Alliance Resource Partners Delivers Strong Q2 2026 Results with Record Coal and Oil & Gas Royalties Performance
July 27, 2026 - Alliance Resource Partners (ARLP) recently announced its second quarter 2026 financial and operating results, showcasing a strong performance across multiple segments. The company's coal operations segment saw a significant increase in sales volumes and adjusted EBITDA, driven by improved cost performance and increased production at several mines.
With total coal sales volumes reaching 8.6 million tons, up 2.1% from the same period last year, ARLP's coal operations segment achieved $151.7 million in segment adjusted EBITDA, a notable 6.9% increase from Q2 2025 and a 21.3% sequential improvement.
Notably, the company's Illinois Basin coal sales volumes showed resilience, with a 4.9% sequential increase despite a 4.5% year-over-year decline. This can be attributed to strong productivity and sales performance at the Riverview complex, partially offsetting lower Hamilton shipments associated with a planned extended longwall move.
Meanwhile, ARLP's Appalachia coal segment saw a substantial 27.6% year-over-year increase in sales volumes, reaching 2.2 million tons due to increased production at Tunnel Ridge. However, the region's coal sales price per ton declined to $63.57, reflecting the expected roll-off of higher-priced legacy contracts.
The company's oil and gas royalties segment also delivered a record performance in Q2 2026, with net income comparisons affected by impairment charges recorded in previous periods.
"We are pleased with our strong second-quarter results," said Joe Craft, Chairman, President, and Chief Executive Officer of ARLP. "Our coal operations segment performed well, driven primarily by higher sales volumes, improved operating costs, and increased production at several mines."
The company's total revenues reached $551.6 million in Q2 2026, a 33.9% increase from the same period last year. Net income attributable to ARLP increased to $79.6 million, or $0.61 per basic and diluted limited partner unit.
ARLP's adjusted EBITDA for Q2 2026 was $185.7 million, a 14.7% increase from the same period last year. These results demonstrate the company's resilience and ability to adapt to changing market conditions.
