Jun 2026 (Q2 FY26) — Aug 6, 2026
NACCO Industries Q2 FY26 — Strong Core Performance Offset by Solar Impairment
Read the full callNACCO Industries earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 72.3 | +6.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -3.1 | −3.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -0.96 | −129.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $44.75 on 17 Oct 2025 → $32.64. High $58.99 (25 Feb 2026), low $32.64 (19 Oct 2026).
Overview
Call summaries
NACCO Industries Q2 FY26 — Strong Core Performance Offset by Solar Impairment
Read the full callEvery analysed call
Financials
Net profit, year on year: −130% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 62 | 70 | 66 | 68 | 77 | 67 | 63 | 72 |
| Operating profit | 20 | 4 | 8 | -0 | 7 | 8 | 11 | -2 |
| Operating margin | 31.9% | 5.5% | 11.7% | −0.1% | 8.8% | 11.3% | 17.6% | −3.1% |
| Other income | -1 | -1 | -3 | 2 | -1 | -8 | -1 | -1 |
| Interest | 1 | 2 | 2 | 2 | 1 | 1 | 2 | 2 |
| Profit before tax | 19 | 3 | 5 | 2 | 6 | 0 | 10 | -3 |
| Tax rate | 18.3% | −178.8% | 4.4% | −63.5% | −122.5% | 5918.2% | 10.1% | 69.7% |
| Net profit | 16 | 8 | 5 | 3 | 13 | -4 | 9 | -1 |
| EPS ($ per share) | 2.14 | — | 0.67 | 0.44 | 1.78 | — | 1.18 | -0.13 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 250 | 285 | 294 | 337 | 405 | 356 | 373 | 381 |
| Total liabilities | 126 | 155 | 176 | 155 | 141 | 157 | 227 | 232 |
| Fixed assets | 125 | 138 | 172 | 193 | 218 | 224 | 259 | 288 |
| Total assets | 377 | 445 | 476 | 507 | 568 | 540 | 632 | 661 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 55 | 53 | -2 | 75 | 68 | 54 | 22 | 51 |
| Cash from investing | -18 | -20 | -46 | -44 | -33 | -82 | -71 | -64 |
| Cash from financing | -53 | 5 | 14 | -33 | -10 | 1 | 37 | -10 |
| Net cash flow | — | 38 | -34 | -2 | 25 | -26 | -12 | -23 |
| Capital expenditure | -21 | -25 | -30 | -39 | -43 | -45 | -55 | -49 |
| Free cash flow | 34 | 28 | -33 | 36 | 25 | 9 | -32 | 2 |
68 filings between Nov 10, 2025 and Oct 1, 2026.
Purchases
None
No insider bought shares.
Sales
$613.4K
5 sales by 2 insiders
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Loveman Elizabeth | — | $526.7K | Mar 13, 2026 |
| Maxwell Thomas A | — | $86.7K | Mar 9, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | DALRYMPLE JOHN S III Director | Award | 663 | — |
| Oct 1, 2026 | Jumper John P Non-Executive Chairman | Award | 1,125 | — |
| Oct 1, 2026 | RANKIN ELIZABETH B Insider | Award | 663 | — |
| Oct 1, 2026 | Burns Patrick Joseph (2026) Director | Award | 310 | — |
| Oct 1, 2026 | RANKIN VICTOIRE G Insider | Award | 663 | — |
| Oct 1, 2026 | SACHS VALERIE GENTILE Director | Award | 663 | — |
| Oct 1, 2026 | RANKIN MATTHEW M Director | Award | 663 | — |
| Oct 1, 2026 | SHAPARD ROBERT S Director | Award | 663 | — |
| Oct 1, 2026 | Miller Michael Sidney Director | Award | 663 | — |
| Oct 1, 2026 | TAPLIN BRITTON T Director | Award | 663 | — |
| Oct 1, 2026 | RANKIN ALFRED M ET AL Director | Award | 663 | — |
| Oct 1, 2026 | McDonald William Paul Director | Award | 663 | — |
| Oct 1, 2026 | LABARRE DENNIS W Director | Award | 663 | — |
| Jul 1, 2026 | TAPLIN BRITTON T Director | Award | 569 | — |
| Jul 1, 2026 | DALRYMPLE JOHN S III Director | Award | 569 | — |
| Jul 1, 2026 | SACHS VALERIE GENTILE Director | Award | 569 | — |
| Jul 1, 2026 | McDonald William Paul Director | Award | 569 | — |
| Jul 1, 2026 | Jumper John P Non-Executive Chairman | Award | 773 | — |
| Jul 1, 2026 | RANKIN ELIZABETH B Insider | Award | 569 | — |
| Jul 1, 2026 | RANKIN MATTHEW M Director | Award | 569 | — |
| Jul 1, 2026 | LABARRE DENNIS W Director | Award | 569 | — |
| Jul 1, 2026 | RANKIN VICTOIRE G Insider | Award | 760 | — |
| Jul 1, 2026 | RANKIN ALFRED M ET AL Director | Award | 760 | — |
| Jul 1, 2026 | SHAPARD ROBERT S Director | Award | 569 | — |
| Jul 1, 2026 | Miller Michael Sidney Director | Award | 569 | — |
| Apr 1, 2026 | RANKIN VICTOIRE G Insider | Award | 955 | — |
| Apr 1, 2026 | RANKIN ALFRED M ET AL Chairman | Award | 955 | — |
| Apr 1, 2026 | SACHS VALERIE GENTILE Director | Award | 563 | — |
| Apr 1, 2026 | DALRYMPLE JOHN S III Director | Award | 563 | — |
| Apr 1, 2026 | McDonald William Paul Director | Award | 563 | — |
| Apr 1, 2026 | SHAPARD ROBERT S Director | Award | 563 | — |
| Apr 1, 2026 | Miller Michael Sidney Director | Award | 563 | — |
| Apr 1, 2026 | TAPLIN BRITTON T Director | Award | 563 | — |
| Apr 1, 2026 | RANKIN ELIZABETH B Insider | Award | 563 | — |
| Apr 1, 2026 | RANKIN MATTHEW M Director | Award | 563 | — |
| Apr 1, 2026 | LABARRE DENNIS W Director | Award | 563 | — |
| Apr 1, 2026 | Jumper John P Director | Award | 563 | — |
| Mar 13, 2026 | Loveman Elizabeth SVP and Controller | Sale | 1,662 | $85.5K |
| Mar 12, 2026 | Loveman Elizabeth SVP and Controller | Sale | 4,053 | $210.9K |
| Mar 9, 2026 | Maxwell Thomas A SVP Finance and Treasurer | Sale | 1,785 | $86.7K |
| Feb 17, 2026 | Neumann John D SVP, Gen. Counsel & Sec'y | Award | 5,409 | — |
| Feb 17, 2026 | BUTLER HELEN RANKIN Insider | Tax withheld | 8,777 | — |
| Feb 17, 2026 | Dewing Carroll L Subsidiary Officer | Tax withheld | 388 | — |
| Feb 17, 2026 | BUTLER JOHN C JR President & CEO | Tax withheld | 8,777 | — |
| Feb 17, 2026 | BUTLER JOHN C JR President & CEO | Award | 39,630 | — |
| Feb 17, 2026 | BUTLER HELEN RANKIN Insider | Award | 39,630 | — |
| Feb 17, 2026 | Neumann John D SVP, Gen. Counsel & Sec'y | Tax withheld | 249 | — |
| Feb 17, 2026 | Dewing Carroll L Subsidiary Officer | Award | 6,303 | — |
| Feb 17, 2026 | Maxwell Thomas A SVP Finance and Treasurer | Tax withheld | 296 | — |
| Feb 17, 2026 | Maxwell Thomas A SVP Finance and Treasurer | Award | 1,870 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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