Every material Form 8-K Core Natural Resources has filed with the SEC since August 21, 2024, 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.
Core Natural Resources reported third-quarter 2026 net income of $9.0 million, or $0.18 per diluted share, on revenues of $1.1 billion, compared with $1.0 billion in the third quarter of 2025. The company also declared a $0.10 per share quarterly dividend and repurchased $84.7 million of its stock, which matters to shareholders because it shows continued cash returns alongside a lower share count.
Net income of $9.0 million, or $0.18 per diluted share, and adjusted EBITDA of $165.2 million in Q3 2026; revenues were $1.1 billion versus $1.0 billion in Q3 2025
Repurchased 930,611 shares for $84.7 million in Q3; $586.1 million remained under the $1.0 billion repurchase program as of September 30, 2026
Board declared a $0.10 per share quarterly dividend, payable December 15, 2026, to holders of record on November 30, 2026
Free cash flow of $80.3 million; cash and short-term investments of $443.9 million at September 30, 2026
Core Natural Resources said its board appointed Nathan Tucker as senior vice president and chief financial officer, effective immediately, succeeding Mitesh Thakkar in that role. Thakkar remains president and takes on day-to-day responsibility for operations, marketing, logistics, and long-term strategy. The filing describes the changes as part of the company's long-term succession process and discloses Tucker's new pay terms, but it includes no financial results.
Board appointed Nathan Tucker as SVP and CFO on August 18, 2026, effective immediately
Tucker's annual base salary increased to $400,000, with target short-term incentive at 65% and long-term incentive at 125% of base salary
Mitesh Thakkar continues as president, with day-to-day responsibility for operations, marketing, logistics, and long-term strategy
Tucker has been Core's vice president of finance since the company's formation in January 2025
Core Natural Resources reported second quarter 2026 net income of $126.5 million, or $2.51 per diluted share, and revenues of $1.1 billion. The quarter included $125.4 million of recognized Leer South insurance proceeds, so the company's reported profit depends heavily on this one-time item. The company also declared a $0.10 per share quarterly dividend and repurchased $63.0 million of stock during the quarter.
Net income $126.5 million, $2.51 per diluted share; adjusted EBITDA $323.6 million; revenues $1.1 billion
Leer South insurance claim settled for full limit recovery; $125.4 million recognized in Q2, with $154.5 million netted across all periods
Free cash flow $148.0 million; $63.0 million spent repurchasing 719,904 shares; $0.10 dividend payable September 18, 2026 to holders of record August 31, 2026
Powder River Basin cash margin per ton was negative at $(0.57) in Q2; 2026 sales volume guidance is 87.3 to 92.4 million tons total
Core Natural Resources reported first-quarter 2026 net income of $21.0 million, or $0.41 per diluted share, and revenues of $1.1 billion, up from $1,017.4 million a year earlier. The company generated $55.5 million of free cash flow, returned $47.0 million to stockholders, and its board declared a $0.10 per share quarterly dividend. The filing does not state prior-year net income, so the profit trend cannot be compared directly.
Net income of $21.0 million, or $0.41 per diluted share, and adjusted EBITDA of $179.9 million in Q1 2026
Revenues of $1,084.3 million in Q1 2026, compared with $1,017.4 million in Q1 2025 and $1,042.5 million in Q4 2025
Free cash flow of $55.5 million; $47.0 million returned to stockholders in Q1 2026, including $41.9 million of share repurchases
Quarterly dividend of $0.10 per share, record date May 29, 2026, payable June 12, 2026
Core Natural Resources reported a fourth-quarter 2025 net loss of $79.0 million, or $(1.54) per diluted share, compared with net income of $30.8 million, or $1.04 per diluted share, a year earlier. Revenue rose to $1.042 billion from $573.6 million, and the company also issued 2026 sales volume and cost guidance and declared a $0.10 quarterly dividend.
Q4 2025 revenues were $1.042 billion, versus $573.6 million in Q4 2024; net loss was $79.0 million, or $(1.54) per diluted share.
Adjusted EBITDA was $103.1 million, including $36.4 million of fire extinguishment and idle mine costs at Leer South and West Elk.
2026 total sales volume guidance is 85.6 to 91.4 million tons, and capital expenditures are guided to $325 million to $375 million.
The board declared a $0.10 per share dividend payable March 16, 2026, to stockholders of record on March 2, 2026.
Core Natural Resources reported third quarter 2025 net income of $31.6 million, or $0.61 per diluted share, on revenues of $1,002.5 million, and adjusted EBITDA of $141.2 million. Net income included a $53.0 million income tax benefit, and the filing does not give prior-year comparisons for revenue or profit. The company also declared a $0.10 per share quarterly dividend and said the Leer South longwall restart is awaiting government personnel.
Q3 2025 net income $31.6 million ($0.61 per diluted share); the Other and Corporate segment included a $53.0 million income tax benefit
Revenues $1,002.5 million; adjusted EBITDA $141.2 million, after $18.4 million of Leer South costs and a $19.4 million initial insurance recovery
Free cash flow $38.9 million; $24.6 million returned to stockholders in the quarter; $0.10 quarterly dividend payable December 15, 2025
Leer South fire extinguishment and idle costs expected at $15 million to $25 million in Q4 2025; 2025 guidance tables were included with no stated change
Core Natural Resources' board appointed James A. Brock, who is also board chair, as chief executive officer effective October 6, 2025, succeeding Paul A. Lang, who resigned as CEO and as a board member. Lang will provide transition consulting through December 31, 2025, and the company expects to pay him a lump sum and settle his equity awards under a separation agreement that is still being finalized, which matters to shareholders because it changes the company's top executive role and adds to its severance costs.
James A. Brock was appointed CEO effective immediately on October 6, 2025, and will continue as Chair of the Board.
Paul A. Lang separated from service and resigned from the board; he will consult through December 31, 2025.
Expected lump sum cash payment of $7,950,553 to Lang, subject to a release, plus performance-based RSUs settled in cash at $88.45 per share, the October 6, 2025 closing price.
Core Natural Resources reported a second-quarter 2025 net loss of $36.6 million, or $0.70 per diluted share, on revenues of $1,102.4 million, with adjusted EBITDA of $144.3 million. The company generated free cash flow of $131.1 million, returned $87.1 million to stockholders, and raised its annual synergy target to $150 million to $170 million, though Leer South longwall production has yet to resume.
Q2 2025 net loss of $36.6 million, or $0.70 per diluted share; revenues of $1,102.4 million.
Adjusted EBITDA of $144.3 million, including $21.2 million of Leer South fire extinguishment and idle mine costs.
Free cash flow of $131.1 million; $87.1 million returned to stockholders, including $81.9 million in share repurchases.
Annual synergy target raised to between $150 million and $170 million.
Core Natural Resources and subsidiaries entered into a Receivables Financing Agreement dated July 28, 2025, with PNC Bank as administrative agent, supporting letters of credit and a borrowing capacity of $250 million, maturing July 27, 2028. The agreement replaces the existing receivables purchase arrangements dated October 5, 2016, and the company voluntarily repaid a prior 2017 receivables facility. The filing describes new fees and a guarantee by Core, which add to the company's direct financial obligations.
Borrowing capacity and letter of credit support of $250 million, maturing July 27, 2028
Loans accrue interest at term SOFR plus 10 basis points; letters of credit carry a 2.00% per annum participation fee
Prior CONSOL Funding receivables facility from November 30, 2017 was voluntarily repaid and its letters of credit transferred
Core guarantees the arrangement in favor of PNC Bank under a Fifth Amended and Restated Performance Guaranty
Core Natural Resources reported a first-quarter 2025 net loss of $69.3 million, or $1.38 per diluted share, on revenues of $1,017.4 million and adjusted EBITDA of $123.5 million. The loss included $49.2 million of merger-related expenses and an $11.7 million loss on debt extinguishment. The company repurchased $101.3 million of stock and raised its synergy target, while the Leer South longwall remains on track to resume operations mid-year.
Net loss of $69.3 million, or $1.38 per diluted share, including $49.2 million of merger-related expenses and an $11.7 million loss on debt extinguishment
Revenues of $1,017.4 million and adjusted EBITDA of $123.5 million for the first quarter
Repurchased 1.4 million shares for $101.3 million at an average price of $73.52; quarterly dividend of $0.10 per share payable June 13, 2025 to holders of record May 30, 2025
Merger synergy target raised 10 percent at the midpoint to $125 million to $150 million per year; 2025 guidance affirmed or enhanced
Core Natural Resources reported fourth quarter 2024 results for legacy CONSOL Energy, which merged with Arch Resources in January 2025. Net income fell to $30.8 million from $157.1 million a year earlier, and total revenue and other income fell to $595.3 million from $649.4 million, so headline profit and sales both declined. The board also authorized $1 billion in share repurchases under a new capital return framework, which is significant for shareholders.
Q4 2024 net income was $30.8 million, versus $157.1 million in Q4 2023; basic EPS was $1.04, versus $5.09
Adjusted EBITDA was $170.0 million, including a $67.9 million charge for the 1974 UMWA Pension Plan litigation
Board authorized $1.0 billion in share repurchases and declared a $0.10 per share dividend payable March 17, 2025
Company projects 2025 capital expenditures of $300 million to $330 million and expects Leer South longwall production to resume mid-year
Core Natural Resources, formerly CONSOL Energy, completed its merger with Arch Resources, with Arch shareholders receiving 1.326 Core shares for each Arch share. The company issued about 25 million shares, roughly 46% of outstanding Core common stock after the issuance, and amended its revolving credit facility to $600 million from $355 million, extending its maturity to April 30, 2029.
Arch shareholders received 1.326 Core shares for each Arch share; about 25 million shares were issued, or about 46% of outstanding shares after issuance.
Core's NYSE ticker changed from CEIX to CNR, with trading under the new ticker and CUSIP starting at the open on January 15, 2025.
The revolving credit facility increased to $600 million from $355 million, with maturity extended to April 30, 2029.
Eight-member board includes Jimmy Brock as executive chair and Paul A. Lang as chief executive officer; Core expects to provide 2025 guidance with its fourth quarter earnings release.
CONSOL Energy disclosed a $100,000 retention bonus for John Rothka, its Chief Accounting Officer and Controller, approved by the Compensation Committee on December 5, 2024 and paid on December 6, 2024. The bonus is paid under a $6 million cash retention program that the company may use under its August 20, 2024 merger agreement with Arch Resources, Inc. The amount is small relative to the program and the filing contains no financial results.
Retention bonus of $100,000 to John Rothka, Chief Accounting Officer and Controller
Compensation Committee approved the payment on December 5, 2024; payment made December 6, 2024
Cash retention program totals $6 million in aggregate, under the August 20, 2024 merger agreement with Arch Resources, Inc.
Core Natural Resources, formerly CONSOL Energy, disclosed a separation agreement with General Counsel and Secretary Martha A. Wiegand, who departed on August 7, 2024. The agreement provides a lump sum of about $695,425, 18 months of COBRA premium payments, and accelerated vesting or continued eligibility for certain equity awards, which are costs the company is bearing for an executive exit.
Departure date: August 7, 2024; separation agreement signed November 6, 2024
Lump sum payment of approximately $695,425, conditional on a general release and a seven-day revocation period
Company to pay COBRA premiums for 18 months from the Separation Date
Equity awards that vest on employment alone are fully vested; performance awards remain eligible based on goal achievement
CONSOL Energy reported third-quarter 2024 results on November 5, 2024. GAAP net income was $95.6 million, down from $100.7 million a year earlier, and adjusted EBITDA was $179.2 million, down from $185.5 million, while coal revenue at the Pennsylvania Mining Complex rose to $439.7 million and free cash flow was $121.8 million. The company also gave full-year 2024 guidance and said its pending merger with Arch Resources is still expected to close by the end of the first quarter of 2025.
GAAP net income of $95.6 million and diluted EPS of $3.22 for Q3 2024, versus net income of $100.7 million in Q3 2023
Adjusted EBITDA of $179.2 million, versus $185.5 million a year earlier
PAMC coal revenue of $439.7 million on 6.8 million tons sold, versus $431.1 million on 6.1 million tons
Quarterly dividend of $0.25 per share, payable November 26, 2024, to holders of record as of November 15, 2024
On August 20, 2024, CONSOL Energy and Arch Resources agreed to combine in an all-stock merger of equals, with the combined company to be renamed Core Natural Resources and listed on the NYSE. Arch shareholders would receive 1.326 CONSOL shares for each Arch share, and Arch holders would own about 45% of the combined company on a fully diluted basis. The merger requires stockholder and regulatory approvals and is expected to close by the end of the first quarter of 2025, and both companies will suspend share repurchases until it is completed.
Exchange ratio of 1.326 CONSOL shares per Arch share; Arch holders to own about 45% and CONSOL holders about 55% on a fully diluted basis.
Expected $110 million to $140 million of annual cost and operational synergies within six to 18 months after closing.
Termination fee of $82.0 million in certain circumstances; expense reimbursement of up to $23.5 million if a stockholder vote fails.
CONSOL declared a $0.25 per share dividend, payable September 13, 2024 to holders of record on August 30, 2024.
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