Warrior Met Coal (HCC) Q2 2026 Earnings Call Transcript

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DATE

Wednesday, Aug. 5, 2026 astatine 4:30 p.m. ET

CALL PARTICIPANTS

• Chief Accounting Officer and Controller - Brian M. Chopin

• Chief Executive Officer - Walter Scheller

• Chief Financial Officer - Dale Boyles

Full Conference Call Transcript

Operator: Good afternoon. My sanction is Drew, and I volition beryllium your league relation today. At this time, I would similar to invited everyone to the Warrior's Second Quarter 2026 Financial Results Conference Call. [Operator Instructions] This telephone is being recorded and volition beryllium disposable for replay connected the company's website. I would present similar to crook the telephone implicit to Brian Chopin, Chief Accounting Officer and Controller.

Brian M. Chopin: Good afternoon, and welcome, everyone, to Warrior's Second Quarter 2026 Earnings Conference Call. Before we begin, fto maine punctual you that definite statements made during this call, including statements relating to our expected aboriginal concern and fiscal performance, whitethorn beryllium considered forward-looking statements according to the Private Securities Litigation Reform Act. Forward-looking statements, by their nature, code matters that are to antithetic degrees uncertain. These uncertainties, which are described successful much item successful the company's yearly and quarterly reports filed with the SEC, whitethorn origin our existent aboriginal results to beryllium materially antithetic from those expected successful our forward-looking statements.

We bash not undertake to update our forward-looking statements, whether arsenic a effect of caller information, aboriginal events oregon otherwise, but arsenic whitethorn beryllium required by law. For much accusation regarding forward-looking statements, delight notation to the company's property releases and SEC filings. We'll besides beryllium discussing definite non-GAAP fiscal measures, which are defined and reconciled to comparable GAAP fiscal measures successful our 2nd 4th property merchandise furnished to the SEC connected Form 8-K, which is besides posted connected our website. Additionally, we volition beryllium filing our Form 10-Q for the 4th ended June 30, 2026, with the SEC this afternoon.

You tin find further accusation regarding the institution connected our website astatine www.warriormetcoal.com, which besides includes a 2nd 4th supplemental descent platform that was posted this afternoon. Today connected the telephone with maine are Mr. Walt Scheller, Chief Executive Officer; and Mr. Dale Boyles, Chief Financial Officer. After our ceremonial remarks, we'll beryllium blessed to reply immoderate questions. With that, I volition present crook the telephone implicit to Walt.

Walter Scheller: Thanks, Brian. Hello, everyone, and convey you for taking the clip to articulation america contiguous to sermon our 2nd 4th 2026 results. I'll commencement by providing an overview of the 4th earlier Dale reviews our results successful further detail. The 2nd 4th marked a cardinal inflection constituent arsenic we intelligibly realized the incremental net and currency travel contributions of Blue Creek. We judge there's adjacent much worth to beryllium realized arsenic we enactment towards Blue Creek's afloat potential. This inflection constituent was characterized by important borderline enlargement and procreation of much than $103 cardinal of escaped currency flow, which came arsenic a effect of grounds income volumes, improved pricing, and a little outgo profile.