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NACG posts strong Q2 gains, raises 2026 guidance on IMC Australia push

Aug 12, 2026, 5:10 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

The combination of IMC-driven revenue acceleration, a raised full-year outlook, a large backlog, and a maintained dividend supports a positive re-rating of NACG (NOA) on improving visibility into 2H2026 and potential 2027 growth.

AI summary

What happened, with direct paths to the underlying reporting

North American Construction Group posted a robust Q2 2026, with combined revenue of $456.1m and adjusted EBITDA of $93.5m, driven by the IMC acquisition and strong Australian growth. The company raised its full-year revenue guidance to $1.6–$1.8B and highlighted a $3.8B backlog, signaling stronger late-year momentum, though GAAP net income was pressured by acquisition costs. A CAD 0.12 quarterly dividend was announced, supporting income.

NOA Q2 2026 revenue $456.1m, up 23% YoY; Australia growth and IMC boosted results.
Adjusted EBITDA $93.5m, up 17%; net income $9.376m; free cash flow $23.029m.
IMC acquisition completed April 7, 2026; NACG becomes national Tier 1 contractor in Australia.
Guidance raised: 2026 combined revenue $1.6–$1.8B; backlog $3.8B; FCF $110–$130m.
Quarter dividend declared: CAD 0.12 per share, payable Oct 2, 2026.

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