North American Construction Group 향후 성장
Future 기준 점검 4/6
North American Construction Group (는) 각각 연간 33.3% 및 9.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 33.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.5% 로 예상됩니다.
핵심 정보
33.3%
이익 성장률
33.71%
EPS 성장률
| Energy Services 이익 성장 | 32.7% |
| 매출 성장률 | 9.4% |
| 향후 자기자본이익률 | 13.50% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 18 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
내러티브 업데이트 • 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.
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2027 | 1,496 | 74 | 69 | 318 | 5 |
| 12/31/2026 | 1,401 | 57 | 42 | 278 | 5 |
| 3/31/2026 | 1,263 | 33 | 2 | 242 | N/A |
| 12/31/2025 | 1,284 | 34 | -21 | 264 | N/A |
| 9/30/2025 | 1,284 | 37 | -8 | 285 | N/A |
| 6/30/2025 | 1,254 | 34 | -47 | 248 | N/A |
| 3/31/2025 | 1,210 | 39 | -51 | 250 | N/A |
| 12/31/2024 | 1,166 | 44 | -67 | 241 | N/A |
| 9/30/2024 | 1,188 | 58 | -8 | 309 | N/A |
| 6/30/2024 | 1,099 | 55 | 5 | 291 | N/A |
| 3/31/2024 | 1,017 | 53 | 21 | 265 | N/A |
| 12/31/2023 | 965 | 63 | 75 | 278 | N/A |
| 9/30/2023 | 870 | 72 | 45 | 188 | N/A |
| 6/30/2023 | 864 | 80 | 46 | 182 | N/A |
| 3/31/2023 | 837 | 76 | 52 | 177 | N/A |
| 12/31/2022 | 770 | 67 | 54 | 169 | N/A |
| 9/30/2022 | 717 | 57 | 44 | 157 | N/A |
| 6/30/2022 | 692 | 50 | 48 | 158 | N/A |
| 3/31/2022 | 663 | 46 | 36 | 147 | N/A |
| 12/31/2021 | 654 | 51 | 51 | 165 | N/A |
| 9/30/2021 | 609 | 46 | 47 | 162 | N/A |
| 6/30/2021 | 536 | 39 | 22 | 131 | N/A |
| 3/31/2021 | 467 | 50 | 34 | 140 | N/A |
| 12/31/2020 | 498 | 49 | 29 | 147 | N/A |
| 9/30/2020 | 552 | 47 | 38 | 167 | N/A |
| 6/30/2020 | 625 | 48 | 20 | 160 | N/A |
| 3/31/2020 | 731 | 49 | 2 | 159 | N/A |
| 12/31/2019 | 719 | 37 | N/A | 158 | N/A |
| 9/30/2019 | 661 | 31 | N/A | 112 | N/A |
| 6/30/2019 | 579 | 25 | N/A | 125 | N/A |
| 3/31/2019 | 482 | 11 | N/A | 118 | N/A |
| 12/31/2018 | 410 | 15 | N/A | 109 | N/A |
| 9/30/2018 | 361 | 15 | N/A | 78 | N/A |
| 6/30/2018 | 346 | 13 | N/A | 70 | N/A |
| 3/31/2018 | 314 | 7 | N/A | 64 | N/A |
| 12/31/2017 | 293 | 5 | N/A | 50 | N/A |
| 9/30/2017 | 273 | 2 | N/A | 48 | N/A |
| 6/30/2017 | 251 | 1 | N/A | 57 | N/A |
| 3/31/2017 | 228 | 3 | N/A | 45 | N/A |
| 12/31/2016 | 213 | 0 | N/A | 40 | N/A |
| 9/30/2016 | 216 | -1 | N/A | 48 | N/A |
| 6/30/2016 | 235 | -1 | N/A | 55 | N/A |
| 3/31/2016 | 275 | -1 | N/A | 77 | N/A |
| 12/31/2015 | 281 | -7 | N/A | 77 | N/A |
| 9/30/2015 | 329 | -8 | N/A | 76 | N/A |
| 6/30/2015 | 397 | -1 | N/A | 60 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: NOA 의 연간 예상 수익 증가율(33.3%)이 saving rate(3%)보다 높습니다.
수익 vs 시장: NOA 의 연간 수익(33.3%)이 Canadian 시장(10.5%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: NOA 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: NOA 의 수익(연간 9.4%)이 Canadian 시장(연간 4.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: NOA 의 수익(연간 9.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: NOA의 자본 수익률은 3년 후 13.5%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/28 21:24 |
| 종가 | 2026/05/28 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
North American Construction Group Ltd.는 12명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Tim Monachello | ATB Cormark |
| John Gibson | BMO Capital Markets Equity Research |
| Yuri Lynk | Canaccord Genuity |