North American Construction Group Ltd. (NOA) is a leading provider of comprehensive heavy construction, mining, and equipment maintenance solutions, with operations spanning ...
$0.48 주당
예상 EPS $2.02 · 매출 $1.58B · 4 명의 애널리스트
예상 EPS $0.74 · 매출 $456.61M · 1 명의 애널리스트
예상 EPS $0.58 · 매출 $442.08M · 1 명의 애널리스트
$0.48 주당
EPS CAD 0.34 · 매출 CAD 401.14M
EPS CAD 0.20 · 매출 CAD 320.04M
EPS CAD 1.14 · 매출 CAD 1.28B
EPS CAD 0.56 · 매출 CAD 317.25M
EPS CAD 0.33 · 매출 CAD 320.63M
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $1.3B | +10.2% | +25.3% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $33.8M | -23.3% | +68.5% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +12.6% | -29.9% | -20.5% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +8.6% | -34.9% | -20.2% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +2.6% | -30.3% | +34.4% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $-26.5M | +60.2% | +63.3% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | -2.1% | +63.9% | +70.7% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 201.8% | -4.9% | +22.0% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 0.88x | -15.7% | -4.1% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $1.8B | +7.3% | +19.5% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 1.14 vs 1.82 | -37.5% | 0.34 vs 0.74 | -54.0% |
| 매출 서프라이즈 | $1.3B vs $1.3B | +0.0% | $401.1M vs $456.6M | -12.1% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Nov 2, 2018 | CANNELL CAPITAL LLC | 10 percent owner | Common Stock | A | 71,087 | $11.42 |
| Nov 1, 2018 | CANNELL CAPITAL LLC | 10 percent owner | Common Stock | D | 10,830 | $11.47 |
| Oct 9, 2018 | CANNELL CAPITAL LLC | 10 percent owner | Common Stock | D | 3,250 | $12.56 |
| Oct 8, 2018 | CANNELL CAPITAL LLC | 10 percent owner | Common Stock | D | 146,085 | $12.28 |
| Oct 5, 2018 | CANNELL CAPITAL LLC | 10 percent owner | Common Stock | D | 9,692 | $11.75 |
Operator: Good morning, ladies and gentlemen. Welcome to the North American Construction Group Conference Call regarding the second quarter ended June 30, 2026. [Operator Instructions] the company wishes to confirm that today's comments contain forward-looking information and that actual results could differ materially from a conclusion, forecast or projection contained in that forward-looking information. Certain material factors or assumptions were applied in drawing conclusions or in making forecasts or projections that are reflected in the forward-looking information. Additional information about those material factors is contained in the company's most recent management's discussion and analysis, which is available on SEDAR and EDGAR as well as on the company's website at nacg.ca. I will now turn the conference call over to Jason Veenstra, CFO. Jason Veenstra: Thanks, Jenny, and good morning, everyone. I'll start today's call with brief commentary on the financials, then pass the call to Barry for his operational and forward-looking comments, and we'll conclude as per usual with Q&A. Starting on Slide 4. We delivered $93 million of EBITDA in the first quarter, translating into year-over-year improvements in both adjusted earnings and margin performance. Combined revenue was up $86 million from last year, with IMC contributing $91 million of revenue in the quarter. Excluding IMC, Australia was up organically 15% in the quarter on commission growth assets and strong execution. Offsetting these increases was the year-over-year impact of the divestiture of the ultra-class haul trucks in Canada. The $456 million of total combined revenue finished off a strong first half foundation of over $875 million, supporting our 2026 combined revenue midpoint of $1.7 billion. Moving to Slide 5. Australia posted 13.6% gross profit margin and Canada delivered a combined adjusted margin of approximately 7% despite difficult seasonal conditions early in the quarter in both regions. These results reflected disciplined project execution, improved internal maintenance capability, lower repair costs and the implementation of continued fleet efficiency initiatives, and importantly, are trending in the right direction heading into the second half of 2026. Moving to Slide 6. Q2 EBITDA and EBIT were both up meaningfully from the prior year quarter on the acquisition of IMC and a more typical quarter from the Fargo joint ventures. Direct adjusted G&A was $15 million, or 3.8% of reported revenue, well below our 5% targeted threshold, demonstrating operating leverage on stronger revenue. Depreciation as a percent of combined revenue dropped to 13% from 16% last year as IMC's lower capital intensity resulted in the combined number being lower than our expected range midpoint of 15%. All told, adjusted EPS of $0.32 was generated by solid operational performance. Interest expense increased to $18.9 million from $14.1 million last year, reflecting the financing of our …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Barry Wade Palmer | President, Chief Executive Officer & Director | CAD 1,266,308 | Male | 1961 | Active |
Andre Desbiens | Managing Director of MacKellar Group | CAD 484,589 | Male | — | Active |
Thomas S. Arndell | Vice President of Asset Management | CAD 473,813 | Male | — | Active |
Jason William Veenstra | Chief Financial Officer | CAD 398,368 | Male | 1979 | Active |
Jordan A. Slator | Chief Legal Officer & Corporate Secretary | CAD 323,678 | Male | 1971 | Active |
David Grant Kallay | Chief People Officer | CAD 323,333 | Male | 1972 | Active |
Craig Nauta | Vice President of Operations | — | Male | — | Active |
North American Construction Group NYSE: NOA raised its 2026 combined revenue outlook after reporting stronger-than-expected first-half performance, supported by growth in Australia, the contribution from its IMC acquisition and improved operating activity across its markets.
North American Construction Group Ltd. (NOA:CA) Q2 2026 Earnings Call Transcript
North American Construction (NOA) came out with quarterly earnings of $0.23 per share, missing the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.01 per share a year ago.
Raises Full Year 2026 Combined Revenue Guidance on Record Q2 Top-Line Performance Raises Full Year 2026 Combined Revenue Guidance on Record Q2 Top-Line Performance
Vancouver, British Columbia--(Newsfile Corp. - August 11, 2026) - CDN Maverick Capital Corp. (CSE: CDN) (OTCQB: AXVEF) (FSE: 338B) ("Maverick" or the "Company") is pleased to provide a corporate update on its development strategy, the advancement of its James Bay Project in Québec and the Company's broader financial and strategic position. Sandy MacDougall, Executive Chairman of CDN Maverick, commented: "Maverick continues to successfully execute a project-generator approach to amassing and advancing highly prospective projects; utilizing them to create and maximize value for shareholders.
