NCNACCO Industries, Inc.
The schedule
- Fri15Jan
Expected administrative directives regarding domestic coal leasing and emissions standards under President Trump.
- Wed3Feb
Q3 2026 earnings assessing unassigned coal shipments and cost control ahead of the winter season.
- Wed5May
Full-year 2026 results and crucial 2027 capital expenditure guidance.
- Wed4Aug
First quarter 2027 results tracking initial realization of FY27 operating and capital efficiency targets.
Past
- Wed5Aug
Actual outcome: Bear
NACCO Industries reported a net loss of $0.13 per share for Q2 2026, driven by $12.0 million in solar asset impairment charges. Although the company saw stronger operating performance in its utility coal mining and minerals businesses, the significant impairment charges overshadowed these gains, causing the stock to fall 9.7% and break below the bear floor.
Q2 2026 earnings release evaluating volume shipments, unassigned coal deliveries, and operating margins.
- Wed4Mar
Actual outcome: Bull · $48.91 at outcome
NACCO Industries reported Q4 2025 earnings that met expectations with an EPS of -$0.52, as a $6.0 million non-cash pension settlement charge and tax adjustments drove a headline net loss. The stock reacted positively because the company demonstrated strong underlying operational improvements, highlighted by a 42% increase in gross profit and a 95% surge in operating profit year-over-year. Investors rewarded this improved operating momentum across all three reportable segments, looking past the one-time accounting charges.
NACCO Industries reported Q4 2025 earnings that met expectations with an EPS of -$0.52, as a $6.0 million non-cash pension settlement charge and tax adjustments drove a headline net loss. The stock reacted positively because the company demonstrated strong underlying operational improvements, highlighted by a 42% increase in gross profit and a 95% surge in operating profit year-over-year. Investors rewarded this improved operating momentum across all three reportable segments, looking past the one-time accounting charges.
Scouting Reports

Pricing the Millisecond: DJT and the API Data Arbitrage
Sep 24, 2026
Trump Media & Technology Group ( DJT ) is entering the market-data plumbing business. The company rolled out "Truth API," a commercial data feed charging Wall Street firms a reported $100,000 a month
Read more →
Weekly Playbook: The Regulatory Relief Trade (BBT, LPCV, UNB)
Aug 16, 2026
As the Federal Reserve's rate trajectory normalizes, the alpha in the Financials sector is shifting away from pure macro duration bets and toward idiosyncratic regulatory friction. This week's setups
Read more →
The Jones Act Bypass: Pricing the Maritime Capacity Crunch
Aug 11, 2026
South Korea’s Hanwha just dropped a $1.05–$1.2 billion nonbinding offer for naval shipbuilder Austal USA. Right next to it, the White House extended another 90-day Jones Act waiver to allow foreign-fl
Read more →