“Despite these temporary supply constraints, we expect the overall pricing environment in 2026 to remain broadly consistent with 2025 levels, reflecting persistent global steel demand weakness, elevated Chinese steel exports, and continued abundance in global…”10-K · Feb 12, 2026 ↗
Warrior Met Coal, Inc.
HCC
Market read
Warrior Met Coal, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
- Blue Creek drove a 51.6% increase in steelmaking coal sales volume in the latest three months, making volume the primary disclosed engine of revenue growth.
Invalidation: The isolated read changes if HCC's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Blue Creek drove a 51.6% increase in steelmaking coal sales volume in the latest three months, making volume the primary disclosed engine of revenue growth.
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 cash flow covered net income at 4.02x in the latest annual period.
- Latest annual revenue changed -14.1% year over year.
- Operating margin changed -13.2 percentage points in the latest annual period.
- Net margin changed -12.1 percentage points in the latest annual period.
- EV/sales is 243% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
101.61Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The $2.2 million increase in other revenues were due to an increase in the Southern Louisiana natural gas price average of 20% offset partially by a decrease in sales volume of 2% for the six months ended June 30, 2026.”10-Q · Aug 5, 2026 ↗
“Despite these temporary supply constraints, we expect the overall pricing environment in 2026 to remain broadly consistent with 2025 levels, reflecting persistent global steel demand weakness, elevated Chinese steel exports, and continued abundance in global…”10-K · Feb 12, 2026 ↗
“Our average gross price realization was approximately 80% of the Platts Premium Low Vol FOB Australian index price for the year ended December 31, 2025 compared to 89% for the year ended December 31, 2024, primarily driven by 13% higher sales mix of High Vol…”10-K · Feb 12, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 4.1× · EV/sales 4.0×. 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 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 HCC. 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 HCC. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind HCC
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
JTGEYFiling-linked namelenderFeb 12, 2026 ▾
“Amended ABL Facility On August 28, 2025, Warrior Met Coal, Inc.”
Depended on by
ARECAmerican Resources CorporationcompetitorMay 20, 2026 ▾
“Principal domestic competitors are MP Materials, Lithium Americas, Ramaco Resources, Arch Resources, Contura Energy, and Warrior Met Coal.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
HCC is currently a Early Follower in the organic co-movement group No Coherent Theme. 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 HCC; 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.