Apr 30 '26Q1 2026: posts a loss (weather + equipment issues) but reaffirms full-year EBITDA guidance of $230–250M.
Jul 30 '26Q2 2026: strong beat, Phoenix acquisition and record terminal volumes drive EBITDA growth; full-year guidance raised.
OngoingStructural overhang: ESG-mandated funds have trimmed coal-adjacent holdings, a sector-level flow rather than a company-specific problem.
*5-year and 2023–24 price levels are approximate — verify against a live data source before using in your model.
🔮 Vibing
"My gut prediction is that SXC will trade higher over the next 3–6 months because its stronger-than-expected Q2 results, Phoenix integration, and increased 2026 EBITDA guidance suggest that the underlying business is improving faster than the market had priced in. I would predict a target of about $10.00–$10.50 per share, or roughly a 19%–25% return from the $8.40 starting price, assuming steel demand stays stable and management continues delivering on its raised $250–$265 million EBITDA outlook. The main risk to this prediction is that some Q2 strength came from unusually high terminal volumes and other temporary tailwinds, so a slowdown in steel production, contract/customer issues, or normalization in Industrial Services could keep the stock closer to its current range."
Locked gut prediction — not editable.
Locked Week 1 · Aug 2026Revisit: Week 12
🛒 What They Sell
SunCoke turns coal into "coke" — a carbon-rich fuel that steel mills burn in blast furnaces to make steel, and that foundries use to cast iron. Most of its plants sell under long-term, cost-pass-through contracts to steelmakers, which is what makes the cash flow steadier than a typical coal name. A second, smaller piece of the business handles material logistics — moving and processing coal, coke, and scrap metal for industrial customers.