Financial Trends -- 2/10

Cyclical commodity producer in structural decline. Across every core trajectory metric the trend is decelerating/deteriorating: revenue down three of the last four years and four of the last five quarters YoY, Adjusted EBITDA collapsing (~2,520 bps margin compression from the 2022 peak), GAAP net income now in a loss position, and free cash flow turning negative on a TTM basis as the Centurion met-coal project consumes capital. The only positives are a steadily declining share count and flat/net-cash debt. A textbook "trajectory over absolutes" red flag, partly cushioned by a fortress balance sheet. Mandatory negative-FCF penalty applied. Weight: 25%
Q1'26 Revenue
$973M
src | +3.9% YoY | Weak bounce off depressed comp
Adj EBITDA Margin
8.5%
-2,520 bps from 2022 peak | Compressing
FCF
Negative
TTM negative (Centurion build) | Reversed
Share Count
Declining
-14% since 2022 peak | No dilution
Quarterly Metrics ($M) -- last 9 quarters, YoY
Metric Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Latest YoY
Revenue 983.6 1,042.0 1,088.0 1,123.1 937.0 890.1 1,012.1 1,022.3 973.3 +3.9%
Revenue YoY % -4.7% -14.6% -7.0% -9.0% +3.9% bounce
Tons sold (M) 27.4 25.6 31.9 33.1 28.9 28.7 32.5 31.9 29.6 +8.0%
Adjusted EBITDA 160.5 309.7 224.8 176.7 144.0 93.3 99.5 118.1 82.5 -42.7%
Adj EBITDA margin 16.3% 29.7% 20.7% 15.7% 15.4% 10.5% 9.8% 11.6% 8.5% -780 bps
Net income to common 39.6 199.4 101.3 30.6 34.4 (27.6) (70.1) 10.4 (32.4) loss
Wtd-avg basic shares (M) 128.1 126.0 124.9 n/a 121.7 121.7 121.7 n/a 122.0 -4.8%
Long-term debt 323.3 323.2 323.7 332.3 331.2 329.2 321.8 321.2 320.9 -3.1%
No clean acceleration. Sequential revenue YoY rates ran -4.7% → -14.6% → -7.0% → -9.0% → +3.9%. The Q1'26 +3.9% is a single print off a depressed comp (Q1'25 was already -4.7%), driven by met/PRB volume, not price. Adjusted EBITDA margin compressed ~2,520 bps from the 2022 peak (37.0% → 11.8% FY25) and sits at 8.5% in Q1'26 -- far beyond the 100 bps "1" anchor. Volume up while revenue/EBITDA fall = realized-price collapse.

Segment Revenue ($M, quarterly)
Segment Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Latest YoY
Seaborne Thermal 265.1 195.1 242.7 205.6 197.5 -30.4%
Seaborne Metallurgical 220.1 252.2 258.9 305.4 283.0 +14.6%
Powder River Basin 275.6 275.7 301.4 300.3 289.5 +5.0%
Segment Adjusted EBITDA ($M, quarterly)
Segment Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
Powder River Basin 36.3 43.0 51.7 44.8 23.7
Other U.S. Thermal 32.9 13.5 6.9 18.1 37.8
Seaborne Met is the swing segment and the source of weakness. Per the Q1'26 transcript, the met segment posted an adjusted EBITDA loss of ~$7M (a ~$80M Centurion ramp drag), with met volume 400k tons below plan. FY26 Centurion sales were cut to 2.5M tons (from 3.5M) and the longwall move pushed to early 2027.

Annual Metrics (5-year, FY ends December)
Metric FY2021 FY2022 FY2023 FY2024 FY2025 5yr direction
Revenue 3,318.3 4,981.9 4,946.7 4,236.7 3,861.5 Peaked 2022, declining
Revenue YoY % +50.1% -0.7% -14.4% -8.9% Decelerating
Tons sold (M) 130.1 123.7 126.2 118.0 122.0 Flat-to-down
Adjusted EBITDA 916.7 1,844.7 1,363.9 871.7 454.9 Collapsing
Adj EBITDA margin 27.6% 37.0% 27.6% 20.6% 11.8% -2,520 bps vs '22
Net income to common 360.1 1,297.1 759.6 370.9 (52.9) Into net loss
Available free cash flow 288.5 1,144.9 724.1 ~neg* ~neg* Sharply declining
Operating cash flow 420.0 1,173.6 1,035.5 Declining
Wtd-avg basic shares (M) 111.1 142.1 137.6 125.1 121.8 Declining since '22 (good)
Long-term debt 1,078.2 320.6 320.7 332.3 321.2 De-levered, now flat
* Daloopa's "Available free cash flow" series is populated only through 2024Q3 (cumulative FY2024-YTD through Q3 was just $37.6M), after which the company shifted capital into the Centurion build. With an FY2025 GAAP net loss (-$42.5M total), an ~$80M/qtr Centurion EBITDA drag, and a TTM net-loss P/E, FCF is judged declining and negative on a TTM basis. This is the single most important fact for the score.
Key trends

Acceleration / Deceleration read
Revenue: YoY -4.7% → -14.6% → -7.0% → -9.0% → +3.9% -- no clean acceleration; a single bounce off a depressed comp on volume, not price. Margins: Adj EBITDA margin -2,520 bps from the 2022 peak, at 8.5% in Q1'26 -- compressing far more than the 100 bps "1" anchor. Share count: declining ~4-5% YoY, down ~14% since 2022 -- a genuine positive. FCF: decelerating from $1.14B (2022) to negative TTM as Centurion consumes capital. Debt: flat ~$320M for three-plus years; net-cash balance sheet -- not a red flag.

Score Rationale

Score of 2/10 reflects a cyclical commodity producer in structural decline across every core trajectory metric.

Drives 2/10:

Only offsets (lift raw read to ~3 before the FCF penalty):

Quality gate -- positiveGrowingFcf: NO. BTU's FCF is neither positive nor growing on a TTM basis; historical positive FCF (2021-2023) has reversed as Centurion consumes cash and GAAP earnings turned to losses.


Data sourced from Daloopa (fundamentals) and FMP (market data). Fiscal year ends December 31. All financials in USD millions unless noted.