HCC Warrior Met Coal (HCC) Q2 FY26 earnings call
Warrior Met Coal reported a strong Q2 FY26, marked by the significant contribution of its new Blue Creek mine, driving record sales volumes and substantial free cash flow generation. The company raised its full-year volume guidance, reflecting successful customer adoption of Blue Creek's product. While facing pressure on price realizations from a shifting product mix and regional price dynamics, management remains focused on cost control and shareholder returns, leveraging its low-cost structure.
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HCC operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Shipments | 3M tonsWarrior achieved a record high quarterly sales volume in the first quarter of 3 million short tons compared to 2.2 million tons in the same quarter 2025.Source: earnings call transcript | 3.7M tonsFor the fourth consecutive quarter, Warrior achieved record high quarterly sales volume in the second quarter of 3.7 million short tons compared to 2.2 million in the same quarter of 2025.Source: earnings call transcript | +23.3% |
| Production volume | 3.5M tonsProduction volume in the first quarter of 2026 was a record high 3.5 million short tons compared to 2.3 million in the same quarter of last year, representing a 55% increase.Source: earnings call transcript | 3.3M tonsProduction volume in the second quarter of 2026 was 3.3 million short tons compared to 2.3 million in the same quarter of last year, representing a 45% increase.Source: earnings call transcript | -5.7% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.