Peabody Energy Corporation has delivered a 95% stock gain over the past year, outperforming coal benchmarks and peers. BTU's near-term upside is less compelling after the rally, with valuation now at the upper end of its 5-year range. Centurion mine's ahead-of-schedule ramp and higher coking coal prices are expected to drive stronger cash flow in 2026.
Despite the expected drop in U.S. coal production volumes, coal producers like HCC, BTU and METC are likely to remain competitive due to their high-quality met coal production capabilities.
Peabody Energy Corporation ( BTU ) Q3 2025 Earnings Call October 30, 2025 11:00 AM EDT Company Participants Vic Svec Jim Grech - President, CEO & Director Malcolm Roberts - Executive VP & Chief Commercial Officer Mark Spurbeck - Executive VP & CFO Conference Call Participants Nick Giles - B. Riley Securities, Inc., Research Division Nathan Martin - The Benchmark Company, LLC, Research Division George Eadie - UBS Investment Bank, Research Division Presentation Operator Good day, and welcome to the Peabody Q3 2025 Earnings Conference Call.
Peabody Energy (BTU) came out with a quarterly loss of $0.58 per share versus the Zacks Consensus Estimate of a loss of $0.19. This compares to earnings of $0.75 per share a year ago.
Peabody Energy (BTU) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Peabody Energy stands out as a leading coal producer with strategic assets in the US and Australia, poised for growth despite industry headwinds. BTU terminated its $3.78B acquisition of Anglo American's Australian coal mines due to a material adverse change, leading to a legal dispute but minimal downside risk. The Centurion Mine project is a key growth driver, expected to deliver significant free cash flow starting in 2026, supporting robust shareholder returns.
Peabody Energy Corporation (NYSE:BTU ) Q2 2025 Earnings Conference Call July 31, 2025 11:00 AM ET Company Participants James C. Grech - President, CEO & Director Malcolm Roberts - Chief Marketing Officer Mark A.
Peabody Energy Corporation's Q2 2025 results were weak, with significant margin declines and a miss on earnings, but some cost and sales guidance improved. The Anglo American coal asset deal remains uncertain due to operational issues, but renegotiation or cancellation is likely and would benefit Peabody's balance sheet. Centurion Mine is progressing ahead of schedule and will enhance Peabody's production and margins once operational, supporting future EBITDA growth.
Peabody Energy (BTU) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to earnings of $1.43 per share a year ago.
BTU is deeply undervalued, trading at 6x 2026 earnings and a 46% discount to book, with zero net debt and strong cash reserves. BTU remains highly profitable, generating over $1.5B in free cash flow in seaborne thermal lines and aggressively returning capital to shareholders via buybacks. Trump's return to office is a major tailwind, with regulatory rollbacks and friendlier coal policies extending the industry's runway.
Peabody Energy (BTU) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Crude stock Peabody Energy Corp (NYSE:BTU) is 1.9% lower to trade at $13.24 at last check, extending its long-term slide on the charts.