Alliance Resource Partners(US:ARLP) Yahoo Finance·2025-10-30 14:53Group 1 - Alliance Resource Partners, L.P. (ARLP) is expected to report an EPS of $2.42 for fiscal 2025, slightly lower than 2024 due to coal pricing challenges and the expiration of higher-priced contracts [1] - Coal volumes and contracting momentum are strong, with management anticipating EPS to improve to $2.61 in fiscal 2026, driven by productivity improvements at Tunnel Ridge and Henderson County [2] - Operating expenses decreased by 11.7% in the Appalachia division and 6.4% in the Illinois Basin, with coal production growth of 8.5% and sales volume increase of 3.9%, indicating strong fundamentals [3] Group 2 - The stock is trading at a 42% discount on P/E and a 71% discount on EV/sales, suggesting potential for re-rating in the coming months [4] - The earnings outlook for ARLP is positive going into 2026, supported by strengthening domestic demand and management's focus on efficiency [4]