North American Construction Group Ltd.

TSX:NOA Rapport sur les actions

Capitalisation boursière : CA$526.3m

North American Construction Group Croissance future

Future contrôle des critères 4/6

North American Construction Group devrait augmenter ses bénéfices et son chiffre d'affaires de 33.3% et de 9.4% par an respectivement. Le BPA devrait croître de de 33.7% par an. Le rendement des capitaux propres devrait être 13.5% dans 3 ans.

Informations clés

33.3%

Taux de croissance des bénéfices

33.71%

Taux de croissance du BPA

Energy Services croissance des bénéfices33.2%
Taux de croissance des recettes9.4%
Rendement futur des capitaux propres13.50%
Couverture par les analystes

Low

Dernière mise à jour18 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit May 11

NOA: Share Repurchases And 2026 Revenue Guidance Will Support Future Upside

Analysts have maintained their CA$28.00 price target on North American Construction Group, citing updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E as the key drivers behind the unchanged valuation view. What's in the News A special and extraordinary shareholders meeting is scheduled for May 20, 2026, at the company’s Acheson, Alberta location at 27287 100 Avenue, which could bring shareholder votes on key corporate matters (Key Developments).
Mise à jour du récit Apr 25

NOA: Share Buybacks And 2026 Revenue Guidance Will Support Future Upside

Analysts have kept their CA$28.00 price target for North American Construction Group steady, citing only minor tweaks to assumptions around the discount rate, revenue growth, profit margin and future P/E that do not materially change their overall view of the stock's valuation. What's in the News North American Construction Group has scheduled a Special and Extraordinary Shareholders Meeting for May 20, 2026, at 27287 100 Avenue, Acheson, Alberta, Canada (company event filing).
Mise à jour du récit Apr 10

NOA: Share Buybacks And 2026 Guidance Will Support Future Upside

Analysts have kept the CA$28.00 price target for North American Construction Group unchanged, citing updated assumptions for the discount rate, revenue growth, profit margin, and forward P/E that still support their overall valuation view. What's in the News Company plans a Special and Extraordinary Shareholders Meeting on May 20, 2026, a key date to watch for any shareholder proposals or approvals (company event filing).
Mise à jour du récit Mar 27

NOA: Buybacks And 2026 Revenue Outlook Will Support Stronger Future Returns

Analysts have kept their CA$28.00 price target on North American Construction Group intact, citing updated assumptions that combine a higher revenue growth outlook with a slightly higher discount rate, a modestly lower profit margin and a reduced future P/E multiple. What's in the News A share buyback tranche was completed, with 407,616 shares repurchased, representing 1.43% of shares, for a total of CA$8.41 million under the program announced on November 18, 2025 (Key Developments).
Mise à jour du récit Mar 12

NOA: Australian Mining Deal And Buybacks Will Support Stronger Future Returns

Analysts have left their CA$28.00 price target for North American Construction Group unchanged, pointing to steady expectations around fair value. Modest adjustments to revenue growth, profit margin and future P/E assumptions refine their outlook.
Mise à jour du récit Feb 26

NOA: Australian Mining Acquisition Will Drive Stronger Returns Over Time

Analysts have reiterated their CA$28.00 price target for North American Construction Group, citing updated assumptions that keep estimated fair value steady while modestly adjusting the discount rate, revenue growth, profit margin and future P/E inputs. What's in the News Chief Executive Officer Joe Lambert resigned to pursue other opportunities, and Chief Operating Officer Barry Palmer has stepped in as CEO on an interim basis while the company reviews internal and external candidates for the permanent role (Key Developments).
Mise à jour du récit Feb 11

NOA: Australian Mining Acquisition And Leadership Transition Will Support Stronger Future Returns

Analysts have maintained their CA$28.00 price target for North American Construction Group, citing only minor model tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions rather than a change in their overall view of the shares. What's in the News Joe Lambert has resigned as Chief Executive Officer of North American Construction Group, with Chief Operating Officer Barry Palmer stepping in as CEO effective immediately while the board evaluates internal and external candidates for the permanent role (Key Developments).
Mise à jour du récit Jan 26

NOA: Australian Mining Expansion And Buybacks Will Support Stronger Future Returns

Analysts have maintained their price target for North American Construction Group at $28.00, indicating relatively unchanged assumptions for growth, margins and valuation multiples, with only small adjustments to the discount rate, revenue growth, profit margin and future P/E supporting the reaffirmed view. What's in the News Chief Executive Officer Joe Lambert resigned, and Chief Operating Officer Barry Palmer has taken over as CEO while the company evaluates internal and external candidates for the role on a permanent basis (Key Developments).
Mise à jour du récit Jan 12

NOA: Future Returns Will Benefit From Australian Mining Acquisition And Share Repurchases

Analysts have adjusted their price target for North American Construction Group to $28.00. The change is mainly tied to updated views on discount rates, revenue growth assumptions, profit margins, and a higher future P/E multiple.
Mise à jour du récit Dec 27

NOA: Future Returns Will Benefit From Accretive IMC Acquisition And Share Repurchases

Analysts have raised their price target on North American Construction Group by $2 to $28, citing stronger anticipated revenue growth, modestly higher profit margins, and a slightly lower discount rate. Together, these factors support a marginally richer but still conservative future earnings multiple.
Mise à jour du récit Dec 12

NOA: Future Shareholder Returns Will Benefit From Ongoing Share Repurchase Program

Analysts have trimmed their price target for North American Construction Group by 2.00 dollars to 26.00 dollars, citing slightly lower long term revenue growth expectations, partly offset by improved margin and valuation assumptions. What's in the News Announced completion of a substantial normal course issuer bid, repurchasing 1,781,550 shares, representing 6.16% of outstanding shares, for CAD 20.34 million under the buyback announced on October 30, 2024 (Key Developments) Between July 1, 2025 and November 3, 2025, repurchased 1,102,442 shares, or 3.78% of shares outstanding, for CAD 4.04 million as part of the latest buyback tranche (Key Developments) Issued earnings guidance for the six months ended December 31, 2025, forecasting combined revenue in the range of 700 million dollars to 750 million dollars (Key Developments) Valuation Changes Fair Value Estimate reduced from 28.00 dollars to 26.00 dollars, a decrease of about 7 percent, reflecting slightly lower long term expectations.
Article d’analyse Nov 19

North American Construction Group's (TSE:NOA) Anemic Earnings Might Be Worse Than You Think

The market wasn't impressed with the soft earnings from North American Construction Group Ltd. ( TSE:NOA ) recently. We...
Article d’analyse Nov 16

North American Construction Group (TSE:NOA) Is Paying Out A Dividend Of CA$0.12

North American Construction Group Ltd. ( TSE:NOA ) will pay a dividend of CA$0.12 on the 9th of January. Including this...
Article d’analyse Nov 08

North American Construction Group (TSE:NOA) Seems To Be Using A Lot Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Mise à jour du récit Aug 15

Expanding Australian And US Operations Will Broaden Business Horizons

A sharp decline in net profit margin combined with a substantial increase in the future P/E ratio signals deteriorating profitability and a less attractive valuation, leading analysts to lower their fair value estimate for North American Construction Group from CA$33.94 to CA$30.94. What's in the News Maintained earnings guidance for the second half of 2025, with combined revenue expected at $700 million to $750 million.
User avatar
Nouveau récit Mar 16

Integrating MacKellar Assets And Partnering With Finning Will Improve Efficiency

Continued integration of Australian assets and strategic partnerships are expected to boost equipment utilization, revenue, and net margins.
Article d’analyse Mar 05

Many Still Looking Away From North American Construction Group Ltd. (TSE:NOA)

North American Construction Group Ltd.'s ( TSE:NOA ) price-to-earnings (or "P/E") ratio of 10.9x might make it look...
Article d’analyse Nov 07

There May Be Some Bright Spots In North American Construction Group's (TSE:NOA) Earnings

North American Construction Group Ltd.'s ( TSE:NOA ) recent soft profit numbers didn't appear to worry shareholders, as...
Article d’analyse Nov 02

These 4 Measures Indicate That North American Construction Group (TSE:NOA) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse May 09

Most Shareholders Will Probably Agree With North American Construction Group Ltd.'s (TSE:NOA) CEO Compensation

Key Insights North American Construction Group to hold its Annual General Meeting on 15th of May Total pay for CEO Joe...
Article d’analyse May 05

North American Construction Group (TSE:NOA) Has Announced A Dividend Of CA$0.10

North American Construction Group Ltd.'s ( TSE:NOA ) investors are due to receive a payment of CA$0.10 per share on 5th...
Article d’analyse May 03

North American Construction Group Ltd.'s (TSE:NOA) Shares Not Telling The Full Story

There wouldn't be many who think North American Construction Group Ltd.'s ( TSE:NOA ) price-to-earnings (or "P/E...

Prévisions de croissance des bénéfices et des revenus

TSX:NOA - Estimations futures des analystes et données financières antérieures (CAD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20271,49674693185
12/31/20261,40157422785
3/31/20261,263332242N/A
12/31/20251,28434-21264N/A
9/30/20251,28437-8285N/A
6/30/20251,25434-47248N/A
3/31/20251,21039-51250N/A
12/31/20241,16644-67241N/A
9/30/20241,18858-8309N/A
6/30/20241,099555291N/A
3/31/20241,0175321265N/A
12/31/20239656375278N/A
9/30/20238707245188N/A
6/30/20238648046182N/A
3/31/20238377652177N/A
12/31/20227706754169N/A
9/30/20227175744157N/A
6/30/20226925048158N/A
3/31/20226634636147N/A
12/31/20216545151165N/A
9/30/20216094647162N/A
6/30/20215363922131N/A
3/31/20214675034140N/A
12/31/20204984929147N/A
9/30/20205524738167N/A
6/30/20206254820160N/A
3/31/2020731492159N/A
12/31/201971937N/A158N/A
9/30/201966131N/A112N/A
6/30/201957925N/A125N/A
3/31/201948211N/A118N/A
12/31/201841015N/A109N/A
9/30/201836115N/A78N/A
6/30/201834613N/A70N/A
3/31/20183147N/A64N/A
12/31/20172935N/A50N/A
9/30/20172732N/A48N/A
6/30/20172511N/A57N/A
3/31/20172283N/A45N/A
12/31/20162130N/A40N/A
9/30/2016216-1N/A48N/A
6/30/2016235-1N/A55N/A
3/31/2016275-1N/A77N/A
12/31/2015281-7N/A77N/A
9/30/2015329-8N/A76N/A
6/30/2015397-1N/A60N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de NOA ( 33.3% par an) est supérieure au taux d'épargne ( 3% ).

Bénéfices vs marché: Les bénéfices de NOA ( 33.3% par an) devraient croître plus rapidement que le marché Canadian ( 10.4% par an).

Croissance élevée des bénéfices: Les bénéfices de NOA devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de NOA ( 9.4% par an) devrait croître plus rapidement que le marché Canadian ( 4.8% par an).

Croissance élevée des revenus: Le chiffre d'affaires de NOA ( 9.4% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de NOA devrait être faible dans 3 ans ( 13.5 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/29 04:15
Cours de l'action en fin de journée2026/05/29 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

North American Construction Group Ltd. est couverte par 12 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Tim MonachelloATB Cormark
John GibsonBMO Capital Markets Equity Research
Yuri LynkCanaccord Genuity