AI brief of an SEC Form 8-K · ALLIANCE RESOURCE PARTNERS LP (ARLP)

Alliance Resource Partners Q3 net income rises 46.8% to $139.6 million

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyALLIANCE RESOURCE PARTNERS LP (ARLP)
Form8-K, current report
Filed with the SECOct 26, 2026, 8:00 AM ET
Accession number0001104659-26-118616

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:36 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 26, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.