Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Sector
Coal
P/S (TTM)
0.7
EV / FCF (TTM)
11.8
CONSOL Energy Inc. is a prominent U.S. producer and exporter of bituminous coal. Its business is organized across three primary segments: the Pennsylvania Mining Complex (PAMC), the CONSOL Marine Terminal, and various 'Other' operations. The company's activities encompass the full lifecycle of coal: from mining and preparation to marketing, serving power generators, industrial users, and metallurgical industries. It also provides crucial export terminal services and is actively developing the Itmann Mine and its extensive Greenfield reserves. Key assets include its owned and operated Pennsylvania Mining Complex (PAMC), a major hub comprising the Bailey, Enlow Fork, and Harvey Mines, alongside a central preparation facility. Further bolstering its logistics, CONSOL operates a dedicated Marine Terminal within the Port of Baltimore. Significant coal reserves underpin its operations; as of December 31, 2021, the PAMC alone held 612.1 million tons of proven and probable resources. Beyond this, the company possesses approximately 1.4 billion tons of undeveloped ('Greenfield') reserves spread across the Northern Appalachian, Central Appalachian, and Illinois basins. Established in 1860, CONSOL Energy Inc. maintains its corporate headquarters in Canonsburg, Pennsylvania.
corenaturalresources.comNo one on the platform currently holds CEIX.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-12-31 | 30,000 | $3.2M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2024-11-15 | $0.2500 | 2024-11-26 |
| 2024-08-30 | $0.2500 | 2024-09-13 |
No one on the platform has traded CEIX yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 86.2% | 36.5% | ||||
| Profit Margin % | -3.7% | 11.6% | 8.1% | |||
| Free Cash Flow Margin % | 0.5% | 15.1% | 14.1% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +9.5% on the P/E track.
At today's price, your expected annual return is +14.4% on the P/E track.
At today's price, your expected annual return is +18.6% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $4.5B | +9.3% | $4.87 | $4.87–$4.87 | 20.5× | 1 |
| 2027 | $4.6B | +2.2% | $6.31 | $6.31–$6.31 | 15.8× | 1 |
| 2028 | $4.7B | +2.6% | $8.63 | $8.63–$8.63 | 11.5× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2025-02-04 | $3.22 | $1.04 | -67.7% |
| 2024-11-05 | $3.17 | $3.22 | +1.6% |
| 2024-08-08 | $1.04 | $1.96 | +88.5% |
| 2024-05-07 | $2.37 | $3.39 | +43.0% |
| 2024-02-06 | $4.89 | $5.05 | +3.3% |
| 2023-10-31 | $4.80 | $3.11 | -35.2% |
| 2023-08-08 | $4.66 | $4.94 | +6.0% |
| 2023-05-02 | $5.04 | $6.55 | +30.0% |
| $2.6B |
| — |
| NEXNexTier Oilfield Solutions Inc. | $10.61 | +0.95% | $2.4B | — |
| NSNuStar Energy L.P. | $21.96 | -1.83% | $2.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
$CEIX Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $2.51 up 458.57% YoY • Reported revenue of $1.14B up 3.51% YoY
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$ARLP $ARCH $BTU $CEIX Trump announces $700M investment in U.S. coal industry U.S. President Donald Trump announced that the U.S. will invest $700M in the U.S. coal industry using emergency powers under the Defense Production Act. The investments will be in coal plants and mines in West Virginia, Wisconsin, Kentucky, Tennessee, North Carolina, North Dakota, Wyoming, Kentucky, Ohio, Indiana, Illinois, New Mexico, Alaska, and Maryland. Publicly traded companies in the space include Alliance Resource Partners (ARLP), Arch Resources (ARCH), Consol Energy (CEIX) and Peabody (BTU).
View on StockTwits ↗$CEIX Q1 '26 Earnings Results & Recap • Reported GAAP EPS of $0.41 up 129.71% YoY • Reported revenue of $1.08B up 6.57% YoY • Consol Energy Inc. has outstanding performance obligations totaling approximately $3.7B for future estimated coal revenue from contracts with customers, with about 55% expected to be satisfied in 2026.
View on StockTwits ↗$CEIX Q4 '25 Earnings Results & Recap • Reported GAAP EPS of -$1.54 down -248.08% YoY • Reported revenue of $1.04B up 61.50% YoY • Core projects 2026 total sales volume between 85.6 and 91.4M, with metallurgical cash cost of coal sold per ton between $88.00 and $94.00. Core anticipates capital expenditures of $325M.
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$CEIX This move is about to be massive, steady and overarching, the little engine that could so it did.
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$BTU $ARLP $CEIX some folks bitching is not doing good for the bank account. BTU +20.82% ARLP +1.29% CEIX +10.89%
View on StockTwits ↗$BTU $ARLP $ARCH $CEIX I am sure the current administration had no influence on this decision: E.P.A. planning to erase greenhouse gas limits on power plants, NY Times reports The Environmental Protection Agency has drafted a plan to eliminate all limits on greenhouse gases from coal and gas-fired power plants in the United States, according to internal agency documents reviewed by The New York Times, Lisa Friedman writes. In its proposed regulation, the agency argued that carbon dioxide and other greenhouse gases from power plants that burn fossil fuels "do not contribute significantly to dangerous pollution" or to climate change because they are a small and declining share of global emissions. But in the United States, the power sector was the second biggest source of greenhouse gases, behind transportation, according to the most recent data available on the E.P.A. website. And globally, power plants account for about 30 percent of the pollution that is driving climate change. Publicly traded companies in the space include Alliance Resource Partners (ARLP), Arch Resources (ARCH), Consol Energy (CEIX) and Peabody Energy (BTU).
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$CEIX Buy at Bargain prices, huge discount here $CNR
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Trump Trade: EU slaps new tariffs on U.S. goods, China raises duties to 84% - $CEIX - https://thefly.com/permalinks/entry.php/CEIXid4103383
View on StockTwits ↗$ARLP $ARCH $BTU $CEIX $QL_F Trump to sign executive orders to boost coal industry, Reuters reports President Donald Trump will sign executive orders on Tuesday aimed at boosting the country's coal industry, Reuters' Jarrett Renshaw and Timothy Gardner report. Two sources familiar with the matter say Trump is scheduled to sign energy-related orders at the White House at 3 p.m. He plans to sign several executive orders directing the Interior and Energy Departments to take actions to support the industry, including saving coal plants at risk of retirement, according to a source briefed on the details of the event. Publicly traded companies in the space include Alliance Resource Partners (ARLP), Arch Resources (ARCH), Consol Energy (CEIX) and Peabody Energy (BTU).
View on StockTwits ↗$CEIX had to stuff gauze in my ass but I'm pretty sure the bleeding stopped. That wasn't so bad.
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$ARCH $CEIX domestic energy companies will thrive through tariff warfare
View on StockTwits ↗$CEIX $SXC $METC $HNRG $AREC finna boutta roundhouse kick and orange sonovabitch in the gut when he tries to print a $6 trillion dollar budget
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@cubie @indievestments @simon58 @judgeyoung2 @Ollip @EBE_Day @ribbey @TraderRapp @tonyctl @lukenight Trump was pumping coal $btu $hcc $sxc $ceix (this one- consol- I hit that w/ nice profits yrs back)
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.