North American Construction Group Ltd.

TSX:NOA Stok Raporu

Piyasa değeri: CA$512.8m

North American Construction Group Gelecekteki Büyüme

Future kriter kontrolleri 4/6

North American Construction Group kazanç ve gelirin sırasıyla yıllık 33.3% ve 9.4% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 33.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 13.5% olacağı tahmin edilmektedir.

Anahtar bilgiler

33.3%

Kazanç büyüme oranı

33.71%

EPS büyüme oranı

Energy Services kazanç büyümesi32.4%
Gelir büyüme oranı9.4%
Gelecekteki özkaynak getirisi13.50%
Analist kapsamı

Low

Son güncelleme18 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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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Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...

Kazanç ve Gelir Büyüme Tahminleri

TSX:NOA - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (CAD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
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
3/31/20251,21039-51274N/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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: NOA 'nin tahmini kazanç büyümesi (yıllık 33.3% ) tasarruf oranının ( 3% ) üzerindedir.

Kazançlar ve Piyasa: NOA şirketinin kazançlarının (yıllık 33.3% ) Canadian pazarından (yıllık 10.6% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: NOA şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: NOA şirketinin gelirinin (yıllık 9.4% ) Canadian pazarından (yıllık 4.7% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: NOA şirketinin gelirinin (yıllık 9.4% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: NOA 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 13.5 %).


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/14 15:35
Gün Sonu Hisse Fiyatı2026/06/12 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

North American Construction Group Ltd. 12 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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