NC at a glance
NACCO INDUSTRIES INC (NC, SEC CIK 789933) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 31, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), NACCO INDUSTRIES INC (NC) reported revenue of $277.2 million (up 16.6% from FY2024) and net income of $17.6 million. Diluted EPS was $2.35.
- As of June 30, 2026, 21 institutional investment managers tracked by SignalX reported holding NACCO INDUSTRIES INC (NC) shares worth $69.2 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $277.2M
- +16.6% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 21 funds
- $69.2M · −1 vs prior quarter
- Latest 8-K
- Aug 31, 2026
- Item 7.01 · Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Second-quarter revenue $72.310M, up $4.075M YoY from $68.235M
- Operating loss $2.267M vs $51K loss YoY; net loss $963K vs $3.260M income
- Best segment Contract Mining: revenue $36.919M, operating profit $3.765M vs $1.010M
- Worst segment Unallocated Items: operating loss $19.060M vs $7.488M, including $12.0M solar impairments
- Operating cash flow $20.673M vs $(2.753)M; capital expenditures $41.921M and debt increased $19.223M
Risk Factors
- Newly added MLMC customer-credit risk triggered by July payment-delay notice, with $12.5 million receivables and $7.2 million past due
- Most materially updated operational risk: Red Hills outages reduced generation, prompting curtailed mining and potential 2026 losses
- Regulatory risk: U.S. energy-policy or tax-incentive changes could impair approximately $4.2 million of solar-development assets
- Market risk: Lower coal demand could reduce deliveries, revenues and operating cash flows because MLMC costs are largely fixed
- Financial risk: Prolonged customer liquidity constraints could increase MLMC working-capital requirements and cash-flow pressure
AI summary of the NC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Updated investor presentation posted August 31, 2026, providing refreshed company information for investors
- Exhibit 99 contains the presentation and may include historical operating results and strategic updates
Item 2.02: Results of Operations and Financial Condition
- Investor presentation dated August 31, 2026 accompanies the filing as Exhibit 99
- Presentation likely contains the substantive financial and operating update for investors
Item 1.04: Mine Safety: Reporting of Shutdowns and Patterns of Violations
- Imminent-danger order issued August 14, 2026 at Freedom Mine in Beulah, North Dakota
- One miner exposed to a fall hazard while using a rolling stairway
Item EX-99.1: Item EX-99.1
- Patrick J. Burns appointed independent director effective August 19, 2026
- Adds CEO, CFO and board experience across industrial and manufacturing businesses
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Patrick J. Burns appointed director effective August 19, 2026, expanding the Board from 11 to 12 members
- Independent director under NYSE, SEC, and company governance standards
AI summaries of NC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NC
Don't miss the next NC filing
- Alerts as it files. A push when NC files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut NC, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| RANKIN ALFRED M ET AL | A | Oct 1, 2026 | 663 | - |
| TAPLIN BRITTON T | A | Oct 1, 2026 | 663 | - |
| Miller Michael Sidney | A | Oct 1, 2026 | 663 | - |
| DALRYMPLE JOHN S III | A | Oct 1, 2026 | 663 | - |
| Jumper John P | A | Oct 1, 2026 | 1,125 | - |
| McDonald William Paul | A | Oct 1, 2026 | 663 | - |
| RANKIN ELIZABETH B | A | Oct 1, 2026 | 663 | - |
| RANKIN MATTHEW M | A | Oct 1, 2026 | 663 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $237.7M | $277.2M |
| Gross Profit | - | $29.8M | $38.5M |
| Operating Income | - | $35.7M | $22.0M |
| Net Income | - | $33.7M | $17.6M |
| Gross Margin | - | 12.5% | 13.9% |
| Op. Margin | - | 15.0% | 7.9% |
| Net Margin | - | 14.2% | 6.3% |
| Balance Sheet | |||
| Total Assets | $539.7M | $631.7M | $661.2M |
| Equity | $382.3M | $404.9M | $429.2M |
| ROE | - | 8.3% | 4.1% |
| Per Share | |||
| EPS | - | $4.55 | $2.35 |
| Cash Flow | |||
| Operating CF | - | $22.3M | $50.9M |
| CapEx | - | $54.7M | $48.6M |
Source: XBRL data in NACCO INDUSTRIES INC (NC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 21 | $69.2M |
| Q1 2026 | 22 | $70.6M |
| Q4 2025 | 21 | $69.1M |
| Q3 2025 | 18 | $58.5M |
| Q2 2025 | 19 | $62.6M |
| Q1 2025 | 16 | $37.2M |
| Q4 2024 | 12 | $31.2M |
| Q3 2024 | 10 | $25.3M |
- BlackRock+10.2K (+3%)
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Source: 13F-HR filings on SEC EDGAR (aggregated from 139 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 8-K | Aug 31, 2026 | - | Analysis | - |
| 8-K | Aug 19, 2026 | - | Analysis | - |
| 8-K | Aug 19, 2026 | - | Analysis | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
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NC SEC filings: frequently asked questions
Which institutions hold NC stock?
As of June 30, 2026, the largest NACCO INDUSTRIES INC (NC) holders among the 13F filers tracked by SignalX were Dimensional Fund Advisors ($20.1 million), BlackRock ($16.0 million), Vanguard Capital Management LLC ($8.3 million), Renaissance Technologies LLC ($7.4 million), State Street Corp ($4.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NC's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), NACCO INDUSTRIES INC (NC) reported revenue of $277.2 million (up 16.6% from FY2024) and net income of $17.6 million. Diluted EPS was $2.35. The figures come from the XBRL data in the 10-K.
What did NC report in its latest 8-K?
NACCO INDUSTRIES INC (NC) filed an 8-K on August 31, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 2.02 (Results of Operations and Financial Condition). Updated investor presentation posted August 31, 2026, providing refreshed company information for investors.
What are the latest NC SEC filings?
NACCO INDUSTRIES INC (NC) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 31, 2026 and a Form 4 insider filing on October 1, 2026.
What is NC's SEC CIK number?
NACCO INDUSTRIES INC (NC)'s SEC Central Index Key (CIK) is 789933. EDGAR lists every NC filing under that number.
Ask anything about NC
The research agent reads NC's filings, financials, insider trades and 13F holders, then answers with sources.