Overview

* Peabody Q2 revenue of $890 mln missed analyst expectations, per LSEG data

* Net loss of $27.6 mln reported for Q2 2025, compared to prior yr net income

* Co raises full-year guidance for Seaborne Thermal and PRB volumes, lowers cost targets

Outlook

* Peabody raises full-year 2025 guidance for Seaborne Thermal and PRB volumes

* Company lowers full-year cost targets for Seaborne Thermal, Seaborne Met, PRB

* Peabody expects Q3 Seaborne Thermal volume of 3.9 mln tons

* Company anticipates PRB Q3 volume of 23 mln tons at $13.45 per ton

* Newly enacted federal legislation is expected to reduce costs moving forward, benefiting Peabody

Result Drivers

* SEABORNE COST MANAGEMENT - Effective cost management in seaborne platforms helped mitigate lower pricing impacts, per CEO Jim Grech

* PRB DEMAND - Strong U.S. thermal demand led to better-than-expected performance in the PRB segment, driving margin improvements

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Miss $890.10 $941.60

Revenue mln mln (4

Analysts

)

Q2 EPS -$0.23

Q2 Net -$27.60

Income mln

Attribut

able

Q2 $93.30

Adjusted mln

EBITDA

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the coal peer group is "buy"

* Wall Street's median 12-month price target for Peabody Energy Corp ( BTU ) is $17.25, about 10.6% above its July 30 closing price of $15.42

* The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)