Filing Flows › Materials › Alliance Resource Partners LP (ARLP)
Alliance Resource Partners LP (ARLP) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 6, 2026 · Alliance Resource Partners LP (ARLP) Q3 2026 earnings results →
Q3 2026 Revenue up 6% year over year to $603M · 23¢ of every $1 of revenue kept as net profit · operating margin 24.5%
Alliance Resource Partners LP made $603M in Q3 2026 (+6% Y/Y): Coal sales $504M, Oil & gas royalties $59.8M, Other revenues $28.8M. Operating margin 24.5%, net earnings $140M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 6, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $603.0M in Q3 2026, up 6% year over year and up 9% from the previous quarter. Coal sales was the largest line at 84% of revenue. Oil & gas royalties added $27.7M year over year (up 86%), 88% of the total change. Coal sales declined 1%.
Operating profit was $147.4M, a 24.5% margin (up 6.1 points year over year). Of the extra revenue versus Q3 2025, 134% reached operating profit, above the 18% margin then. Total costs fell 2% while revenue rose 6%. The fastest-growing cost line was General & admin (+27%). Net earnings were $139.6M, up 47% year over year. The effective tax rate was 11.9%.
Operating cash flow was $253.0M (up 21% year over year), 179% of net earnings. Non-cash charges added back $82.3M of depreciation and amortization. Working capital and other items added $29.4M. After capital expenditures, net ($54.4M), free cash flow as the company reports it was $198.6M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 6, 2026 | $603M | +6% | 24.5% | $140M | $253M |
| Q2 2026 | 10-Q | Aug 6, 2026 | $552M | +0.7% | 17.3% | $79.6M | $153M |
| Q1 2026 | 10-Q | May 8, 2026 | $516M | -4% | 4.2% | $9.1M | $106M |
| Q4 2025 | 10-K | Feb 26, 2026 | $536M | -9% | 18.2% | $82.7M | $144M |
| Q3 2025 | 10-Q | Nov 7, 2025 | $571M | -7% | 18.4% | $95.1M | $210M |
| Q2 2025 | 10-Q | Aug 7, 2025 | $547M | -8% | 16.2% | $59.4M | $152M |
| Q1 2025 | 10-Q | May 9, 2025 | $540M | -17% | 17.4% | $74.0M | $146M |
Charts
Interactive views
The same charts as the app — open one to draw it.
💵Where each $1 goesinteractive
Loading the interactive chart…
🌏Named in Asian annual reportsinteractive
Loading the interactive chart…
🔄Rotation against the market and its industry (RRG)interactive
Loading the interactive chart…
🔍Earnings qualityinteractive
Loading the interactive chart…
⚖️Fair value by methodinteractive
Loading the interactive chart…
🔭Outlook & guidanceinteractive
Loading the interactive chart…
📈Investments: gains and what it boughtinteractive
Loading the interactive chart…
🏭Its industry’s money flow (input-output)interactive
Loading the interactive chart…
Customers and suppliers named in filings
Sells to
About Alliance Resource Partners LP
We are a diversified natural resource company that generates operating and royalty income from the production and marketing of coal to major domestic utilities, industrial users and international customers, as well as royalty income from oil & gas mineral interests located in key producing regions across the United States. Our core objective is to maximize the value of our mineral asset base—both through coal production from our mining operations and through the leasing and development of our coal and oil & gas mineral interests. Our strategy is to provide reliable, baseload fuel for electricity generating customers while positioning the Partnership for long-term growth through investments in energy and related infrastructure.
In its own words, from its 10-K, filed Feb 26, 2026.
Alliance Resource Partners LP against its Bituminous Coal & Lignite Surface Mining peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +6% against the peers' median +6%. Operating margin: 24.5% against the peers' median 11.5%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| ARLP Alliance Resource Partners LP | Q3 2026 | $603M | +6% | 24.5% |
| BTU Peabody Energy | Q3 2026 | $1.1B | +8% | -3.9% |
| AMR Alpha Metallurgical Resources | Q3 2026 | $562M | +7% | -1.4% |
| NC Nacco Industries | Q3 2026 | $80.5M | +5% | 11.5% |
| NRP Natural Resource Partners LP | Q1 2025 | $51.3M | -22% | 83.7% |
Source: Alliance Resource Partners LP 10-Q on SEC EDGAR · CIK 1086600 · Bituminous Coal & Lignite Surface Mining
Guidance and outlook
13F: who owns ARLP and who is buying
More on ARLP
- How Alliance Resource Partners LP makes money: revenue by segment
- Alliance Resource Partners LP stock forecast, price target and fair value
- Who owns Alliance Resource Partners LP stock: holders, funds and Congress trades
- Alliance Resource Partners LP guidance and outlook
- Is Alliance Resource Partners LP a takeover target? LBO and rumors
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results
- Alliance Resource Partners LP operating margin by quarter
- Alliance Resource Partners LP net income by quarter
- Alliance Resource Partners LP free cash flow by quarter
- Alliance Resource Partners LP capital expenditures by quarter
- Alliance Resource Partners LP Coal sales revenue by quarter
- Alliance Resource Partners LP Oil & gas royalties revenue by quarter