CNR
Core Natural·NYSE
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CNR fundamentals
Core Natural (CNR) released its earnings on Feb 12, 2026: revenue was 1.04B (YoY +75.12%), beat estimates; EPS was -1.54 (YoY -248.08%), missed estimates.
Revenue / YoY
1.04B
+75.12%
EPS / YoY
-1.54
-248.08%
Report date
Feb 12, 2026
CNR Earnings Call Summary for Q4,2025
- Operational Recovery: Leer South restarted in mid-December 2025, achieving production targets, while West Elk's B seam transition reduced idling costs by $11 million. Both mines are expected to drive 2026 revenue growth.
- Policy Tailwinds: Federal support for coal (e.g., tax credits, delayed plant retirements) and AI-driven power demand are projected to increase U.S. coal consumption by 5.3% annually through 2030.
- Financial Resilience: Despite $101 million in idling costs, the company returned 100% of free cash flow to shareholders in 2025. 2026 guidance reflects $112 million reduction in idling costs and $25 million in rare earth-related CapEx.
- Cost Efficiency: Unit cost guidance for 2026 aligns with pre-2025 levels, with potential for further improvement as operational synergies (e.g., blending efficiencies, SG&A reduction) materialize.
EPS
Actual | 0.09 | -0.69 | -0.28 | 0.49 | 0.75 | 0.12 | -3.3 | 3.3 | -0.13 | 3.54 | 4.25 | 5.39 | 6.51 | 4.94 | 3.11 | 5.05 | 3.39 | 1.96 | 3.22 | 1.04 | -1.38 | -0.7 | 0.61 | -1.54 | ||||||||
Forecast | 0.5567 | -0.66 | 0.13 | 1.62 | 0.14 | 0.3 | 0.64 | 0.835 | 0.83 | 2.265 | 2.955 | 3.41 | 5.04 | 4.66 | 4.8 | 4.895 | 2.365 | 0.94 | 3.165 | 2.68 | 1.2833 | 0.4125 | -0.7182 | -0.3513 | ||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -83.83% | -4.55% | -315.38% | -69.75% | +435.71% | -60.00% | -615.63% | +295.21% | -115.66% | +56.29% | +43.82% | +58.06% | +29.17% | +6.01% | -35.21% | +3.17% | +43.34% | +108.51% | +1.74% | -61.19% | -207.54% | -269.70% | +184.93% | -338.37% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | 291.26M | 162.60M | 243.20M | 324.61M | 342.20M | 287.16M | 149.01M | 480.63M | 358.50M | 544.61M | 561.60M | 637.15M | 682.88M | 660.96M | 568.52M | 647.54M | 558.97M | 501.10M | 574.90M | 595.29M | 1.02B | 1.10B | 1.00B | 1.04B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | 322.75M | 150.70M | 280.40M | 342.10M | 271.10M | 290.15M | 306.05M | 334.30M | 375.10M | 445.25M | 474.85M | 520.30M | 592.75M | 588.30M | 587.25M | 608.90M | 516.85M | 429.90M | 554.00M | 782.25M | 980.15M | 1.01B | 1.03B | 1.00B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -9.76% | +7.90% | -13.27% | -5.11% | +26.23% | -1.03% | -51.31% | +43.77% | -4.43% | +22.32% | +18.27% | +22.46% | +15.21% | +12.35% | -3.19% | +6.35% | +8.15% | +16.56% | +3.77% | -23.90% | +3.80% | +8.80% | -2.45% | +4.07% |
Earnings Call
You can ask Aime
What does Core Natural do and what are its main business segments?What is the revenue and EPS growth rate for Core Natural year over year?What is Core Natural's gross profit margin?What is Core Natural's latest dividend and current dividend yield?What factors drove the changes in Core Natural's revenue and profit?Did Core Natural beat or miss consensus estimates last quarter?What is the market's earnings forecast for Core Natural next quarter?What were the key takeaways from Core Natural's earnings call?
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