NYSE$CNR

Core Natural Resources Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Core Natural Resources reported Q1 2026 revenue of $1.08B and net income of $21.0M ($0.41 diluted EPS).

Core Natural Resources reported Q1 2026 revenue of $1.084 billion versus $1.017 billion, swinging to income from operations of $32.7 million from a loss a year ago. Net income was $21.0 million, or $0.41 diluted EPS, versus a $69.3 million loss as coal markets and cost actions improved.

  • Revenue $1.08B (+7% YoY).
  • Operating income $32.7M vs operating loss prior year.
  • Net income $21.0M; EPS $0.41.
  • Thermal and metallurgical coal exposure.
  • Export and domestic utility demand drivers.

Headline financials

Total Revenue

$1.08B

Previous: $1.02B+6.6%
EPS (adj)

$0.41

Previous: -$1.38+129.7%
Capital Expenditures

-$73.1M

Previous: -$64.8M-12.8%
Net Income

$21M

Previous: -$69.3M+130.4%
Operating Income

$32.7M

No prior period

Revenue & EPS history

CONSOL Energy · Revenue · Quarterly

$1.08B

Q1 2026+6.6%vs Q1 2025
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Forward guidance

Coal producer outlook tied to API pricing, gas competition, and export benchmarks; guidance on calls not in 10-Q.

Tailwinds

  • Return to profitability.
  • Revenue growth on pricing/volume.
  • Cost and portfolio restructuring benefits.

Headwinds

  • Commodity price volatility.
  • Energy transition and regulatory pressure.
  • Labor and logistics constraints.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.3%

Avg return

Earnings day

+3.2%

Avg return

5 days after

+7.9%

Avg return

30 days after

45%

15 / 33 earnings

Positive

+24.7%

Q1 2018

Best reaction

-27.1%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.4%-2.2%+6.2%
Q4 2025-2.8%-6.5%+6.7%
Q3 2025-3.5%-7.1%+3.2%
Q1 2025-10.1%-0.6%-10.9%
Q4 2024+5.4%-4.3%-5.6%
Q3 2024+17.6%+18.5%+15.4%
Q2 2024+8.6%+8.1%+3.3%
Q1 2024+2.7%+3.6%+19.6%
Q4 2023-8.7%-9.1%+3.3%
Q3 2023-5.6%-4.3%+4.4%
Q2 2023+14.6%+9.6%+25.0%
Q1 2023+1.1%+4.0%-8.0%
Q4 2022-5.0%-2.7%-0.7%
Q3 2022-0.3%+5.9%+15.7%
Q2 2022+7.5%+11.4%+26.2%
Q1 2022+8.8%+16.3%+22.1%
Q4 2021+20.6%+30.4%+49.6%
Q3 2021-15.5%-15.7%-23.1%
Q2 2021-1.8%+7.7%+17.9%
Q1 2021+21.1%+35.2%+70.3%
Q4 2020-3.5%+4.9%+13.4%
Q3 2020+7.4%+18.1%+52.4%
Q2 2020+8.3%+7.1%-13.1%
Q1 2020-1.8%-16.9%+23.7%
Q4 2019-27.1%-26.5%-53.2%
Q3 2019-6.7%-4.9%-8.2%
Q2 2019-5.0%-7.1%-13.2%
Q1 2019-3.9%-6.9%-16.6%
Q4 2018-4.3%-1.4%-3.0%
Q3 2018-4.1%+2.7%-13.8%
Q2 2018+7.6%+8.2%+3.2%
Q1 2018+24.7%+34.1%+45.8%
Q4 2017-4.0%-5.3%+1.4%
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015

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