Alliance Resource Partners, LP, a diversified natural resources company, produces and markets coal primarily for industrial and utility users in the United States. The company is headquartered in Tulsa, Oklahoma.
| Revenue (TTM) | $2.17B |
| Gross Profit (TTM) | $769.90M |
| EBITDA | $678.70M |
| Operating Margin | 17.00% |
| Return on Equity | 15.20% |
| Return on Assets | 7.76% |
| Revenue/Share (TTM) | $16.92 |
| Book Value | $13.75 |
| Price-to-Book | 1.84 |
| Price-to-Sales (TTM) | 1.53 |
| EV/Revenue | 1.722 |
| EV/EBITDA | 11.09 |
| Quarterly Earnings Growth (YoY) | 34.10% |
| Quarterly Revenue Growth (YoY) | 0.70% |
| Shares Outstanding | $128.66M |
| Float | $90.78M |
| % Insiders | 29.35% |
| % Institutions | 16.30% |
Volatility is currently expanding
ARLP's coal business continues to remain more resilient than the narrative suggests, with 2026 volumes essentially fully committed and 2027 at 85% committed. Headline pricing is impacted by production/sales mix rather than impairment of the underlying economics. As expected, DCF coverage rebounded sharply to 1.39x in Q2 from 1.00x in Q1, bringing YTD coverage to 1.19x.
CAPL, ARLP and JPM made it to the Zacks Rank #1 (Strong Buy) income stocks list on August 10, 2026.
Five dividends land in investor accounts this month, but only for people who own the shares before Friday, August 7.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Alliance Resource Partners (ARLP) remains a Buy as cost reductions, a robust sales book, and a strengthened royalty segment drive profitability. Q2 saw a double miss on revenue and EPS, but EBITDA margin improvements and the closure of high-cost Mettiki mine enhanced structural profitability. The $206M AllDale Minerals acquisition expands royalty acreage, is accretive to FCF per unit, and diversifies into key basins, notably the Permian.
Alliance Resource Partners is a Buy for its covered 9.3% yield and diversified cash flow from coal and growing oil and gas royalties. ARLP's distributable cash flow coverage rebounded to 1.39x, with leverage remaining conservative even after funding the AllDale royalty acquisition. Operational improvements drove coal costs lower, while the AllDale deal is expected to lift distributable cash flow per unit by 8–9% next year.
Alliance Resource Partners NASDAQ: ARLP reported higher second-quarter results as increased coal sales volumes, lower operating costs, record oil and gas royalty performance and stronger equity-method investment income offset lower average coal pricing.
TULSA, Okla.--(BUSINESS WIRE)--Alliance Resource Partners, L.P. Reports Second Quarter Financial & Operating Results; Declares Quarterly Cash Distribution; and Updates 2026 Guidance.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
The mean of analysts' price targets for Alliance Resource Partners (ARLP) points to a 25.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
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