CNR Core Natural Resources, Inc.
Price Chart
Executive Summary
Core Natural Resources reported Q1 2026 net income of $21.0M ($0.41/diluted share), swinging from a $79.0M loss in Q4 2025, driven by strong operational execution at Leer South and West Elk. Adjusted EBITDA doubled to $179.9M, and free cash flow improved to $55.5M, with $47.0M returned to stockholders. The company maintained its 2026 guidance, signaling confidence in the turnaround.
Key Financial Metrics
Actionable Insight
Core's operational turnaround is delivering tangible results, with strong cash generation and aggressive capital returns. Monitor subsequent quarters for sustained margin expansion and continued free cash flow to validate the inflection narrative.
Key Facts
- Net income of $21.0M vs net loss of $79.0M in Q4 2025
- Adjusted EBITDA of $179.9M, up 74% from $103.1M in Q4 2025
- Free cash flow of $55.5M, more than doubling from $27.0M in Q4 2025
- Returned $47.0M to stockholders via share repurchases and dividends
- 2026 guidance maintained; metallurgical cash costs improved 11% QoQ
Financial Impact
Net income $21.0M, Adjusted EBITDA $179.9M, Free cash flow $55.5M
Risk Factors
- Coal price volatility and global demand uncertainty
- Operational disruptions at key mines (Leer South, West Elk)
- Regulatory risks including environmental policies and tariffs
Market Snapshot
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001710366-26-000040 |
| Document: cnrq12026er-exhibit992.htm | 0001710366-26-000040 |
| Document: cnr-20260507.htm | 0001710366-26-000040 |
| Document: 0001710366-26-000040-index-headers.html | 0001710366-26-000040 |
| Document: 0001710366-26-000040-index.html | 0001710366-26-000040 |
| Document: 0001710366-26-000040.txt | 0001710366-26-000040 |
| 8-K Data (Synthetic) | 0001710366-26-000040 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 4, 2026
5d ago
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8-K
| $98.86 awaiting T+5 | awaiting T+5 | — | $93.22 (−5.71%) |
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May 19, 2026
21d ago
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8-K
| $82.97 $93.85 | ▲ +13.11% | ▲ +11.31% | $93.22 (+12.35%) |
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May 7, 2026
4w ago
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8-K
| $88.56 $82.41 | ▼ −6.94% | ▼ −8.45% | $93.22 (+5.26%) |
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May 4, 2026
5w ago
|
8-K
| $88.38 $85.89 | ▼ −2.82% | ▼ −4.80% | $93.22 (+5.48%) |
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May 1, 2026
5w ago
|
3
| $87.02 $88.56 | ▲ +1.77% | ▼ −0.58% | $93.22 (+7.12%) |
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May 1, 2026
5w ago
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3
| $87.02 $88.56 | ▲ +1.77% | ▼ −0.58% | $93.22 (+7.12%) |
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Apr 30, 2026
5w ago
|
8-K
| $86.93 $84.82 | ▼ −2.42% | ▼ −4.77% | $93.22 (+7.24%) |
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Mar 17, 2026
12w ago
|
Insider Cluster
| $98.78 $109.68 | ▲ +11.03% | ▲ +13.69% | $93.22 (−5.63%) |
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Mar 17, 2026
12w ago
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Insider Cluster
| $98.78 $109.68 | ▼ −11.03% | ▼ −13.69% | $93.22 (+5.63%) |
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Mar 16, 2026
12w ago
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DEFA14A
| $97.63 $103.15 | ▲ +5.65% | ▲ +7.70% | $93.22 (−4.52%) |
US Market Status
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