Alliance Resource Partners, L.P.

NasdaqGS:ARLP Rapport sur les actions

Capitalisation boursière : US$3.1b

Alliance Resource Partners Croissance future

Future contrôle des critères 1/6

Alliance Resource Partners devrait augmenter ses bénéfices et ses revenus de 12.9% et de 3.8% par an respectivement, tandis que le BPA devrait croître de croître de 12.5% par an.

Informations clés

12.9%

Taux de croissance des bénéfices

12.49%

Taux de croissance du BPA

Oil and Gas croissance des bénéfices11.2%
Taux de croissance des recettes3.8%
Rendement futur des capitaux propresn/a
Couverture par les analystes

Low

Dernière mise à jour10 Jun 2026

Mises à jour récentes de la croissance future

Recent updates

Seeking Alpha • Jun 27

Alliance Resource Partners: Profiting From The Slow Death Of Coal

Summary The "death of coal" narrative may be years ahead of reality; demand is plateauing, not collapsing. Data centers, grid reliability concerns, and energy security are extending coal's relevance. 95% of ARLP's sales volumes for 2026 are already committed, and the partnership is growing its oil & gas royalty business to provide diversification beyond coal. Investors can collect years of attractive income from an industry the market has already written off. Read the full article on Seeking Alpha
Article d’analyse • Jun 17

Alliance Resource Partners (ARLP) Stock Could Be Trading Below Fair Value After Recent Pullback

Alliance Resource Partners (ARLP) has drawn investor attention after recent trading left the stock down about 3% over the past month and about 11% over the past 3 months, despite positive annual revenue and net income growth. See our latest analysis for Alliance Resource Partners. At a latest share price of $24.29, Alliance Resource Partners has seen share price momentum fade in recent months, even though the year to date share price return is positive and multi year total shareholder returns...
Seeking Alpha • Apr 09

Alliance Resource Partners: A High-Yield Contrarian Bet On Energy Security

Summary Alliance Resource Partners offers a compelling mix of coal mining, oil and gas royalties, and Bitcoin mining, providing a diversified cash flow and a forward yield of over 11%. Despite strong financials and a conservative balance sheet, ARLP trades at a high yield due to market skepticism about coal's long-term viability and ESG concerns. ARLP's increasingly diversified revenue streams and strategic positioning make it resilient to geopolitical tensions and tariffs, potentially thriving in an isolationist environment. While ARLP's distribution appears stable and the balance sheet strong, investors should be prepared for volatility due to commodity price fluctuations. Read the full article on Seeking Alpha
Seeking Alpha • Feb 26

Alliance Resource Partners: Well-Positioned To Benefit From Rising U.S. Electricity Demand

Summary Alliance Resource Partners owns seven underground coal complexes in the Illinois and Appalachian basins of the eastern United States with a production volume of ~33 million tons per annum. Approximately 50% of the company's production is shipped to clients by barge using the Ohio River. Moreover, ~80% of ARLP's production is sold to domestic electric utilities. After cumulative investments of $745 million since 2014, Alliance derives ~25% of its adjusted EBITDA from oil, gas and coal royalties. With a portfolio heavily weighted towards U.S. thermal coal, the company is uniquely positioned to benefit from rising electricity demand in the United States. My 'Hold' rating reflects my discomfort buying a thermal coal producer trading close to multi-year highs. Read the full article on Seeking Alpha
Seeking Alpha • Feb 10

Alliance Resource Partners: Buying Coal With Diversification, Dividend

Summary Alliance Resource Partners demonstrates consistent financial performance in boring energy businesses with reliable dividends. The continued focus on its coal operations and diversifying into the oil and gas sectors underpin its long-term growth potential. The company made capital improvements in 2024 that should reduce operating expenses in 2025 to offset commodity price decreases. The company uses excess energy to mine bitcoin and hold it on its balance sheet. Read the full article on Seeking Alpha
Seeking Alpha • Jan 16

Critically Evaluating The Bull Thesis For Alliance Resource Partners

Summary The coal industry and coal stocks are one of the most hated and neglected areas of the market. Such conditions have historically been an ample source of investment opportunity. Alliance Resource Partners is one of the more attractive investment ideas within this space. Closer examination offers potential insight investors need before diving in headfirst. Read the full article on Seeking Alpha
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Nouveau récit • Sep 05

High Hopes In Diversification Amid Analysts' Concerns Over Coal's Future And Shrinking Margins

Alliance Resource Partners' strategic financial moves and diversification signal strong investor confidence and potential for growth in earnings and stability.
Seeking Alpha • Jul 29

Alliance Resource Partners: The Yield Is Still High And The Case Looks Solid

Summary In March this year, I issued a bullish article on ARLP. Since then, the stock has massively outperformed the S&P 500. In this article I dissect the key data points that have emerged over this period and provide my updated view on the overall investment thesis here. Read the full article on Seeking Alpha
Seeking Alpha • Jun 09

Alliance Resource Partners: Good Value, Healthy Dividends, And Upside Potential

Summary Alliance Resource Partners is a diversified natural resource company that generates over a 14% free cash flow yield, pays a healthy dividend, and trades at a P/E of roughly 6x. Environmental, Social, and Governance restraints may be the reason that the opportunity exists, since ARLP's primary product is thermal coal. Guidance for 2024 is similar to last year, when the company paid out $2.80/share in dividends. In addition to thermal coal, the partnership has expanded its supplementary business segments to include a small Bitcoin mining operation, as of Q1 2024. Read the full article on Seeking Alpha
Seeking Alpha • May 31

Alliance Resource: Poised For Significant Shareholder Returns

Summary The domestic thermal coal market has significantly more runway than the market is pricing in. Alliance (and its peers) have proven to deliver significant free cash flow even in the face of near all time low natural gas prices. Following a capex-heavy 2024, management will have the opportunity to unlock significant returns through share buybacks in the medium term. The market has not given management credit for the buildout of its oil and gas royalty business worth a third of the company's equity value today. In the long run, Alliance is in the unique position to use years of 'melting ice cube' cash flows to opportunistically expand its capital-light O&G royalty business. Read the full article on Seeking Alpha
Seeking Alpha • Mar 25

Alliance Resource Partners: A Transitioning Story That Might Yield Great Results

Summary Alliance Resource Partners is transitioning from the coal business to the Oil & Gas royalty business for long-term survival. The company is actively pursuing new investments in undeveloped oil and gas fields to grow its portfolio of royalties-generating assets. The market is currently undervaluing the company as a coal business, but a successful transition could lead to a re-rate of the stock and a potential 50% upside to $29 per share. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

Alliance Resource Partners: High Distributions To Unitholders

Summary Alliance Resource Partners, L.P. reported its 2023 result yesterday, January 29th, with somewhat disappointing figures from Appalachia towards the end of the year. Alliance Resource Partners has 4 operating mines in the Illinois Basin and 3 in Appalachia, where most mines have a reserve life of 10-20 years. The majority of Alliance Resource Partners' coal sales are in the domestic market, with 87% of committed 2024 sales in the domestic market. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:ARLP - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20282,372400N/AN/A2
12/31/20272,3093734257403
12/31/20262,2252901916973
3/31/20262,170243329611N/A
12/31/20252,195308380651N/A
9/30/20252,249243351676N/A
6/30/20252,292233295675N/A
3/31/20252,337273325739N/A
12/31/20242,449355350803N/A
9/30/20242,484449284729N/A
6/30/20242,507514304749N/A
3/31/20242,555581381812N/A
12/31/20232,567612421824N/A
9/30/20232,645702602976N/A
6/30/20232,6417147101,064N/A
3/31/20232,619707608933N/A
12/31/20222,420558516802N/A
9/30/20222,189408384670N/A
6/30/20221,972301286506N/A
3/31/20221,715186280461N/A
12/31/20211,579173278432N/A
9/30/20211,463158313420N/A
6/30/20211,403129296389N/A
3/31/20211,29640274377N/A
12/31/20201,328-129280401N/A
9/30/20201,415-139231398N/A
6/30/20201,524-128159383N/A
3/31/20201,786-24178450N/A
12/31/20191,962393N/A515N/A
9/30/20192,040417N/A523N/A
6/30/20192,073451N/A623N/A
3/31/20192,072479N/A614N/A
12/31/20182,003358N/A694N/A
9/30/20181,954381N/A679N/A
6/30/20181,910369N/A635N/A
3/31/20181,792346N/A603N/A
12/31/20171,796276N/A556N/A
9/30/20171,840301N/A665N/A
6/30/20171,939308N/A786N/A
3/31/20171,980307N/A800N/A
12/31/20161,931252N/A704N/A
9/30/20161,946141N/A682N/A
6/30/20161,961119N/A590N/A
3/31/20162,126115N/A635N/A
12/31/20152,274156N/A716N/A
9/30/20152,322257N/A682N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de ARLP ( 12.9% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de ARLP ( 12.9% par an) devraient croître plus lentement que le marché US ( 18.3% par an).

Croissance élevée des bénéfices: Les bénéfices de ARLP devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de ARLP ( 3.8% par an) devrait croître plus lentement que le marché de US ( 13% par an).

Croissance élevée des revenus: Le chiffre d'affaires de ARLP ( 3.8% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de ARLP devrait être élevé dans 3 ans

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/10 13:17
Cours de l'action en fin de journée2026/07/10 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Alliance Resource Partners, L.P. est couverte par 15 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Peter WardBarclays
Mark LevinBenchmark Company
Nathan MartinBenchmark Company