Core Natural Resources, Inc.

NYSE:CNR Aktierapport

Börsvärde: US$4.2b

Core Natural Resources Förvaltning

Förvaltning kriterier kontrolleras 0/4

Core Natural Resources VD är Jimmy Brock, utsedd i Oct 2025, har en mandatperiod på mindre än ett år. totala årliga ersättningen är $ 19.45M, bestående av 5.1% lön 94.9% bonusar, inklusive företagsaktier och optioner. äger direkt 1.01% av företagets aktier, värda $ 42.74M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.3 år respektive 1.3 år.

Viktig information

Jimmy Brock

Verkställande direktör

US$19.4m

Total ersättning

VD-lön i procent5.14%
Anställning som VDless than a year
Ägande av VD1.0%
Ledningens genomsnittliga anställningstid1.3yrs
Styrelsens genomsnittliga mandatperiod1.3yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse 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).
Analysartikel 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...
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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
Analysartikel 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...
Analysartikel 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
Analysartikel 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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Ny berättelse 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
Analysartikel 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
Analysartikel 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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Ny berättelse 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
Analysartikel 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

Analys av ersättningar till VD

Hur har Jimmy Brock:s ersättning förändrats jämfört med Core Natural Resources:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Jimmy s total kompensation ($USD 19.45M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 7.05M ).

Ersättning vs inkomst: Ersättningen för Jimmy har ökat samtidigt som företaget är olönsamt.


VD OCH KONCERNCHEF

Jimmy Brock (68 yo)

less than a year
Anställning
US$19,445,313
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
James Brock
Executive Chairman & CEOless than a yearUS$19.45m1.01%
$ 42.7m
Miteshkumar Thakkar
CFO & President6.3yrsUS$7.68m0.085%
$ 3.6m
George Schuller
Senior VP & COO1.3yrsUS$5.09m0.022%
$ 929.4k
Rosemary Klein
Senior VP1.3yrsUS$4.77m0.085%
$ 3.6m
Deck Slone
Senior Vice President1.3yrsUS$4.68m0.12%
$ 5.0m
John Rothka
Chief Accounting Officer & Controller8.5yrsUS$1.03m0.010%
$ 436.1k
Kurt Salvatori
Senior VP & Chief Administrative Officer8.8yrsUS$2.35m0.028%
$ 1.2m
Daniel Connell
Senior Vice President of CONSOL Innovations5.6yrsinga uppgifteringa uppgifter
Robert Braithwaite
Senior VP & Chief Commercial Officerno datainga uppgifter0.016%
$ 682.1k
1.3yrs
Genomsnittlig anställningstid
56yo
Genomsnittlig ålder

Erfaren ledning: CNR s ledningsgrupp anses inte vara erfaren ( 1.3 års genomsnittlig anställningstid), vilket föreslår ett nytt team.


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
James Brock
Executive Chairman & CEO8.5yrsUS$19.45m1.01%
$ 42.7m
Richard Navarre
Lead Independent Director1.3yrsUS$1.01m0.031%
$ 1.3m
Holly Koeppel
Independent Director1.3yrsUS$744.98k0.026%
$ 1.1m
Ronald Keating
Directorless than a yearinga uppgifteringa uppgifter
Joseph Platt
Independent Director8.5yrsUS$575.36k0.077%
$ 3.3m
Patrick Kriegshauser
Independent Director1.3yrsUS$820.16k0.046%
$ 2.0m
Edward Doheny
Directorless than a yearinga uppgifteringa uppgifter
Valli Perera
Independent Director3.2yrsUS$567.03k0.0099%
$ 417.5k
1.3yrs
Genomsnittlig anställningstid
65.5yo
Genomsnittlig ålder

Erfaren styrelse: CNR s styrelse anses inte vara erfaren ( 1.3 års genomsnittlig mandatperiod), vilket föreslår en ny styrelse.


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/22 11:05
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Core Natural Resources, Inc. bevakas av 8 analytiker. 3 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Mark LevinBenchmark Company
Nathan MartinBenchmark Company
Nicholas GilesB. Riley Securities, Inc.