The earnings call presents a mixed outlook. While there is significant revenue growth and promising future prospects, including strategic acquisitions and new equipment implementations, the company also faces operational disruptions, decreased net income, and delayed profitability in some segments. The balance between these positive and negative aspects suggests a nuanced view of the company's current situation.

Company Guidance

During NACCO Industries' second quarter 2025 earnings call, various metrics were discussed, reflecting the company's financial performance and outlook. Consolidated revenues increased by 30% year-over-year to $68 million, primarily driven by the Utility Coal Mining segment. However, operational disruptions in utility coal and contract mining, along with higher costs, led to a decrease in consolidated net income to $3.3 million, down from $6 million the previous year. Diluted earnings per share fell by 46% year-over-year, and EBITDA declined to $9.3 million from $13.5 million. Despite these challenges, NACCO anticipates significant improvement in the second half of 2025, expecting a substantial increase in operating profit, although full-year profit will fall short compared to 2024 due to a prior large gain on sale. The company is also forecasting up to $86 million in capital spending for 2025, focusing on new business development, with anticipated cash flow improvements as returns from previous investments materialize.

Revenue Growth

Consolidated revenues were $68 million, up 30% year-over-year, driven by the Utility Coal Mining segment as Mississippi Lignite Mining Company's customer returned to more normal operations.

Minerals and Royalties Segment Growth

Operating profit and EBITDA increased due to a 30% rise in revenues, largely from higher natural gas prices. A $4.2 million strategic acquisition expanded their mineral interest within the Midland Basin.

Future Growth Prospects in Contract Mining

The company is providing contract mining services for several top U.S. producers of aggregates. The Thacker Pass Project is expected to provide enhanced income and lasting cash flow as it transitions to full-scale lithium production in late 2027.

New Equipment and Efficiency Improvements

Two new MTech draglines have been commissioned, enhancing operational efficiency by simplifying maintenance, increasing uptime, and improving efficiency.

NACCO Industries (NC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

NC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	- / -	2.14	―	―	―
Aug 06, 2025	2025 (Q2)	- / 0.44	0.81	-45.68% (-0.37)	―
Apr 30, 2025	2025 (Q1)	- / 0.66	0.61	8.20% (+0.05)	―
Mar 05, 2025	2024 (Q4)	- / 1.02	-5.88	117.35% (+6.90)	―
Oct 30, 2024	2024 (Q3)	- / 2.14	-0.51	519.61% (+2.65)	―
Jul 31, 2024	2024 (Q2)	- / 0.81	0.335	141.79% (+0.48)	―
May 01, 2024	2024 (Q1)	- / 0.61	0.757	-19.42% (-0.15)	―
Mar 06, 2024	2023 (Q4)	- / -5.88	1.84	-419.57% (-7.72)	―
Nov 01, 2023	2023 (Q3)	- / -0.51	1.447	-135.25% (-1.96)	―
Aug 02, 2023	2023 (Q2)	- / 0.34	5.072	-93.40% (-4.74)	―

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
Aug 06, 2025	$38.19	$36.79	-3.67%
Apr 30, 2025	$34.66	$33.23	-4.13%
Mar 05, 2025	$32.06	$33.38	+4.12%
Oct 30, 2024	$28.82	$30.66	+6.38%

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, Inc. (NC) report earnings?

Nacco Industries, Inc. (NC) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Nacco Industries, Inc. (NC) earnings time?

Nacco Industries, Inc. (NC) earnings time is at Nov 05, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

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What is NC EPS forecast?

Currently, no data Available

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