North American Construction Group Ltd.
NOA
NYSE·Energy·Oil & Gas Equipment & Services·Mkt cap $361.8M
$13.35
▼ -0.37%
P/E
15.99
Mkt Cap
$361.8M
52-Wk Range
$12.07–$17.26
52-Week Range
$12.07 - $17.26
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 1.0% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Extensive heavy equipment fleet of 632+ units reducing capital requirements for clients
- Integrated service model combining construction, mining, and maintenance under one provider
- 70+ year operational history with deep industry relationships and expertise
- Geographic diversification across Canada, United States, and Australia
Bear Case
1 risk
- Average volatility.
Growth
Moderate growth ahead
Increased mining and resource development spending in North America
Value
Undervalued - trading well below sector peers
Momentum
Stable
-2.8% over 3m
Quality
Thin
Solid business
Dividend
Solid
2.60% yield
Smart-money signal
Who's buying NOA right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 11, 2026
AUG 12, 2026
Reported EPS of $0.23 vs $0.23 consensus (0.0% surprise). Revenue of $282.3M vs $246.6M expected (+14.4%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
0.0%
Revenue trend · last 8Q
—
—
—
+15%
+16%
+11%
-0%
-6%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$201.7M
$209.4M
$223.1M
$248.8M
$234.0M
$231.6M
$222.9M
$232.8M
Margins · last 8Q
Gross
—
Operating
—
Profit
1.7%
Wall Street consensus
Analyst coverage
Live ratings and price targets aggregated across covering analysts.
vs Industry
How NOA stacks vs Oil & Gas Equipment & Services
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.