v3.26.1
Revenue From Contracts With Customers
6 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Revenue from Contracts with Customers
NOTE 3—REVENUE FROM CONTRACTS WITH CUSTOMERS:
The following tables disaggregate the Company’s revenue from contracts with customers by product type and market:
Three Months Ended June 30, 2026
DomesticExportTotal
Power Generation$324,515 $76,527 $401,042 
Industrial26,535 340,185 366,720 
Metallurgical38,861 320,056 358,917 
Total Coal Revenue389,911 736,768 1,126,679 
Third-Party Terminal Revenue9,942 
Other Revenue4,393 
Total Revenue from Contracts with Customers$1,141,014 
Three Months Ended June 30, 2025
DomesticExportTotal
Power Generation$414,634 $60,978 $475,612 
Industrial40,671 232,874 273,545 
Metallurgical44,054 300,155 344,209 
Total Coal Revenue499,359 594,007 1,093,366 
Third-Party Terminal Revenue4,540 
Other Revenue4,455 
Total Revenue from Contracts with Customers$1,102,361 
Six Months Ended June 30, 2026
DomesticExportTotal
Power Generation$702,435 $146,076 $848,511 
Industrial51,715 592,485 644,200 
Metallurgical78,272 626,043 704,315 
Total Coal Revenue832,422 1,364,604 2,197,026 
Third-Party Terminal Revenue18,444 
Other Revenue9,822 
Total Revenue from Contracts with Customers$2,225,292 
Six Months Ended June 30, 2025
DomesticExportTotal
Power Generation$756,443 $153,897 $910,340 
Industrial66,170 409,440 475,610 
Metallurgical67,558 649,113 716,671 
Total Coal Revenue890,171 1,212,450 2,102,621 
Third-Party Terminal Revenue9,496 
Other Revenue 7,650 
Total Revenue from Contracts with Customers$2,119,767 
Outstanding Performance Obligations
As of June 30, 2026, the Company had outstanding performance obligations to deliver coal related to contracts with customers. For contracts in which volumes and prices per ton were fixed or reasonably estimable, future estimated revenue totaled approximately $3.6 billion. The Company expects to satisfy approximately 30% of the committed tons in 2026, 37% in 2027 and the remainder thereafter. Actual revenue recognized related to these contracts may differ materially due to price adjustments for coal quality and cost escalations, volume optionality provisions or other contractual terms. Revenue associated with contracts containing variable-based pricing mechanisms has been excluded from the figures above as it cannot be reasonably estimated.