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NACCO Industries Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | - |
| EPS actual | $1.17 |
| Revenue estimate | - |
| Revenue actual | 62.775M |
| Release date | Mar 04, 2026 |
| EPS estimate | - |
| EPS actual | -$0.520 |
| Revenue estimate | - |
| Revenue actual | 66.778M |
| Release date | Nov 05, 2025 |
| EPS estimate | - |
| EPS actual | $1.78 |
| Revenue estimate | - |
| Revenue actual | 76.614M |
| Release date | Aug 06, 2025 |
| EPS estimate | - |
| EPS actual | $0.440 |
| Revenue estimate | - |
| Revenue actual | 68.235M |
Last 4 Quarters for NACCO Industries
Below you can see how NC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $38.19 |
| EPS estimate | - |
| EPS actual | $0.440 |
| Date | Price |
|---|---|
| Jul 31, 2025 | $37.92 |
| Aug 01, 2025 | $36.52 |
| Aug 04, 2025 | $38.59 |
| Aug 05, 2025 | $38.43 |
| Aug 06, 2025 | $38.19 |
| Aug 07, 2025 | $36.79 |
| Aug 08, 2025 | $37.14 |
| Aug 11, 2025 | $36.37 |
| Aug 12, 2025 | $37.07 |
| 4 days before | 0.712% |
| 4 days after | -2.93% |
| On release day | -3.67% |
| Change in period | -2.24% |
| Release date | Nov 05, 2025 |
| Price on release | $43.42 |
| EPS estimate | - |
| EPS actual | $1.78 |
| Date | Price |
|---|---|
| Oct 30, 2025 | $42.06 |
| Oct 31, 2025 | $42.28 |
| Nov 03, 2025 | $42.27 |
| Nov 04, 2025 | $42.18 |
| Nov 05, 2025 | $43.42 |
| Nov 06, 2025 | $43.83 |
| Nov 07, 2025 | $44.24 |
| Nov 10, 2025 | $45.46 |
| Nov 11, 2025 | $48.31 |
| 4 days before | 3.23% |
| 4 days after | 11.26% |
| On release day | 0.94% |
| Change in period | 14.86% |
| Release date | Mar 04, 2026 |
| Price on release | $58.21 |
| EPS estimate | - |
| EPS actual | -$0.520 |
| Date | Price |
|---|---|
| Feb 26, 2026 | $56.36 |
| Feb 27, 2026 | $57.38 |
| Mar 02, 2026 | $58.84 |
| Mar 03, 2026 | $56.80 |
| Mar 04, 2026 | $58.21 |
| Mar 05, 2026 | $50.54 |
| Mar 06, 2026 | $48.91 |
| Mar 09, 2026 | $51.25 |
| Mar 10, 2026 | $50.15 |
| 4 days before | 3.28% |
| 4 days after | -13.85% |
| On release day | -13.18% |
| Change in period | -11.02% |
| Release date | May 05, 2026 |
| Price on release | $49.11 |
| EPS estimate | - |
| EPS actual | $1.17 |
| Date | Price |
|---|---|
| Apr 29, 2026 | $48.87 |
| Apr 30, 2026 | $48.18 |
| May 01, 2026 | $48.05 |
| May 04, 2026 | $48.01 |
| May 05, 2026 | $49.11 |
| May 06, 2026 | $50.74 |
| May 07, 2026 | $52.69 |
| May 08, 2026 | $50.37 |
| May 11, 2026 | $50.01 |
| 4 days before | 0.491% |
| 4 days after | 1.83% |
| On release day | 3.32% |
| Change in period | 2.33% |
NACCO Industries Earnings Call Transcript Summary of Q1 2026
NACCO reported a strong start to 2026 with first quarter operating profit up 43% year-over-year (45% sequentially) and adjusted EBITDA up 28% YoY. Growth was driven primarily by Utility Coal Mining (notably improved performance at Mississippi Lignite Mining Company after a customer plant outage) and Contract Mining, which benefited from a new multiyear Army Corps of Engineers dragline services contract in Palm Beach County, Florida (deploying electric-drive MTech draglines) and an expected dragline start in Arizona in H2 2026. Minerals & Royalties produced comparable quarter results but NACCO expects overall YoY declines in that segment for 2026 due to natural gas production trends despite higher oil prices. Mitigation Resources is scaling via land acquisition in Tennessee, with mitigation credits anticipated in 2029 and expected profitability in H2 2026 as permitting and project timing stabilize. NACCO invested $33 million in Q1 (land purchase and dragline expenditures) and expects further capital investment through 2026; liquidity at March 31 was $102.7 million (cash $53.2M; revolver availability $49.5M) with total debt of $126.4 million. Management reiterated confidence in executing growth strategies, building long-term contracts and assets, and delivering meaningful 2026 improvements in profitability and cash generation.
