• Reported GAAP EPS of $0.44 up 2100.00% YoY • Reported revenue of $383.99M up 29.09% YoY • Warrior Met Coal raised its 2026 volume guidance, anticipating coal sales of 12.5M short tons and cash cost of sales (free-on-board port) between $95 and $110 per short ton.
Bullish
Warrior Met Coal achieved record sales volumes and improved profitability in Q4 2025, driven by the early and on-budget ramp-up of the Blue Creek mine. Expanded reserves further support future growth.
Bearish
Warrior Met Coal faced a challenging steelmaking coal market with decreased selling prices and increased capital expenditures for Blue Creek. The company also anticipates continued pricing pressure and external risks for 2026.