Every material Form 8-K Peabody Energy filed with the SEC in 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.
Peabody reported a third-quarter 2026 net loss attributable to common stockholders of $32.8 million, or $0.27 per diluted share, down from $70.1 million, or $0.58, a year earlier. Revenue rose to $1,096.3 million from $1,012.1 million, while Adjusted EBITDA of $97.5 million was roughly flat with $99.5 million in the prior-year quarter. The company cut its 2026 seaborne metallurgical volume and raised expected costs because of faulted conditions at the Centurion mine.
Q3 2026 revenue was $1,096.3 million, up from $1,012.1 million in Q3 2025; Adjusted EBITDA was $97.5 million versus $24.0 million in Q2 2026.
Full-year 2026 seaborne metallurgical volume was lowered by 0.6 million tons, and costs are expected to rise by about $15 per ton, mainly due to lower Centurion production.
Powder River Basin 2026 sales volume decreased by about 7.5 million tons, reflecting weaker 2026 U.S. coal burn.
Board declared a quarterly dividend of $0.075 per share, payable December 9, 2026, to holders of record on November 19, 2026.
Peabody Energy said its Executive Vice President and Chief Operating Officer, Darren R. Yeates, will move to a consulting agreement starting February 1, 2027, when his current employment contract expires, running through January 31, 2028. The move is part of the company's ongoing succession planning, and the filing sets out a fixed consulting fee that the company can end at any time.
Consulting agreement signed August 27, 2026; services begin February 1, 2027 and run through January 31, 2028
Minimum monthly consulting fee of $89,773, with up to 40 hours of services per month
Additional fee of $2,244 per hour for work beyond 40 hours in a month
Peabody reported a second-quarter 2026 net loss attributable to common stockholders of $90.6 million, or $0.74 per diluted share, compared with a $27.6 million loss a year earlier, even though revenue rose to $1.0 billion from $890.1 million. Adjusted EBITDA fell to $24.0 million from $93.3 million, as the company cited temporarily lower volumes and higher costs, and it updated its 2026 guidance. The Board also declared a $0.075 quarterly dividend per share.
Q2 2026 net loss attributable to common stockholders was $(90.6) million, or $(0.74) per diluted share, versus $(27.6) million, or $(0.23) per share, in Q2 2025.
Revenue was $1,003.2 million in Q2 2026 versus $890.1 million a year earlier; Adjusted EBITDA was $24.0 million versus $93.3 million.
Peabody now targets 2026 Centurion Mine sales of 2.0 to 2.5 million tons, including 0.5 to 0.7 million tons in the third quarter.
Quarterly dividend of $0.075 per share is payable September 3, 2026 to stockholders of record on August 12, 2026.
Peabody Energy entered into Amendment No. 3 to its revolving credit agreement with PNC Bank, National Association, as administrative agent, on June 30, 2026. The amendment increases revolving commitments by $80 million, extends the maturity to June 30, 2030, and lowers the interest margins on revolving loans, which gives the company more borrowing capacity on longer terms and at lower rates.
Revolving commitments increased from $320 million to $400 million.
Maturity extended from January 18, 2028 to June 30, 2030.
SOFR margin range cut to 3.25% to 4.00% from 3.50% to 4.25%, depending on total net leverage ratio; base rate margin cut to 2.25% to 3.00% from 2.50% to 3.25%.
On June 12, 2026, Peabody's Australian subsidiaries entered two surety bond facilities with combined commitments of A$700 million, replacing cash-collateralized reclamation bonding programs. The same day, the company terminated its 2020 Transaction Support Agreement with its surety providers after satisfying all obligations under it. The company says the changes are expected to reduce total reclamation collateral requirements and eliminate a minimum liquidity covenant.
June 12, 2026: Australian subsidiaries entered surety bond facilities with Liberty and Swiss Re International SE, with combined commitments of A$700 million maturing June 12, 2031.
The new facilities replace the Australian subsidiaries' existing 100% cash-collateralized programs and are secured by substantially all of the obligors' assets.
June 12, 2026: Peabody terminated the 2020 Transaction Support Agreement with its sureties; all obligations under it were satisfied.
Peabody says the combined transactions are expected to reduce total reclamation collateral requirements and eliminate a minimum liquidity covenant.
Peabody completed a private offering of $250 million in 0.50% convertible senior notes due 2031 on June 2, 2026, with net proceeds of about $243.3 million. The company plans to use part of the proceeds, together with cash, to repurchase about $241.2 million of its 3.250% convertible notes due 2028 for about $388.8 million, which shifts its debt toward a lower-coupon instrument and adds dilution protection through capped call transactions.
Notes total $250 million after initial purchasers exercised an option for an additional $25 million on May 29, 2026
Initial conversion price is about $38.32 per share, a 32.5% premium to the $28.9197 volume weighted average price on May 28, 2026
Company plans to repurchase about $241.2 million of 2028 notes for about $388.8 million total cash, using about $16.7 million of proceeds for capped calls
Notes mature June 1, 2031 and bear 0.50% annual interest; the company may not redeem them before June 5, 2029
Peabody Energy director Joe W. Laymon resigned from the Board effective immediately, having notified the Board on May 20, 2026. He also gave up his seats on the Compensation Committee and the Nominating and Corporate Governance Committee. The filing says the resignation was for personal health reasons and was not due to any disagreement with the company.
Joe W. Laymon notified the Board of his resignation on May 20, 2026, effective immediately.
He resigned from the Compensation Committee and the Nominating and Corporate Governance Committee as well.
The filing states the resignation was not related to any disagreement on the company's operations, policies or practices.
At its May 7, 2026 annual meeting, Peabody stockholders elected ten directors to one-year terms, approved the 2026 Incentive Plan, approved executive pay on an advisory basis, and ratified Ernst & Young LLP as auditor for 2026. The Board also rejected Chair Robert A. Malone's resignation, allowing him to serve one additional year after reaching age 75, subject to re-election at the 2027 annual meeting, and approved a new Vice Chair role.
Ten directors elected for one-year terms; Bob Malone received 85,763,616 votes for and 1,947,648 against.
2026 Incentive Plan approved with 86,289,993 votes for and 1,245,353 against, effective immediately.
Board rejected Chair Robert A. Malone's resignation and authorized him to serve one more year after reaching age 75, subject to re-election in 2027.
Board amended governance guidelines to create a Vice Chair role, with an appointment to follow the 2027 Annual Meeting.
Peabody reported a first-quarter 2026 net loss attributable to common stockholders of $(32.4) million, or $(0.27) per diluted share, compared with net income of $34.4 million, or $0.27 per diluted share, a year earlier, even though revenue rose to $973.3 million from $937.0 million. The company also cut its full-year 2026 Centurion volume expectation to 2.5 million tons from 3.5 million tons after longwall commissioning problems, which lowers expected output for shareholders. The Board also declared a $0.075 per share quarterly dividend.
Q1 2026 revenue was $973.3 million vs. $937.0 million in Q1 2025; net loss attributable to common stockholders was $(32.4) million vs. net income of $34.4 million.
Adjusted EBITDA was $82.5 million vs. $144.0 million a year earlier; Seaborne Metallurgical posted a $(7.0) million Adjusted EBITDA loss, including approximately $80 million impact from Centurion.
Full-year 2026 Centurion volume is now expected at 2.5 million tons vs. the original 3.5 million tons; the longwall move planned for Q4 2026 is now expected in early 2027.
Quarterly dividend of $0.075 per share, payable June 8, 2026 to stockholders of record on May 19, 2026.
Peabody reported fourth-quarter 2025 net income attributable to common stockholders of $10.4 million, or $0.09 per diluted share, down from $30.6 million, or $0.25, a year earlier, and full-year 2025 results showed a net loss of $52.9 million after a $370.9 million profit in 2024. The company also declared a $0.075 per share quarterly dividend and gave first-quarter and full-year 2026 targets, including $340 million of total capital expenditures for 2026.
Q4 2025 revenue was $1,022.3 million, down from $1,123.1 million in Q4 2024, and Adjusted EBITDA was $118.1 million, down from $176.7 million.
Full-year 2025 revenue was $3,861.5 million, down from $4,236.7 million, and Adjusted EBITDA was $454.9 million, down from $871.7 million.
Centurion longwall mining is expected to begin this week, two months ahead of the original target, with 3.5 million tons targeted for 2026.
The board declared a $0.075 per share dividend payable March 10, 2026, to holders of record on February 23, 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.
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