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Peabody Q3 2026 EBITDA Steady; Seaborne Margins Improve; Centurion Faulting and Buybacks Key

Nov 4, 2026, 3:49 PM EST1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Positive near-term catalysts include seaborne pricing strength, higher export volumes guidance, and shareholder-friendly actions (note redemptions, buybacks, dividend). These improve cash flow and reduce dilution, supporting a modest near-term stock reaction despite a quarterly loss.

AI summary

What happened, with direct paths to the underlying reporting

Peabody Energy reported a steady Q3 2026 EBITDA of $97.5M as seaborne pricing lifted margins, despite Centurion faulting limiting throughput. Net income declined to $(32.8)M with a $(0.27) per share result, while all segments posted positive Adjusted EBITDA. The company reinforced cash flow discipline through convertible-note redemptions, a share repurchase, and a $0.075 dividend, with 4Q26 guidance signaling higher seaborne exports and reduced capital spend.

BTU Q3 2026 net income $(32.8)M; Adjusted EBITDA $97.5M vs prior year.
Seaborne margins improved; export prices above $100/ton supported EBITDA gains.
Centurion faulting constrains production; Q3 sales 0.58M tons, Q4 0.3–0.5M guidance.
BTU repurchased 0.7M 2028 convertible notes; reduces dilution by ~4M shares.
Quarter include dividend $0.075/share; payable Dec 9, 2026; 2026 capex cut.

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