Every 10-Q that Alliance Resource Partners LP (ARLP) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ARLP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ARLP filings page.
Alliance Resource Partners generated second‑quarter 2026 revenues of $551,560 thousand, slightly above a year earlier, and net income attributable to ARLP of $79,562 thousand versus $59,410 thousand in 2025, with earnings per limited partner unit of $0.61 (up from $0.46). Results reflected lower coal sales but higher oil & gas royalties and equity‑method income, partly offset by an adverse change in the fair value of digital assets.
For the first six months of 2026, revenues were $1,067,577 thousand and net income attributable to ARLP was $88,656 thousand, down from $133,393 thousand, primarily due to a $37,820 thousand impairment after the decision to cease longwall production at the Mettiki mining complex and negative digital‑asset fair‑value movements. Operating cash flow was $258,520 thousand, funding $181,150 thousand of investing outflows, including $22,000 thousand of Permian oil & gas royalty acquisitions, while total long‑term debt including current maturities rose to $589,982 thousand. ARLP also closed the $206.2 million AllDale III & IV mineral and royalty acquisition on July 1, 2026, further expanding its oil & gas royalty portfolio and increasing its consolidation of related variable interest entities. The partnership held 645.96 Bitcoin with a fair value of $37,858 thousand at June 30, 2026 and paid year‑to‑date cash distributions of $1.80 per unit.
Alliance Resource Partners, L.P. reported lower quarterly results for the three months ended March 31, 2026. Total revenues decreased 4.5% to $516,017 (in thousands), mainly from lower coal sales pricing partly offset by record oil & gas royalties and slightly higher coal volumes.
Net income attributable to ARLP fell to $9,094 (in thousands), or $0.07 per unit, from $73,983 (in thousands), or $0.57 per unit, primarily due to a $37,820 (in thousands) non-cash impairment at the Mettiki mine, higher depreciation, and an $11,629 (in thousands) negative fair value change in bitcoin holdings.
Segment Adjusted EBITDA was relatively stable at $179,049 (in thousands). Illinois Basin coal EBITDA declined on weaker pricing and higher costs, while Appalachia coal, Oil & Gas Royalties, and Coal Royalties all improved. The partnership invested in additional Permian Basin royalty acreage and Tunnel Ridge coal reserves and ended the quarter with $507,455 (in thousands) of long-term debt principal outstanding.
Alliance Resource Partners (ARLP) filed its Q3 2025 10‑Q, showing lower revenue but higher quarter‑over‑quarter profitability. Total revenues were $571.4 million versus $613.6 million a year ago, while income from operations rose to $105.0 million from $101.1 million. Net income attributable to ARLP increased to $95.1 million from $86.3 million, with EPS of $0.73 versus $0.66.
Year to date, revenues were $1.66 billion (down from $1.86 billion), and net income attributable to ARLP was $228.5 million (down from $344.5 million), reflecting softer coal sales and an impairment loss on investments of $25.0 million. Operating cash flow for the nine months was strong at $507.3 million; ARLP spent $218.5 million on capital expenditures and paid $259.4 million in distributions.
Liquidity remained solid: cash was $94.5 million and availability under the $425.0 million revolver was $384.0 million with $41.0 million of letters of credit outstanding. ARLP reported Bitcoin holdings of 567.90 units valued at $64.8 million and recorded a fair value gain of $3.7 million in Q3.