré une distribution trimestrielle en espèces de 0,60 $ par unité. L'EBITDA ajusté a légèrement progressé à 161,9 millions de dollars, en hausse de 1,2 % par rapport au trimestre précédent.
Alliance Resource Partners (NASDAQ: ARLP) meldete seine Ergebnisse für das zweite Quartal 2025 mit gemischter Performance. Der Gesamtumsatz sank im Jahresvergleich um 7,7 % auf 547,5 Mio. USD, hauptsächlich bedingt durch einen Rückgang der durchschnittlichen Kohleverkaufspreise um 11,3 % und geringere Transporterlöse. Der Nettogewinn fiel auf 59,4 Mio. USD gegenüber 100,2 Mio. USD im zweiten Quartal 2024.
Das Quartal war geprägt von Rekordkohlelieferungen in Hamilton und River View, die jedoch durch niedrigere Preise ausgeglichen wurden. Das Unternehmen sicherte sich 17,4 Mio. vertraglich zugesicherte und bepreiste Tonnen für 2025-2029. Die Öl- und Gas-Royalty-Volumen stiegen um 7,7 % im Jahresvergleich, und ARLP kündigte eine vierteljährliche Barausschüttung von 0,60 USD pro Einheit an. Das bereinigte EBITDA zeigte mit 161,9 Mio. USD eine leichte Verbesserung und stieg im Quartalsvergleich um 1,2 %.
- None.
- Revenue declined 7.7% year-over-year to $547.5M
- Net income decreased to $59.4M from $100.2M in Q2 2024
- Average coal sales prices fell 11.3%
- $25.0M non-cash impairment on battery materials equity investment
- Challenged production at Tunnel Ridge operation
Dallas, Texas--(Newsfile Corp. - July 29, 2025) - Alliance Resource Partners, L.P. (NASDAQ: ARLP): Stonegate Capital Partners updates coverage on Alliance Resource Partners, L.P. ARLP reported a resilient 2Q25, with higher coal sales volumes offset by lower coal pricing and a stable contribution from oil & gas royalty revenues. Total revenues for the quarter decreased by
To view the full announcement, including downloadable images, bios, and more, click here.
Key Takeaways:
- Delivered
$547.5M in revenue and$161.9M in Adjusted EBITDA, supported by record coal shipments at Hamilton and River View. - Added 17.4M committed and priced tons for 2025-2029, enhancing long-term sales visibility.
- Oil & Gas Royalty volumes rose
7.7% YoY; declared$0.60 /unit quarterly cash distribution.
Click image above to view full announcement.
About Stonegate
Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking, equity research and capital raising for public and private companies.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/260488
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