Core Natural Resources Q2 EBITDA beats estimates
CNR•Outlook
- Core expects 2026 total coal sales volume of 87.3-92.4 mln tons
- Company sees 2026 capital expenditures of $325-$375 mln
- Core expects improved U.S. thermal coal demand in the year's second half
Analyst coverage
- The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
- The average consensus recommendation for the coal peer group is "buy"
- Wall Street's median 12-month price target for Core Natural Resources, Inc. is $105.00, about 25.5% above its August 5 closing price of $83.68
- The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 18 three months ago
Key financial details
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Revenue | $1.10 bln | ||
| Q2 EPS | $2.51 | ||
| Q2 Net Income | $126 mln | ||
| Q2 Adjusted EBITDA | Beat | $324 mln | $188.91 mln (5 Analysts) |
| Q2 Free Cash Flow | $148 mln |
