Overview

* NACCO Q3 2025 revenue grows 24% yr/yr, driven by Contract Mining and Minerals segments

* Operating profit declines due to prior-year insurance recovery, underlying performance improves

* Net income falls 15% yr/yr, significant tax benefits mitigate decline

Outlook

* Company expects Q4 2025 operating profit to be comparable to prior year

* NACCO anticipates lower full-year 2025 operating profit than 2024

* Company projects significant decrease in 2025 net income and EBITDA

Result Drivers

* CONTRACT MINING - Segment revenue grew due to increased customer demand and higher parts sales

* MINERALS AND ROYALTIES - Segment benefited from higher natural gas prices, improving earnings and royalty revenues

* UTILITY COAL MINING - Revenue rose 11% due to increased coal deliveries, but contractual pricing reduced sales price

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 EPS $1.78

Q3 Net $13.25

Income mln

Q3 $12.53

EBITDA mln

Q3 $6.78

Operatin mln

g Income

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)