PEABODY ENERGY CORP — Form 8-K

This is a September 2026 investor presentation at the Jefferies Global Industrials Conference. It contains operational updates and forward guidance: 2025 revenue was $3.9B with $455M adjusted EBITDA; Centurion mine (metallurgical) is ramping toward full production with Q4 2026 guidance of 1M+ tons at $270+/tonne pricing; company returned ~$810M to shareholders since 2023 (~29% of market cap); refinanced $250M convertible notes due 2031, repurchasing $241.2M of 2028 notes; terminated U.S. surety agreement and secured A$700M asset-backed Australian bond facility, freeing $351M restricted cash; expanded revolving credit facility to $400M with reduced rates. No major M&A, asset sales, bankruptcies, or guidance changes are disclosed—only ordinary operational progress and capital management.