The earnings call highlighted strong liquidity, record oil and gas royalties, and a positive impact from Bitcoin mining, alongside challenges such as a decline in revenue and net income, difficult mining conditions, lower coal sales and production, and increased costs.
Company Guidance
During the earnings call, Alliance Resource Partners LP provided guidance for 2025, anticipating coal sales volumes to range between 32.25 million and 34.25 million tons, with over 78% of these volumes committed and priced at the midpoint. The company expects a coal sales price per ton range of $50 to $53 in the Illinois Basin and $76 to $82 in Appalachia. They project segment adjusted EBITDA expense per ton to be $35 to $38 in the Illinois Basin and $53 to $60 in Appalachia. Additionally, capital expenditures are forecasted to decrease significantly to $285 million to $320 million as major infrastructure projects near completion. The company also plans to continue investing in their oil and gas royalties business, projecting oil, natural gas, and natural gas liquids sales volumes to reach record levels on a BOE basis.
Strong Liquidity and Balance Sheet
Total liquidity was $593.9 million at year-end, with $137 million in cash and 482 Bitcoin valued at $45 million.
Record Oil and Gas Royalties
Achieved record oil and gas royalty volumes for the full-year 2024, with increased drilling and completion activities.
Improved Safety Record
Safety statistics for the full-year 2024 were 34% below 2023, marking one of the safest periods ever for the company.
Positive Impact from Bitcoin Mining
The Bitcoin mining operation positively impacted net income with a $22.4 million positive change in digital asset valuation.
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Alliance Resource (ARLP) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ARLP Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 03, 2025
$27.98
$26.91
-3.82%
Oct 28, 2024
$24.35
$24.23
-0.49%
Jul 29, 2024
$23.77
$22.72
-4.42%
Apr 29, 2024
$18.92
$19.87
+5.02%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Alliance Resource Partners L.P. (ARLP) report earnings?
Alliance Resource Partners L.P. (ARLP) is schdueled to report earning on May 05, 2025, TBA Not Confirmed.
What is Alliance Resource Partners L.P. (ARLP) earnings time?
Alliance Resource Partners L.P. (ARLP) earnings time is at May 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.