Peabody Energy — Feb 5, 2026 release
Fiscal 2025 fourth-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001064728-26-000002
Showing in the filing
Seaborne Thermal (Export) Priced Volume Pricing per Short Ton
“$101.05”
Period
FY2026
Measure
Company-defined measure
Source
Guidance table
All guidance in this release · 49
Seaborne Thermal Priced Volume (millions of … for FY2026
“4.7”
Dividend declared per share for FY2026
“$0.075 per share”
Dividend
“$0.075 per share”
Centurion average annual production for FY2025
“4.7 million tons”
Centurion estimated costs
“$105 per ton (2024 dollars)”
Centurion production target for FY2026
“3.5 million tons”
Centurion targeted delivery for FY2026
“3.5 million tons”
Centurion targeted annual run rate for FY2028
“4.7-million-ton”
Segment-wide metallurgical coal realizations… for FY2026
“80 percent”
Seaborne Thermal volumes for Q1 FY2026
“2.8 million tons, including 1.7 million export tons”
Seaborne Thermal export volumes (included in… for Q1 FY2026
“1.7 million export tons”
Seaborne Thermal (Export) Priced Volume (mil… for FY2026
“0.2”
Seaborne Thermal (Export) Priced Volume Pric… for FY2026
“$101.05”
Seaborne Thermal priced export tons (0.2 mil… for Q1 FY2026
“$101.05 per ton”
Seaborne Thermal segment costs for Q1 FY2026
“$51-$56 per ton”
Seaborne Metallurgical volumes for Q1 FY2026
“2.4 million tons”
Seaborne Metallurgical price realization (% … for Q1 FY2026
“approximately 75 percent”
Seaborne Metallurgical costs for Q1 FY2026
“$117-$122 per ton”
PRB volume for Q1 FY2026
“approximately 21 million tons”
PRB average price for Q1 FY2026
“$13.40 per ton”
PRB costs for Q1 FY2026
“$11.75-$12.25 per ton”
Other U.S. Thermal volume for Q1 FY2026
“approximately 3.3 million tons”
Other U.S. Thermal average price for Q1 FY2026
“$54.50 per ton”
Other U.S. Thermal costs for Q1 FY2026
“$45-$49 per ton”
Seaborne Thermal Total Volume (millions of s… for FY2026
“12.0 - 13.0”
Seaborne Thermal Priced Volume Pricing per S… for FY2026
“$35.18”
Seaborne Thermal Average Cost per Short Ton for FY2026
“$47.50 - $52.50”
Seaborne Thermal (Export) Total Volume (mill… for FY2026
“7.5 - 8.5”
Seaborne Thermal (Domestic) Priced Volume (m… for FY2026
“4.5”
Seaborne Thermal (Domestic) Priced Volume Pr… for FY2026
“$32.25”
Seaborne Metallurgical Total Volume (million… for FY2026
“10.3 - 11.3”
Seaborne Metallurgical Priced Volume (millio… for FY2026
“0.3”
Seaborne Metallurgical Priced Volume Pricing… for FY2026
“$141.85”
Seaborne Metallurgical Average Cost per Shor… for FY2026
“$108.00 - $118.00”
PRB U.S. Thermal Total Volume (millions of s… for FY2026
“82.0 - 88.0”
PRB U.S. Thermal Priced Volume (millions of … for FY2026
“78.3”
PRB U.S. Thermal Priced Volume Pricing per S… for FY2026
“$13.40”
PRB U.S. Thermal Average Cost per Short Ton for FY2026
“$11.25 - $11.75”
Other U.S. Thermal Priced Volume (millions o… for FY2026
“13.2”
Other U.S. Thermal Total Volume (millions of… for FY2026
“13.2 - 14.2”
Other U.S. Thermal Priced Volume Pricing per… for FY2026
“$54.40”
Other U.S. Thermal Average Cost per Short Ton for FY2026
“$45.00 - $49.00”
SG&A for FY2026
“$115”
Total Capital Expenditures for FY2026
“$340”
ARO Cash Spend for FY2026
“$65”
Seaborne Thermal unpriced export volume pric… for FY2026
“45% of unpriced export volumes are expected to price on average at Globalcoal “NEWC” levels”
Seaborne Thermal unpriced export volume pric… for FY2026
“55% are expected to have a higher ash content and price at 85-95% of API 5 price levels”
Seaborne Metallurgical average pricing (% of… for FY2026
“~80% of the premium hard-coking coal index price (FOB Australia)”
PRB weighted average quality for FY2026
“approximately 8,725 BTU”
Exhibit 99.1 · the passage around this item
… earlier in the release
Peabody’s 2026 priorities include: • Driving safe, reliable and efficient operations across the company • Achieving full operational performance at Centurion • Continuing the strong Adjusted EBITDA-to-capex margins from Peabody’s high-cash-flowing thermal coal assets • Preserving balance sheet strength and increasing free cash flow to support shareholder returns • Progressing workstreams to maximize commercial opportunities using the company’s land/coal resources First Quarter 2026 Outlook Seaborne Thermal • Seaborne Thermal volumes are expected to be 2.8 million tons, including 1.7 million export tons. 0.2 million export tons are priced at $101.05 per ton, and 0.7 million tons of Newcastle product and 0.8 million tons of high ash product are unpriced. Sales volume is expected to be lower in the first quarter due to sequencing at the Wilpinjong Mine, with segment costs anticipated to be $51-$56 per ton. Seaborne Metallurgical • Seaborne met volumes are expected to be 2.4 million tons and are expected to achieve approximately 75 percent of the premium hard coking coal price index. Costs are anticipated to be $117-$122 per ton. Longwall moves are planned at Metropolitan and Shoal Creek in the quarter. U.S. Thermal • PRB volume is expected to be approximately 21 million tons at an average price of $13.40 per ton and costs of approximately $11.75-$12.25 per ton. • Other U.S. Thermal volume is expected to be approximately 3.3 million tons at an average price of $54.50 per ton and costs of approximately $45-$49 per ton. Today’s earnings call is scheduled for 10 a.m. CT and can be accessed via the company’s website at PeabodyEnergy.com. Peabody (NYSE: BTU) is a leading coal producer, providing essential products for the production of affordable, reliable energy and steel. Our commitment to sustainability underpins everything we do
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.