vs
Side-by-side financial comparison of American Resources Corp (AREC) and ALLIANCE RESOURCE PARTNERS LP (ARLP). Click either name above to swap in a different company.
ALLIANCE RESOURCE PARTNERS LP is the larger business by last-quarter revenue ($535.5M vs $165, roughly 3245533.3× American Resources Corp). ALLIANCE RESOURCE PARTNERS LP runs the higher net margin — 15.4% vs -4667098.8%, a 4667114.2% gap on every dollar of revenue. On growth, ALLIANCE RESOURCE PARTNERS LP posted the faster year-over-year revenue change (-9.2% vs -99.9%). Over the past eight quarters, ALLIANCE RESOURCE PARTNERS LP's revenue compounded faster (-9.4% CAGR vs -99.5%).
REX American Resources Corp. is an American producer and retailer of ethanol, distillers grains and natural gas as well as a holding company in energy entities. It was founded in 1980 and is headquartered in Dayton, Ohio. The company has the entire ownership of three affiliated corporations including Rex Radio and Television, Inc., Stereo Town, Inc. and Kelly & Cohen Appliances, Inc. As of 2012, the company has the ownership of 22 national retail stores and invested in five ethanol production...
Alliance Resource Partners LP is a leading North American natural resource enterprise primarily engaged in the production and marketing of coal for utility and industrial customers. It also operates complementary business segments including mineral royalty management, oil and gas extraction, and logistics support services.
AREC vs ARLP — Head-to-Head
Income Statement — Q3 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $165 | $535.5M |
| Net Profit | $-7.7M | $82.7M |
| Gross Margin | -41374.5% | — |
| Operating Margin | -2656743.0% | 18.2% |
| Net Margin | -4667098.8% | 15.4% |
| Revenue YoY | -99.9% | -9.2% |
| Net Profit YoY | 27.5% | 406.2% |
| EPS (diluted) | $-0.05 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $535.5M | ||
| Q3 25 | $165 | $571.4M | ||
| Q2 25 | — | $547.5M | ||
| Q1 25 | $31.9K | $540.5M | ||
| Q4 24 | $49.7K | $590.1M | ||
| Q3 24 | $235.4K | $613.6M | ||
| Q2 24 | $4.1K | $593.4M | ||
| Q1 24 | $94.0K | $651.7M |
| Q4 25 | — | $82.7M | ||
| Q3 25 | $-7.7M | $95.1M | ||
| Q2 25 | — | $59.4M | ||
| Q1 25 | $-6.7M | $74.0M | ||
| Q4 24 | $-14.6M | $16.3M | ||
| Q3 24 | $-10.6M | $86.3M | ||
| Q2 24 | $-7.0M | $100.2M | ||
| Q1 24 | $-7.0M | $158.1M |
| Q4 25 | — | — | ||
| Q3 25 | -41374.5% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -470.0% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -85.8% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -938.6% | — |
| Q4 25 | — | 18.2% | ||
| Q3 25 | -2656743.0% | 18.4% | ||
| Q2 25 | — | 16.2% | ||
| Q1 25 | -15608.8% | 17.4% | ||
| Q4 24 | -21019.9% | 2.6% | ||
| Q3 24 | -3750.1% | 16.5% | ||
| Q2 24 | -152122.5% | 19.8% | ||
| Q1 24 | -7158.3% | 24.6% |
| Q4 25 | — | 15.4% | ||
| Q3 25 | -4667098.8% | 16.6% | ||
| Q2 25 | — | 10.9% | ||
| Q1 25 | -20847.7% | 13.7% | ||
| Q4 24 | -29402.3% | 2.8% | ||
| Q3 24 | -4513.4% | 14.1% | ||
| Q2 24 | -170873.1% | 16.9% | ||
| Q1 24 | -7467.8% | 24.3% |
| Q4 25 | — | — | ||
| Q3 25 | $-0.05 | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $-0.08 | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $-0.14 | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $-0.09 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.1M | $71.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-80.7M | — |
| Total Assets | $202.4M | $2.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $71.2M | ||
| Q3 25 | $2.1M | $94.5M | ||
| Q2 25 | — | $55.0M | ||
| Q1 25 | $24.6K | $81.3M | ||
| Q4 24 | $1.2M | $137.0M | ||
| Q3 24 | $991.7K | $195.4M | ||
| Q2 24 | $554.4K | $203.7M | ||
| Q1 24 | — | $134.0M |
| Q4 25 | — | — | ||
| Q3 25 | $-80.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $-84.1M | — | ||
| Q4 24 | $-79.5M | — | ||
| Q3 24 | $-51.8M | — | ||
| Q2 24 | $-44.1M | — | ||
| Q1 24 | $-52.2M | — |
| Q4 25 | — | $2.9B | ||
| Q3 25 | $202.4M | $2.9B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | $203.6M | $2.9B | ||
| Q4 24 | $205.9M | $2.9B | ||
| Q3 24 | $211.6M | $3.0B | ||
| Q2 24 | $195.5M | $3.1B | ||
| Q1 24 | $216.1M | $3.0B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-8.0M | $143.9M |
| Free Cash FlowOCF − Capex | — | $99.1M |
| FCF MarginFCF / Revenue | — | 18.5% |
| Capex IntensityCapex / Revenue | — | 8.4% |
| Cash ConversionOCF / Net Profit | — | 1.74× |
| TTM Free Cash FlowTrailing 4 quarters | — | $387.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $143.9M | ||
| Q3 25 | $-8.0M | $209.9M | ||
| Q2 25 | — | $151.7M | ||
| Q1 25 | $-1.4M | $145.7M | ||
| Q4 24 | $-3.7M | $168.4M | ||
| Q3 24 | $-4.3M | $209.3M | ||
| Q2 24 | $-8.5M | $215.8M | ||
| Q1 24 | $-4.8M | $209.7M |
| Q4 25 | — | $99.1M | ||
| Q3 25 | — | $145.2M | ||
| Q2 25 | — | $84.7M | ||
| Q1 25 | — | $58.9M | ||
| Q4 24 | — | $75.3M | ||
| Q3 24 | $-4.8M | $99.0M | ||
| Q2 24 | — | $114.3M | ||
| Q1 24 | — | $85.8M |
| Q4 25 | — | 18.5% | ||
| Q3 25 | — | 25.4% | ||
| Q2 25 | — | 15.5% | ||
| Q1 25 | — | 10.9% | ||
| Q4 24 | — | 12.8% | ||
| Q3 24 | -2045.0% | 16.1% | ||
| Q2 24 | — | 19.3% | ||
| Q1 24 | — | 13.2% |
| Q4 25 | — | 8.4% | ||
| Q3 25 | — | 11.3% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 16.1% | ||
| Q4 24 | — | 15.8% | ||
| Q3 24 | 205.0% | 18.0% | ||
| Q2 24 | — | 17.1% | ||
| Q1 24 | — | 19.0% |
| Q4 25 | — | 1.74× | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | — | 2.55× | ||
| Q1 25 | — | 1.97× | ||
| Q4 24 | — | 10.31× | ||
| Q3 24 | — | 2.43× | ||
| Q2 24 | — | 2.15× | ||
| Q1 24 | — | 1.33× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AREC
Segment breakdown not available.
ARLP
| Illinois Basin Segment | $339.0M | 63% |
| Appalachia Segment | $141.4M | 26% |
| Other | $24.2M | 5% |
| Royalties Coal Segment | $22.4M | 4% |
| Shipping And Handling | $10.2M | 2% |
