Alliance Resource shares surge 11.14% after-hours after Q4 earnings beat and strong 2026 guidance.

Alliance Resource Partners (NASDAQ: ARLP) surged 11.14% in after-hours trading following the release of its Q4 2025 earnings report, which highlighted a 54.1% year-over-year increase in adjusted EBITDA to $191.1 million and a net income of $82.7 million. The results were driven by lower operating expenses, reduced impairment charges, and a $20 million investment income gain from a coal-fired power plant. Management also outlined a robust 2026 outlook, including >93% contract coverage, coal sales guidance of 33.75–35.25 million tons, and strong royalty segment performance. Despite Mettiki mine challenges and a potential impairment evaluation, the partnership’s 1.29x distribution coverage ratio and strategic focus on cost efficiency and long-term coal demand fundamentals reinforced investor confidence. The positive earnings beat and guidance aligned with the stock’s upward move, overshadowing unrelated news about Western Alliance Bank and local Alliance, OH events.