Latest Earnings Results: Q3 '26
Estimated EPS
$0.38
Reported EPS
-$0.64
Surprise
-270.36%
Estimated Rev
$289.77M
Reported Rev
$296.16M
Surprise
+2.2%
North American Construction Group Ltd. raised full-year 2026 combined revenue guidance to $1.7B from $1.6B and tightened adjusted EBITDA guidance to $370M, reflecting slower earnings improvement than anticipated.
Bullish Takeaway
North American Construction Group Ltd. reported Australian growth with IMC and organic contributions, Canadian like-for-like revenue growth alongside improved fleet availability, and backlog above $3.2B plus a pipeline exceeding $14B.
Bearish Takeaway
North American Construction Group Ltd. recorded Fargos cost increase and contract loss, lower adjusted EBITDA margin and adjusted EPS, and Australian margin impacts from parts and labour costs and pit-wall-related inefficiencies.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.34 | -- | -- | N/A |
Q3 '26 | $0.38 | -$0.64 | -270.36% | MISSED |
Q2 '26 | $0.17 | $0.24 | 45.79% | BEAT |
Q1 '26 | $0.28 | $0.14 | -50.49% | MISSED |
Q4 '25 | $0.47 | $0.00 | -100.00% | MISSED |