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Bituminous Coal & Lignite Surface Mining SIC 1221
5 companies filing with the SEC under SIC 1221. Median revenue growth +6% year on year in Q3 2026 (middle half +5% to +7%, 4 companies). The growth model expects the industry's combined revenue to grow +11% in Q3 2026. 2 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- NRP → AMR 28% of the supplier's revenue, $67.7M
- ARLP → AEP
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +10.6% | $2.4B | $2.0B – $2.9B |
| Q4 2026 | +15.8% | $2.5B | $2.0B – $3.0B |
| Q1 2027 | +18.8% | $2.5B | $1.9B – $3.0B |
| Q2 2027 | +19.9% | $2.5B | $2.0B – $3.1B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| BTU Peabody Energy | $1.1B | +8% | deceleration |
| ARLP Alliance Resource Partners LP | $603M | +6% | mature |
| AMR Alpha Metallurgical Resources | $562M | +7% | reacceleration |
| NC Nacco Industries | $80.5M | +5% | mature |
| NRP Natural Resource Partners LP | $51.3M | — | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.