Warrior Met Coal Q3 revenue beats analyst expectations

Warrior Met Coal

05/11/2025 22:09

Overview

Warrior Q3 revenue beats analyst expectations

Company's net income and adjusted EBITDA declined year-over-year

Record sales volumes driven by early Blue Creek longwall operations

Outlook

Warrior raises full-year 2025 production guidance by 10% due to Blue Creek ramp-up

Company lowers cash cost of sales guidance to $105-$110 per short ton

Warrior cites trade uncertainties and market conditions as risks to outlook

Result Drivers

BLUE CREEK OPERATIONS - Early startup of longwall operations at Blue Creek increased production capacity and contributed to record sales volumes

COST REDUCTION - Cash cost of sales per short ton decreased by 18% due to Blue Creek's lower cost structure and operational efficiencies

FEDERAL LEASE ACQUISITION - Acquisition of federal coal leases extends the life of mining operations and supports long-term growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$328.60 mln
$304.33 mln (6 Analysts)
Q3 EPS
$0.70
Q3 Net Income
$36.60 mln
Q3 Adjusted EBITDA
$70.60 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the iron & steel peer group is "buy"

Wall Street's median 12-month price target for Warrior Met Coal Inc is $75.00, about 13.6% above its November 4 closing price of $64.82

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nBw41rrhda

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)