ARLP - Alliance Resource Partners LP reported FY 2025 results with total revenues of USD 2.2 billion (-10.4%) and net income attributable to unitholders of USD 311.2 million (-13.8%). Segment Adjusted EBITDA was USD 781.9 million (-1.8%), while cash provided by operating activities was USD 651.1 million (vs. USD 803.1 million in FY 2024). Cash and cash equivalents were USD 71.2 million at December 31, 2025. Coal remained the largest contributor, with FY 2025 coal sales of USD 1.9 billion (-8.5%) on 33.0 million tons sold (-1.1%) and 33.2 million tons produced (+3.0%). ARLP said the coal sales decline was primarily driven by lower average coal sales prices, reflecting continued roll-off of higher-priced contracts and reduced export price realizations at its MC Mining and Mettiki mines. Transportation revenues and expenses were USD 36.6 million in FY 2025 (down from USD 112.6 million), which ARLP attributed to lower third-party transportation rates and decreased international shipments. In segment performance, Illinois Basin Coal Operations Segment Adjusted EBITDA was USD 456.7 million (-3.6%), Appalachia Coal Operations was USD 133.7 million (-18.5%), Oil & Gas Royalties was USD 117.5 million (+0.5%) on 3.6 million BOE (+7.2%) with oil & gas royalties of USD 137.8 million (-0.3%), and Coal Royalties Segment Adjusted EBITDA was USD 52.9 million (+20.2%) with intercompany coal royalties of USD 80.5 million (+15.5%). ARLP also recorded USD 21.0 million of equity method investment income in FY 2025 (vs. an equity method investment loss in FY 2024), a USD 4.4 million decrease in the fair value of digital assets, and USD 28.0 million of impairments on equity and debt investments in Ascend. On capital allocation and liquidity, ARLP ended FY 2025 with USD 80.6 million remaining under its unit repurchase authorization and did not repurchase units during the year. The partnership targeted FY 2026 capital expenditures of USD 280 million to USD 300 million, and said it extended the term of its USD 75.0 million securitization facility to January 2027 (in January 2026).
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. ARLP - Alliance Resource Partners LP published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001104659-26-020468), on February 26, 2026, and is solely responsible for the information contained therein.
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