NOA Earnings

NOA reported its earnings on 2026-05-13, showcasing a revenue of 232.71M against an estimate of 241.27M, resulting in a -3.55% surprise. The EPS was 0.2, surpassing the expected 0.28 by -28.57%. The stock experienced a 9.9% price change on the earnings day and a 2.79% change over the next five days, reflecting market reactions to the results.

Following NOA's earnings announcement on 2026-05-13, the stock price moved by 9.9% on the day of the release. Over the subsequent five days, it saw a 2.79% change. Historically, NOA's stock price tends to shift by an average of -2.12% in the 10 days leading up to earnings and -4.39% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate NOA's annual revenue to reach 331.06M, while the EPS is projected at 0.64. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between NOA's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, NOA's stock price typically moves by -2.12% in the 10 days before its earnings and -4.39% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 0.64 and revenue of 331.06M.

The earnings call reveals strong financial performance with record revenue, disciplined project execution, and effective cost management. The optimistic guidance for 2026 and strategic expansions in Australia and North America are positive indicators. Despite increased interest expenses and net debt, the focus on reducing leverage and returning value to shareholders through dividends and buybacks is favorable. The Q&A highlights robust market opportunities and consistent IMC performance. Overall, the positive elements outweigh the concerns, suggesting a stock price increase in the short term.