Will the 5-Year Oil Sands Deal Strengthen North American Construction?
NOA lands a five-year Heavy Equipment Services Contract, adding about $135 million to backlog and supporting oil sands growth.
Zacks Investment Research7/9/2026Positive
NOA
North American Construction Group LtdNYSEENERGYOIL & GAS EQUIPMENT & SERVICES
Key Statistics
Market Cap
$365.88M
P/E Ratio
16.67
EPS
$0.81
Beta
1.15
52W High
$17.05
52W Low
$11.82
50-Day MA
$14.04
200-Day MA
$14.47
Dividend Yield
3.66%
Profit Margin
2.63%
Forward P/E
7.43
PEG Ratio
0.38
About North American Construction Group Ltd
North American Construction Group Ltd. provides mining and heavy construction services to the resource development and industrial construction sectors in Canada and the United States. The company's Heavy Construction & Mining division offers constructability reviews, budget cost estimates, design-build construction, project management, contracts. mining, pre-stripping / pit excavation, overburden removal and stacking, muskeg removal and stacking, site preparation, runway construction, site dewatering / perimeter ditching, tailings and process pipelines, transportation and construction of access, construction and densification of tailings dams, mechanically stabilized earth walls, dam construction and reclamation services. The company is headquartered in Acheson, Canada.
Fundamentals
| Revenue (TTM) | $1.26B |
| Gross Profit (TTM) | $379.73M |
| EBITDA | $318.75M |
| Operating Margin | 8.09% |
| Return on Equity | 7.10% |
| Return on Assets | 3.62% |
| Revenue/Share (TTM) | $44.15 |
| Book Value | $12.19 |
| Price-to-Book | 1.05 |
| Price-to-Sales (TTM) | 0.29 |
| EV/Revenue | 1.058 |
| EV/EBITDA | 4.08 |
| Quarterly Earnings Growth (YoY) | -9.50% |
| Quarterly Revenue Growth (YoY) | -6.30% |
| Shares Outstanding | $27.10M |
| Float | $24.25M |
| % Insiders | 10.84% |
| % Institutions | 69.49% |
Historical Volatility
HV 10-Day
28.18%
HV 20-Day
28.74%
HV 30-Day
31.75%
HV 60-Day
37.25%
HV Rank
20.6%
Volatility is currently contracting
Analyst Ratings
Consensus ($26.72 target)
2
Strong Buy3
Buy2
Hold1
Strong SellLatest News
North American Construction Group Awarded Five-Year Heavy Equipment Services Contract in the Canadian Oil Sands Region
Strengthens Recurring Revenue Profile with Approximately $135 Million of Incremental Backlog Strengthens Recurring Revenue Profile with Approximately $135 Million of Incremental Backlog
GlobeNewsWire7/8/2026Neutral
North American Construction Group Ltd. Announces Closing of Private Placement Offering of $200 Million Senior Unsecured Notes
ACHESON, Alberta, June 16, 2026 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. (“NACG”) (TSX: NOA / NYSE: NOA) announced today that it has successfully closed its previously announced private placement offering (the “Offering”) of $200 million aggregate principal amount of 7.00% Senior Unsecured Notes due June 16, 2031 (the “Notes”).
GlobeNewsWire6/16/2026Neutral
North American Construction Group Ltd. Announces Pricing of Private Placement Offering of $200 Million Senior Unsecured Notes
ACHESON, Alberta, June 10, 2026 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. (“NACG”) (TSX: NOA / NYSE: NOA) announced today that it has entered into an underwriting agreement to sell, pursuant to a private placement offering (the “Offering”), $200 million aggregate principal amount of 7.00% Senior Unsecured Notes due June 16, 2031 (the “Notes”). The Notes will be issued at a price of $1,000 per $1,000 of Notes. The Notes will accrue interest at the rate of 7.00% per annum, payable in cash in equal payments semi-annually in arrears each June 16 and December 16, commencing on December 16, 2026. The Notes will be issued pursuant to an indenture to be entered into between NACG and Computershare Trust Company of Canada, as trustee.
GlobeNewsWire6/10/2026Neutral
North American Construction Group Q1 Earnings Call Highlights
North American Construction Group NYSE: NOA reported a stronger start to 2026, with management saying first-quarter results showed sequential improvement in earnings, margins and operating execution across its Canadian and Australian businesses.
MarketBeat5/15/2026Positive
North American Construction Group Ltd. (NOA:CA) Q1 2026 Earnings Call Transcript
North American Construction Group Ltd. (NOA:CA) Q1 2026 Earnings Call Transcript
Seeking Alpha5/14/2026Neutral
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Data last updated: 7/9/2026