Alliance Resources

Q3 FY2026 EarningsQ3 FY26 results beat consensus across all key financial metrics, with revenue of $603.0M vs. $590.3M expected and GAAP EPS of $1.08 significantly exceeding the $0.86 estimate. Strong performance was driven by record Oil & Gas royalty volumes following the AllDale III & IV acquisition and a 13.1% YoY reduction in coal operating expenses per ton. Management updated FY26 guidance, highlighting robust domestic demand and substantial visibility with 31.7M tons already committed for 2027.