Core Natural Resources, Inc.

NYSE:CNR 주식 리포트

시가총액: US$4.7b

Core Natural Resources 경영진

경영진 기준 점검 0/4

Core Natural Resources CEO는 Jimmy Brock, Oct2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $19.45M, 5.1% 급여 및 94.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $47.43M 가치에 해당하는 회사 주식의 1.01% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.4 년과 1.4 년입니다.

핵심 정보

Jimmy Brock

최고경영자

US$19.4m

총 보수

CEO 급여 비율5.14%
CEO 재임 기간less than a year
CEO 지분 보유율1.0%
경영진 평균 재임 기간1.4yrs
이사회 평균 재임 기간1.4yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 05

CNR: Leer South Restart And Aerospace Expansion Will Shape 2026 Outlook

Analysts have kept the Core Natural Resources price target steady at $105.00, citing updated assumptions that slightly adjust the discount rate, expected revenue growth, profit margin, and future P/E, without changing their overall valuation view. What's in the News Core Natural Resources’ subsidiary Touchstone Advanced Composites is fabricating complex structural tooling and select components for Northrop Grumman’s YFQ-48A Talon Blue autonomous Collaborative Combat Aircraft, developed for the U.S. Air Force, using its coal derived CFOAM tooling material.
내러티브 업데이트 May 21

CNR: Ongoing Buybacks Will Support Upside In The Years Ahead

Analysts now set a revised price target of $110.25 for Core Natural Resources compared with the prior $111.50, reflecting updated views on slightly higher revenue growth expectations, a stronger profit margin profile, and a lower assumed future P/E multiple, all under a mildly higher discount rate. What's in the News From January 1, 2026 to March 31, 2026, Core Natural Resources repurchased 464,600 shares for US$41.92 million, representing 0.91% of its shares under the current buyback program (Key Developments).
분석 기사 May 11

Core Natural Resources, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Core Natural Resources, Inc. ( NYSE:CNR ) shareholders are probably feeling a little disappointed, since its shares...
내러티브 업데이트 May 02

CNR: Ongoing Buybacks And 2026 Volume Guidance Will Support Upside

Analysts have trimmed their price target on Core Natural Resources to $111.50 from $112.25, reflecting slightly lower fair value and profit margin assumptions while keeping other key inputs broadly unchanged. What's in the News Core Natural Resources reported that between October 1, 2025 and December 31, 2025, it repurchased 264,487 shares for $21.67 million, equal to 0.52% of its shares outstanding under the existing buyback program (Key Developments).
내러티브 업데이트 Apr 17

CNR: Expanded Buybacks Will Drive Upside Potential In 2026 Outlook

Narrative Update on Core Natural Resources The analyst price target for Core Natural Resources has been adjusted from $111.00 to $112.25 as analysts factor in modest updates to projected revenue growth, profit margins, and forward P/E assumptions. What's in the News Core Natural Resources issued sales guidance for 2026, expecting total sales volume between 85.6 million tons and 91.4 million tons (company guidance).
내러티브 업데이트 Apr 03

CNR: Buybacks And 2026 Sales Guidance Will Shape Balanced Return Outlook

Analysts now set a price target of $111.00 for Core Natural Resources, compared with the prior $109.50. They cite updated assumptions for fair value, revenue growth, profit margins and future P/E expectations.
내러티브 업데이트 Mar 19

CNR: Buybacks And Moderate 2026 Sales Outlook Will Shape Future Returns

Analysts have lowered their price target for Core Natural Resources to $109.50 from $114.75, citing revised expectations for revenue growth, profit margins, and a higher assumed future P/E multiple. What's in the News Completed share repurchase of 3,088,520 shares, or 5.83% of outstanding stock, for a total of $224.26m under the buyback announced on February 20, 2025 (Key Developments) Repurchased 264,487 shares, or 0.52% of outstanding stock, for $21.67m between October 1, 2025 and December 31, 2025, as the final tranche of the existing buyback program (Key Developments) Issued 2026 sales volume guidance, with expected total sales between 85.6 million tons and 91.4 million tons (Key Developments) Valuation Changes Fair Value: reduced from $114.75 to $109.50, reflecting a lower assessed value per share in the model.
내러티브 업데이트 Mar 05

CNR: Leer South Restart Will Drive Stronger 2026 Performance

Analysts have kept their $105.00 price target for Core Natural Resources unchanged, citing small adjustments in projected revenue growth, profit margins, and future P/E assumptions as the key inputs behind this reaffirmed view. What's in the News Issued sales guidance for 2026, with expected total sales volume in a range of 85.6 million tons to 91.4 million tons, providing an indication of the company’s volume expectations for the year (Corporate Guidance).
내러티브 업데이트 Feb 19

CNR: Leer South Restart And Mine Improvements Will Support Stronger Profitability

Analysts have maintained their $105.00 price target for Core Natural Resources, with the updated view reflecting lower modeled revenue growth and profit margins, together with a higher future P/E assumption and a slightly higher discount rate. What's in the News Issued 2026 sales volume guidance, expecting total sales between 85.6 million tons and 91.4 million tons, giving investors a clearer sense of planned output for the year (Corporate Guidance).
내러티브 업데이트 Feb 05

CNR: Leer South Restart Will Support Stronger Profitability And Bullish Outlook

Analysts have lifted their fair value estimate for Core Natural Resources from $100.00 to $105.00, citing model updates that reflect revised assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Core Natural Resources resumed longwall operations at its Leer South metallurgical mine in Barbour County, West Virginia, after the longwall system had been idle since January 13, 2025, due to combustion related activity in a previously mined area (Key Developments).
내러티브 업데이트 Jan 22

CNR: Resumed Longwall Operations And Buybacks Will Support Strong Future Upside

Narrative Update on Core Natural Resources Analysts have nudged their price target on Core Natural Resources to $114.75 from $113, citing slightly revised assumptions for revenue growth, profit margins and future P/E that together point to a modestly higher assessed fair value. What's in the News Core Natural Resources resumed longwall operations at its Leer South metallurgical mine in Barbour County, West Virginia, after the system had been idle since January 13, 2025, due to combustion related activity in a previously mined area (Key Developments).
내러티브 업데이트 Jan 08

CNR: Leer South Restart And Insurance Recoveries Will Support Upside Potential

Analysts have raised their price target for Core Natural Resources from $110 to $125, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E as key drivers of the revised view. What's in the News Core Natural Resources resumed longwall operations at its Leer South metallurgical mine in Barbour County, West Virginia, after combustion related activity in a previously mined area had kept the longwall system idle since January 13, 2025 (company announcement).
내러티브 업데이트 Dec 24

CNR: Longwall Mine Recovery Will Drive Stronger Profitability Ahead

Analysts have raised their price target on Core Natural Resources from 78 dollars to 100 dollars, citing expectations for stronger long term profitability and a lower forward earnings multiple despite moderating revenue growth assumptions. What's in the News Core Natural Resources resumed longwall operations at its Leer South metallurgical mine in West Virginia after resolving a combustion related incident, recovering key equipment with limited damage and permanently sealing the affected area.
Seeking Alpha Dec 16

Core Natural Resources: Merger Raised Leverage And Weighed On Margins

Summary Core Natural Resources is rated a sell due to disappointing post-merger margin performance and a bleak long-term coal outlook. Thermal coal EBITDA margins remain flat despite a 25.9% rise in revenue per ton, as higher cash costs offset gains. Metallurgical segment margins have collapsed to 5.9% from 50.1% YoY, with little demand growth expected through 2027. Buybacks continue despite negative net income and increased dilution, raising questions about capital allocation amid weak free cash flow. Read the full article on Seeking Alpha
내러티브 업데이트 Dec 10

CNR: Leadership Change And Buybacks Will Support Strong Future Upside

Analysts have raised their price target on Core Natural Resources to $113.00 per share, a modest upward revision supported by steady assumptions for revenue growth, profit margins, and valuation multiples. What's in the News Issued fiscal 2025 sales volume guidance of 83.4 million to 87.8 million tons, signaling confidence in sustained demand and operational capacity (company guidance) Updated share repurchase activity, buying back 270,834 shares from July 1, 2025 to November 6, 2025 for $19.44 million and completing 5.31% of shares repurchased for $202.59 million under the February 20, 2025 authorization (company filing) Appointed board chair Jimmy Brock as chief executive officer effective October 8, 2025, succeeding departing CEO Paul A.
내러티브 업데이트 Nov 26

CNR: Upcoming CEO Transition Will Drive Gains Amid Share Buyback Momentum

Analysts have adjusted their price target for Core Natural Resources down slightly from $113.63 to $113.00. They cited moderated revenue growth and profit margin expectations in their latest review.
내러티브 업데이트 Nov 05

CNR: Leadership Transition Will Drive Gains With Stable Margins Ahead

Analysts have reaffirmed their price target for Core Natural Resources at $113.63. They cite consistent expectations for growth and stable profit margins as key factors for maintaining their outlook.
내러티브 업데이트 Oct 22

Analysts Lift Core Natural Resources Price Target on Higher Margins and Recent Buyback Activity

Analysts have raised their price target for Core Natural Resources from $98.50 to $113.63. They cite stronger projected profit margins and minor improvements in discount rate factors as key reasons for the revision.
분석 기사 Oct 09

The Market Lifts Core Natural Resources, Inc. (NYSE:CNR) Shares 34% But It Can Do More

Core Natural Resources, Inc. ( NYSE:CNR ) shareholders have had their patience rewarded with a 34% share price jump in...
내러티브 업데이트 Oct 08

Rising AI Demand And US Policy Will Drive Coal Success

Analysts have raised their price target for Core Natural Resources from $94.75 to $98.50, citing modest improvements in discount rate forecasts. This comes despite slight reductions in both revenue growth and profit margin estimates.
내러티브 업데이트 Sep 04

Rising AI Demand And US Policy Will Drive Coal Success

With no change in the discount rate (6.89%) or future P/E (7.92x), Core Natural Resources' consensus analyst price target remains stable at $94.75. What's in the News Repurchased 1,222,706 shares for $81.94 million, completing a total of 2,600,000 shares repurchased under the current buyback program.
Seeking Alpha Apr 21

Core Natural Resources: $1 Billion Buyback Plan Set To Deliver Strong Shareholder Value

Summary Core Natural Resources has a generous distribution policy, returning 75% of free cash flow to shareholders, mainly through a $1B repurchase program. The merger between Arch Resources and CONSOL Energy has created a leading coal miner with significant synergies, enhancing profitability and operational efficiency. Despite coal price volatility, Core's low-cost production and strong balance sheet ensure resilience, with a fair value target of $90 per share. Risks include coal price fluctuations and the reopening of the Leer South mine, but the company's robust financial position offers a buffer. Read the full article on Seeking Alpha
분석 기사 Mar 27

Cautious Investors Not Rewarding Core Natural Resources, Inc.'s (NYSE:CNR) Performance Completely

Core Natural Resources, Inc.'s ( NYSE:CNR ) price-to-earnings (or "P/E") ratio of 14.6x might make it look like a buy...
분석 기사 Feb 28

Weak Statutory Earnings May Not Tell The Whole Story For Core Natural Resources (NYSE:CNR)

A lackluster earnings announcement from Core Natural Resources, Inc. ( NYSE:CNR ) last week didn't sink the stock...
Seeking Alpha Feb 05

Core Natural Resources: A Buy Case Built On Merger Synergies And Undervaluation

Summary Core Natural Resources is a leading coal producer formed by a merger between CONSOL Energy and Arch Resources, operating 11 mining assets. CNR's low-cost operations, diverse coal grades, and export infrastructure provide a competitive advantage, bolstered by the recent merger with Arch Resources. Despite recent stock volatility and underperformance, the Company's strong balance sheet, high margins, and undervaluation make it an attractive investment. The merger is expected to drive significant synergies, enhancing operational efficiency and export capacity, supporting a buy rating for long-term investors. Read the full article on Seeking Alpha
분석 기사 Jan 30

Is Core Natural Resources (NYSE:CNR) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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새로운 내러티브 Jan 19

Merger With Arch Resources Could Improve Efficiency Despite Operational Challenges And Market Uncertainties

Merger completion is expected to enhance operational efficiencies and revenue growth through synergies and streamlined operations.
Seeking Alpha Jan 14

Consol Energy: Demand Resilience Against General Opinion Meets Low-Cost Producer With Multi-Year Contracts

Summary Consol Energy offers a short to midterm value proposition due to resilient coal demand, especially in developing economies and data centers. Multi-year contracts and pricing agreements ensure predictable revenues and higher margins, providing a competitive edge. Share buybacks and debt reduction strategies enhance shareholder returns, making Consol a low-risk investment. Despite long-term coal decline, Consol's positioning and current demand resilience suggest a modest upside over the next 1–2 years. Read the full article on Seeking Alpha
분석 기사 Dec 03

Lacklustre Performance Is Driving CONSOL Energy Inc.'s (NYSE:CEIX) Low P/E

With a price-to-earnings (or "P/E") ratio of 9.1x CONSOL Energy Inc. ( NYSE:CEIX ) may be sending very bullish signals...
Seeking Alpha Oct 30

Consol Energy: While Coal Prices Outlook Remains Grim, Merger Could Support Current Valuation

Summary Consol Energy signed in August a merger agreement with Arch Resources, Inc., another large US producer of coal, which (if consummated) would create the largest North American coal exporter. A major milestone towards the closing of the merger seems to have been achieved on October 11, 2024 when the 30-day waiting period under the Hart-Scott-Rodino Antitrust Improvements Act expired. The consolidation of the two US coal producers should be highly synergetic and create a US coal juggernaut with ample selling opportunities into export markets. The merger is expected to close in Q1 of 2025, subject to customary closing conditions, including approval by shareholders of both companies. Read the full article on Seeking Alpha
분석 기사 Sep 09

These 4 Measures Indicate That CONSOL Energy (NYSE:CEIX) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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새로운 내러티브 Sep 05

Resilient Operations And Market Expansion Face Shrinking Profit Margins And Geopolitical Risks

Demonstrates operational agility and efficiency in crisis management, supporting future earnings through effective cost control and crisis response strategies.
Seeking Alpha Jul 29

Consol Energy: A Deep Value Play With Enhanced Fundamentals

Summary CONSOL Energy Inc. remains undervalued with strong financial performance and growth prospects. Despite challenges like the collapse of the Francis Scott Key Bridge, CEIX managed to deliver solid results and increase export sales. Increasing demand for power from AI, electric vehicles, and data centers is driving growth opportunities for CEIX. All in all, there is still a notable disconnect between CEIX fundamentals and the depressed multiple. Read the full article on Seeking Alpha
Seeking Alpha Jun 14

ESG Nightmare, Investor Dream: Is CONSOL Energy The Ultimate Contrarian Play?

Summary Natural gas demand in the US is expected to rise significantly by 2030 due to data center demand. Coal is facing challenges from environmental organizations and governments, but there is a strong bull case for the commodity. CONSOL Energy may be an attractive investment despite the negative sentiment towards coal. Read the full article on Seeking Alpha
분석 기사 May 12

CONSOL Energy Inc. (NYSE:CEIX) Looks Inexpensive But Perhaps Not Attractive Enough

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
Seeking Alpha May 08

Consol Energy: Short-Term Problems, Long-Term Value

Summary CONSOL Energy is a US thermal coal stock with good profits and prospects. The global coal industry is stable, and the Company is a low-cost producer. CEIX stock is depressed because of the bridge disaster in Baltimore. I believe this is temporary. Read the full article on Seeking Alpha

CEO 보수 분석

Jimmy Brock의 보수는 Core Natural Resources의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$63m

Dec 31 2025US$19mUS$1m

-US$153m

Sep 30 2025n/an/a

-US$43m

Jun 30 2025n/an/a

US$21m

Mar 31 2025n/an/a

US$115m

Dec 31 2024US$13mUS$1m

US$286m

Sep 30 2024n/an/a

US$413m

Jun 30 2024n/an/a

US$418m

Mar 31 2024n/an/a

US$527m

Dec 31 2023US$13mUS$1m

US$656m

Sep 30 2023n/an/a

US$692m

Jun 30 2023n/an/a

US$743m

Mar 31 2023n/an/a

US$702m

Dec 31 2022US$10mUS$1m

US$467m

Sep 30 2022n/an/a

US$391m

Jun 30 2022n/an/a

US$125m

Mar 31 2022n/an/a

US$3m

Dec 31 2021US$7mUS$997k

US$34m

Sep 30 2021n/an/a

-US$70m

Jun 30 2021n/an/a

US$36m

Mar 31 2021n/an/a

US$14m

Dec 31 2020US$7mUS$841k

-US$10m

Sep 30 2020n/an/a

-US$9m

Jun 30 2020n/an/a

US$3m

Mar 31 2020n/an/a

US$64m

Dec 31 2019US$7mUS$803k

US$76m

보상 대 시장: Jimmy의 총 보수(USD19.45M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.03M)보다 높습니다.

보상과 수익: Jimmy의 보상은 회사가 적자임에도 증가했습니다.


CEO

Jimmy Brock (69 yo)

less than a year
재임 기간
US$19,445,313
보수

Mr. James A. Brock, also known as Jimmy, serves as an Executive Chairman at Core Natural Resources, Inc. (formerly known as CONSOL Energy Inc.) since January 14, 2025 and serves as its Chief Executive Offi...


리더십 팀

이름직위재임 기간보수지분
James Brock
Executive Chairman & CEOless than a yearUS$19.45m1.01%
$ 47.4m
Miteshkumar Thakkar
CFO & President6.4yrsUS$7.68m0.085%
$ 4.0m
George Schuller
Senior VP & COO1.4yrsUS$5.09m0.022%
$ 1.0m
Rosemary Klein
Senior VP1.4yrsUS$4.77m0.085%
$ 4.0m
Deck Slone
Senior Vice President1.4yrsUS$4.68m0.12%
$ 5.5m
John Rothka
Chief Accounting Officer & Controller8.6yrsUS$1.03m0.010%
$ 484.0k
Kurt Salvatori
Senior VP & Chief Administrative Officer8.9yrsUS$2.35m0.028%
$ 1.3m
Daniel Connell
Senior Vice President of CONSOL Innovations5.7yrs데이터 없음데이터 없음
Robert Braithwaite
Senior VP & Chief Commercial Officerless than a year데이터 없음0.016%
$ 757.0k
1.4yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 관리: CNR의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.4 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
James Brock
Executive Chairman & CEO8.6yrsUS$19.45m1.01%
$ 47.4m
Richard Navarre
Lead Independent Director1.4yrsUS$1.01m0.031%
$ 1.5m
Holly Koeppel
Independent Director1.4yrsUS$744.98k0.026%
$ 1.2m
Ronald Keating
Directorless than a year데이터 없음데이터 없음
Joseph Platt
Independent Director8.6yrsUS$575.36k0.077%
$ 3.6m
Patrick Kriegshauser
Independent Director1.4yrsUS$820.16k0.046%
$ 2.2m
Edward Doheny
Directorless than a year데이터 없음데이터 없음
Valli Perera
Independent Director3.3yrsUS$567.03k0.0099%
$ 463.3k
1.4yrs
평균 재임 기간
66.5yo
평균 나이

경험이 풍부한 이사회: CNR의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 1.4 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/09 08:14
종가2026/06/09 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Core Natural Resources, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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