Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
-1.61%
$88.53
0% positive prob.
5-Day Prediction
-5.14%
$85.35
0% positive prob.
20-Day Prediction
-1.76%
$88.40
0% positive prob.
SEC 8-K filings with transcript text
Aug 6, 2026 · 100% conf.
1D
-1.61%
$88.53
Act: -0.42%
5D
-5.14%
$85.35
Act: +3.89%
20D
-1.76%
$88.40
2 cnrq22026er-exhibit991.htm
Document
Exhibit 99.1
Core Natural Resources Reports Second Quarter 2026 Results
Reports net income of $126 million and adjusted EBITDA1 of $324 million
Generates net cash provided by operating activities of $250 million and free cash flow1 of $148 million
Drives significant per-ton cost and operating margin improvements in marquee high c.v. thermal and metallurgical segments
Secures 16 million tons of advantageous new sales commitments for delivery in future periods
Completes the settlement of its Leer South insurance claim for a full limit recovery netting $155 million
Returns $68 million to stockholders, bringing the total returned since February 2025 to $360 million
CANONSBURG, Pa., August 6, 2026 /PRNewswire/ — Today, Core Natural Resources, Inc. (NYSE: CNR) (“Core” or the “company”) reported net income of $126.5 million, or $2.51 per diluted share, in the second quarter of 2026. Additionally, Core reported adjusted EBITDA1 of $323.6 million in the quarter. During Q2, Core settled the Leer South insurance claim for the full limit recovery and recognized the remaining $125.4 million of proceeds. Second quarter revenues totaled $1.1 billion.
“During Q2, the Core team made excellent progress in driving operational excellence across the combined mining platform while generating strong free cash flow and robust capital returns,” said Jimmy Brock, Core’s chairman and CEO. “With our marquee operating segments now shifting into high gear, we expect to showcase Core’s full, cash-generating potential moving forward, thus powering a further acceleration of our already substantial capital return program.”
Operational and Marketing Update
During the second quarter of 2026, Core’s high calorific value thermal segment had coal sales of 8.4 million tons, representing a 9 percent quarter-over-quarter increase, and achieved realized coal revenue per ton sold1 of $58.11. The segment had cash cost of coal sold per ton1 of $38.58, representing a 9 percent quarter-over-quarter improvement.
In Core’s metallurgical segment during Q2, coking coal sales totaled 2.3 million tons, representing an 8 percent quarter-over-quarter improvement, and thermal byproduct sales totaled 0.3 million tons. The segment achieved realized coal revenue per ton sold1 for coking coal of $121.43, representing a slight decline versus Q1 2026. Realized coal revenue per ton sold1 for the metallurgical segment as a whole was $114.13. The metallurgical segment reported a cash cost of coal sold per ton1 of $85.65, representing a 7 percent improvement from the previous quarter.
In the Powder River Basin segment, Q2 sales volumes totaled 10.2 million tons, reflecting seasonally depressed spring shipment levels. Realized coal revenue per ton sold1 was $14.28, which was generally in line with Q1 2026, and cash cost of coal sold per ton1 came in at $14.85, representing a 9 percent increase due to lower fixed cost absorption stemming from the lower shipment levels as well as increased fuel costs. Core expects a substantial improvement in the segment’s sales volumes and unit costs in the year’s back half.
During Q2, the marketing team secured 16 million tons of new sales commitments across all segments for delivery in future periods, at prices expected to support advantageous margins.
The following table presents operational results by reportable segment (in millions, except per ton information):
Three Months Ended
June 30, 2026March 31, 2026June 30, 2025
High C.V. Thermal Segment
Tons Sold8.4 7.7 8.4
Realized Coal Revenue per Ton Sold1 $58.11 $58.86 $60.50
Cash Cost of Coal Sold per Ton1 $38.58 $42.56 $39.47
Cash Margin per Ton Sold1 $19.53 $16.30 $21.03
Metallurgical Segment
Tons Sold2.6 2.5 2.2
Coking Coal2.3 2.1 1.9
Thermal Byproduct0.3 0.3 0.3
Realized Coal Revenue per Ton Sold1 $114.13 $112.03 $104.22
Coking Coal1 $121.43 $122.11 $114.71
Thermal Byproduct1 $55.09 $41.94 $45.74
Cash Cost of Coal Sold per Ton1 $85.65 $92.35 $95.93
Cash Margin per Ton Sold1 $28.48 $19.68 $8.29
Powder River Basin Segment
Tons Sold10.2 11.9 12.6
Realized Coal Revenue per Ton Sold1 $14.28 $14.39 $14.69
Cash Cost of Coal Sold per Ton1 $14.85 $13.64 $13.40
Cash Margin per Ton Sold1 $(0.57)$0.75 $1.29
Financial, Liquidity, and Capital Return Update
Core’s capital return framework targets the return to stockholders of around 75 percent of free cash flow1, with the significant majority of that return directed to share repurchases complemented by a sustaining quarterly dividend of $0.10 per share. During Q2 2026, the company invested $63.0 million to repurchase 719,904 shares of its common stock at an average share price of $87.54. Core has now invested a total of $329.2 million to repurchase 4.3 million shares of common stock, or roughly 7.9 percent of total shares outstanding as of the program’s launch, at an average share price of $77.04, and a total of $360.1 million, inclusive of dividend payments
May 7, 2026
2 cnrq12026er-exhibit991.htm
Document
Exhibit 99.1
Core Natural Resources Reports First Quarter 2026 Results
Reports net income of $21.0 million and adjusted EBITDA1 of $179.9 million
Delivers excellent operating performances at Leer South and West Elk
Generates net cash provided by operating activities of $119.4 million and free cash flow1 of $55.5 million
Returns $47.0 million to stockholders, bringing the total returned to stockholders since Q1 2025 to $292.1 million
CANONSBURG, Pa., May 7, 2026 /PRNewswire/ — Today, Core Natural Resources, Inc. (NYSE: CNR) (“Core” or the “company”) reported net income of $21.0 million, or $0.41 per diluted share, in the first quarter of 2026. Additionally, Core reported adjusted EBITDA1 of $179.9 million in the quarter. Revenues totaled $1.1 billion in Q1.
“I am pleased to report that Core is beginning to demonstrate the true potential of the combined platform,” said Jimmy Brock, Core’s chair and chief executive officer. “During Q1, Core’s operations executed at a high level, led by strong performances at Leer South and West Elk, while again deploying substantial free cash flow to our capital return program. The metallurgical segment achieved a significant, quarter-over-quarter increase in sales margins, underpinned by a substantial step-down in its cash cost of coal sold per ton, and the high calorific value thermal segment again delivered solid sales margins even as it navigated elevated electricity costs at the Pennsylvania Mining Complex stemming from this winter’s Arctic outbreak as well as several weeks of challenging geology at the PAMC. Most importantly, the team continued to operate in tight alignment with our core values – safety and compliance, continuous improvement, and financial performance. Looking ahead, we expect to maintain this positive momentum in pursuit of operational excellence across the entire enterprise.”
Operational and Marketing Update
During the first quarter of 2026, Core’s high calorific value thermal segment had coal sales of 7.7 million tons and achieved realized coal revenue per ton sold1 of $58.86, with both sales volumes and realized pricing generally in line with the previous quarter’s results. The segment had cash cost of coal sold per ton1 of $42.56, which was modestly higher than in the previous quarter due to the previously discussed power price spikes and short-term (and now past) geologic challenges at the PAMC.
In Core’s metallurgical segment, coking coal sales totaled 2.1 million tons in Q1 and thermal byproduct sales totaled 0.3 million tons. The segment achieved realized coal revenue per ton sold1 for coking coal of $122.11, which was 7 percent higher than during the previous quarter due principally to an increased percentage of sales linked to Premium Low-Vol pricing. Realized coal revenue per ton sold1 for the metallurgical segment as a whole was $112.03. The metallurgical segment reported a cash cost of coal sold per ton1 of $92.35, which was 11 percent lower than in the previous quarter.
In the Powder River Basin segment, Q1 sales volumes totaled 11.9 million tons, which represented a step-down from the previous quarter’s volume levels due to reduced shipments in the face of a relatively temperate winter overall. Realized coal revenue per ton sold1 was $14.39 and cash cost of coal sold per ton1 came in at $13.64, which was generally in line with the previous quarter despite the lower volume levels.
The following table presents operational results by reportable segment (in millions, except per ton information):
Three Months Ended
March 31, 2026December 31, 2025March 31, 2025
High C.V. Thermal Segment
Tons Sold7.7 7.8 7.1
Realized Coal Revenue per Ton Sold1 $58.86 $58.11 $63.18
Cash Cost of Coal Sold per Ton1 $42.56 $41.42 $42.78
Cash Margin per Ton Sold1 $16.30 $16.69 $20.40
Metallurgical Segment
Tons Sold2.5 2.3 2.3
Coking Coal2.1 2.0 1.9
Thermal Byproduct0.3 0.3 0.4
Realized Coal Revenue per Ton Sold1 $112.03 $105.45 $98.26
Coking Coal1 $122.11 $114.25 $113.70
Thermal Byproduct1 $41.94 $47.50 $32.83
Cash Cost of Coal Sold per Ton1 $92.35 $103.49 $91.00
Cash Margin per Ton Sold1 $19.68 $1.96 $7.26
Powder River Basin Segment
Tons Sold11.9 12.6 10.7
Realized Coal Revenue per Ton Sold1 $14.39 $14.21 $14.93
Cash Cost of Coal Sold per Ton1 $13.64 $13.62 $12.44
Cash Margin per Ton Sold1 $0.75 $0.59 $2.49
Financial, Liquidity, and Capital Return Update
During Q1 2026, Core generated net cash provided by operating activities of $119.4 million and free cash flow1 of $55.5 million.
Core’s capital return framework targets the return to stockholders of around 75 percent of free cash flow1, with the significant majority of that return directed to share repurchases complemented by a sustaining quarterly dividend of $0.10 per share. During Q1 2026, the company invested $41.9 million to repurchase 464,600 shares of its common stock at an average share price of $90.23. Core has now i
Feb 12, 2026
2 cnrq42025er-exhibit991.htm
Document
Exhibit 99.1
Core Natural Resources Reports Fourth Quarter 2025 Results
Resumes longwall mining at Leer South, enters 2026 operating at targeted production rates
Completes transition to new seam at West Elk, enters 2026 operating at targeted production rates
Generates net cash provided by operating activities of $107.3 million and free cash flow1 of $27.0 million
Significantly increases contracted position in all segments, at prices projected to drive advantageous margins
Returns $26.8 million to stockholders, bringing the total returned to stockholders in 2025 to $245.1 million
CANONSBURG, Pa., Feb. 12, 2026 /PRNewswire/ -- Today, Core Natural Resources, Inc. (NYSE: CNR) (“Core” or the “company”) reported a net loss of $79.0 million, or ($1.54) per diluted share, in the fourth quarter of 2025. Additionally, Core reported adjusted EBITDA1 of $103.1 million in the quarter, which included fire extinguishment costs at Leer South and idle mine cash costs at Leer South and West Elk totaling $36.4 million, as well as a portion of the total insurance proceeds related to the Baltimore bridge collapse of $23.9 million. Revenues totaled $1.042 billion in Q4.
“During Q4, the Core team set the stage for a significant, value-driving step-change in both operational execution and financial performance in 2026,” said Jimmy Brock, Core’s chairman and chief executive officer. “With the return to form of our world-class Leer South and West Elk mines, Core expects to demonstrate operational excellence across the entire mining portfolio in 2026, while showcasing the substantial synergistic value created by last year’s merger. In addition, Core anticipates incremental insurance recoveries stemming from the combustion-related event at Leer South, buoying further the outlook for free cash flow generation and capital returns.”
“In short, Core is now poised to deliver on its full potential as a low-cost, diversified, logistically advantaged supplier of high-quality coal products to growing steel and industrial markets around the world, as well as to a resurgent U.S. power generation market,” Brock added. “Most importantly, the Core team continues to operate in tight alignment with our core values – safety and compliance, continuous improvement, and financial performance.”
Operational and Marketing Update
During the fourth quarter of 2025, Core’s high calorific value thermal coal segment had coal sales of 7.8 million tons, which was 9 percent higher than in Q3, and achieved realized coal revenue per ton sold1 of $58.11, which was modestly lower than in Q3 due principally to weaker pricing on seaborne shipments. The segment had cash cost of coal sold per ton1 of $41.42, which was adversely affected by higher maintenance-related expenses at the PAMC as well as still-depressed volumes at West Elk as that mine completed the transition to the B-Seam, where — as expected — both seam thickness and coal quality are proving to be markedly better.
In Core’s metallurgical segment, coking coal sales totaled 2.0 million tons in Q4 and thermal byproduct sales totaled 0.3 million tons, largely consistent with Q3 levels. The segment achieved realized coal revenue per ton sold1 for coking coal of $114.25 and realized coal revenue per ton sold1 for the thermal byproduct of $47.50, with realized coal revenue per ton sold1 for the metallurgical segment as a whole of $105.45. The metallurgical segment reported a cash cost of coal sold per ton1 of $103.49, reflecting the absence of longwall production at Leer South until late in the quarter.
In the Powder River Basin segment, sales volumes totaled 12.6 million tons in Q4, which was modestly lower than Q3’s strong shipment levels. Realized coal revenue per ton sold1 increased to $14.21, reflecting improving pricing on spot sales, and cash cost of coal sold per ton1 came in at $13.62, reflecting higher maintenance costs and lower fixed cost absorption quarter-over-quarter. On a year-over-year basis, both revenues and costs in the PRB segment were lower, largely due to the recently enacted reduction in the royalty rate for federal coal coupled with provisions in many existing contracts requiring that cost savings associated with certain policy-related changes be passed along to the customer.
During the quarter, the marketing team signed commitments for delivery in 2026 and future years — across the high calorific value thermal segment, the metallurgical segment, and the Powder River Basin segment — totaling more than 38 million tons, at prices projected to drive advantageous margins and healthy free cash flow. Core has now locked in a committed book of 2026 business totaling 23.5 million tons in the high calorific value thermal segment and 47.4 million
tons in the Powder River Basin segment. Core has also signed commitments of approximately 6.7 million tons of coking coal, including 2.0 million tons for delivery to North American custome
This page provides Core Natural Resources Inc. (CNR) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on CNR's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.