ARLP Q3 Net Income Up 46.8% to $139.6M; Distribution Held at $0.60 and 2026 Guidance Updated
ARLP sits 17% above its 52-week low of $23.
Summary
ARLP reported Q3 net income of $139.6 million ($1.08 per unit), up 46.8%, on $603.0 million of revenue, declared a $0.60 per unit distribution covered 1.76x, and updated 2026 guidance with 35.0 million coal tons already committed and priced.
Key Events · Earnings and Guidance · ARLP
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Q3 Earnings Beat Prior Year
Net income attributable to ARLP was $139.6 million, or $1.08 per unit, up 46.8% from $95.1 million ($0.73) a year ago, on total revenues of $603.0 million, up 5.5%.
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Distribution Held at $0.60 Per Unit
The quarterly cash distribution is $0.60 per unit ($2.40 annualized), payable November 13, 2026 to unitholders of record November 6, 2026; Distributable Cash Flow of $136.8 million gives 1.76x coverage versus 1.36x a year ago.
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Royalties Segment Sets Record
Oil & Gas Royalties segment Adjusted EBITDA attributable to ARLP hit a record $43.6 million, up 61.4% year-over-year, after the AllDale III & IV acquisition closed July 1, 2026 for approximately $206.2 million.
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2026 Guidance Updated
Total coal sales guidance is 34.50-35.50 million tons at $54.25-$54.75 per ton, with total capital expenditures of $270-$290 million; 35.0 million tons are committed and priced for 2026 and 31.7 million for 2027.
Analysis · ARLP · Energy & Transportation
Net income attributable to ARLP climbed 46.8% year-over-year to $139.6 million ($1.08 per unit) on $603.0 million of revenue, while Adjusted EBITDA rose 26.3% to $233.9 million. The cash engine is strong: Distributable Cash Flow of $136.8 million covered the $0.60 per unit distribution 1.76x, up from 1.36x a year ago, so the payout is comfortably funded rather than stretched. Growth is not purely coal — the Oil & Gas Royalties segment posted a record $43.6 million of segment Adjusted EBITDA after the AllDale III & IV acquisition closed July 1 for about $206.2 million, adding roughly 48,500 net royalty acres and shifting the mix toward natural gas. Leverage stays low at 0.89x total debt to trailing Adjusted EBITDA with $430.8 million of liquidity, so there is no balance-sheet stress here. Updated 2026 guidance keeps total coal sales at 34.50-35.50 million tons and $54.25-$54.75 per ton, with 35.0 million tons already committed and priced for 2026 and 31.7 million for 2027 — the visibility that underpins the distribution.
How filings like this one have moved
In the 30 days to Oct 26, 2026, 29.9% of the 1374 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.12%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, ARLP was trading at $26.98 on NASDAQ in the Energy & Transportation sector, with a market capitalization of approximately $3.4B. The 52-week trading range was $23.00 to $29.45. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.