AMR earnings / call / takeaways
AMR Q3 FY26 earnings call: key takeaways
What AMR said on its earnings call of November 6, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·November 6, 2026·AI-generated from the call transcript and Lician data
- AMR reported adjusted EBITDA of $29.4 million for Q3 2026, with 3.9 million tons shipped, but did not provide EPS or revenue figures in the transcript, only the consensus estimates from D1 (10:40)
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | -$0.29 | – | – |
| Revenue | $562.3M | – | – |
What changed since last quarter
- The company raised 2027 guidance for metallurgical tonnage to 13.1-14.1 million tons, up from previous estimates. (17:30)
- Cost of coal sales guidance for 2027 was set at $104 to $110 per ton, reflecting ongoing cost management efforts. (17:30)
- Andy Edson mentioned that diesel costs are a key factor in cost management, with a potential sensitivity to diesel prices. (22:44)
Guidance
| Metric | This call | Previous call |
|---|---|---|
| Other | 2027 shipment expectations: 14.1 to 15.7 million tons. (17:30) | not captured |
| Revenue | 2027 cost of coal sales: $104 to $110 per ton. (17:30) | not captured |
| Other | 2027 SG&A: $53 to $59 million. (17:30) | not captured |
| Other | 2027 net cash interest income: $2 to $4 million. (17:30) | not captured |
| Other | 2027 depreciation, depletion, and amortization: $148 to $162 million. (17:30) | not captured |
| Other | 2027 cash tax rate: 0% to 5%. (17:30) | not captured |
What analysts pressed on
- How the DTA stacker reclaimer replacement will impact logistics and whether there could be a delay in insurance reimbursements. (29:10)
- The potential for increased competition in the metallurgical coal market and how it might affect pricing. (24:03)
- The impact of the shift towards low vol coal on export volumes and market dynamics. (26:53)
In their words
We have the ability to move all the tons we need to in 2027 and beyond.
Andy Edson (12:10)We're extremely proud of our Paramount team that earned the top honor of National Grand Champion this year with a perfect score for the competition.
Andy Edson (13:30)I don't expect there to be too much of a sequencing problem from that respect, certainly not a multi-quarter type of reimbursement gap.
(29:10)We're pleased with these commitments and we look forward to building the rest of our 2027.
Andy Edson (12:10)
Read the full transcript with the AI summary, or listen on the company's official webcast.
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Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.