NOA logo

NORTH AMERICAN CONSTRUCTION

NOANYSE
Earnings Aug 12US Equity
$15.24β–Ό $0.07 (βˆ’0.46%)
Live
1hβ€”
24hβ–Ό 0.5%
7dβ–² 6.1%
14dβ–² 15.5%
30dβ–² 12.2%
1yβ–Ό 7.5%
🏦Market Cap
$413M
Small Cap
πŸ“ˆRevenue Growth (YoY)
+4.4%
Slowing
πŸ“ŠGross Margin
13.2%
Thin
πŸ’΅FCF Margin
2.5%
Thin
βš–οΈP/S Ratio
0.5x
Cheap
Otter Score
55
Weak

Trading Snapshot

Day Range
$15.11 – $15.35
52-Week Range
β€”
Volume
$2.06B
Avg Volume
$2.75B
Shares Outstanding
27.1M
Next Earnings
Oct 6, 2026

Fundamentals Snapshot

Annual Revenue
$1.28B
Last Q Revenue
$320M
P/E Ratio
17.2
P/S Ratio
0.5x
EPS (TTM)
β€”
Dividend Yield
2.39%

Why Investors Own NOA

  • βœ“High-growth profile β€” revenue up +58.0% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 79% gross margin and 20% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)
$1.28Bβ–² +55.0% YoY
Gross Margin (TTM)
79.4%β–² +0.3% YoY
Operating Income (TTM)
$157Mβ–² +55.0% YoY
Free Cash Flow (TTM)
$250Mβ–² +55.0% YoY

About NORTH AMERICAN CONSTRUCTION

North American Construction Group Ltd. (NOA) is a leading provider of comprehensive heavy construction, mining, and equipment maintenance solutions, with operations spanning Canada, the United States, and Australia. Its Heavy Construction & Mining division delivers a wide range of services, from pre-construction phases like constructability reviews, budgetary estimations, and design-build projects, to complete project management. Core mining activities include contract mining, initial site preparation (pre-stripping/pit pioneering), and the removal and stockpiling of both overburden and muskeg. The division also undertakes significant infrastructure development, such as site preparation, airstrip construction, site dewatering and perimeter ditching, installing tailings and process pipelines, building haulage and access roads, constructing and densifying tailings dams, creating mechanically stabilized earth walls, and dyke construction, all complemented by essential reclamation services. The Equipment Maintenance Services division ensures operational efficiency through offerings like fuel and lubrication, portable steaming, thorough equipment inspections, and supplying necessary parts and components. It handles major repair work, including complete overhauls, equipment refurbishment, undercarriage rebuilding, and precision machining. Additionally, the division provides comprehensive onsite support, including maintenance assistance, haul truck brake testing, technical guidance, hose manufacturing, and a full suite of welding, fabrication, repair, and certification services. As of December 31, 2021, NOA commanded a substantial fleet of 632 heavy equipment units. The company primarily serves clients within the resource development and industrial construction sectors. Established in 1953 and headquartered in Acheson, Canada, the company was formerly known as North American Energy Partners Inc. until it rebranded as North American Construction Group Ltd. in April 2018.

🦦

Otter Score Breakdown

β“˜
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
Overall Score
Weak
55/100

Analyst Ratings

β“˜
Consensus
Buy
6 analysts
Strong Buy1
Buy4
Hold1
Sell0
Strong Sell0
Ratings as of Aug 2026

Latest News & Updates