Alliance Resource Partners, L.P.(ARLP)Earnings, Financials & Key RatiosAlliance Resource Partners, L.P. (ARLP) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
the partnership's dividend payments of $78.0M in 2026Q1 significantly outpaced the $9.8M in free cash flow generated, indicating that the current distribution policy is likely unsustainable without further balance sheet depletion.
Alliance Resource Partners, L.P. (ARLP) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Alliance Resource Partners, L.P. (ARLP) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 27, 2026 | $0.37vs $0.27+37.0% | $516Mvs $518M-0.4% |
| Q1 2026 | Feb 2, 2026 | $0.75vs $0.61+23.0% | $536Mvs $556M-3.7% |
| Q4 2025 | Oct 27, 2025 | $0.70vs $0.67+4.5% | $571Mvs $557M+2.6% |
| Q3 2025 | Jul 28, 2025 | $0.55vs $0.61-9.8% | $547Mvs $584M-6.2% |
Recent stock market news and headlines for Alliance Resource Partners, L.P. (ARLP)
TULSA, Okla.--(BUSINESS WIRE)--Alliance Resource Partners, L.P. Completes $206 Million Acquisition of Oil & Gas Mineral Interests.
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 "death of coal" narrative may be years ahead of reality; demand is plateauing, not collapsing. Data centers, grid reliability concerns, and energy security are extending coal's relevance. 95% of ARLP's sales volumes for 2026 are already committed, and the partnership is growing its oil & gas royalty business to provide diversification beyond coal.
Core Natural Resources, Alliance Resource Partners, and Ramaco have been highlighted in this Industry Outlook article.
While domestic coal production volumes are expected to decline, CNR, ARLP and METC should continue to benefit from their expertise in supplying high-grade metallurgical coal.
Key metrics vs top competitors for Alliance Resource Partners, L.P. (ARLP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $23.85 | $3.07B | 9.86 | -10.37% | 14.18% | 16.76% | 11.01% | |
| $22.67 | $2.76B | -52.72 | -8.86% | -3.07% | -3.33% | — | |
| $77.74 | $4.1B | 71.98 | -14.12% | 9.36% | 6.44% | — | |
| $180.56 | $50.79B | 31.51 | 36.31% | 2.65% | 0.93% | — | |
| $97.76 | $1.3B | 9.74 | -17.42% | 51.63% | 15.45% | — | |
| $7.78 | $660.08M | -14.96 | -5.07% | -3.55% | -9.88% | — |
Alliance Resource Partners, L.P. (ARLP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Alliance Resource Partners, L.P. (ARLP) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 27, 2026·SEC
Apr 7, 2026·SEC
Feb 4, 2026·SEC
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Alliance Resource Partners, L.P. (ARLP) stock FAQ — growth, dividends, profitability & financials explained
Alliance Resource Partners, L.P. (ARLP) reported $2.17B in revenue for fiscal year 2025. This represents a 438% increase from $403.3M in 1998.
Alliance Resource Partners, L.P. (ARLP) saw revenue decline by 10.4% over the past year.
Yes, Alliance Resource Partners, L.P. (ARLP) is profitable, generating $246.3M in net income for fiscal year 2025 (14.2% net margin).
Yes, Alliance Resource Partners, L.P. (ARLP) pays a dividend with a yield of 11.01%. This makes it attractive for income-focused investors.
Alliance Resource Partners, L.P. (ARLP) has a return on equity (ROE) of 16.8%. This is reasonable for most industries.
Alliance Resource Partners, L.P. (ARLP) generated $338.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
