NACCO Industries (NC)
NYSE:NC
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.44Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a broadly positive operational and financial picture: robust profitability gains (operating profit +43%, gross profit +48%, net income +80%, adjusted EBITDA +28%) driven by Utility Coal and Contract Mining, successful deployment of new large-scale contracts and targeted capital investments. Near-term headwinds include a modest revenue decline (-4%), expected full-year pressure in Minerals & Royalties due to natural gas production declines, variability and timing at Mitigation Resources, and increased leverage and planned cash deployment. On balance, the sizable profit and EBITDA improvements, contract wins, and strategic investments outweigh the flagged risks.Company Guidance
Strong Profitability and Earnings Growth
Consolidated operating profit rose to $11.0M, up 43% year-over-year and 45% sequentially; net income was $8.8M ($1.17/share), an 80% increase versus $4.9M ($0.66/share) in Q1 2025.
Significant Gross Profit and Adjusted EBITDA Improvement
Consolidated gross profit increased 48% year-over-year to $14.3M despite lower revenue; consolidated adjusted EBITDA grew 28% to $16.4M from $12.8M a year ago.
Utility Coal Mining Segment Turnaround
Utility Coal operating profit jumped to $7.4M from $3.8M in Q1 2025 (~95% increase); segment adjusted EBITDA rose to $9.7M from $5.8M (~67% increase), driven by efficiency actions and reclamation progress at Mississippi Lignite Mining Company.
Contract Mining Momentum and New Large-Scale Projects
Contract Mining benefited from commencement of the U.S. Army Corps of Engineers dragline services contract in Florida and rising limestone deliveries; revenues (net of reimbursed costs) increased ~32% year-over-year, with substantial increases in operating profit and segment adjusted EBITDA. Three MTech electric-drive draglines are being deployed on the Florida project (two active, third planned later in 2026).
Strategic Capital Investments and Growth Initiatives
Q1 capital expenditures totaled $33M, including land acquisition (Mitigation Resources) and dragline investments; Mitigation Resources acquired 958 acres in Wilson County, TN to develop a mitigation bank (credits anticipated in 2029). Company expects ongoing targeted investments to drive future growth.
Operational Flexibility During Customer Outage
During mid-February power plant outage, Mississippi Lignite redeployed crews to planned reclamation activities which reduced asset retirement obligation and lowered cost per ton, mitigating earnings impact from reduced deliveries.
NC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $49.11 | $50.74 | +3.32% |
Mar 04, 2026 | $58.21 | $50.68 | -12.94% |
Nov 05, 2025 | $43.00 | $43.41 | +0.94% |
Aug 06, 2025 | $37.58 | $36.20 | -3.66% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does NACCO Industries (NC) report earnings?
NACCO Industries (NC) is schdueled to report earning on Aug 05, 2026, After Close (Confirmed).
What is NACCO Industries (NC) earnings time?
NACCO Industries (NC) earnings time is at Aug 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is NC EPS forecast?
Currently, no data Available