ARLP

EX-99.1

2 arlp-ex99d1.htm

EX-99.1

Exhibit 99.1

PRESS RELEASE

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ALLIANCE RESOURCE PARTNERS, L.P.

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Reports Third Quarter 2026 Financial and Operating Results; Declares Quarterly Cash Distribution of $0.60 Per Unit; and Updates Guidance

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2026 Quarter Highlights

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●Total revenues of $603.0 million and net income attributable to ARLP of $139.6 million, up year-over-year 5.5% and 46.8%, respectively

●Adjusted EBITDA attributable to ARLP of $233.9 million, up 26.3% year-over-year

●Segment Adjusted EBITDA Expense per ton sold at our Coal Operations improved 13.1% year-over-year and 7.9% sequentially

●Record oil & gas royalty revenues and volumes, driven by $223.5 million of acquisitions completed during the quarter

●Distributable Cash Flow of $136.8 million and Distribution Coverage Ratio of 1.76x improved over 27% sequentially

●Declares quarterly cash distribution of $0.60 per unit, or $2.40 per unit annualized

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TULSA, OKLAHOMA, October 26, 2026 — Alliance Resource Partners, L.P. (NASDAQ: ARLP) (“we,” “us,” “our,” “ARLP” or the “Partnership”) today reported financial and operating results for the three and nine months ended September 30, 2026 (the “2026 Quarter” and “2026 Period,” respectively). This release includes comparisons of results to the three and nine months ended September 30, 2025 (the “2025 Quarter” and “2025 Period,” respectively) and to the quarter ended June 30, 2026 (the “Sequential Quarter”).

The use of “attributable to ARLP” indicates the exclusion of noncontrolling interests. For a definition of EBITDA, Adjusted EBITDA, Adjusted EBITDA attributable to ARLP and Segment Adjusted EBITDA Expense and related reconciliations to comparable GAAP financial measures, please see the end of this release.

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Page 1

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Financial Summary

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% Change

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% Change

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2026

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2025

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Quarter /

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Sequential

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% Change

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2026

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2025

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Period /

(in millions, except per unit data)

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Quarter

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Quarter

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Quarter

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Quarter

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Sequential

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Period

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Period

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Period

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Total revenues

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$

603.0

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$

571.4

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5.5

%

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$

551.6

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9.3

%

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$

1,670.6

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$

1,659.3

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0.7

%

Operating expenses

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$

339.2

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$

354.6

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(4.4)

%

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$

341.4

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(0.6)

%

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$

1,021.8

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$

1,040.3

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(1.8)

%

Net income attributable to ARLP

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$

139.6

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$

95.1

46.8

%

$

79.6

75.5

%

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$

228.3

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$

228.5

(0.1)

%

Earnings per basic and diluted unit

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$

1.08

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$

0.73

47.9

%

$

0.61

77.0

%

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$

1.76

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$

1.76

—

%

Adjusted EBITDA attributable to ARLP

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$

233.9

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$

185.2

26.3

%

$

185.1

26.4

%

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$

573.3

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$

505.5

13.4

%

●Total revenues in the 2026 Quarter increased 5.5% and 9.3% compared to the 2025 Quarter and Sequential Quarter, respectively, as a result of record oil & gas royalty revenues, increased coal sales volumes and higher other revenues, partially offset by lower coal sales price per ton.

●Net income attributable to ARLP increased 46.8% and 75.5% compared to the 2025 Quarter and Sequential Quarter, respectively, primarily as a result of higher total revenues and equity method investment income, lower operating expenses, a $16.5 million increase in the fair value of our digital assets and a $6.3 million gain recognized as a result of the remeasurement of our previously held equity investment in AllDale III in connection with the AllDale III & IV acquisition. Partially offsetting these increases were higher income tax expenses and a $7.3 million loss on the derivative instruments acquired in the AllDale III & IV acquisition.

●Adjusted EBITDA attributable to ARLP increased 26.3% and 26.4% compared to the 2025 Quarter and Sequential Quarter, respectively, primarily driven by higher Coal Operations Segment Adjusted EBITDA, the contribution from the AllDale III & IV acquisition and higher equity method investment income, partially offset by higher general and administrative expenses.

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CEO Commentary

“We had an outstanding third quarter led by our Coal Operations’ strong shipping quarter combined with Hamilton being back on longwall production and River View and Tunnel Ridge operating well, which drove Segment Adjusted EBITDA at our Coal Operations 23.1% higher sequentially to $186.8 million, while Segment Adjusted EBITDA Expense per ton sold declined 13.1% year-over-year,” said Joseph W. Craft III, Chairman, President and Chief Executive Officer. “The capital we have invested in our operations over the past several years is translating into a lower-cost, more reliable platform.”

Mr. Craft added, “In our first full quarter including AllDale III & IV, our Oil & Gas Royalties segment generated Segment Adjusted EBITDA attributable to ARLP of $43

EX-99.1

2 arlp-20260727xex99d1.htm

EX-99.1

Exhibit 99.1

PRESS RELEASE

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ALLIANCE RESOURCE PARTNERS, L.P.

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Reports Second Quarter Financial and Operating Results; Declares Quarterly Cash Distribution of $0.60 Per Unit; and Updates 2026 Guidance

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2026 Quarter Highlights

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●Total revenue of $551.6 million, net income of $79.6 million, and Adjusted EBITDA of $185.7 million, up year-over-year 0.7%, 33.9% and 14.7%, respectively

●Record oil & gas royalty revenues of $46.3 million, up 30.5% year-over-year

●Secured 21.2 million additional committed and priced sales tons over the 2026 – 2031 time period

●Distributable Cash Flow of $108.2 million and Distribution Coverage Ratio of 1.39x both improved by 39.0% sequentially

●Declares quarterly cash distribution of $0.60 per unit, or $2.40 per unit annualized

●On July 1, 2026, completed our $206.2 million acquisition of oil & gas mineral interests, adding 48,500 net royalty acres to the Oil & Gas Royalties segment

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TULSA, OKLAHOMA, July 27, 2026 — Alliance Resource Partners, L.P. (NASDAQ: ARLP) (“we,” “us,” “our,” “ARLP” or the “Partnership”) today reported financial and operating results for the three and six months ended June 30, 2026 (the “2026 Quarter” and “2026 Period,” respectively). This release includes comparisons of results to the three and six months ended June 30, 2025 (the “2025 Quarter” and “2025 Period,” respectively) and to the quarter ended March 31, 2026 (the “Sequential Quarter”). All references in the text of this release to “net income” refer to “net income attributable to ARLP.” For a definition of Distributable Cash Flow, Distribution Coverage Ratio, EBITDA, Adjusted EBITDA and Segment Adjusted EBITDA Expense and related reconciliations to comparable GAAP financial measures, please see the end of this release.

For the 2026 Quarter, net income increased 33.9% to $79.6 million, or $0.61 per basic and diluted limited partner unit, compared to $59.4 million, or $0.46 per basic and diluted limited partner unit for the 2025 Quarter primarily as a result of higher total revenues and equity method investment income, and the impact of an impairment loss taken in the 2025 Quarter on a preferred equity investment. Total revenues increased to $551.6 million in the 2026 Quarter compared to $547.5 million for the 2025 Quarter as a result of record oil & gas royalty revenues, increased coal sales volumes and higher other revenues, partially offset by lower coal sales price per ton. Adjusted EBITDA increased 14.7% to $185.7 million in the 2026 Quarter compared to $161.9 million in the 2025 Quarter.

Page 1

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Compared to the Sequential Quarter, total revenues increased 6.9% due to higher coal sales volumes, which rose 8.9% to 8.6 million tons sold in the 2026 Quarter compared to 7.9 million tons sold in the Sequential Quarter, partially offset by 2.7% lower coal sales prices per ton. Net income increased by $70.5 million compared to the Sequential Quarter driven by higher revenues, increased investment income, a smaller decline in the fair value of our digital assets, and a $37.8 million non-cash asset impairment charge in the Sequential Quarter at our Mettiki mine. Adjusted EBITDA for the 2026 Quarter increased by 19.8% compared to the Sequential Quarter.

Total revenues decreased slightly to $1.07 billion for the 2026 Period compared to $1.09 billion for the 2025 Period primarily due to lower coal sales, partially offset by record oil & gas royalty revenues. Net income for the 2026 Period was $88.7 million, or $0.68 per basic and diluted limited partner unit, compared to $133.4 million, or $1.03 per basic and diluted limited partner unit, for the 2025 Period. Adjusted EBITDA for the 2026 Period increased 5.8% to $340.7 million compared to $321.9 million for the 2025 Period.

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CEO Commentary

"Our coal operations performed well during the quarter, highlighted by strong productivity and disciplined cost control," said Joseph W. Craft III, Chairman, President and Chief Executive Officer. "River View and Tunnel Ridge generated superior operating results, driving Segment Adjusted EBITDA expense per ton sold lower by 6.3% year-over-year and 6.6% sequentially. With Hamilton recently returning to longwall production and no additional longwall moves expected until 2027, we believe our operations are well-positioned to meaningfully increase production and cash flow generation during the second half of this year."

Mr. Craft added, "Our Oil & Gas Royalties segment delivered record quarterly revenue of $46.3 million and Segment Adjusted EBITDA of $38.0 million, driven by stronger realized commodity pricing. Subsequent to quarter end, we successfully closed the $206.2 million AllDale III & IV acquisition. With this transaction, our cumulative investment in oil & gas royalties now exceeds $1.0 billion, marking a significant milestone in the evolution of ARLP's diversified natural resource platform."

Mr. Craft conti

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