ALLIANCE RESOURCE PARTNERS LP 8K

Alliance Resource Partners reported stronger Q2 2026 results, declared a $0.60 per unit distribution, completed a $206.2 million oil and gas royalty acquisition (AllDale III & IV), and raised 2026 royalty guidance while reaffirming robust contracted coal sales.

Alliance Resource Partners, L.P. reported second quarter 2026 results with total revenue of $551.6 million, net income of $79.6 million and Adjusted EBITDA of $185.7 million, reflecting year-over-year increases in profitability driven by record oil and gas royalty revenues, higher coal volumes and improved segment margins. The partnership declared a quarterly cash distribution of $0.60 per unit (annualized $2.40) with a 1.39x coverage ratio and highlighted strong liquidity, modest leverage, and contracted coal sales that largely insulated it from weaker domestic coal demand. ARLP also completed on July 1, 2026, the previously announced $206.2 million acquisition of mineral and royalty interests in AllDale Minerals III and IV, adding approximately 48,500 net royalty acres across multiple U.S. basins and funded with cash on hand, revolver borrowings, and a new $150 million term loan at subsidiary Alliance Minerals, LLC. Management updated full-year 2026 guidance, increasing oil and gas royalty volume expectations to reflect the AllDale III & IV acquisition, reaffirming a strong forward coal sales book through 2027, and emphasizing a strategy of growing a diversified, cash-generating royalty platform while maintaining financial flexibility and reducing leverage.

Filing Facts

CIK

1086600

Ticker

-

Form

8K

Source Type

sec

Accession

0001104659-26-086855

Alert Tier

7