NOA logo

NORTH AMERICAN CONSTRUCTION

NOANYSE
πŸ† #3306 by market capEarnings Oct 28US Equity
$11.95β–Ό $0.21 (βˆ’1.73%)
πŸŒ™ After hours$11.97β–² 0.21%Regular close Β· extended-hours price shown
πŸ””
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24hβ–Ό 1.7%
7dβ–Ό 4.4%
14dβ–Ό 8.4%
30dβ–Ό 8.8%
ytdβ–Ό 16.9%
1yβ–Ό 15.4%
🏦Market Cap
$324M
Small Cap
πŸ“ˆRevenue Growth (YoY)
+10.2%
Healthy
πŸ“ŠGross Margin
12.8%
Thin
πŸ’΅FCF Margin
0.4%
Thin
βš–οΈP/S Ratio
0.3x
Cheap
Otter Score
92
Very Good

Trading Snapshot

Day Range
$11.85 – $12.04
52-Week Range
$12.07 – $17.26
Volume
$2.06B
Avg Volume
$2.75B
Shares Outstanding
27.1M
Next Earnings
Nov 23, 2026

Fundamentals Snapshot

Annual Revenue
$1.28B
Last Q Revenue
$401M
P/E Ratio
15.1
P/S Ratio
0.3x
EPS (TTM)
$1.20
Dividend Yield
2.78%
Dilution (1yr)
βˆ’14.7%

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.

NOA logo

NORTH AMERICAN CONSTRUCTION

NOA
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$1.3Bβ–² +10.2% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
12.6%β–Ό βˆ’29.9% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
$110Mβ–Ό βˆ’28.3% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
βˆ’$27Mβ–Ό βˆ’60.2% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
28.2Mβ–Ό βˆ’14.7% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
βˆ’$821Mβ–Ό βˆ’$74M YoY
StockOtter Β· stockotter.space

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.

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Otter Score Breakdown

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Very Good
92/100

Analyst Ratings

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

Latest News & Updates

Seeking AlphaΒ·16d ago

North American Construction: Australia Growth Must Turn Into Cash Flow

North American Construction has transformed its business with the MacKellar and IMC acquisitions, shifting its earnings engine to Australia. Australia now contributes 75% of revenue, offering broader commodity exposure,

GlobeNewsWireΒ·19d ago

North American Construction Group Announces the Appointment of Brad Rogers as President, Chief Executive Officer and Director

ACHESON, Alberta, Sept. 10, 2026 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. (β€œNACG” or β€œthe Company”) (TSX:NOA.TO/NYSE:NOA) today announced the appointment of Brad Rogers as the Company's President and Ch

Defense WorldΒ·20d ago

Comparing Oceanagold (NYSE:OGC) and North American Construction Group (NYSE:NOA)

North American Construction Group (NYSE: NOA - Get Free Report) and Oceanagold (NYSE: OGC - Get Free Report) are both materials companies, but which is the superior investment? We will contrast the two businesses based o

MarketBeatΒ·Aug 14

North American Construction Group Q2 Earnings Call Highlights

North American Construction Group NYSE: NOA raised its 2026 combined revenue outlook after reporting stronger-than-expected first-half performance, supported by growth in Australia, the contribution from its IMC acquisit

Seeking AlphaΒ·Aug 13

North American Construction Group Ltd. (NOA:CA) Q2 2026 Earnings Call Transcript

North American Construction Group Ltd. (NOA:CA) Q2 2026 Earnings Call Transcript

Zacks Investment ResearchΒ·Aug 12

North American Construction (NOA) Lags Q2 Earnings Estimates

North American Construction (NOA) came out with quarterly earnings of $0.23 per share, missing the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.01 per share a year ago.