Pulling SEC filings + quote and writing the call…

Core Natural Resources, Inc.
Next earnings Aug 3, 2026 (before open) · consensus $0.44 EPS, $1.12B rev
Last earnings +0.9% on 2026-05-07
Post-Arch merger doubled the top line but pushed CNR into losses; cheap on sales, ugly on earnings — a show-me story.
CNR is no longer the pre-merger Consol — the January 14, 2025 close of the Arch transaction restructured the company into four segments (High CV Thermal, Metallurgical, PRB, Core Marine Terminal) and is the dominant reason FY2025 revenue exploded +92.4% to $4.16B while net income flipped to a -$153M loss and operating income to -$182M. The 10-K explicitly flags $101M of fire-extinguishment and idle costs at the Leer South mine following the January 13, 2025 combustion event, against only $19.4M of insurance proceeds advanced so far — a real, identifiable drag on the FY2025 print that should not recur at the same magnitude now that longwall operations resumed in December 2025 and the affected area is permanently sealed.
Sources: SEC EDGAR (CIK 0001710366, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/25/2026, 1:03:02 PM.
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The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.26B | $2.28B | $2.51B | $2.16B | $4.16B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | $803M | $351M | -$182M |
| Net income | $34.1M | $467M | $656M | $286M | -$153M |
| Diluted EPS | $0.96 | $13.07 | $19.79 | $9.61 | -$2.98 |
| Net margin | 2.7% | 20.5% | 26.2% | 13.2% | -3.7% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Reg FD disclosure with exhibits — likely investor presentation/operational update
Mine Safety Act 1.04 filing — received shutdown order or pattern-of-violations notice
Q1 2026 10-Q — first full quarter post-Leer South longwall restart
Q1 2026 10-Q — first full quarter post-Leer South longwall restart
Mine Safety Act 1.04 filing — adverse MSHA action at a mine site
Annual meeting voting results disclosed alongside Reg FD materials
2026 proxy statement filed ahead of annual meeting (DEF 14A)
10-K/A amendment to FY2025 annual report — typically Part III proxy info
FY2025 10-K: revenue $4.16B post-Arch merger but $153M loss; $101M Leer South cost
1049 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
| 2026-04-30 | Keating Ronald C Director | Award | 1.39K | |
| 2026-04-30 | Doheny Edward L II Director | Award | 1.39K | |
| 2026-03-24 | Brock James A Executive Chair and CEO | Gift | 24.4K | |
| 2026-03-24 | Brock James A Executive Chair and CEO | Gift | 24.4K | |
| 2026-03-19 | Klein Rosemary L SVP, CLO & Corp. Sec. | Sell | 10.0K @ $105.00 | $1.05M |
| 2026-03-19 | Klein Rosemary L SVP, CLO & Corp. Sec. | Sell | 5.00K @ $110.62 | $553K |
| 2026-03-18 | Brock James A Executive Chair and CEO | Sell | 40.8K @ $101.15 | $4.12M |
| 2026-03-17 | Rothka John Chief Accounting Officer | Sell | 1.00K @ $97.66 | $97.7K |
| 2026-03-10 | Rothka John Chief Accounting Officer | Sell | 3.80K @ $91.62 | $348K |
| 2026-03-10 | NAVARRE RICHARD A Director | Sell | 6.00K @ $91.70 | $550K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.