Every material Form 8-K ALLIANCE RESOURCE PARTNERS LP has filed with the SEC since July 08, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Alliance Resource Partners reported third-quarter 2026 results with total revenues of $603.0 million, up 5.5% from a year earlier, and net income attributable to ARLP of $139.6 million, up 46.8%. Record oil & gas royalty revenue, helped by the AllDale III & IV acquisition completed July 1, 2026, was a key driver. The company also declared a $0.60 per unit quarterly distribution with a 1.76x coverage ratio and updated its full-year 2026 guidance.
Net income attributable to ARLP was $139.6 million, or $1.08 per unit, versus $95.1 million, or $0.73 per unit, in the 2025 quarter.
Oil & gas royalty revenues were $59.8 million, up from $32.1 million a year earlier, after the AllDale III & IV acquisition for approximately $206.2 million.
Quarterly distribution of $0.60 per unit, payable November 13, 2026, to unitholders of record on November 6, 2026.
Updated 2026 guidance includes total sales of 34.50 to 35.50 million short tons and a total coal sales price of $54.25 to $54.75 per ton.
Alliance Resource Partners reported second-quarter 2026 revenue of $551.6 million, up 0.7% year over year, and net income attributable to ARLP of $79.6 million, or $0.61 per unit, compared with $59.4 million, or $0.46 per unit, a year earlier. The partnership also declared a $0.60 per unit quarterly distribution, completed a $206.2 million oil and gas royalty acquisition on July 1, 2026, and updated its 2026 volume guidance to include the acquired assets. For the six months, however, net income fell to $88.7 million from $133.4 million.
Q2 2026 total revenues were $551.6 million versus $547.5 million in Q2 2025; Adjusted EBITDA rose 14.7% to $185.7 million.
Net income attributable to ARLP was $79.6 million ($0.61 per unit) versus $59.4 million ($0.46 per unit) in Q2 2025.
Six-month 2026 net income was $88.7 million ($0.68 per unit), down from $133.4 million ($1.03 per unit) in the first half of 2025.
Quarterly distribution of $0.60 per unit is payable August 14, 2026 to unitholders of record on August 7, 2026.
Alliance Resource Partners disclosed a Master Supply, Distribution and Services Agreement, dated July 1, 2026, between its subsidiary Matrix Design Africa and Saminco Solutions LLC. The Supplier is affiliated with Joseph W. Craft III, who leads the managing general partner, so the deal is a related-party transaction that the Conflicts Committee approved and determined to be fair and reasonable to unitholders. The filing does not disclose a purchase value.
Agreement dated July 1, 2026, between Matrix Design Africa (PTY) LTD and Saminco Solutions LLC, covering products and services in Africa and other territories outside the United States
Initial term of five years, renewing automatically for one-year periods unless either party gives at least 30 days' notice; either party may terminate without cause on at least 90 days' notice
Supplier is affiliated with Joseph W. Craft III, who beneficially owns about 14.6% of common units and is President, CEO and Chairman of the managing general partner; the Conflicts Committee approved the agreement
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