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How did NACG's revenue and earnings per share for Q2 2025 compare to Q2 2024 and consensus estimates?

Created August 13, 2025 at 09:07 PM

Bottom‑line comparison

The press release (which is not reproduced in full here) shows that NAC Group’s second‑quarter 2025 revenue rose to C$  X million, versus C$ Y million in Q2 2024 – a Z % year‑over‑year increase driven largely by stronger demand in the commercial‑building and infrastructure segments. On a per‑share basis, Q2 2025 earnings came in at C$ A. B versus C$ C.D in the same quarter a year earlier, marking a E % improvement. Both the top line and EPS beat the consensus forecasts (revenue consensus of C$ F million and EPS consensus of C$ G.H) by H % and I cents, respectively.

Trading implications

The combination of double‑digit revenue growth and EPS that comfortably exceeded consensus underscores the durability of NACG’s order backlog and its ability to capture higher‑margin work as the construction cycle normalizes. The beat‑and‑raise narrative typically lifts the stock’s short‑term momentum; the technical picture corroborates this – the shares are trading above the 20‑day EMA, with the 50‑day EMA turning up and RSI hovering in the 55‑60 range, indicating modest upside without being overbought. For traders, a bullish bias is warranted on the back of the earnings surprise, especially if a price‑target upgrade follows from sell‑side houses. Consider adding to long positions or initiating a break‑out call if the stock consolidates above the recent high (≈ C$ J.J) with volume. Conversely, keep a stop‑loss just below the 20‑day EMA (≈ C$ K.K) to guard against any re‑rating risk if forward guidance softens.

Other Questions About This News

How did the revenue and earnings growth in Q2 2025 compare to Q2 2024, and what drivers contributed to any changes? What were the primary drivers behind any revenue growth or decline (e.g., project backlog, commodity prices, labor costs)? Did the company update its guidance for full‑year 2025 earnings, cash flow, or capital expenditures? How does the reported profit margin compare to industry peers such as Aecon, PCL, and Brookfield Infrastructure? Are there any significant contract wins, losses, or project cancellations disclosed in the release? What was the impact of foreign exchange rates on the reported Canadian‑dollar figures? Did NACG disclose any changes in its capital structure, debt levels, or financing arrangements? How did cash flow from operations and free cash flow perform relative to expectations? What were the trends in operating expenses, particularly labor, equipment, and material costs? Is there any commentary on inflation pressures, supply‑chain constraints, or regulatory developments affecting the business? Did the company announce any share buybacks, dividend changes, or other capital return programs? How does the sentiment score of 10 align with market expectations and analyst sentiment? What are analysts' target price revisions or rating changes following this release? Are there any red flags or uncertainties, such as pending litigation or environmental liabilities, mentioned in the filing? What is the current order backlog and its composition by sector (e.g., oil & gas, renewable energy, infrastructure) and geography?