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North American C (NOA) Stock News

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North American Construction Group Ltd. reports developments in heavy civil construction and mining services for resource development and industrial construction customers in Canada, the United States, and Australia. Company news commonly covers operating and financial results, conference-call notices, contract awards and expansions, equipment fleet activity, and backlog tied to mining and earthworks work.

Updates also include Australian activity through MacKellar Group, governance matters such as annual and special meetings and director-nomination procedures, and corporate leadership or capital-structure disclosures when they affect the public company record.

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North American Construction Group (TSX/NYSE:NOA) reported record Q2 2026 combined revenue of $456.1 million, up 23% year-over-year, and reported revenue of $401.0 million, up 25%. Growth was driven mainly by the April 7 acquisition of Iron Mine Contracting (IMC) and strong organic expansion in Australia, where heavy equipment revenue rose about 65% to $277.5 million.

Adjusted EBITDA increased 17% to $93.5 million (20.5% margin) and adjusted net earnings rose to $8.5 million, while net income declined 9% to $9.4 million due to higher general and administrative expenses and interest. Free cash flow improved to a $23.0 million inflow. The board declared a $0.12 quarterly dividend per share. Based on a strong first half, NOA raised its 2026 combined revenue guidance to $1.6–$1.8 billion (midpoint $1.7 billion), with adjusted EBITDA guidance unchanged at $380–$420 million and free cash flow at $110–$130 million, supported by a $3.8 billion contractual backlog.

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North American Construction Group (TSX/NYSE:NOA) reported strategic growth at the Nuna Group of Companies, in which it owns 49% of the primary operating companies. Nuna is expanding its heavy equipment fleet at a remote Nunavut mine, with roughly twenty additional units arriving by sealift in 2026 Q3, which are expected to lift revenue at that site by about 20% and enhance earnings visibility for NACG.

Nuna also secured a new site infrastructure project at a Yukon precious metals mine and three initial project awards at developing mine sites in Ontario, where early execution is reported as on time, on budget and with zero deficiencies. According to North American Construction Group, Nuna is actively positioned on a pipeline of large northern infrastructure and remediation projects, including the Grays Bay Road and Port Project, the MacKenzie Valley Highway Project, and critical-minerals-related developments such as the Ring of Fire, which together represent a potential long-term growth avenue for Nuna and strategic upside exposure for NACG.

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North American Construction Group (TSX:NOA, NYSE:NOA) will release its second-quarter 2026 financial results for the period ended June 30, 2026, after markets close on Wednesday, August 12, 2026. A related conference call and webcast will be held on Thursday, August 13, 2026, at 7:00 a.m. Mountain Time (9:00 a.m. Eastern Time), with dial-in, replay, and webcast access details provided by the company.

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North American Construction Group (NYSE:NOA) announced that subsidiary ML Northern Services won a five-year heavy equipment services contract with a major Canadian oil sands customer. The mobile fuel services contract, starting September 30, 2026, is expected to reach full capacity in late Q4 2026.

The contract, expiring July 5, 2031, is expected to add approximately $135 million to contractual backlog and requires about $5 million of growth capital for 25 on-highway units and support equipment. It is the largest fuel-focused heavy equipment services contract in the company’s history.

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North American Construction Group (TSX/NYSE: NOA) closed a private placement of $200 million aggregate principal amount of 7.00% Senior Unsecured Notes due June 16, 2031. Proceeds will be used to repay indebtedness under its existing Credit Agreement and for general corporate purposes.

The Notes were sold in Canada via prospectus exemptions and to U.S. qualified institutional buyers under Rule 144A, and in offshore transactions under Regulation S, with a syndicate led by National Bank Financial and other major dealers.

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North American Construction Group (TSX/NYSE: NOA) priced a private placement of $200 million 7.00% Senior Unsecured Notes due June 16, 2031. The notes, issued at par, pay cash interest semi-annually each June 16 and December 16, starting December 16, 2026.

NACG plans to use net proceeds to repay debt under its existing Credit Agreement and for general corporate purposes. The offering, led by a syndicate of dealers, is expected to close on or about June 16, 2026, subject to customary conditions.

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North American Construction Group (TSX:NOA, NYSE:NOA) reported voting results from its May 20, 2026 annual and special shareholder meeting.

Shareholders elected all seven director nominees, reappointed KPMG LLP as auditor, approved a non-binding say-on-pay resolution, and ratified an Advance Notice Bylaw, with detailed support percentages disclosed.

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North American Construction Group (TSX/NYSE:NOA) reported Q1 2026 combined revenue of $422.5M, up 8% year-over-year, and reported revenue of $319.2M, down 6%. Adjusted EBITDA was $99.5M (23.5% margin) and net income $5.6M. Free cash flow turned to a $3.7M inflow. The company closed the Iron Mine Contracting acquisition, raised combined gross margin to 13.7%, and declared a $0.12 quarterly dividend. 2026 guidance targets $1.5–$1.7B combined revenue, $380–$420M adjusted EBITDA, and $110–$130M free cash flow, supported by $3.9B in proforma backlog and about $1.5B of revenue already secured.

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North American Construction Group (TSX:NOA.TO / NYSE:NOA) will release Q1 2026 financial results after market close on May 13, 2026. A conference call and webcast are scheduled for May 14, 2026 at 7:00 a.m. MT (9:00 a.m. ET). A slide deck will be posted the evening before and a replay is available through June 12, 2026.

Dial-in details, conference IDs and webcast links will be provided for live access and replay; materials will be available on the company website.

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North American Construction Group (TSX:NOA / NYSE:NOA) announced an amended and expanded five-year MacKellar contract in Queensland, Australia that adds approximately $125 million of incremental revenue and increases site scope ~50%.

The expanded scope starts May 1, 2026, reaches full run rate by August 2026, and maintains a contract expiry of September 30, 2029. Eight Komatsu 240-ton haul trucks were purchased in December 2025; five additional units are expected as growth capital in Q2–Q3 2026 at an estimated $25 million cost.

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FAQ

What is the current stock price of North American C (NOA)?

The current stock price of North American C (NOA) is $13.34 as of August 25, 2026.

What is the market cap of North American C (NOA)?

The market cap of North American C (NOA) is approximately 359.0M.