Every 8-K that NACCO Industries (NC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow NC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NC filings page.
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) 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 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.
NACCO Industries, Inc. adopted an Amended and Restated Long-Term Executive Compensation Plan and reported voting results from its 2026 annual stockholder meeting. The plan increases the pool of Class A Common shares available for awards to 800,000 and extends the term so no award shares may be issued after March 1, 2036.
The plan, effective March 1, 2026, covers selected salaried executives on the U.S. payroll, with 96 of 1,763 employees eligible as of March 4, 2026. Annual payouts to any participant are capped at the greater of $12 million or the fair market value of 500,000 award shares.
Shareholders approved the amended executive long-term incentive plan by 19,997,399 votes for and supported the company’s named executive officer compensation and an annual say-on-pay frequency. All eleven director nominees were elected, and Ernst & Young LLP was ratified as independent auditor for 2026.
NACCO Industries reported sharply higher profitability in Q1 2026 despite lower revenue. Revenue was $62.8 million, down 4% from Q1 2025, but gross profit rose 48% to $14.3 million and operating profit increased 43% to $11.0 million.
Net income grew 80% to $8.8 million, with diluted EPS up to $1.17 from $0.66. Consolidated Adjusted EBITDA rose 28% to $16.4 million. Utility Coal and Contract Mining segments drove the gains, helped by improved performance at Mississippi Lignite Mining and new contract mining work. Liquidity totaled $102.7 million, including $53.2 million of cash, against $126.4 million of debt.
NACCO Industries filed an 8-K to furnish an updated investor presentation outlining its long-term natural resources growth strategy. The company highlights expected recurring EBITDA of $50M per year from current businesses and a target of $150M EBITDA within five to seven years.
For the year ended December 31, 2025, NACCO reported Consolidated EBITDA of $48,927,000 and net income of $17,574,000, compared with EBITDA of $59,436,000 and net income of $33,741,000 in 2024. The presentation emphasizes diversified platforms in utility coal mining, contract mining, minerals and royalties, and ecological solutions, supported by a conservative balance sheet with total liquidity of $124M and total debt of $100M as of December 31, 2025.
NACCO Industries reported fourth-quarter 2025 revenue of $66.8 million, down modestly from 2024, but gross profit rose to $12.0 million and operating profit nearly doubled to $7.6 million on better performance across all segments. The quarter showed a net loss of $3.8 million versus net income of $7.6 million a year earlier, mainly because of a $7.8 million pension settlement charge and an unfavorable tax adjustment. Adjusted EBITDA climbed to $14.3 million, up 59% year over year.
For full-year 2025, revenue increased to $277.2 million, while net income declined to $17.6 million, or $2.35 per share, from $33.7 million, or $4.55 per share, in 2024, when results included $13.6 million of business interruption insurance recoveries. Full-year Adjusted EBITDA was $48.9 million versus $59.4 million in 2024. At year-end, NACCO had outstanding debt of $100.9 million and total liquidity of $124.2 million, including $49.7 million of cash. Management expects meaningful year-over-year improvements in 2026 operating profit, net income and EBITDA.
NACCO Industries, Inc. reported two updates related to employee benefits and governance. Its Compensation and Human Capital Committee approved an amendment to NACCO Natural Resources Corporation’s Excess Retirement Plan, effective January 1, 2026. The change allows employees to make separate deferral elections to the Excess Plan and to The NACCO Natural Resources Corporation Retirement Savings Plan, and provides that deferrals to the Excess Plan begin only after an employee reaches the deferral limit under Section 402(g) of the Internal Revenue Code.
The company also disclosed that its consulting agreement with Alfred M. Rankin, Jr. will terminate by mutual agreement on December 31, 2025. The full text of the Excess Retirement Plan amendment is included as an exhibit to the report.
NACCO Industries, Inc. (NC) announced that its Board of Directors declared a regular quarterly cash dividend of 25.25 cents per share. The dividend applies to both the Class A and Class B common stock and will be paid on December 15, 2025 to stockholders of record at the close of business on December 1, 2025.
The Board also approved a new stock repurchase program under which NACCO may repurchase up to $20 million of its outstanding Class A common stock through December 31, 2027. This authorization replaces the company’s prior repurchase program, which would have expired on December 31, 2025, and continues NACCO’s practice of returning capital to shareholders.
NACCO Industries (NC) furnished quarterly results via an 8‑K. On November 5, 2025, the company announced unaudited financial results for the three and nine months ended September 30, 2025, through a press release attached as Exhibit 99.
The disclosure under Item 2.02 is being furnished, not filed, and is not subject to Section 18 liability nor incorporated by reference unless specifically stated. The Class A Common Stock trades on the NYSE under the symbol NC.
NACCO Industries, Inc. furnished an updated investor presentation on its website dated August 25, 2025. The presentation, attached as Exhibit 99 to this report, provides historical information regarding the company’s results of operations and related disclosures.
The materials referenced under Items 2.02 and 7.01 are being furnished, not filed, which means they are not subject to Section 18 liability of the Securities Exchange Act and are not automatically incorporated into other Securities Act filings unless specifically referenced.