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NACCO Industries, Inc. (NC) Q3 2026 Earnings Call TranscriptNACCO Industries, Inc. (NC) Q3 2026 Earnings Call Transcript
NACCO's fundamentals appear increasingly strained: operating income has been negative for six straight quarters through 2026Q2, with SG&A of $19.2 million exceeding gross profit of $15.2 million, while revenue growth of 6.0% in 2026Q2 follows a 4.3% decline in 2026Q1, leaving the top line effectively flat.
Price trend, volume and key moving averages
Trailing total returns as of 11/9/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $1.44 vs — | $80M vs — |
Q3 2026 Aug 5, 2026 | -$0.13 vs — | $72M vs — |
Q2 2026 May 5, 2026 | $1.17 vs — | $63M vs — |
Q2 2026 Mar 4, 2026 | -$0.52 vs — | $67M vs — |
NACCO Industries, Inc. (NC) Q3 2026 Earnings Call Transcript
CLEVELAND, Nov. 4, 2026 /PRNewswire/ -- Consolidated Q3 2026 Highlights: Gross profit of $11.8 million improved 18% year over year on increased revenue Income before taxes of $12.5 million improved $6.6 million over Q3 2025 Operating profit of $9.3 million, which includes solar curtailment costs of $3.4 million, rose $2.5 million, or 37%, over Q3 2025 Other income includes a $4.5 million excess funding liability settlement gain Net income of $10.9 million decreased from $13.3 million in Q3 2025 due to higher income tax expense Adjusted EBITDA of $20.4 million increased 63% over Q3 2025 and 28% sequentially NACCO Industries® (NYSE: NC) today announced consolidated results for the three and nine months ended September 30, 2026. "NACCO's third-quarter results reflect continued progress in strengthening the performance of our businesses," said J.C.
CLEVELAND, Oct. 27, 2026 /PRNewswire/ -- NACCO Industries® (NYSE:NC) will release its 2026 Third Quarter financial results after the close of the market on Wednesday, November 4, 2026. In conjunction with this release, the Company will also host a conference call on Thursday, November 5, 2026 to discuss these results.
NACCO Industries (NYSE: NC - Get Free Report) and Mplx (NYSE: MPLX - Get Free Report) are both energy companies, but which is the superior investment? We will contrast the two companies based on the strength of their risk, valuation, profitability, analyst recommendations, dividends, earnings and institutional ownership. Risk and Volatility NACCO Industries has a beta of
Benchmark NC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for NACCO Industries, Inc. (NC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $33.99 | $253.32M | 17.17 | 16.61% | 5.29% | 3.42% | 2.88% | |
| $24.39 | $3.14B | 10.09 | -10.37% | 14.09% | 16.69% | 10.77% | |
| $6.24 | $335.74M | -5.93 | -19.46% | -12.24% | -16.07% | 1.4% | |
| $117.71 | $1.56B | 15.66 | -17.42% | 53.2% | 15.52% | 3.61% | |
| $9.80 | $831.56M | -15.33 | -5.07% | -2.91% | -8.9% | 4.94% | |
| $521.89 | $9.64B | 14.45 | -4.25% | 2.85% | 92.81% | 0.41% |
NACCO Industries, Inc. (NC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
NACCO Industries, Inc. (NC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
May 18, 2026·SEC
May 5, 2026·SEC
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NACCO Industries, Inc. (NC) stock FAQ — growth, dividends, profitability & financials explained
NACCO Industries, Inc. (NC) reported $282.4M in revenue over the trailing twelve months. Revenue was $277.2M in fiscal year 2025. That is 88% less than the $2.27B of fiscal year 1996.
NACCO Industries, Inc. (NC) grew revenue by 0.5% over the trailing twelve months, compared with the twelve months before.
Yes. NACCO Industries, Inc. (NC) earned $14.9M in net income over the trailing twelve months (a 5.3% net margin).
Yes. NACCO Industries, Inc. (NC) pays a dividend that yields 2.88% at the current price, a moderate yield.
NACCO Industries, Inc. (NC) had a return on equity (ROE) of 3.4% over the trailing twelve months. That is below the market's typical 10-15%.
NACCO Industries, Inc. (NC) had negative free cash flow of $22.6M over the trailing twelve months.
