Filing Flows › Alliance Resource Partners LP (ARLP) › Q3 2026
Alliance Resource Partners LP (ARLP) Q3 2026 earnings results (third quarter 2026)
10-Q filed Nov 6, 2026
Alliance Resource Partners LP (ARLP) reported revenue of $603M for the third quarter 2026 (Q3 2026), +6% from a year earlier and +9% from the quarter before. Operating margin was 24.5%, net earnings $140M (23.1% of revenue).
Alliance Resource Partners LP, Q3 2026: revenue $603M (+6% year over year), operating margin 24.5%, net earnings $140M, operating cash flow $253M. The chart follows the revenue to costs, profit and cash.
| Q3 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $603M | +9% | +6% |
| Operating profit | $147M | +54% | +40% |
| Net earnings | $140M | +75% | +47% |
| Operating cash flow | $253M | +65% | +21% |
| Free cash flow | $199M | — | +31% |
What changed
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.
Questions
What was Alliance Resource Partners LP's revenue in the third quarter 2026?
Alliance Resource Partners LP (ARLP) reported revenue of $603M for the third quarter 2026 (Q3 2026), +6% from a year earlier and +9% from the quarter before.
Was Alliance Resource Partners LP profitable in the third quarter 2026?
Operating profit was $147M (24.5% of revenue) and net earnings $140M.