CSIMarket
 
Alliance Resource Partners Lp  (NASDAQ: ARLP)
    Sector  Energy    Industry Coal Mining
   Industry Coal Mining
   Sector  Energy
 

Alliance Resource Partners Lp's Customers Performance

ARLP



 
ARLP's Source of Revenues Alliance Resource Partners Lp's Corporate Customers have recorded an increase in their cost of revenue by 14.7 % in the 1 quarter 2026 year on year, sequentially costs of revenue grew by 6.7 %. During the corresponding time, Alliance Resource Partners Lp saw a revenue deteriorated by -4.52 % year on year, sequentially revenue fell by -3.64 %. While revenue at the Alliance Resource Partners Lp's corporate clients recorded rose by 14.04 % year on year, sequentially revenue grew by 16.21 %.

List of ARLP Customers




Alliance Resource Partners Lp's Customers have recorded an increase in their cost of revenue by 14.7 % in the 1 quarter 2026 year on year, sequentially costs of revenue grew by 6.7 %, for the same period Alliance Resource Partners Lp revnue deteriorated by -4.52 % year on year, sequentially revenue fell by -3.64 %.

List of ARLP Customers

Alliance Resource Partners Lp's Business Units
Coal sales    85.9 % of total Revenue
Oil gas royalties    8.1 % of total Revenue
Transportation revenues    1.67 % of total Revenue
Other revenues    4.41 % of total Revenue
Illinois Basin Coal    61.81 % of total Revenue
Illinois Basin Coal Coal sales    60.03 % of total Revenue
Illinois Basin Coal Transportation revenues    1.2 % of total Revenue
Illinois Basin Coal Other revenues    0.59 % of total Revenue
Appalachia Coal    27.15 % of total Revenue
Appalachia Coal Coal sales    25.88 % of total Revenue
Appalachia Coal Transportation revenues    0.48 % of total Revenue
Appalachia Coal Other revenues    0.8 % of total Revenue
Oil Gas Royalties Oil gas royalties    8.01 % of total Revenue
Oil Gas Royalties Other revenues    0.09 % of total Revenue
Coal Royalties    3.76 % of total Revenue
Coal Royalties Coal royalties    3.7 % of total Revenue
Coal Royalties Other revenues    0.06 % of total Revenue
Other Corporate and Elimination    -3.7 % of total Revenue
Other Corporate and Elimination Other revenues    2.88 % of total Revenue
Corporate Reconciling Items and Eliminations    -0.82 % of total Revenue
Corporate Reconciling Items and Eliminations Coal royalties    -3.7 % of total Revenue
Corporate Reconciling Items and Eliminations Other revenues    2.88 % of total Revenue
Elimination    3.7 % of total Revenue
Elimination Coal Royalties    3.7 % of total Revenue
Excluding Corporate and Elimination    97.12 % of total Revenue
Excluding Corporate and Elimination Illinois Basin Coal    61.81 % of total Revenue
Excluding Corporate and Elimination Appalachia Coal    27.15 % of total Revenue
Excluding Corporate and Elimination Oil Gas Royalties    8.1 % of total Revenue
Excluding Corporate and Elimination Coal Royalties    0.06 % of total Revenue




   
Customers Net Income grew in Q1 by Customers Net margin grew to
17.93 % 11.37 %
Customers Net Income grew in Q1 by 17.93 %


Customers Net margin grew to 11.37 %



Alliance Resource Partners Lp's Customers, Q1 2026 Revenue Growth By Industry
Customers in Chemical Manufacturing Industry -9.22 %   
Customers in Aluminum Industry -4.01 %   
Customers in Iron & Steel Industry      20.09 %
Customers in Metal Mining Industry      41.3 %
Customers in Miscellaneous Fabricated Products Industry      12.14 %
Customers in Construction Raw Materials Industry -10.2 %   
Customers in Construction Services Industry      14.36 %
Customers in Industrial Machinery and Components Industry  
Customers in Conglomerates Industry -14.92 %   
Customers in Oil And Gas Production Industry -70.73 %   
Customers in Renewable Energy Services & Equipment Industry      8.68 %
Customers in Professional Services Industry      25.21 %
Customers in IT Infrastructure Industry      30.62 %
Customers in Semiconductors Industry      42.64 %
Customers in Electric Utilities Industry      14.48 %
Customers in Natural Gas Utilities Industry -0.59 %   
     
• Customers Valuation • Customers Mgmt. Effect.


Alliance Resource Partners Lp's Comment on Sales, Marketing and Customers



As is customary in the coal industry, we have entered into long-term coal supply agreements with many of our customers. These arrangements are mutually beneficial to us and our customers in that they provide greater predictability of sales volumes and sales prices.

The commitment of coal under contract is an approximate number because a limited number of our contracts contain provisions that could cause the nominal commitment to increase or decrease; however, the overall variance to total committed sales is minimal. The contractual time commitments for customers to nominate future purchase volumes under these contracts are typically sufficient to allow us to balance our sales commitments with prospective production capacity. In addition, the nominal commitment can otherwise change because of reopener provisions contained in certain of these long-term contracts.



  News about Alliance Resource Partners Lp Contracts

Navigating Economic Turbulence Alliance Resource Partners Issues WARN Notices Amid Rising Costs and Revenue Pressur...

In a significant development, Alliance Resource Partners, L.P. (NASDAQ: ARLP) has communicated pressing news regarding its subsidiary, Excel Mining, LLC. The company has issued Worker Adjustment and Retraining Notification (WARN) Act notices to approximately 280 employees at the MC Mining Complex in Pike County, Kentucky. This decision, as articulated by Joseph W. Craft, III, Chairman, President, and CEO of Alliance Resource Partners, was not arrived at lightly, reflecting the serious economic pressures currently facing the coal industry. The Context of the WARN Act NoticeThe WARN Act is a crucial piece of legislation designed to provide protection for workers by requiring employers to give advance notice of...

Navigating Turbulence Alliance Resource Partners Faces Challenges Amid Market Shifts

In the complex landscape of the coal industry, companies are constantly grappling with economic pressures, market fluctuations, and the imperative to adapt. Alliance Resource Partners, L.P. (NASDAQ: ARLP), one of the leading coal producers in the United States, recently announced significant developments affecting its operations and workforce. This includes the issuance of Worker Adjustment and Retraining Notification (WARN) Act notices to approximately 280 employees at its MC Mining Complex in Pike County, Kentucky. The decision was not taken lightly, reflecting the difficulties faced by the company and the broader industry. WARN Act Notices: A Reflection of Industry ChallengesThe WARN Act serves as a cruci...




Alliance Resource Partners Lp’s Comment on Sales, Marketing and Customers


As is customary in the coal industry, we have entered into long-term coal supply agreements with many of our customers. These arrangements are mutually beneficial to us and our customers in that they provide greater predictability of sales volumes and sales prices.

The commitment of coal under contract is an approximate number because a limited number of our contracts contain provisions that could cause the nominal commitment to increase or decrease; however, the overall variance to total committed sales is minimal. The contractual time commitments for customers to nominate future purchase volumes under these contracts are typically sufficient to allow us to balance our sales commitments with prospective production capacity. In addition, the nominal commitment can otherwise change because of reopener provisions contained in certain of these long-term contracts.










ARLP's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Alliance Resource Partners Lp 3,411.41 2,170.36 252.44 3,575
Solitario Resources Corp 52.29 0.23 -2.05 6
Ppl Corporation 26,152.24 9,312.00 1,219.00 10,052
Public Service Enterprise Group Incorporated 36,586.68 12,794.00 2,263.00 12,000
Novelis Inc 0.00 18,434.00 15.00 11,000
Nucor Corporation 60,528.32 34,160.00 2,682.00 33,000
SUBTOTAL 2,930,692.91 1,381,454.95 134,385.60 1,474,792
51 more clients available

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Sources: Alliance Resource Partners Lp’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: Alliance Resource Partners Lp’s corporate clients.
For your research, we’ve provided 9 tables on Alliance Resource Partners Lp corporate clients.
You can find them in the navigation menu under Customers & Markets.
To download the tables, please subscribe.



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