
• Reported GAAP EPS of -$0.27 down -200.00% YoY • Reported revenue of $973.3M up 3.87% YoY • Peabody anticipates full year 2026 Seaborne Thermal volume of 12.0-13.0 million tons with average costs of $49.50-$54.50 per short ton. PRB U.S. Thermal volume is guided to 82.0-88.0 million tons.
Bullish
Peabody benefited from strong demand and higher prices in Seaborne Thermal, with both U.S. Thermal segments performing well. The company also advanced rare earth element and critical mineral development initiatives.
Bearish
Peabody reported a net loss and decreased Adjusted EBITDA in Q1 2026, with Centurion mine operational challenges impacting full year volume expectations and Seaborne Metallurgical reporting an EBITDA loss.