Want to see ARLP full AI Analyst Report?
Assets by Segment
Breaks down the company’s tangible holdings — mines, plant, inventory, and transport assets — by business line, revealing where value and capital are concentrated. Changes here highlight reserve development, write-down risk, or asset-light moves that affect long-term production and balance-sheet strength.The portfolio is shifting toward oil & gas royalties — now the largest and fastest-growing asset — supported by record BOE volumes and raised volume guidance, which is cushioning cash flow volatility. Illinois Basin assets have also grown with improved productivity and heavy forward contracting, while Appalachia and Corporate & Other have pulled back amid longwall moves, weather disruptions and the Metiki impairment. That rebalancing boosts EBITDA resilience and liquidity, but coal pricing pressure, higher unit costs in Illinois and Metiki uncertainty still pose near-term downside to distributable cash flow and net income.
Date | Corporate & Other | Illinois Basin Coal | Appalachia Coal | Oil & Gas Royalties | Coal Royalties |
|---|---|---|---|---|---|
Jun 30, 2026 | $221.08M | $1.07B | $420.59M | $920.38M | $308.90M |
Mar 31, 2026 | $144.68M | $1.06B | $430.64M | $902.54M | $315.01M |
Dec 31, 2025 | $201.68M | $1.03B | $445.33M | $878.67M | $297.71M |
Sep 30, 2025 | $218.27M | $1.05B | $477.76M | $861.94M | $303.52M |
Jun 30, 2025 | $164.41M | $1.08B | $472.14M | $847.30M | $308.96M |
Mar 31, 2025 | $209.43M | $1.07B | $472.96M | $834.85M | $312.95M |
Dec 31, 2024 | $293.22M | $1.03B | $467.46M | $818.50M | $307.92M |
Sep 30, 2024 | $348.96M | $1.03B | $534.45M | $806.33M | $313.04M |
Jun 30, 2024 | $378.26M | $1.01B | $552.80M | $793.42M | $316.50M |
Mar 31, 2024 | $322.96M | $1.02B | $520.09M | $783.31M | $320.22M |