NYSE$HCC

Warrior Met Coal Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Warrior Met Coal Inc reported lower Q2 2025 revenues and net income amid weaker steelmaking coal prices.

Total revenues declined 25% to $297.5 million as average net selling prices fell $61.74 per metric ton to $143.31. Net income dropped to $5.6 million from $70.7 million in the prior-year quarter, with operating income at $7.7 million. The company produced 2.1 million metric tons and sold 2.0 million metric tons of steelmaking coal while advancing the Blue Creek mine.

  • Net income fell sharply to $5.6 million as steelmaking coal prices declined 30% year-over-year.
  • Met coal sales volume rose 6% to 2.0 million metric tons while cash cost of sales per ton improved to $111.53.
  • Blue Creek mine achieved first commercial sales of 217 thousand metric tons ahead of schedule.
  • Adjusted EBITDA totaled $53.6 million; the company maintained a strong liquidity position of $545 million.

Headline financials

Total Revenue

$298M

Previous: $397M-25.0%
EPS (adj)

$0.11

Previous: $1.35-91.9%
Tons Sold

2.0M

No prior period
Tons Produced

2.1M

No prior period
Avg Net Selling Price

$143.31

No prior period
Cash Cost per Ton

$111.53

No prior period
Adjusted EBITDA

$53.6M

No prior period
Capital Expenditures

-$174M

Previous: -$223M+22.3%
Net Income

$5.61M

Previous: $70.7M-92.1%
Operating Income

$7.72M

Previous: $70.9M-89.1%
Cash & Equivalents

$383M

Previous: $709M-45.9%
Total Assets

$2.65B

Previous: $2.56B+3.3%

Revenue & EPS history

Warrior Met Coal · Revenue · Quarterly

$298M

Q2 2025-25%vs Q2 2024
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Warrior Met Coal · $298M total across 2 segments · Q2 2025

  • Mining
    $288M
  • All Other
    $9.03M

Forward guidance

Blue Creek longwall startup expected early Q1 2026 with 900k tons production in 2025 and 3.6 million tons in 2026; premium LV index prices expected to remain rangebound between $182-$195 per ton for the remainder of 2025.

Tailwinds

  • Blue Creek first commercial sales achieved ahead of schedule
  • Nameplate capacity increased 25% to 5.4 million metric tons

Headwinds

  • Premium LV index prices declined 24% year-over-year
  • Trade and tariff uncertainties contributing to lower seaborne prices

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-1.6%

Avg return

Earnings day

-1.1%

Avg return

5 days after

+0.2%

Avg return

30 days after

41%

15 / 37 earnings

Positive

+23.8%

Q3 2025

Best reaction

-21.7%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-0.0%-2.6%+5.1%
Q4 2025+0.2%+1.1%-1.1%
Q3 2025+23.8%+24.8%+23.5%
Q1 2025-5.0%-0.5%-5.0%
Q4 2024-8.4%-7.8%-9.0%
Q3 2024+1.4%+5.3%+12.9%
Q2 2024-10.2%-12.0%-11.3%
Q1 2024-4.2%-5.3%+0.1%
Q4 2023-1.3%-3.1%-9.7%
Q3 2023-0.1%+0.7%+19.8%
Q2 2023-14.7%-8.7%-8.0%
Q1 2023+6.5%+14.6%+4.5%
Q4 2022+1.6%+5.8%-15.8%
Q3 2022-1.5%-0.0%+1.6%
Q2 2022-11.4%-7.0%-0.8%
Q1 2022-9.3%-11.2%+2.4%
Q4 2021+0.3%+0.8%+22.2%
Q3 2021-3.5%-7.7%-10.1%
Q2 2021-1.9%-10.7%+27.0%
Q1 2021-5.1%-9.0%+11.5%
Q4 2020-21.7%-23.2%-32.5%
Q3 2020-2.6%+6.7%+25.1%
Q2 2020-5.9%-1.7%+6.7%
Q1 2020+7.6%+15.4%+20.8%
Q4 2019-14.2%-16.7%-42.7%
Q3 2019-15.2%-10.8%-10.7%
Q2 2019-13.6%-14.1%-16.4%
Q1 2019+6.2%-8.5%-16.7%
Q4 2018+2.6%+1.9%-1.7%
Q3 2018-3.5%-4.0%-13.7%
Q2 2018-3.5%-3.6%-7.0%
Q1 2018+12.3%+14.8%+22.4%
Q4 2016+10.7%+9.0%+4.7%
Q4 2017+10.7%+9.0%+4.7%
Q3 2017+4.2%+5.7%-8.4%
Q2 2017+6.5%+8.2%+20.2%
Q1 2017+4.2%+5.0%-7.0%
Q3 2016
Q2 2016
Q1 2016
Q4 2015

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