North American Construction (NOA)
NYSE:NOA
NOA Stock Chart & Stats
$13.99
-$0.66(-3.00%)
At close: 4:00 PM EST
$13.99
-$0.66(-3.00%)
Day’s Range― - ―
52-Week Range$12.07 - $18.24
Previous CloseN/A
Volume14.62K
Average Volume (3M)129.14K
Market Cap
$392.97M
Enterprise Value$1.38B
Total Cash (Recent Filing)$121.13M
Total Debt (Recent Filing)$959.72M
Price to Earnings (P/E)15.8
Beta0.88
Next Earnings
Jul 29, 2026EPS Estimate
0.18Next Dividend Ex-DateN/A
Dividend Yield2.52%
Share Statistics
EPS (TTM)1.14
Shares Outstanding28,517,365
10 Day Avg. Volume144,215
30 Day Avg. Volume129,136
Financial Highlights & Ratios
PEG Ratio-0.59
Price to Book (P/B)1.24
Price to Sales (P/S)0.44
P/FCF Ratio-21.33
Enterprise Value/Market Cap3.52
Enterprise Value/Revenue1.10
Enterprise Value/Gross Profit8.32
Enterprise Value/Ebitda4.27
Forecast
1Y Price Target
$19.04Price Target Upside36.12% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering5
EPS Forecast (FY)1.59
Revenue Forecast (FY)$1.05B
Bulls Say, Bears Say
Bulls Say
Backlog & Bid PipelineA nearly $3.9B backlog and $12.6B pipeline provide durable revenue visibility and tender optionality. This secures multi-period work, smooths cyclicality, supports multi-year planning for fleet utilization and hiring, and underpins management's medium‑term revenue and EBITDA guidance.
Operating ProfitabilityConsistent mid‑20% EBITDA margins indicate strong project economics and pricing power on heavy civil/mining contracts. Sustainable operating margins support internal reinvestment for fleet and maintenance, enable debt servicing when scaled, and provide resilience through commodity cycles.
IMC Acquisition ScaleThe IMC acquisition materially scales the Australian platform, adding assets and backlog (~30% overall uplift). Structural scale raises utilization potential, enables cost synergies, broadens regional diversification and strengthens tender competitiveness across larger, multi-year mining contracts.
Bears Say
Elevated LeverageHigher leverage reduces financial flexibility and increases sensitivity to cyclical revenue swings in mining services. Elevated net debt and a meaningful share of high‑yield or unsecured debt constrain capital allocation, requiring sustained deleveraging to restore target credit metrics.
Weak/Variable Free Cash FlowInconsistent free cash flow limits ability to self‑fund fleet capex, pay down debt, or increase shareholder distributions. Persistent FCF volatility reflects reinvestment and working capital pressure, reducing the firm's margin for execution slips or prolonged industry downturns.
Thin Net Margins & Cooling RevenueDespite healthy EBITDA, heavy depreciation and financing compress net margins to low single digits while TTM revenue has softened. This combination limits retained earnings for growth and makes profitability highly sensitive to cost overruns, weather, or lower contract utilization.
North American Construction Group News
NOA FAQ
What was North American Construction’s price range in the past 12 months?
North American Construction lowest stock price was $12.07 and its highest was $18.24 in the past 12 months.
What is North American Construction’s market cap?
North American Construction’s market cap is $392.97M.
When is North American Construction’s upcoming earnings report date?
North American Construction’s upcoming earnings report date is Jul 29, 2026 which is in 56 days.
How were North American Construction’s earnings last quarter?
North American Construction released its earnings results on May 13, 2026. The company reported $0.138 earnings per share for the quarter, missing the consensus estimate of $0.278 by -$0.14.
Is North American Construction overvalued?
According to Wall Street analysts North American Construction’s price is currently Undervalued.
Does North American Construction pay dividends?
North American Construction pays a Quarterly dividend of $0.085 which represents an annual dividend yield of 2.52%. See more information on North American Construction dividends here
What is North American Construction’s EPS estimate?
North American Construction’s EPS estimate is 0.18.
How many shares outstanding does North American Construction have?
North American Construction has 28,517,365 shares outstanding.
What happened to North American Construction’s price movement after its last earnings report?
North American Construction reported an EPS of $0.138 in its last earnings report, missing expectations of $0.278. Following the earnings report the stock price went up 9.902%.
Which hedge fund is a major shareholder of North American Construction?
Currently, no hedge funds are holding shares in NOA
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
North American Construction Group Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
$19.04 (36.12% Upside)
$19.04 (36.12% Upside)
Blogger Sentiment
Bullish
NOA Sentiment 70%
Sector Average 72%
Sector Average 72%
Crowd Wisdom
Very Negative
Last 7 Days ▲ 2.6%
Last 30 Days ▼ 17.5%
Last 30 Days ▼ 17.5%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-17.85%
12-Months-Change
Fundamentals
Return on Equity
7.69%
Trailing 12-Months
Asset Growth
7.87%
Trailing 12-Months
Company Description
North American Construction
North American Construction Group Ltd. provides equipment maintenance, and mining and heavy construction services in Canada, the United States, and Australia. The company's Heavy Construction & Mining division offers constructability reviews, budgetary cost estimates, design-build construction, project management, contract mining, pre-stripping/pit pioneering, overburden removal and stockpile, muskeg removal and stockpile, site preparation, air strip construction, site dewatering/perimeter ditching, tailings and process pipelines, haulage and access road construction, tailings dam construction and densification, mechanically stabilized earth walls, dyke construction, and reclamation services. Its Equipment Maintenance Services division provides fuel and lube servicing, portable steaming, equipment inspections, parts and component supply, major overhauls and equipment refurbishment, onsite haul truck brake testing, onsite maintenance support, under carriage rebuild, machining, hose manufacturing, and technical support services, as well as welding, fabrication/repairs, weld certification, and inspection services. As of December 31, 2021, the company operated a heavy equipment fleet of 632 units. It serves resource development and industrial construction sectors. The company was formerly known as North American Energy Partners Inc. and changed its name to North American Construction Group Ltd. in April 2018. North American Construction Group Ltd. was founded in 1953 and is headquartered in Acheson, Canada.
NOA Company Deck
NOA Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a largely constructive outlook: strong backlog and a large bid pipeline, record regional revenue in Australia, a transformational IMC acquisition that expands assets and backlog, solid free cash flow generation and modest net debt reduction. These positives were tempered by notable near-term execution challenges — chiefly a $13 million net Fargo cost adjustment and weather impacts that reduced margins in Q4 (EBITDA margin down to 23%), plus elevated depreciation and a regulatory delay on IMC close. Management provided clear operational priorities, targeted Australia cost savings (3%–5%), and reiterated 2026 guidance (midpoint revenue $1.6B, adjusted EBITDA $400M, FCF $120M) with expected improvement in H2, indicating confidence in recovery and growth. On balance the highlights point to continued growth and improved momentum while the lowlights appear manageable and largely transitory.View all NOA earnings summariesNOA Stock 12 Month Forecast
Average Price Target
$19.04
▲(36.12% Upside)
Technical Analysis
Ownership Overview
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Insiders
4.85% Mutual Funds
29.25% Other Institutional Investors
61.06% Public Companies and
Individual Investors
Options Prices
Currently, No data available
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