ARLP Earnings

ARLP reported its FY2025Q4 earnings on 2026-02-02, showcasing a revenue of 0.00 against an estimate of 560.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.61 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following ARLP's FY2025Q4 earnings announcement on 2026-02-02, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, ARLP's stock price tends to shift by an average of +0.68% in the 10 days leading up to earnings and -3.40% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate ARLP’s annual revenue to reach 557.00M, while the EPS is projected at 1.00. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between ARLP's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ARLP's stock price typically moves by +0.68% in the 10 days before its earnings and -3.40% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 1.00 and revenue of 557.00M.

The earnings call reveals strong financial performance with increased coal sales volumes, revenue, and net income. Despite a slight decline in oil and gas pricing, overall metrics are positive. Strategic plans indicate increased production without additional staffing, and the regulatory environment is favorable. The Q&A section supports these findings, with positive guidance on future volumes and demand. However, management's avoidance of specific pricing predictions and M&A details introduces some uncertainty. Given the company's mid-sized market cap, the stock is likely to experience a positive reaction, estimated between 2% to 8%.