METCZ

Warrior Met Coal is expected to report Q3 2026 earnings of $1.71 per share (up 144.3% YoY) with revenues of $507.14 million (up 54.3% YoY) on November 4. However, with an Earnings ESP of 0% and Zacks Rank #3, the stock is not considered a compelling earnings-beat candidate. The company has beaten consensus estimates in 3 of the last 4 quarters.

Alliance Resource Partners (ARLP) reported Q3 2026 earnings of $1.10 per unit, beating estimates by 34.15%, with revenues rising 5.5% to $603M. Coal sales volumes increased 7.4% while per-ton expenses fell 13.1%, boosting coal operations EBITDA by 18.6%. Oil and gas royalty revenues surged 86.4%, and the company raised its 2026 coal sales volume guidance to 34.5-35.5 million tons.

Ramaco Resources (METC) is expected to report a year-over-year earnings decline despite higher revenues for Q3 2026. However, the company has a positive Earnings ESP of +11.54% combined with a Zacks Rank #2 (Buy), suggesting it will likely beat consensus EPS estimates. The stock has a mixed track record, beating estimates only once in the last four quarters.