Alliance Resource Partners(US:ARLP) Newsfileยท2025-10-28 13:18Core Insights - Alliance Resource Partners, L.P. (ARLP) reported a solid performance in Q3 2025, with increased coal volumes and improved unit costs, despite lower year-over-year realized pricing [1] Financial Performance - Total revenues for Q3 2025 decreased by 6.9% year-over-year to $571.4 million, driven by lower coal price realizations and reduced transportation revenues, despite an 8.5% increase in coal production and a 3.9% increase in coal sales volumes [1] - Net income for the quarter rose to $95.1 million compared to $86.9 million in Q3 2024, primarily due to lower operating costs and higher investment income [1] - Adjusted EBITDA for the quarter was $185.8 million, reflecting a 14.8% sequential increase [1] Operational Highlights - Coal tons sold increased to 8.7 million, supported by improved performance at Hamilton, River View, and Tunnel Ridge [8] - Oil & Gas royalty volumes increased by 4.1% year-over-year to 0.899 million BOE, with an average price of $35.68 per BOE [8] - The company declared a quarterly cash distribution of $0.60 per unit [8] Strategic Initiatives - The company deployed $22.1 million into a limited partnership that owns a coal-fired plant in PJM, aligning with its strategy to support baseload reliability, with expected attractive cash-on-cash returns beginning in 2026 [8] - ARLP tightened its FY25 guidance, projecting Q4 2025 results to be comparable to Q3 2025, supported by improving operational execution [1]