Alliance Resource Partners (NASDAQ: ARLP) Q1 Earnings: EPS Misses, Revenue Beats Estimates

Font: Financial Modeling Prep  • Apr 27, 2026

• Q1 Earnings Miss: Alliance Resource Partners reported an adjusted earnings per share of $0.31, falling short of the analyst consensus estimate of $0.34.
• Revenue Beat & Decline: The company posted revenues of over $516.00 million, surpassing the consensus of $514.90 million, but marking a 4.5% decline year-over-year due to lower coal sales pricing.
• Strong Financial Health: Despite revenue challenges, Alliance Resource Partners maintains a robust financial position with a very low trailing twelve-month (TTM) debt-to-equity ratio of 0.04 and a healthy TTM current ratio of 1.46.

Alliance Resource Partners (NASDAQ: ARLP) is a diversified natural resource company. It primarily produces and markets coal to U.S. utilities and industrial users. The company also generates royalty income from its oil and gas mineral interests, which provides an additional revenue stream in the energy sector.

On April 27, 2026, Alliance Resource Partners announced its first-quarter financial results before the market opened. The company reported an adjusted earnings per share of $0.31. This figure fell short of the analyst consensus estimate of $0.34 for the quarter.

Regarding revenue, Alliance Resource Partners posted over $516.00 million. This result managed to beat the consensus estimate of approximately $514.90 million, as highlighted by Benzinga. However, this revenue figure represents a 4.5% decline compared to the same period last year.

The company attributes the year-over-year revenue decrease to lower coal sales pricing. This impact was partly balanced by record oil and gas royalty revenues. CEO Joseph W. Craft III also noted that weather-related shipment disruptions delayed some sales volumes during the quarter.

An analysis of the company's financial health shows a very low trailing twelve-month (TTM) debt-to-equity ratio of 0.04. This indicates that the company uses very little debt to finance its assets. Its TTM current ratio of 1.46 suggests it has sufficient assets to cover its short-term obligations.