Every material Form 8-K NACCO INDUSTRIES INC has filed with the SEC since August 19, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
NACCO Industries reported third-quarter 2026 results with revenue up 5% year over year to $80.5 million and operating profit up 37% to $9.3 million, while net income fell 18% to $10.9 million because of a higher income tax expense. The company said full-year 2026 consolidated operating profit is expected to be comparable to 2025, and that it expects a substantial year-over-year increase in Adjusted EBITDA.
Q3 2026 revenue was $80.5 million, up from $76.6 million in Q3 2025.
Net income was $10.9 million, or $1.44 diluted EPS, versus $13.3 million, or $1.78 diluted EPS, a year earlier; income tax provision was $1.6 million compared with a $7.3 million benefit in Q3 2025.
Consolidated Adjusted EBITDA rose 63% to $20.4 million, and operating profit included $3.4 million of solar curtailment costs.
Full-year 2026 consolidated operating profit is expected to be comparable to 2025, and fourth-quarter results could be lower than the prior-year quarter depending on the timing of solar curtailment costs.
NACCO Industries posted an updated investor presentation on its website and furnished it under Items 2.02 and 7.01, with trailing twelve-month figures ended June 30, 2026. Net income fell sharply from the prior-year period, driven by asset impairment and pension settlement charges, while non-GAAP Consolidated Adjusted EBITDA rose. The presentation also removed solar development revenue from the company's expectations, which matters to shareholders weighing the company's growth outlook.
Trailing twelve-month net income ended June 30, 2026 was $17.3 million, down from $31.4 million a year earlier.
Consolidated Adjusted EBITDA, a non-GAAP measure, was $59.1 million versus $56.8 million a year earlier.
The period included $12.0 million of asset impairment charges and a $7.8 million pension settlement charge.
As of June 30, 2026, the company reported $45.5 million in cash, $114.6 million in total liquidity and $120.1 million in total debt.
NACCO Industries said its Board of Directors appointed Patrick J. Burns as an independent director effective August 19, 2026, increasing the board from 11 to 12 members. The filing says Burns will join the standard compensation program for non-employee directors described in the company's 2026 proxy statement.
Appointment effective August 19, 2026; board size increased from 11 to 12 members
Burns was CEO of Precision Fabrics Group, Inc. from 2022 to July 2026, and CEO of AGY Holdings Corp. from 2014 to 2022
Board determined Burns is independent under NYSE listing standards and SEC rules
Burns will receive standard non-employee director compensation, as described in the proxy statement filed March 31, 2026
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