North American Construction: Australia Growth Must Turn Into Cash Flow

North American Construction has transformed its business with the MacKellar and IMC acquisitions, shifting its earnings engine to Australia. Australia now contributes 75% of revenue, offering broader commodity exposure, less seasonality, and significant growth potential versus the legacy Canada segment. IMC acquisition boosted revenue and EBITDA but pressured margins and increased leverage, making sustainable free cash flow generation the key metric to monitor in H2.

Seeking Alpha • Sep 13, 2026

North American Construction Group Announces the Appointment of Brad Rogers as President, Chief Executive Officer and Director

ACHESON, Alberta, Sept. 10, 2026 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. (“NACG” or “the Company”) (TSX:NOA.TO/NYSE:NOA) today announced the appointment of Brad Rogers as the Company's President and Chief Executive Officer effective December 1, 2026. Mr. Rogers will also join the Company's board of directors as of the same date. This appointment completes a global search process that took place over several months and involved a rigorous assessment of several highly qualified internal and external candidates, with the invaluable support of a leading executive recruitment firm.

GlobeNewsWire • Sep 10, 2026

North American Construction Group Q2 Earnings Call Highlights

North American Construction Group NYSE: NOA raised its 2026 combined revenue outlook after reporting stronger-than-expected first-half performance, supported by growth in Australia, the contribution from its IMC acquisition and improved operating activity across its markets.

MarketBeat • Aug 14, 2026

North American Construction Group Ltd. (NOA:CA) Q2 2026 Earnings Call Transcript

North American Construction Group Ltd. (NOA:CA) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 13, 2026

North American Construction Group Ltd. Announces Results for the Second Quarter Ended June 30, 2026

Raises Full Year 2026 Combined Revenue Guidance on Record Q2 Top-Line Performance Raises Full Year 2026 Combined Revenue Guidance on Record Q2 Top-Line Performance

GlobeNewsWire • Aug 12, 2026

North American Construction (NOA) Lags Q2 Earnings Estimates

North American Construction (NOA) came out with quarterly earnings of $0.23 per share, missing the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.01 per share a year ago.

Zacks Investment Research • Aug 12, 2026

North American Construction Group Highlights Growing Opportunity Set Through Nuna Group of Companies

Expanded Nunavut fleet, initial Ontario awards and active northern infrastructure pipeline support NACG's exposure to remote mining, critical minerals and defense markets Expanded Nunavut fleet, initial Ontario awards and active northern infrastructure pipeline support NACG's exposure to remote mining, critical minerals and defense markets

GlobeNewsWire • Jul 21, 2026

North American Construction Group Ltd. Second Quarter Results Conference Call and Webcast Notification

ACHESON, Alberta, July 20, 2026 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. (“NACG” or “the Company”) (TSX:NOA.TO/NYSE:NOA) announced today that it will release its financial results for the second quarter ended June 30, 2026 on Wednesday, August 12, 2026 after markets close. Following the release of its financial results, NACG will hold a conference call and webcast on Thursday, August 13, 2026, at 7:00 a.m. Mountain Time (9:00 a.m. Eastern Time).

GlobeNewsWire • Jul 20, 2026

Will the 5-Year Oil Sands Deal Strengthen North American Construction?

NOA lands a five-year Heavy Equipment Services Contract, adding about $135 million to backlog and supporting oil sands growth.

Zacks Investment Research • Jul 9, 2026

North American Construction Group Awarded Five-Year Heavy Equipment Services Contract in the Canadian Oil Sands Region

Strengthens Recurring Revenue Profile with Approximately $135 Million of Incremental Backlog Strengthens Recurring Revenue Profile with Approximately $135 Million of Incremental Backlog

GlobeNewsWire • Jul 8, 2026