NACCO Industries, Inc. (NC) primarily operates within the natural resources sector, structured into three core business units. Its Coal Mining division manages ...
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$1.02 per share
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| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $277.2M | +16.6% | +15.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $17.6M | -47.9% | -110.9% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +13.6% | +8.7% | -6.7% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -14.5% | -196.4% | +64.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +6.3% | -55.3% | -109.5% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $2.3M | +107.0% | +99.1% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +0.8% | +106.0% | +99.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 25.4% | -7.1% | -4.8% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 3.09x | -24.3% | -0.3% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $661.2M | +4.7% | -1.2% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 2.35 vs 29.09 | -91.9% | -0.13 vs 1.58 | -108.2% |
| Revenue Surprise | $277.2M vs $8.8B | -96.9% | $72.3M vs $2.2B | -96.7% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Burns Patrick Joseph (2026) | director: | — | — | 0 | — |
| Jul 1, 2026 | TAPLIN BRITTON T | director | Class A Common Stock | A | 569 | — |
| Jul 1, 2026 | RANKIN ELIZABETH B | other: Member of a group | Class A Common Stock | A | 569 | — |
| Jul 1, 2026 | RANKIN MATTHEW M | director, other: Member of a group | Class A Common Stock | A | 569 | — |
| Jul 1, 2026 | RANKIN VICTOIRE G | other: Member of a Group | Class A Common Stock | A | 760 | — |
Operator: Thank you for standing by. My name is Tina, and I will be your conference operator today. At this time, I would like to welcome everyone to the NACCO Industries Second Quarter 2026 Earnings Call. [Operator Instructions] It is now my pleasure to turn the call over to Christina Kmetko, Investor Relations. Please go ahead. Christina Kmetko: Good morning, everyone, and thank you for joining us for our 2026 second quarter earnings call. I'm Christina Kmetko, and I'm responsible for Investor Relations at NACCO. Joining me today are J.C. Butler, NACCO's President and CEO; and Elizabeth Loveman, our Senior Vice President and Controller. Yesterday, we released our second quarter results and filed our 10-Q with the SEC. Both documents are available on our website. During today's call, we will reference non-GAAP measures, which we believe provide additional insight into how we manage our business. Reconciliations to the most directly comparable GAAP measures are also available on our website. Before we begin, let me remind you that today's remarks include forward-looking statements. Actual results may differ materially from those indicated due to a variety of risks and uncertainties, which are described in our earnings release, 10-Q and other SEC filings. We undertake no obligation to update these statements. Now I'll turn the call over to J.C. for his opening remarks. J.C.? John Butler: Thanks, Christy, and good morning, everyone. I want to start by saying that from an operating standpoint, the second quarter showed meaningful progress across NACCO's businesses. Utility Coal Mining, Contract Mining and Minerals and Royalties all contributed nicely to strong year-over-year improvement in gross profit and adjusted EBITDA. As we disclosed in our earnings release, the second quarter included impairment charges related to solar development projects that more than offset the strong operating performance of our established businesses and resulted in a consolidated operating and net loss. During the quarter, additional information and developments regarding 2 solar development projects within ReGen Resources became available, which caused us to reassess the economics of these projects. This included updated information about increased costs and delays in connecting generation facilities to the grid. These negative developments collectively reached a tipping point in the quarter. Two key factors are at play. Tax law changes tied to the One Big Beautiful Bill Act, which was signed into law just over a year ago, created tremendous timing and related procurement challenges for renewable development projects like ours, which were started long before the One Big Beautiful Bill came into play. Those factors, coupled with intense short-term demand for generating equipment, EPC services and equipment required to connect projects to the grid and price increases linked to this demand and tariffs created a perfect storm. As part of our routine quarterly review, it …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
John C. Butler Jr. | President, Chief Executive Officer & Non-Independent Director | USD 2,829,840 | Male | 1961 | Active |
Carroll L. Dewing | Senior Vice President & Chief Operating Officer | USD 863,938 | Male | 1957 | Active |
John D. Neumann | Senior Vice President, General Counsel & Secretary | USD 828,651 | Male | 1976 | Active |
Elizabeth I. Loveman | Senior Vice President & Controller | USD 421,686 | Female | 1970 | Active |
Berry Philip Nathan | President of North American Mining | — | Male | 1968 | Active |
Brian Matthew Larson | President of Catapult Mineral Partners, LLC | — | Male | 1984 | Active |
Eric Scott Anderson | President of Mitigation Resources of North America | — | Male | 1976 | Active |
Christina Kmetko | Investor Relations Consultant | — | Female | — | Active |
J. Patrick Sullivan Jr. | Senior VP & CFO of NACCO Natural Resources Corporation | — | Male | 1959 | Active |
Robert O. Strenski | President of KC | — | Male | 1957 | Active |
Thomas A. Maxwell | Senior Vice President of Finance & Treasurer | — | Male | 1978 | Active |
CLEVELAND, July 29, 2026 /PRNewswire/ -- NACCO Industries® (NYSE:NC) will release its 2026 Second Quarter financial results after the close of the market on Wednesday, August 5, 2026. In conjunction with this release, the Company will also host a conference call on Thursday, August 6, 2026 to discuss these results.
CLEVELAND, May 18, 2026 /PRNewswire/ -- NACCO Industries® (NYSE: NC) today announced a planned transition to its Board of Directors leadership, reflecting the Company's ongoing commitment to strong governance and thoughtful succession planning. After 32 years of distinguished service as Chairman of the Board, Alfred M.
CLEVELAND, May 14, 2026 /PRNewswire/ -- NACCO Industries® (NYSE: NC) announced today that its Board of Directors declared a regular quarterly cash dividend of $0.2625 per share, which represents a 4% increase compared to the prior quarterly dividend rate of $0.2525 per share. The dividend is payable on both the Class A and Class B Common Stock, and will be paid June 15, 2026 to stockholders of record at the close of business on June 1, 2026.
NACCO Industries NYSE: NC reported a stronger first quarter of 2026, with management citing gains in its utility coal mining and contract mining segments as the main drivers of improved profitability.
NACCO Industries, Inc. (NC) Q1 2026 Earnings Call Transcript
