PEABODY ENERGY CORP — Form 8-K

Peabody reported Q3 2026 net loss of $32.8M ($0.27/share) vs. loss of $70.1M ($0.58/share) YoY; Adjusted EBITDA $97.5M (vs. $99.5M prior year). Seaborne Thermal EBITDA surged 26% QoQ to $65.5M on higher export pricing ($100.37/ton vs. $95.87/ton); all segments returned positive Adjusted EBITDA. However, Centurion mine encountered severe faulting limiting Q3 production to 0.58M tons (target met but constrained); October production dropped to ~45K tons; Q4 guidance reduced to 0.3–0.5M tons. Company repurchased $38.9M of 2028 convertible notes (0.7M shares), announced redemption of remaining $39.9M notes, and reduced capex guidance by $40M (deferring $30M Centurion development). Cash position: $434M; liquidity $887M. Quarterly dividend maintained at $0.075/share.