Warrior Met Coal Q4 revenue beats analyst expectations

Warrior Met Coal

12/02/2026 21:23

Overview

U.S. steelmaking coal supplier's Q4 revenue beat analyst expectations

Adjusted EBITDA for Q4 rose significantly due to record sales volumes and cost improvements

Outlook

Warrior expects 2026 coal sales of 12.5 - 13.5 million short tons

Company anticipates 2026 coal production of 12.0 - 13.0 million short tons

Warrior projects 2026 cash cost of sales at $95 - $110 per short ton

Result Drivers

BLUE CREEK MINE - Early start of Blue Creek longwall operations contributed to record sales volumes and improved cost structure

COST IMPROVEMENTS - Reduced cash cost of sales per short ton by 22% due to Blue Creek's lower cost structure and operational efficiency

RECORD SALES VOLUMES - Record sales volumes achieved, driven by Blue Creek's contribution and strong operational performance

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$384 mln
$379.19 mln (6 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 3 "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 $90.00, about 0.7% below its February 11 closing price of $90.64

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

Press Release: ID:nBw4NYz6Na

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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.)