Peabody Energy

Q2 FY2026 EarningsQ2 FY2026 results missed consensus estimates on both top and bottom lines. Revenue of $1,003.2M fell short of the $1,021.6M expected, while Diluted GAAP EPS was -$0.74 compared to the -$0.42 mean consensus. The miss was primarily driven by lower-than-targeted volumes in U.S. Thermal due to mild weather and operational headwinds at the Centurion Mine, which led to higher-than-expected costs in the Seaborne Metallurgical segment. Despite these pressures, Seaborne Thermal benefited from stronger Asian pricing, and management provided optimistic H2 2026 guidance as Centurion production scales.