Warrior Met Coal, Inc.

NYSE:HCC 株式レポート

時価総額:US$4.5b

Warrior Met Coal マネジメント

マネジメント 基準チェック /44

Warrior Met Coalの CEO はWalt Schellerで、 Apr2016年に任命され、 の在任期間は 10.08年です。 の年間総報酬は$ 7.34Mで、 12.3%給与と87.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.7%を直接所有しており、その価値は$ 31.58M 。経営陣と取締役会の平均在任期間はそれぞれ10.1年と9.1年です。

主要情報

Walt Scheller

最高経営責任者

US$7.3m

報酬総額

CEO給与比率12.27%
CEO在任期間10.1yrs
CEOの所有権0.7%
経営陣の平均在職期間10.1yrs
取締役会の平均在任期間9.1yrs

経営陣の近況

Recent updates

ナラティブの更新 Apr 27

HCC: Blue Creek Ramp And Higher Production Will Support Medium Term Upside

Analysts have nudged their average price target on Warrior Met Coal slightly higher, with recent $3 to $20 target increases from several firms, tied to refreshed views on revenue growth, profitability, and the stock's future P/E assumptions. Analyst Commentary Recent Street research on Warrior Met Coal has centered on refreshed price targets and a rating upgrade, with bullish analysts adjusting their views around earnings power, P/E assumptions, and execution on the current business plan.
Seeking Alpha Apr 14

Warrior Met Coal: A Top Asset In The Sector At The Worst Point Of The Cycle

Summary Warrior Met Coal (HCC) has completed a major expansion, nearly doubling capacity with the new Blue Creek mine, enhancing its premium metallurgical coal offering. HCC's unique geological position enables premium pricing and higher margins versus U.S. peers, but current market oversupply is depressing High Vol A coal relativity. I assign a Hold rating to HCC, citing strong assets and competitive advantages but limited near-term upside due to persistent oversupply and weak pricing. Key risks include geographic concentration, unresolved labor contracts, and exposure to infrastructure disruptions; I am monitoring Indian demand for potential upside catalysts. Read the full article on Seeking Alpha
ナラティブの更新 Apr 13

HCC: Higher 2026 Coal Volumes And P/E Rerating Will Support Upside

Analysts have raised their fair value estimate for Warrior Met Coal to $120 from $100, citing recent price target increases across the Street and updated assumptions around growth, profitability and future P/E expectations. Analyst Commentary Recent Street research shows a series of bullish analysts revisiting their models for Warrior Met Coal, with multiple price target adjustments over a relatively short period.
ナラティブの更新 Mar 30

HCC: Blue Creek Ramp And Execution Will Shape Balanced Medium Term Outlook

Narrative Update: Warrior Met Coal Analysts have lifted their consolidated price target on Warrior Met Coal by about $4 to roughly $106. This change reflects updated assumptions around valuation multiples, discount rate, and profitability, based on a series of recent target hikes across major firms.
ナラティブの更新 Mar 16

HCC: Blue Creek Mine Ramp Up Will Likely Limit Further Share Upside

Analysts have raised their average price target for Warrior Met Coal to around $101. This reflects a series of recent upward revisions that indicate slightly stronger expected growth and profitability assumptions in their models.
ナラティブの更新 Mar 02

HCC: New Mine Completion And Higher Expectations Will Likely Constrain Future Upside

Analysts have lifted their average price target on Warrior Met Coal by $28, supported by recent upgrades and higher targets from several firms citing updated expectations for the business and its valuation multiple. Analyst Commentary Recent research updates on Warrior Met Coal have generally come with higher price targets, but not all of the commentary has been upbeat.
ナラティブの更新 Feb 16

HCC: Future Upside Will Depend On Blue Creek Ramp And Execution

The updated analyst price target for Warrior Met Coal has increased from about $91.33 to roughly $102.17. Analysts attribute this change to revised assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E.
ナラティブの更新 Feb 02

HCC: Raised Expectations For New Mine Will Likely Limit Future Upside

Analysts have raised their price target on Warrior Met Coal from US$72 to US$80, citing updated assumptions for fair value, modest adjustments to the discount rate and future P/E, as well as changes in expected revenue growth and profit margins reflected in recent research. Analyst Commentary Recent research commentary on Warrior Met Coal has focused on how updated assumptions feed into fair value estimates, including the higher US$80 price target and changes to projected P/E multiples.
ナラティブの更新 Jan 19

HCC: Future Performance Will Rely On Blue Creek Ramp Up And Cost Discipline

Analysts have lifted their price target on Warrior Met Coal to about $91 from roughly $81, pointing to updated assumptions for revenue growth, profit margin and future P/E as key drivers of the change. What's in the News Warrior Met Coal marked the completion of the Blue Creek Mine project in Tuscaloosa County, a longwall mine backed by roughly US$1b of company investment and described as a world class metallurgical coal asset.
ナラティブの更新 Jan 05

HCC: Higher 2025 Volume Outlook Will Support Stronger Earnings Power

Analysts have raised their fair value estimate for Warrior Met Coal from $75.00 to $100.00, citing updated assumptions related to discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Warrior Met Coal issued new corporate guidance for full year 2025 production and sales volumes.
ナラティブの更新 Dec 14

HCC: Elevated Metallurgical Coal Price Dependence Will Likely Constrain Future Upside Potential

Analysts have raised their price target on Warrior Met Coal from $50.00 to $72.00, citing stronger projected revenue growth, improved profit margins, and the company's low-cost position in the seaborne metallurgical coal market. Analyst Commentary Recent research coverage has highlighted Warrior Met Coal's position as one of the lowest cost producers in the U.S. seaborne metallurgical coal market, supported by efficient underground longwall operations and strong export logistics.
ナラティブの更新 Nov 29

HCC: Future Performance Will Depend On Cost Leadership And Sales Mix Strength

Analysts have modestly raised their price target for Warrior Met Coal to approximately $80.83. They cite the company's strong cost position and efficient access to seaborne metallurgical coal markets as key factors supporting the upward revision.
ナラティブの更新 Nov 15

HCC: Future Margins And Efficient Operations Will Shape Fair Valuation Outlook

Analysts have increased their price target for Warrior Met Coal to $80, up from $74. They cite improved profit margins, higher expected revenue growth, and the company's strong position as an efficient, low-cost producer in the seaborne metallurgical coal market.
分析記事 Nov 12

Weak Statutory Earnings May Not Tell The Whole Story For Warrior Met Coal (NYSE:HCC)

Despite Warrior Met Coal, Inc.'s ( NYSE:HCC ) recent earnings report having lackluster headline numbers, the market...
分析記事 Nov 09

Revenues Tell The Story For Warrior Met Coal, Inc. (NYSE:HCC) As Its Stock Soars 28%

Warrior Met Coal, Inc. ( NYSE:HCC ) shares have continued their recent momentum with a 28% gain in the last month...
ナラティブの更新 Oct 31

HCC: Strong Seaborne Market Presence Will Support Resilient Low-Cost Competitive Advantage

Analysts have updated their price target for Warrior Met Coal to $74.00 per share, citing the company's strong position in the seaborne metallurgical coal market and its proven ability to operate efficiently at low costs. Analyst Commentary Recent research from street analysts highlights both optimism and caution regarding Warrior Met Coal's outlook.
分析記事 Oct 27

Investors Could Be Concerned With Warrior Met Coal's (NYSE:HCC) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
ナラティブの更新 Oct 17

Blue Creek Launch Will Unlock Low-Cost Metallurgical Coal Supply

Analysts have raised their price target for Warrior Met Coal from $67.33 to $74.00, citing stronger financial metrics and continued operational efficiencies. Analyst Commentary Recent street research has highlighted both strengths and potential risks as Warrior Met Coal attracts fresh analyst attention and price target revisions.
ナラティブの更新 Oct 03

Blue Creek Launch Will Unlock Low-Cost Metallurgical Coal Supply

The average analyst price target for Warrior Met Coal has increased slightly from $65.67 to $67.33. Analysts highlight the company's strong position in the seaborne metallurgical coal market as well as its operational efficiency.
ナラティブの更新 Aug 27

Blue Creek Launch Will Unlock Low-Cost Metallurgical Coal Supply

Analysts have increased their price target for Warrior Met Coal to $65.67, citing stronger-than-expected Q2 results driven by EBITDA outperformance, improved cost management, and higher 2025 production guidance. Analyst Commentary Bullish analysts are raising price targets in response to Warrior Met Coal’s better-than-expected Q2 results, particularly driven by adjusted EBITDA outperformance.
ナラティブの更新 Aug 08

Blue Creek Launch Will Unlock Low-Cost Metallurgical Coal Supply

Warrior Met Coal's consensus price target has been raised to $64.00, reflecting a substantial improvement in net profit margin and a lower future P/E ratio, both indicating enhanced profitability and valuation. What's in the News Updated 2025 full-year guidance: coal production expected between 8.3 and 9.1 million short tons, with coal sales forecasted between 8.8 and 9.5 million short tons.
分析記事 Jul 22

Further Upside For Warrior Met Coal, Inc. (NYSE:HCC) Shares Could Introduce Price Risks After 26% Bounce

Warrior Met Coal, Inc. ( NYSE:HCC ) shares have had a really impressive month, gaining 26% after a shaky period...
分析記事 Jul 07

Warrior Met Coal (NYSE:HCC) Will Want To Turn Around Its Return Trends

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
分析記事 May 01

Warrior Met Coal (NYSE:HCC) Is Paying Out A Dividend Of $0.08

Warrior Met Coal, Inc. ( NYSE:HCC ) has announced that it will pay a dividend of $0.08 per share on the 12th of May...
分析記事 Apr 24

Warrior Met Coal (NYSE:HCC) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Apr 03

Be Wary Of Warrior Met Coal (NYSE:HCC) And Its Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Seeking Alpha Mar 31

Warrior Met Coal: Low-Cost Producer With Upside

Summary Warrior Met Coal, Inc. is well-positioned to weather current low coal prices due to its low-cost production and strong balance sheet, with Blue Creek set to enhance margins and production. Despite current oversupply and weak market conditions, long-term demand for metallurgical coal is expected to rise, driven by emerging markets like India and the green energy transition. The Blue Creek project, on time and on budget, will significantly boost HCC's production and margins, making it a valuable long-term investment below $50/share. While short-term risks and uncertainties persist, HCC's strategic positioning and Blue Creek's potential make it a compelling buy for long-term investors seeking exposure to the coal market. Read the full article on Seeking Alpha
分析記事 Mar 09

Fewer Investors Than Expected Jumping On Warrior Met Coal, Inc. (NYSE:HCC)

With a price-to-earnings (or "P/E") ratio of 9.8x Warrior Met Coal, Inc. ( NYSE:HCC ) may be sending bullish signals at...
分析記事 Feb 15

Warrior Met Coal, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Shareholders might have noticed that Warrior Met Coal, Inc. ( NYSE:HCC ) filed its annual result this time last week...
Seeking Alpha Feb 13

Warrior Met Coal: Will Blue Creek Mine, A Large CAPEX Investment, Be Profitable?

Summary Warrior Met Coal's Blue Creek project could double production by 2030, but heavy CAPEX and market volatility pose significant risks. The coal market's dependence on China's steel industry and India's growing demand are critical factors for Warrior's future performance. Despite strong cash flow generation, Warrior's increased share issuance and investment needs for Blue Creek may strain finances if market conditions worsen. Given the high risks and current market conditions, I recommend holding Warrior Met Coal and monitoring developments closely. Read the full article on Seeking Alpha
分析記事 Jan 18

Is Warrior Met Coal (NYSE:HCC) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Dec 07

There Is A Reason Warrior Met Coal, Inc.'s (NYSE:HCC) Price Is Undemanding

With a price-to-earnings (or "P/E") ratio of 8.8x Warrior Met Coal, Inc. ( NYSE:HCC ) may be sending very bullish...
分析記事 Nov 19

Warrior Met Coal's (NYSE:HCC) Returns On Capital Not Reflecting Well On The Business

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...

CEO報酬分析

Warrior Met Coal の収益と比較して、Walt Scheller の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$138m

Dec 31 2025US$7mUS$900k

US$57m

Sep 30 2025n/an/a

US$35m

Jun 30 2025n/an/a

US$40m

Mar 31 2025n/an/a

US$105m

Dec 31 2024US$8mUS$888k

US$251m

Sep 30 2024n/an/a

US$378m

Jun 30 2024n/an/a

US$422m

Mar 31 2024n/an/a

US$433m

Dec 31 2023US$7mUS$829k

US$479m

Sep 30 2023n/an/a

US$449m

Jun 30 2023n/an/a

US$462m

Mar 31 2023n/an/a

US$677m

Dec 31 2022US$7mUS$781k

US$641m

Sep 30 2022n/an/a

US$680m

Jun 30 2022n/an/a

US$620m

Mar 31 2022n/an/a

US$318m

Dec 31 2021US$6mUS$693k

US$151m

Sep 30 2021n/an/a

-US$21m

Jun 30 2021n/an/a

-US$74m

Mar 31 2021n/an/a

-US$79m

Dec 31 2020US$4mUS$715k

-US$36m

Sep 30 2020n/an/a

US$19m

Jun 30 2020n/an/a

US$78m

Mar 31 2020n/an/a

US$213m

Dec 31 2019US$4mUS$666k

US$302m

報酬と市場: Waltの 総報酬 ($USD 7.34M ) は、 US市場 ($USD 7.01M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Waltの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Walt Scheller (64 yo)

10.1yrs
在職期間
US$7,336,513
報酬

Mr. Walter J. Scheller III, also known as Walt, has been Chief Executive Officer at Warrior Met Coal, Inc. since March 31, 2016. Mr. Scheller served as the Chief Executive Officer at Walter Energy, Inc. fr...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Walter Scheller
CEO & Director10.1yrsUS$7.34m0.70%
$ 31.6m
Dale Boyles
Chief Financial Officer9.3yrsUS$2.74m0.36%
$ 16.1m
Jack Richardson
Chief Operating Officer10.2yrsUS$3.20m0.41%
$ 18.7m
Kelli Gant
Chief Administrative Officer & Corporate Secretary10.2yrsUS$2.22m0.17%
$ 7.5m
Charles Lussier
Chief Commercial Officer6.2yrsUS$1.83m0.16%
$ 7.3m
Brian Chopin
Senior VP10.2yrsデータなし0.046%
$ 2.1m
Phillip Monroe
Vice President of Legal8.2yrsUS$1.03mデータなし
D'Andre Wright
Vice President of External Affairs & Communicationsno dataデータなしデータなし
10.1yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: HCCの経営陣は経験豊富で経験豊富です(平均在職期間は10.1年)。


取締役

名称ポジション在職期間報酬所有権
Walter Scheller
CEO & Director10.1yrsUS$7.34m0.70%
$ 31.6m
J. Harvey
Independent Chairman of the Board9.1yrsUS$347.45k0.081%
$ 3.7m
Alan Schumacher
Independent Director9.1yrsUS$257.45k0.080%
$ 3.6m
Lisa Schnorr
Independent Director3.8yrsUS$259.95k0.022%
$ 1.0m
Stephen Williams
Independent Director10.2yrsUS$242.45k0.066%
$ 3.0m
Kimberly Chainey
Independent Director1.1yrsUS$219.95k0.0048%
$ 217.6k
9.1yrs
平均在職期間
62.5yo
平均年齢

経験豊富なボード: HCCの 取締役会経験豊富 であると考えられます ( 9.1年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/15 15:22
終値2026/05/15 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Warrior Met Coal, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

アナリスト機関
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Mark LevinBenchmark Company
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