“Segment revenue increased during the three and six months ended June 30, 2026 compared to the same periods in the prior year due to favorable volume ($4.4 million and $14.4 million, respectively) driven by increased demand and favorable realized prices ($3.7…”10-Q · Aug 6, 2026 ↗
Peabody Energy Corporation
BTU
Market read
Peabody Energy Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 12 directly disclosed connections are confirming.
- Dollar contribution to segment revenue from higher shipment volumes driven by increased demand (company reported $22.6M).
Invalidation: The isolated read changes if BTU's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 12 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Dollar contribution to segment revenue from higher shipment volumes driven by increased demand (company reported $22.6M).
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?
- Demand and volume has repeated favorable evidence across 5 filings.
- Latest annual revenue changed -8.9% year over year.
- Operating margin changed -12.6 percentage points in the latest annual period.
- EV/sales is 37% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 11, 2026
28.21Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“35 Table of Contents Corporate and Other Adjusted EBITDA decreased during the six months ended June 30, 2026 compared to the same period in the prior year due to unfavorable variances in Middlemount’s results driven by lower production and higher fuel costs,…”10-Q · Aug 6, 2026 ↗
“These variances were partially offset by lower capital expenditures and payments of capital accruals ($24.2 million).”10-Q · Aug 6, 2026 ↗
“Segment Adjusted EBITDA decreased during the three months ended March 31, 2026 compared to the same period in the prior year due to unfavorable volume ($30.8 million), unfavorable operational costs at the Wilpinjong Mine ($22.8 million) driven by mine sequenc…”10-Q · May 6, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.9× · EV/sales 0.7×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
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 11 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 BTU. 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 BTU. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind BTU
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
DWSNFiling-linked nameinvesteeFeb 19, 2026 ▾
“Arbitration Relating to Terminated Anglo Acquisition On November 25, 2024, Peabody entered into Purchase Agreements with Anglo, to acquire a portion of the assets and businesses associated with Anglo’s metallurgical coal portfolio in Australia, including Angl…”
DWSNFiling-linked namedistributorAug 7, 2025 ▾
“The Company has agreed to, following the prospective closing of the Anglo acquisition, sell the Dawson Assets to Pt Bukit Makmur Mandiri Utama or one of its subsidiaries (BUMA).”
Depended on by
DARDarling Ingredients Inc.competitorMar 3, 2026 ▾
“In addition, the Company incurred additional asset impairment charges in fiscal 2023 related to the Peabody, Massachusetts, plant closure of approximately $1.8 million within the food segment.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 9 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
BTU is currently a Follower in the organic co-movement group No Coherent Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 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 BTU; 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.