Feed / ARLP

Alliance Resource Partners, L.P.

ARLP

Energy · 26.84 +0.1% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

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.

Company+0.1% todayVolume comparison unavailable
Market group0 of 23 activeDefensive Income · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Energy · Thermal Coal

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.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • ARLP's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements164
Verified relationships4
Evidence supporting the case
  • Operating margin changed +1.5 percentage points in the latest annual period.
Evidence challenging the case
  • 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.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

26.84
6m-2.4%12m+19.1%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.6B+18.9%
2022-12-31$2.4B+53.2%
2023-12-31$2.6B+6.1%
2024-12-31$2.4B-4.6%
2025-12-31$2.2B-10.4%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 5 filings
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
Capital investment and capacitymixed · 3 filings
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
Input and raw-material costsnegative · 3 filings
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
Labor availability and costsnegative · 3 filings
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.

Scenario scaffold

No usable price/earnings or price/sales multiple (need a fresh price).

Price action

How the market is pricing the story

26.84+0.1% today

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.