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NACCO Industries, Inc. (NC) furnished an updated investor presentation highlighting strategy, segment performance and non-GAAP results for the trailing twelve months (TTM) ended June 30, 2026. TTM net income was $17,287 thousand, compared with $31,359 thousand for the TTM ended June 30, 2025.
The company reported Consolidated Adjusted EBITDA of $59,144 thousand for the TTM ended June 30, 2026, versus $56,767 thousand in the prior-year TTM. Segment Adjusted EBITDA for this period was $35,227 thousand in Utility Coal Mining, $20,266 thousand in Contract Mining, and $34,137 thousand in Minerals and Royalties.
As of June 30, 2026, NACCO reported $45 cash, $69 available under its revolving credit facility, $114 total liquidity and $120 total debt. The presentation reiterates a diversified natural resources strategy, an expected recurring EBITDA target of $50 million per year from current businesses, and continued focus on disciplined capital deployment and balance sheet strength.
NACCO INDUSTRIES INC (NC) filed an initial ownership report (Form 3) for reporting person Patrick Joseph Burns, who is identified as a director of the company and not an officer or ten percent owner. The filing reports no transactions, derivative positions, or holdings in NACCO securities as of this report.
NACCO Industries, Inc. (NC) reported a mine safety event involving its subsidiary The Coteau Properties Company. On August 14, 2026, Coteau received an imminent danger order under Section 107(a) of the Mine Act at the Freedom Mine in Beulah, North Dakota. The order stated that one miner was exposed to a fall hazard while working from a rolling stairway. No injuries occurred in connection with the conditions described. NACCO stated that it reserves the right to contest the Section 107(a) order.
NACCO Industries, Inc. (NC) reported that its Board of Directors appointed Patrick J. Burns as an independent director, effective August 19, 2026. In connection with his appointment, the Board size was increased from 11 to 12 members.
Burns has more than thirty years of executive experience, including serving as Chief Executive Officer of Precision Fabrics Group, Inc. from 2022 to July 2026 and previously as President and Chief Executive Officer of AGY Holdings Corp. He has also held senior roles in finance, business development, investor relations, sales and marketing at several industrial and technology companies. The Board determined that he qualifies as an independent director under New York Stock Exchange standards, SEC rules and the company’s governance guidelines, and he will receive the company’s standard non-employee director compensation.
NACCO Industries, Inc. reported second-quarter 2026 revenues of $72.3 million, up slightly year over year, but recorded a net loss of $0.9 million or $(0.13) per diluted share, driven mainly by $12.0 million of impairment charges on solar development projects within ReGen Resources.
For the first six months of 2026, revenue was $135.1 million and net income was $7.9 million, modestly below 2025. Operating profit rose sharply in Utility Coal Mining, Contract Mining and Minerals and Royalties, but these gains were offset by the solar impairments and higher unallocated costs. Operating cash flow improved to $20.7 million, while capital expenditures and mineral acquisitions reached $41.9 million, largely for draglines and Mitigation Resources land, funded partly by increased revolver borrowings of $95.0 million.
Management highlights customer risk at MLMC, where the Red Hills Power Plant’s operational issues reduced coal demand and left $7.2 million of past‑due receivables as of June 30, 2026, with expected inventory write‑downs. The company expects 2026 Consolidated Adjusted EBITDA to exceed 2025, but full‑year operating profit and net income to be significantly lower due to the solar impairment, potential additional solar curtailment costs of about $7 million, and MLMC-related charges.
NACCO Industries reported Q2 2026 revenue of $72.3 million, up 6% year over year. Gross profit rose to $15.2 million, a 123% increase, and Consolidated Adjusted EBITDA reached $15.9 million, 72% above Q2 2025, though slightly below Q1 2026.
Results were weighed down by $12.0 million of solar asset impairment charges, leading to an operating loss of $2.3 million and a net loss of $1.0 million, or $0.13 per share, versus prior-year net income of $3.3 million, or $0.44 per share. Contract Mining and Minerals & Royalties delivered strong profit growth, while Unallocated results reflected the solar charges. Debt was $120.1 million and total liquidity $114.6 million at June 30, 2026. Management expects full-year 2026 Consolidated Adjusted EBITDA to improve versus 2025, but operating profit and net income to be significantly lower, with performance moderating in the second half and improving again in 2027.
TAPLIN BRITTON T reported acquisition or exercise transactions in this Form 4 filing.
NACCO Industries director Britton T. Taplin reported a compensation-related equity award of 569 shares of Class A Common Stock. The filing describes these as “Required Shares” granted under the company’s Non-Employee Directors’ Equity Compensation Plan and held in a trust for Taplin’s benefit.
The Form 4 also updates indirect holdings in Class A shares through multiple trusts, a spouse, and LLCs, with footnotes stating that Taplin disclaims beneficial ownership of shares held by the spouse and certain children’s trusts. The filing does not show any open-market buying or selling activity.
NACCO Industries insider Elizabeth B. Rankin reported updated holdings of Class A and Class B Common Stock, primarily through her spouse and related trusts and partnerships. The filing shows an award of 569 Class A shares to her spouse as “Required Shares” under the company’s Non-Employee Directors' Equity Compensation Plan, held by a trust for the spouse.
Following this compensation-related acquisition, a trust for the spouse holds 37,875 Class A shares indirectly attributed to Rankin. She also reports 722 Class A shares held directly in her own name and various additional indirect Class A positions through her spouse, children’s trusts, and Rankin Associates II, L.P., many of which she expressly disclaims beneficial ownership of.
The filing also notes an indirect position in Class B Common Stock held in a spouse-related trust that is tied to 9,430 underlying Class A shares. Overall, the activity reflects a grant or award and detailed disclosure of existing indirect family and trust holdings, rather than open-market buying or selling.
NACCO Industries director Matthew M. Rankin reported equity holdings and a new share award. The filing shows an indirect acquisition of 569 shares of Class A Common Stock at a price of $0.00 per share, described as “Required Shares” granted under the company’s Non-Employee Directors’ Equity Compensation Plan and held by a trust. The rest of the entries primarily update indirect and direct ownership positions in Class A and Class B shares through various trusts, partnership interests, and family accounts, many of which include footnote disclaimers that Rankin does not beneficially own certain spouse and child-related holdings.
RANKIN VICTOIRE G reported acquisition or exercise transactions in this Form 4 filing.
NACCO Industries insider Victoire G. Rankin reported updated indirect holdings and a compensation-related share award. A trust associated with Rankin’s spouse, identified as AMR – Main Trust – A, received a grant or award of 760 shares of Class A Common Stock, bringing that trust’s holdings to 217,720 shares. Additional indirect positions in Class A and Class B Common Stock are held through multiple trusts, retirement accounts, and limited partnerships, and the filing notes that Rankin disclaims beneficial ownership of many of these spouse- and family-related entities.