“The decrease in cash used in financing activities was primarily attributable to increased borrowings under both the revolving credit facility and Securitization Facility and reduced distributions paid to partners in the 2026 Period as compared to the 2025 Per…”10-Q · Aug 6, 2026 ↗
Alliance Resource Partners, L.P.
ARLP
Market read
Alliance Resource Partners, L.P.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 23 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
- ARLP's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if ARLP's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 23 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- ARLP's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating margin changed +1.5 percentage points in the latest annual period.
- Latest annual revenue changed -10.4% year over year.
- Input and raw-material costs has repeated adverse evidence across 3 filings.
- Labor availability and costs has repeated adverse evidence across 3 filings.
- Restructuring and cost reductions has repeated adverse evidence across 3 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 10, 2026
26.84Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The increase in cash used in investing activities was primarily due to increased oil & gas reserve acquisitions and capital expenditures in the 2026 Quarter as compared to the 2025 Quarter.”10-Q · May 8, 2026 ↗
“The decrease of $0.35 per ton was primarily due to lower labor costs at several mines and decreased workers’ compensation accruals.”10-Q · Aug 6, 2026 ↗
“The decrease of $0.35 per ton was primarily due to lower labor costs at several mines and decreased workers’ compensation accruals.”10-Q · Aug 6, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
No usable price/earnings or price/sales multiple (need a fresh price).
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for ARLP. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for ARLP. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind ARLP
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
GBNXYFiling-linked nameinvesteeFeb 26, 2026 ▾
“Our Coal Royalties reportable segment includes coal mineral reserves and resources owned or leased by Alliance Resource Properties, which are either (a) leased to our mining complexes or (b) near our coal mining operations but not yet leased.”
Depended on by
BTUPeabody Energy CorporationcompetitorFeb 19, 2026 ▾
“In addition to its alternative fuel source competitors, Peabody’s principal U.S.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
ARLP is currently a Participant in the organic co-movement group Defensive Income. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for ARLP; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.