North American Construction Group Ltd.

TSX:NOA 株式レポート

時価総額:CA$519.3m

North American Construction Group 将来の成長

Future 基準チェック /46

North American Construction Group利益と収益がそれぞれ年間32.9%と9.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.5% 33.6%なると予測されています。

主要情報

32.9%

収益成長率

33.60%

EPS成長率

Energy Services 収益成長31.9%
収益成長率9.4%
将来の株主資本利益率13.50%
アナリストカバレッジ

Low

最終更新日17 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 Jun 04

NOA: Higher Revenue Outlook For 2026 Will Support Stronger Share Repurchases

Analysts have lifted their price target on North American Construction Group to CA$22.00 from CA$19.00, citing updated assumptions that include revised revenue growth expectations, a slightly adjusted discount rate, a refined profit margin outlook, and a lower future P/E multiple. What's in the News Company maintained earnings guidance for 2026, with combined revenue targeted in the range of $1.5b to $1.7b.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
ナラティブの更新 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.
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新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

業績と収益の成長予測

TSX:NOA - アナリストの将来予測と過去の財務データ ( )CAD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20271,49674693185
12/31/20261,40157432785
3/31/20261,263332242N/A
12/31/20251,28434-21264N/A
9/30/20251,28437-8285N/A
6/30/20251,25434-47248N/A
3/31/20251,21039-51274N/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

アナリストによる今後の成長予測

収入対貯蓄率: NOAの予測収益成長率 (年間32.9% ) は 貯蓄率 ( 3% ) を上回っています。

収益対市場: NOAの収益 ( 32.9% ) はCanadian市場 ( 11% ) よりも速いペースで成長すると予測されています。

高成長収益: NOAの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: NOAの収益 ( 9.4% ) Canadian市場 ( 4.9% ) よりも速いペースで成長すると予測されています。

高い収益成長: NOAの収益 ( 9.4% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: NOAの 自己資本利益率 は、3年後には低くなると予測されています ( 13.5 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/19 17:22
終値2026/06/19 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

North American Construction Group Ltd. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12

アナリスト機関
Tim MonachelloATB Cormark
John GibsonBMO Capital Markets Equity Research
Yuri LynkCanaccord Genuity