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NACCO Industries (NC)
NYSE:NC
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.66Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented material operational and financial improvement: strong Q4 revenue and margin expansion, a meaningful increase in adjusted EBITDA, a clear turnaround in the Utility Coal Mining segment, successful execution of new contracts (Army Corps project, Phoenix quarry), and much stronger cash generation and liquidity. Offsetting these positives were a one-time pension settlement and tax true-up that produced a Q4 net loss, a tragic safety incident with associated costs, short-term demand risk at Mississippi Lignite due to a customer outage, commodity price/geopolitical uncertainty that could pressure Minerals results in H2 2026, and sizable planned capital spending that will increase near-term cash use. On balance, operational momentum, cash generation, contract wins and removal of pension liability outweigh the near-term headwinds and one-time charges.Company Guidance
Strong Q4 Consolidated Profitability and Margin Expansion
Consolidated Q4 gross profit of $12.0M (+42% YoY) on revenue of $66.8M (+5% YoY). Consolidated operating profit rose to $7.6M from $3.9M a year ago. Adjusted EBITDA increased 59% YoY to $14.3M (J.C. also cited a 14% sequential increase in adjusted EBITDA), and management reported Q4 operating profit up 95% YoY.
Utility Coal Mining Segment Turnaround
Utility Coal Mining operating profit was $7.2M in Q4 vs $2.0M prior year; segment adjusted EBITDA increased to $9.7M from $4.2M. Mississippi Lignite produced and sold more tons, improving production efficiency, lowering cost per ton and moving the mine from prior-year losses to current-quarter gross profit.
Contract Mining Growth and Large New Infrastructure Contract
Contract Mining revenues (net of reimbursed costs) grew 9% YoY. The company secured a multiyear U.S. Army Corps of Engineers dragline services contract (significant, already ramping), plus a new substantial Phoenix/Arizona quarry operation expected to commence 2026 — providing predictable, non-market-exposed revenue opportunities and potential to scale.
Minerals & Royalties Segment Improvement and Active Investment Pipeline
Minerals & Royalties grew YoY on higher natural gas prices and volumes, with royalties more than offsetting lower oil revenue. Management has an active investment pipeline (Catapult) and budgeted $20.0M of investment capital for the minerals business to support future growth, plus targeted investments (e.g., Eiger) to diversify royalties/minerals exposure.
Strong Cash Generation and Solid Liquidity
Cash from operations for 2025 was $50.9M vs $22.3M in 2024 (increase of $28.6M). Total liquidity of $124.2M at year-end (cash $49.7M; revolver availability $74.5M) and only a modest increase in outstanding debt to $100.9M (from $99.5M).
Pension Plan Termination Completed
Company successfully settled all future pension obligations in Q4, removing ongoing pension exposure. The termination produced a noncash settlement charge of $7.8M pre-tax ($6.0M after-tax).
Mitigation Resources Positioned to Scale Profitability
Mitigation Resources is expected to generate profit in 2026 as mitigation credit sales and reclamation/restoration services expand. Management highlighted a clear pipeline of credits and projects that should support improving and more consistent future results.
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 |
|---|---|---|---|
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% |
Apr 30, 2025 | $34.10 | $32.70 | -4.13% |
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 May 06, 2026, After Close (Confirmed).
What is NACCO Industries (NC) earnings time?
NACCO Industries (NC) earnings time is at May 06, 2026, 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?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NC EPS forecast?
Currently, no data Available