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Side-by-side financial comparison of ALLIANCE RESOURCE PARTNERS LP (ARLP) and HF Foods Group Inc. (HFFG). Click either name above to swap in a different company.
ALLIANCE RESOURCE PARTNERS LP is the larger business by last-quarter revenue ($516.0M vs $308.0M, roughly 1.7× HF Foods Group Inc.). ALLIANCE RESOURCE PARTNERS LP runs the higher net margin — 2.1% vs -12.1%, a 14.2% gap on every dollar of revenue. On growth, HF Foods Group Inc. posted the faster year-over-year revenue change (0.9% vs -3.6%). ALLIANCE RESOURCE PARTNERS LP produced more free cash flow last quarter ($13.3M vs $12.1M). Over the past eight quarters, HF Foods Group Inc.'s revenue compounded faster (2.1% CAGR vs -6.7%).
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.
HF Sinclair Corporation is an American energy company that manufactures and sells products such as gasoline, diesel fuel, jet fuel, renewable diesel, specialty lubricant products, specialty chemicals, and specialty and modified asphalt, among others. It is based in Dallas, Texas, United States.
ARLP vs HFFG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $516.0M | $308.0M |
| Net Profit | $10.7M | $-37.3M |
| Gross Margin | — | 16.6% |
| Operating Margin | 4.2% | -12.8% |
| Net Margin | 2.1% | -12.1% |
| Revenue YoY | -3.6% | 0.9% |
| Net Profit YoY | — | 15.0% |
| EPS (diluted) | — | $-0.70 |
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.
| Q1 26 | $516.0M | — | ||
| Q4 25 | $535.5M | $308.0M | ||
| Q3 25 | $571.4M | $307.0M | ||
| Q2 25 | $547.5M | $314.9M | ||
| Q1 25 | $540.5M | $298.4M | ||
| Q4 24 | $590.1M | $305.3M | ||
| Q3 24 | $613.6M | $298.4M | ||
| Q2 24 | $593.4M | $302.3M |
| Q1 26 | $10.7M | — | ||
| Q4 25 | $82.7M | $-37.3M | ||
| Q3 25 | $95.1M | $-1.1M | ||
| Q2 25 | $59.4M | $1.2M | ||
| Q1 25 | $74.0M | $-1.6M | ||
| Q4 24 | $16.3M | $-43.9M | ||
| Q3 24 | $86.3M | $-3.9M | ||
| Q2 24 | $100.2M | $17.0K |
| Q1 26 | — | — | ||
| Q4 25 | — | 16.6% | ||
| Q3 25 | — | 16.4% | ||
| Q2 25 | — | 17.5% | ||
| Q1 25 | — | 17.1% | ||
| Q4 24 | — | 17.1% | ||
| Q3 24 | — | 16.8% | ||
| Q2 24 | — | 17.4% |
| Q1 26 | 4.2% | — | ||
| Q4 25 | 18.2% | -12.8% | ||
| Q3 25 | 18.4% | 0.4% | ||
| Q2 25 | 16.2% | 1.3% | ||
| Q1 25 | 17.4% | 0.4% | ||
| Q4 24 | 2.6% | -13.8% | ||
| Q3 24 | 16.5% | 0.2% | ||
| Q2 24 | 19.8% | 0.9% |
| Q1 26 | 2.1% | — | ||
| Q4 25 | 15.4% | -12.1% | ||
| Q3 25 | 16.6% | -0.4% | ||
| Q2 25 | 10.9% | 0.4% | ||
| Q1 25 | 13.7% | -0.6% | ||
| Q4 24 | 2.8% | -14.4% | ||
| Q3 24 | 14.1% | -1.3% | ||
| Q2 24 | 16.9% | 0.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | $-0.70 | ||
| Q3 25 | — | $-0.02 | ||
| Q2 25 | — | $0.02 | ||
| Q1 25 | — | $-0.03 | ||
| Q4 24 | — | $-0.84 | ||
| Q3 24 | — | $-0.07 | ||
| Q2 24 | — | $0.00 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $28.9M | — |
| Total DebtLower is stronger | — | $106.1M |
| Stockholders' EquityBook value | — | $202.1M |
| Total Assets | $2.9B | $541.5M |
| Debt / EquityLower = less leverage | — | 0.53× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $28.9M | — | ||
| Q4 25 | $71.2M | — | ||
| Q3 25 | $94.5M | — | ||
| Q2 25 | $55.0M | — | ||
| Q1 25 | $81.3M | — | ||
| Q4 24 | $137.0M | — | ||
| Q3 24 | $195.4M | — | ||
| Q2 24 | $203.7M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $106.1M | ||
| Q3 25 | — | $107.3M | ||
| Q2 25 | — | $106.0M | ||
| Q1 25 | — | $107.4M | ||
| Q4 24 | — | $108.7M | ||
| Q3 24 | — | $110.1M | ||
| Q2 24 | — | $111.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $202.1M | ||
| Q3 25 | — | $239.2M | ||
| Q2 25 | — | $239.7M | ||
| Q1 25 | — | $238.0M | ||
| Q4 24 | — | $239.3M | ||
| Q3 24 | — | $283.1M | ||
| Q2 24 | — | $286.3M |
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $541.5M | ||
| Q3 25 | $2.9B | $595.1M | ||
| Q2 25 | $2.9B | $593.5M | ||
| Q1 25 | $2.9B | $581.9M | ||
| Q4 24 | $2.9B | $550.0M | ||
| Q3 24 | $3.0B | $612.8M | ||
| Q2 24 | $3.1B | $616.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.53× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.45× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | — | 0.39× |
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 | — | $21.0M |
| Free Cash FlowOCF − Capex | $13.3M | $12.1M |
| FCF MarginFCF / Revenue | 2.6% | 3.9% |
| Capex IntensityCapex / Revenue | 18.5% | 2.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $342.2M | $6.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $143.9M | $21.0M | ||
| Q3 25 | $209.9M | $-6.0M | ||
| Q2 25 | $151.7M | $3.5M | ||
| Q1 25 | $145.7M | $6.9M | ||
| Q4 24 | $168.4M | $18.4M | ||
| Q3 24 | $209.3M | $2.3M | ||
| Q2 24 | $215.8M | $-9.3M |
| Q1 26 | $13.3M | — | ||
| Q4 25 | $99.1M | $12.1M | ||
| Q3 25 | $145.2M | $-9.3M | ||
| Q2 25 | $84.7M | $363.0K | ||
| Q1 25 | $58.9M | $3.4M | ||
| Q4 24 | $75.3M | $15.3M | ||
| Q3 24 | $99.0M | $-820.0K | ||
| Q2 24 | $114.3M | $-13.0M |
| Q1 26 | 2.6% | — | ||
| Q4 25 | 18.5% | 3.9% | ||
| Q3 25 | 25.4% | -3.0% | ||
| Q2 25 | 15.5% | 0.1% | ||
| Q1 25 | 10.9% | 1.1% | ||
| Q4 24 | 12.8% | 5.0% | ||
| Q3 24 | 16.1% | -0.3% | ||
| Q2 24 | 19.3% | -4.3% |
| Q1 26 | 18.5% | — | ||
| Q4 25 | 8.4% | 2.9% | ||
| Q3 25 | 11.3% | 1.1% | ||
| Q2 25 | 12.2% | 1.0% | ||
| Q1 25 | 16.1% | 1.2% | ||
| Q4 24 | 15.8% | 1.0% | ||
| Q3 24 | 18.0% | 1.0% | ||
| Q2 24 | 17.1% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.74× | — | ||
| Q3 25 | 2.21× | — | ||
| Q2 25 | 2.55× | 2.89× | ||
| Q1 25 | 1.97× | — | ||
| Q4 24 | 10.31× | — | ||
| Q3 24 | 2.43× | — | ||
| Q2 24 | 2.15× | -546.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARLP
| Coal sales | $443.3M | 86% |
| Oil & gas royalties | $41.3M | 8% |
| Other revenues | $22.8M | 4% |
| Transportation revenues | $8.6M | 2% |
| Tons Produced | $8.0M | 2% |
| Mineral Interest Volumes (BOE) | $1.0M | 0% |
HFFG
| Seafood | $110.2M | 36% |
| Meat And Poultry | $62.7M | 20% |
| Asian Specialty | $55.3M | 18% |
| Commodity Product | $35.1M | 11% |
| Fresh Produce | $29.9M | 10% |
| Packaging And Other | $14.7M | 5% |