NC NACCO Industries, Inc. Common Stock
$42.16
Price · Aug 19, 2026
Fundamentals as of Aug 5, 2026
52W Range
$35–$59
28% of range
Analyst Rating
—
Price Target
—
P/E (TTM)
20.9
ROE
4.2%
Net Profit Margin
6.3%
About NACCO Industries, Inc. Common Stock Company overview from Wikipedia
NACCO Industries, Inc. is an American publicly traded holding company, headquartered in Cleveland, Ohio. Through a portfolio of mining and natural resources businesses, the company operates under three business segments: Coal Mining, North American Mining, and Minerals Management. The Coal Mining segment operates surface coal mines under long-term contracts with power generation companies and an activated carbon producer pursuant to a service-based business model. The North American Mining segment provides value-added contract mining and other services for producers of aggregates, lithium, and other minerals. The Minerals Management segment promotes the development of the company's oil, gas, and coal reserves, generating income primarily from royalty-based lease payments from third parties. In addition, the company has a business providing stream and wetland mitigation solutions.
Read more
NACCO Industries, Inc. is an American publicly traded holding company, headquartered in Cleveland, Ohio. Through a portfolio of mining and natural resources businesses, the company operates under three business segments: Coal Mining, North American Mining, and Minerals Management. The Coal Mining segment operates surface coal mines under long-term contracts with power generation companies and an activated carbon producer pursuant to a service-based business model. The North American Mining segment provides value-added contract mining and other services for producers of aggregates, lithium, and other minerals. The Minerals Management segment promotes the development of the company's oil, gas, and coal reserves, generating income primarily from royalty-based lease payments from third parties. In addition, the company has a business providing stream and wetland mitigation solutions.
## History
NACCO Industries originated in 1913 with the incorporation of the Cleveland and Western Coal Company. The name was changed to The North American Coal Corporation (NACCO) in 1925, and the company operated exclusively in the coal industry until the acquisition of Yale Materials Handling Corporation in 1985. This was followed in 1986 by creation of the holding company under the name NACCO Industries, Inc. NACCO Industries expanded into housewares with the purchase of Proctor Silex in 1988 and Hamilton Beach in 1990, and expanded its presence in the materials handling industry by adding the Hyster Company in 1989. Yale Materials Handling Corporation and the Hyster Company were combined to form Hyster-Yale Materials Handling, which was spun off in 2012.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
NC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$42.16
Market Cap
—
P/E (TTM)
20.9
EPS (TTM)
$2.35
Revenue (TTM)
$277M
Div Yield
—
ROE
4.2%
Debt/Equity
—
52W Range
$35 – $59
NC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$277M
2016-12-31
→
2025-12-31
EPS
$2.35
2016-12-31
→
2025-12-31
Free Cash Flow
$2M
2016-12-31
→
2025-12-31
Margins
6.3%
2016-12-31
→
2025-12-31
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
NC
Peer Median
P/E (TTM)
20.9
13.1
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
NC
Peer Median
Gross Margin
13.9%
38.9%
Operating Margin
7.9%
—
Net Profit Margin
6.3%
2.3%
ROA
2.7%
2.5%
ROE
4.2%
3.9%
ROIC
6.9%
—
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
NC
Peer Median
Current Ratio
3.1
1.9
Quick Ratio
0.7
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
NC
Peer Median
Revenue YoY
16.6%
—
Revenue CAGR 3Y
4.7%
—
Revenue CAGR 5Y
16.6%
—
EPS YoY
-48.4%
—
Net Income YoY
-47.9%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
NC
Peer Median
Payout Ratio
41.7%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
—
Payout Ratio
41.7%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| June 1, 2026 | $0.2630 |
| March 2, 2026 | $0.2530 |
| Dec. 1, 2025 | $0.2530 |
| Sept. 2, 2025 | $0.2530 |
| May 30, 2025 | $0.2530 |
| March 3, 2025 | $0.2280 |
| Dec. 2, 2024 | $0.2280 |
| Sept. 3, 2024 | $0.2280 |
| May 31, 2024 | $0.2280 |
| March 1, 2024 | $0.2180 |
| Nov. 29, 2023 | $0.2180 |
| Sept. 1, 2023 | $0.2180 |
| May 30, 2023 | $0.2180 |
| March 6, 2023 | $0.2080 |
| Nov. 29, 2022 | $0.2080 |
| Aug. 30, 2022 | $0.2080 |
| May 27, 2022 | $0.2080 |
| March 4, 2022 | $0.1980 |
| Nov. 29, 2021 | $0.1980 |
| Aug. 30, 2021 | $0.1980 |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $-0.13 | — | — |
| March 31, 2026 | $1.17 | — | — |
| Dec. 31, 2025 | $-0.52 | — | — |
| Sept. 30, 2025 | $1.78 | — | — |
| June 30, 2025 | $0.44 | — | — |
| March 31, 2025 | $0.66 | — | — |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| NC | — | 20.9 | 16.6% | 6.3% | 4.2% | 13.9% |
| ARLP | — | — | -10.4% | 14.2% | — | — |
| BTU | $3.61B | -69.1 | -8.9% | -1.1% | -1.2% | — |
| NRP | — | — | -16.6% | — | — | — |
| LTBR | $422M | -16.9 | — | — | -13.0% | — |
| AREC | $265M | 3.9 | -99.7% | — | 718.3% | — |
| NUCL | — | — | — | — | — | — |
| SAFX | — | 0.5 | — | — | — | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 17
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $277M | $238M | $215M | $242M | $192M | $128M | $141M | $135M | $105M | $111M | $148M | $897M | |
| Cost of Revenue | $239M | $208M | $200M | $174M | $148M | $111M | $110M | $105M | $88M | $99M | $159M | $712M | |
| Gross Profit | $38M | $30M | $15M | $68M | $43M | $17M | $31M | $30M | $17M | $12M | $-11M | $185M | |
| R&D Expense | · | · | · | · | · | · | · | · | · | $10M | $10M | $10M | |
| SG&A Expense | $78M | $70M | $66M | $64M | $56M | $53M | $54M | $49M | $47M | $49M | $40M | $199M | |
| Operating Expenses | · | · | $135M | $69M | $59M | $64M | $56M | $51M | $45M | $69M | $41M | $300M | |
| Operating Income | $22M | $36M | $-70M | $70M | $55M | $13M | $39M | $44M | $33M | $-2M | $-4M | $-66M | |
| Interest Expense | · | · | $2M | $2M | $2M | $1M | $872.0K | $2M | $3M | $4M | $5M | $8M | |
| Other Non-op | $-738.0K | $-345.0K | $4M | $3M | $584.0K | $1M | $527.0K | $9.0K | $72.0K | $-2M | $331.0K | $-277.0K | |
| Pretax Income | $13M | $34M | $-64M | $88M | $57M | $14M | $43M | $42M | $29M | $-7M | $-7M | $-77M | |
| Income Tax | $-4M | $-95.0K | $-25M | $14M | $9M | $-535.0K | $4M | $7M | $639.0K | $-10M | $-10M | $-38M | |
| Net Income | $18M | $34M | $-40M | $74M | $48M | $15M | $40M | $35M | $30M | $30M | $22M | $-38M | |
| EPS (Basic) | $2.37 | $4.58 | $-5.29 | $10.14 | $6.73 | $2.11 | $5.68 | $5.02 | $4.44 | $4.34 | $3.14 | $-5.02 | |
| EPS (Diluted) | $2.35 | $4.55 | $-5.29 | $10.06 | $6.69 | $2.10 | $5.66 | $5.00 | $4.41 | $4.32 | $3.13 | $-5.02 | |
| Shares (Basic) | 7,423,000 | 7,363,000 | 7,478,000 | 7,312,000 | 7,146,000 | 7,026,000 | 6,974,000 | 6,924,000 | 6,830,000 | 6,818,000 | 7,001,000 | 7,590,000 | |
| Shares (Diluted) | 7,481,000 | 7,411,000 | 7,478,000 | 7,373,000 | 7,190,000 | 7,057,000 | 7,007,000 | 6,960,000 | 6,873,000 | 6,854,000 | 7,022,000 | 7,590,000 | |
| EBITDA | $47M | $60M | $-41M | $97M | · | $32M | $55M | $58M | $46M | $61M | $56M | $-38M |
Balance Sheet 24
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $50M | $73M | $85M | $111M | $86M | $88M | $123M | $85M | $102M | $69M | $36M | $54M | |
| Receivables | · | · | · | $38M | $26M | $19M | · | · | · | · | · | · | |
| Inventory | $64M | $95M | $77M | $71M | $54M | $48M | $40M | $31M | $30M | $29M | $165M | $190M | |
| Other Current Assets | $14M | $26M | $18M | $16M | $15M | $8M | $7M | · | · | · | · | · | |
| Current Assets | $215M | $265M | $232M | $260M | $203M | $188M | $201M | $164M | $177M | $382M | $361M | $447M | |
| PP&E (Net) | · | · | · | · | · | · | · | $125M | $120M | $115M | $133M | $160M | |
| PP&E (Gross) | · | · | · | · | · | · | $246M | $220M | $208M | $196M | $263M | $282M | |
| Accum. Depreciation | · | · | · | · | · | · | $107M | $96M | $88M | $80M | $130M | $123M | |
| Goodwill | · | · | · | · | · | · | · | · | · | $6M | $6M | $6M | |
| Intangibles | $5M | $5M | $6M | $28M | $32M | $35M | $38M | $41M | $44M | $46M | $57M | $61M | |
| Other Non-current Assets | $30M | $26M | $22M | $40M | $51M | $41M | $32M | $24M | $23M | $23M | $25M | $62M | |
| Total Assets | $661M | $632M | $540M | $568M | $507M | $476M | $445M | $377M | $390M | $668M | $655M | $771M | |
| Accounts Payable | · | · | · | $12M | $12M | $6M | $9M | $8M | $8M | $7M | $100M | $134M | |
| Current Liabilities | $70M | $65M | $70M | $44M | $46M | $52M | $62M | $42M | $54M | $222M | $192M | $255M | |
| Capital Leases | $8M | $9M | $9M | $8M | $10M | $11M | $12M | $21.0K | $450.0K | $7M | $9M | $10M | |
| Deferred Tax | · | · | $0 | $6M | $15M | $18M | $12M | $3M | · | · | · | $0 | |
| Other Non-current Liabilities | $8M | $13M | $6M | $8M | $8M | $12M | $6M | $16M | $12M | $10M | $53M | $65M | |
| Total Liabilities | $232M | $227M | $157M | $141M | $155M | $176M | $155M | $126M | $170M | $448M | $454M | $559M | |
| Long-term Debt | $101M | $99M | $36M | $19M | $20M | $45M | $24M | $11M | $57M | $126M | $160M | $236M | |
| Total Debt | · | · | · | · | · | · | $17M | $7M | $43M | $122M | $162M | $193M | |
| Retained Earnings | $381M | $373M | $356M | $405M | $337M | $294M | $285M | $250M | $216M | $239M | $218M | $224M | |
| AOCI | $-2M | $-10M | $-10M | $-9M | $-8M | $-12M | $-11M | $-14M | $-8M | $-26M | $-23M | $-20M | |
| Stockholders' Equity | $429M | $405M | $382M | $427M | $352M | $301M | $289M | $251M | $219M | $220M | $201M | $211M | |
| Liabilities + Equity | $661M | $632M | $540M | $568M | $507M | $476M | $445M | $377M | $390M | $668M | $655M | $771M |
Cash Flow 19
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $25M | $25M | $29M | $27M | $23M | $18M | $16M | $15M | $13M | $13M | $17M | $28M | |
| Stock-based Comp | $8M | $6M | $5M | $8M | $6M | $3M | $5M | $4M | $5M | · | · | · | |
| Deferred Tax | $58.0K | $2M | $-21M | $-8M | $-4M | $8M | $9M | $9M | $4M | $11M | $-5M | $-41M | |
| Amort. of Intangibles | $750.0K | $531.0K | $3M | $4M | $4M | $3M | $3M | $3M | $2M | $3M | $3M | $3M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | $600.0K | · | |
| Other Non-cash | $-280.0K | $-43M | $81M | $-32M | · | $-46M | $-17M | $-8M | $-6M | $32M | $69M | $71M | |
| Operating Cash Flow | $51M | $22M | $54M | $68M | $75M | $-2M | $53M | $55M | $41M | $94M | $108M | $20M | |
| CapEx | $49M | $55M | $45M | $43M | $39M | $30M | $25M | $21M | $16M | $10M | $4M | $58M | |
| Investing Cash Flow | $-64M | $-71M | $-82M | $-33M | $-44M | $-46M | $-20M | $-18M | $-15M | $-10M | $-8M | $-75M | |
| Debt Issued | · | $624.0K | $5M | $3M | $4M | $7M | $2M | $396.0K | · | · | · | · | |
| Net Debt Issued | $-5M | $-4M | $1M | $172.0K | · | $6M | $1M | $-47M | $-6M | $-47M | $-6M | $-9M | |
| Stock Repurchased | $3M | $10M | $3M | $0 | $0 | $1M | $3M | $1M | $0 | $6M | $24M | $35M | |
| Net Stock Activity | $-3M | $-10M | $-3M | · | · | $-1M | $-3M | $-1M | $0 | $-6M | $-24M | $-35M | |
| Dividends Paid | $7M | $7M | $6M | $6M | $6M | $5M | $5M | $5M | $7M | $7M | $7M | $8M | |
| Financing Cash Flow | $-10M | $37M | $1M | $-10M | $-33M | $14M | $5M | $-53M | $-2M | $-56M | $-108M | $21M | |
| Net Change in Cash | $-23M | $-12M | $-26M | $25M | $-2M | $-34M | $38M | $-16M | $24M | $28M | $-9M | $-34M | |
| Taxes Paid | $615.0K | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $2M | $-32M | $9M | $25M | · | $-33M | $28M | $34M | $26M | $78M | $97M | $-38M | |
| Levered FCF | · | · | $8M | $23M | · | $-34M | $27M | $32M | $22M | $73M | $91M | $-41M |
Profitability 8
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 13.9% | 12.5% | 6.8% | 28.1% | · | 13.2% | 22.1% | 22.1% | 16.2% | 24.0% | 19.6% | 20.6% | |
| Operating Margin | 7.9% | 15.0% | -32.6% | 28.9% | · | 10.5% | 27.5% | 32.2% | 31.3% | 4.9% | 3.5% | -7.4% | |
| Net Margin | 6.3% | 14.2% | -18.4% | 30.7% | · | 11.5% | 28.1% | 25.7% | 28.9% | 3.5% | 2.4% | -4.2% | |
| Pretax Margin | 4.7% | 14.1% | -29.9% | 36.3% | · | 11.1% | 30.8% | 31.1% | 27.8% | 4.0% | 2.7% | -8.5% | |
| EBITDA Margin | 17.1% | 25.4% | -19.0% | 40.1% | · | 24.6% | 39.1% | 43.1% | 43.5% | 7.1% | 6.1% | -4.3% | |
| ROA | 2.7% | 5.8% | -7.1% | 13.8% | · | 3.2% | 9.7% | 9.1% | 5.7% | 4.6% | 3.2% | -4.8% | |
| ROE | 4.2% | 8.4% | -9.8% | 17.6% | · | 4.9% | 13.8% | 14.2% | 13.8% | 14.1% | 11.4% | -15.9% | |
| ROIC | 6.9% | 8.8% | -11.3% | 13.9% | · | 4.6% | 11.6% | 14.0% | 12.2% | 10.5% | 7.8% | -8.2% |
Liquidity & Solvency 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.1 | 4.1 | 3.3 | 5.9 | · | 3.6 | 3.2 | 3.9 | 3.3 | 1.7 | 1.9 | 1.8 | |
| Quick Ratio | 0.7 | 1.1 | 1.2 | 3.4 | · | 1.7 | 2.0 | 2.0 | 1.9 | 0.4 | 0.3 | 0.2 | |
| Debt / Equity | · | · | · | · | · | · | 0.1 | 0.0 | 0.2 | 0.6 | 0.8 | 0.9 | |
| LT Debt / Equity | · | · | · | · | · | · | 0.1 | 0.0 | 0.2 | 0.5 | 0.8 | 0.9 | |
| Interest Coverage | · | · | -28.5 | 34.4 | · | 9.9 | 44.5 | 21.8 | 9.5 | 7.3 | 4.6 | -8.8 |
Efficiency 3
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.4 | 0.4 | · | 0.3 | 0.3 | 0.4 | 0.2 | 1.3 | 1.3 | 1.1 | |
| Inventory Turnover | 3.0 | 2.4 | 2.7 | 2.8 | · | 2.5 | · | 3.4 | 3.0 | 4.0 | 3.7 | 3.5 | |
| Receivables Turnover | · | · | · | 7.6 | · | · | · | · | · | · | · | · |
Growth Rates 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 16.6% | 10.7% | -11.1% | 26.0% | 49.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 4.7% | 7.4% | 18.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 16.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -48.4% | · | · | 50.4% | 218.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -38.4% | -12.1% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 2.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -47.9% | · | · | 54.1% | 225.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -38.1% | -11.2% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 3.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 6.4% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 6
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $277M | $238M | $215M | $242M | $192M | $128M | $141M | $135M | $105M | $111M | $148M | $897M | |
| Net Income TTM | $18M | $34M | $-40M | $74M | $48M | $15M | $40M | $35M | $30M | $30M | $22M | $-38M | |
| P/E | 20.9 | 6.6 | -6.9 | 3.8 | 5.4 | 12.5 | 8.3 | 6.8 | 8.5 | 4.8 | 3.1 | -2.7 | |
| Earnings Yield | 4.8% | 15.3% | -14.5% | 26.5% | 18.4% | 8.0% | 12.1% | 14.8% | 11.7% | 20.9% | 32.5% | -37.0% | |
| Payout Ratio | 41.7% | 19.6% | -16.3% | 8.1% | · | 36.3% | 13.0% | 13.2% | 22.0% | 24.5% | 33.2% | -20.3% | |
| Annual Payout | $7M | $7M | $6M | $6M | $6M | $5M | $5M | $5M | $7M | $7M | $7M | $8M |
Income Statement 16
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $72M | $63M | $67M | $77M | $68M | $66M | $70M | $62M | $52M | $53M | $57M | $47M | $61M | $50M | $64M | $62M | |
| Cost of Revenue | $57M | $48M | $55M | $67M | $61M | $56M | $62M | $54M | $45M | $46M | $50M | $49M | $55M | $47M | $45M | $44M | |
| Gross Profit | $15M | $14M | $12M | $10M | $7M | $10M | $8M | $7M | $7M | $7M | $7M | $-2M | $6M | $3M | $19M | $18M | |
| SG&A Expense | $19M | $20M | $21M | $20M | $20M | $18M | $20M | $16M | $18M | $15M | $20M | $16M | $15M | $15M | $15M | $18M | |
| Operating Expenses | · | · | · | · | · | · | · | · | $13M | $16M | · | $17M | $16M | $15M | $16M | $23M | |
| Operating Income | $-2M | $11M | $8M | $7M | $-51.0K | $8M | $4M | $20M | $7M | $5M | $-67M | $-6M | $2M | $2M | $16M | $10M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $1M | · | $632.0K | $572.0K | $545.0K | $539.0K | $486.0K | |
| Other Non-op | $-332.0K | $-92.0K | $29.0K | $-247.0K | $-217.0K | $-303.0K | $-185.0K | $-244.0K | $-130.0K | $214.0K | $2M | $315.0K | $377.0K | $2M | $1M | $354.0K | |
| Pretax Income | $-3M | $10M | $66.0K | $6M | $2M | $5M | $3M | $19M | $6M | $6M | $-66M | $-6M | $3M | $4M | $16M | $11M | |
| Income Tax | $-2M | $991.0K | $4M | $-7M | $-1M | $227.0K | $-5M | $3M | $256.0K | $1M | $-22M | $-2M | $737.0K | $-1M | $2M | $866.0K | |
| Net Income | $-963.0K | $9M | $-4M | $13M | $3M | $5M | $8M | $16M | $6M | $5M | $-44M | $-4M | $3M | $6M | $14M | $11M | |
| EPS (Basic) | $-0.13 | $1.18 | $-0.52 | $1.78 | $0.44 | $0.67 | $1.02 | $2.14 | $0.81 | $0.61 | $-5.89 | $-0.51 | $0.34 | $0.77 | $1.89 | $1.45 | |
| EPS (Diluted) | $-0.13 | $1.17 | $-0.53 | $1.78 | $0.44 | $0.66 | $0.99 | $2.14 | $0.81 | $0.61 | $-5.88 | $-0.51 | $0.34 | $0.76 | $1.82 | $1.45 | |
| Shares (Basic) | 7,542,000 | 7,482,000 | -14,839,000 | 7,454,000 | 7,445,000 | 7,363,000 | -14,795,000 | 7,312,000 | 7,394,000 | 7,452,000 | -14,980,000 | 7,517,000 | 7,513,000 | 7,428,000 | -14,608,000 | 7,337,000 | |
| Shares (Diluted) | 7,542,000 | 7,552,000 | -14,865,000 | 7,454,000 | 7,445,000 | 7,447,000 | -14,810,000 | 7,312,000 | 7,394,000 | 7,515,000 | -15,067,000 | 7,517,000 | 7,513,000 | 7,515,000 | -14,615,000 | 7,337,000 | |
| EBITDA | $4M | $17M | · | $13M | $6M | $14M | · | $26M | $14M | $10M | · | $1M | $9M | $9M | · | $16M |
Balance Sheet 19
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $46M | $53M | $50M | $53M | $49M | $62M | $73M | $63M | $62M | $62M | $85M | $128M | $117M | $110M | $111M | $93M | |
| Receivables | · | · | · | · | · | · | · | · | · | · | · | · | · | $31M | · | $24M | |
| Inventory | $61M | $59M | $64M | $60M | $59M | $63M | $95M | $94M | $83M | $76M | $77M | $69M | $65M | $71M | $71M | $62M | |
| Other Current Assets | $20M | $26M | $22M | $27M | $15M | $22M | $26M | $29M | $24M | $20M | $18M | $12M | $13M | $13M | $16M | $17M | |
| Current Assets | $209M | $203M | $215M | $208M | $227M | $227M | $265M | $259M | $231M | $213M | $232M | $258M | $262M | $256M | $260M | $229M | |
| Intangibles | $4M | $5M | $5M | $5M | $5M | $5M | $5M | $6M | $6M | $6M | $6M | $26M | $26M | $27M | $28M | $29M | |
| Other Non-current Assets | $34M | $35M | $30M | $31M | $28M | $27M | $26M | $46M | $44M | $44M | $22M | $41M | $42M | $39M | $40M | $51M | |
| Total Assets | $677M | $686M | $661M | $638M | $631M | $634M | $632M | $597M | $560M | $538M | $540M | $581M | $572M | $562M | $568M | $560M | |
| Accounts Payable | · | · | · | · | · | · | · | · | · | · | · | · | · | $11M | · | $11M | |
| Current Liabilities | $63M | $61M | $70M | $68M | $58M | $67M | $65M | $69M | $82M | $64M | $70M | $61M | $38M | $34M | $44M | $44M | |
| Capital Leases | $7M | $7M | $8M | $8M | $8M | $9M | $9M | $8M | $8M | $8M | $9M | $8M | $7M | $7M | $8M | $9M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | $4M | $5M | $4M | $6M | $11M | |
| Other Non-current Liabilities | $8M | $20M | $19M | $17M | $16M | $14M | $13M | $8M | $8M | $7M | $6M | $6M | $9M | $8M | $8M | $8M | |
| Total Liabilities | $241M | $249M | $232M | $211M | $218M | $225M | $227M | $200M | $176M | $156M | $157M | $152M | $138M | $130M | $141M | $145M | |
| Long-term Debt | · | · | $101M | · | · | · | $99M | · | · | · | $36M | · | · | · | $19M | · | |
| Retained Earnings | $385M | $388M | $381M | $389M | $377M | $376M | $373M | $368M | $356M | $355M | $356M | $404M | $410M | $409M | $405M | $393M | |
| AOCI | $-2M | $-2M | $-2M | $-10M | $-10M | $-10M | $-10M | $-9M | $-10M | $-10M | $-10M | $-9M | $-9M | $-9M | $-9M | $-8M | |
| Stockholders' Equity | $436M | $437M | $429M | $426M | $413M | $409M | $405M | $397M | $384M | $382M | $382M | $428M | $433M | $432M | $427M | $415M | |
| Liabilities + Equity | $677M | $686M | $661M | $638M | $631M | $634M | $632M | $597M | $560M | $538M | $540M | $581M | $572M | $562M | $568M | $560M |
Cash Flow 12
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $6M | $6M | $6M | $6M | $7M | $6M | $6M | $7M | $6M | $8M | $7M | $7M | $7M | $8M | $7M | |
| Amort. of Intangibles | $196.0K | $151.0K | $176.0K | $167.0K | $245.0K | $162.0K | $158.0K | $131.0K | $116.0K | $126.0K | $702.0K | $642.0K | $927.0K | $727.0K | $947.0K | $867.0K | |
| Other Non-cash | · | $-2M | · | · | · | $-7M | · | · | · | $-20M | · | · | · | $-6M | · | · | |
| Operating Cash Flow | $8M | $12M | $11M | $42M | $-8M | $5M | $25M | $3M | $4M | $-10M | $-9M | $40M | $17M | $6M | $13M | $14M | |
| Investing Cash Flow | $-8M | $-33M | $-31M | $-22M | $-3M | $-9M | $-40M | $-8M | $-9M | $-15M | $-44M | $-25M | $-6M | $-6M | $6M | $-17M | |
| Debt Issued | · | · | · | $825.0K | $847.0K | $1M | · | $853.0K | $910.0K | $1M | $4M | $-331.0K | $-991.0K | $2M | $1M | $555.0K | |
| Net Debt Issued | · | $-1M | · | · | · | $-57.0K | · | · | · | $32.0K | · | · | · | $656.0K | · | · | |
| Stock Repurchased | $0 | $0 | $2M | $0 | $0 | $695.0K | $368.0K | $2M | $3M | $4M | $2M | $824.0K | $0 | $0 | $0 | · | |
| Net Stock Activity | · | $0 | · | · | · | $-695.0K | · | · | · | $-4M | · | · | · | · | · | · | |
| Dividends Paid | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Financing Cash Flow | $-8M | $24M | $17M | $-17M | $-2M | $-7M | $25M | $6M | $5M | $1M | $10M | $-4M | $-3M | $-901.0K | $-898.0K | $-2M | |
| Net Change in Cash | $-8M | $3M | $-3M | $3M | $-12M | $-11M | $10M | $691.0K | $517.0K | $-23M | $-43M | $11M | $7M | $-1M | $18M | $-4M |
Profitability 8
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 21.0% | 22.8% | · | 13.0% | 10.0% | 14.7% | · | 11.8% | 13.4% | 13.2% | · | -4.7% | 10.4% | 6.7% | · | 28.8% | |
| Operating Margin | -3.1% | 17.5% | · | 8.8% | -0.07% | 11.7% | · | 31.9% | 14.1% | 8.9% | · | -13.5% | 2.9% | 3.6% | · | 15.9% | |
| Net Margin | -1.3% | 14.1% | · | 17.3% | 4.8% | 7.5% | · | 25.4% | 11.4% | 8.6% | · | -8.2% | 4.1% | 11.3% | · | 17.2% | |
| Pretax Margin | -4.4% | 15.7% | · | 7.8% | 2.9% | 7.8% | · | 31.0% | 11.9% | 10.5% | · | -12.6% | 5.3% | 8.7% | · | · | |
| EBITDA Margin | 5.3% | 26.3% | · | 16.9% | 8.8% | 22.1% | · | 42.1% | 27.5% | 19.6% | · | 2.3% | 14.4% | 17.6% | · | 26.5% | |
| ROA | -0.15% | 1.3% | · | 2.1% | 0.55% | 0.84% | · | 2.6% | 1.1% | 0.83% | · | -0.67% | 0.45% | 1.1% | · | 2.0% | |
| ROE | -0.23% | 2.1% | · | 3.2% | 0.82% | 1.2% | · | 3.8% | 1.5% | 1.1% | · | -0.91% | 0.60% | 1.4% | · | 2.8% | |
| ROIC | -0.16% | 2.3% | · | 3.5% | -0.02% | 1.8% | · | 4.0% | 1.8% | 1.0% | · | -0.96% | 0.31% | 0.55% | · | · |
Liquidity & Solvency 3
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.3 | 3.3 | · | 3.1 | 3.9 | 3.4 | · | 3.8 | 2.8 | 3.3 | · | 4.2 | 7.0 | 7.5 | · | 5.2 | |
| Quick Ratio | 0.7 | 0.9 | · | 0.8 | 0.8 | 0.9 | · | 0.9 | 0.8 | 1.0 | · | 2.1 | 3.1 | 4.1 | · | 2.6 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 4.3 | · | -9.9 | 3.1 | 3.3 | · | 20.2 |
Efficiency 3
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Inventory Turnover | 1.0 | 0.8 | · | 0.9 | 0.9 | 0.8 | · | 0.7 | 0.6 | 0.6 | · | 0.7 | 0.9 | 0.7 | · | 0.8 | |
| Receivables Turnover | · | · | · | · | · | · | · | · | · | · | · | · | · | 1.7 | · | 2.9 |
Valuation (TTM) 5
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $280M | $273M | · | $272M | $248M | $233M | · | $214M | $214M | $211M | · | $220M | $235M | $228M | · | $230M | |
| Net Income TTM | $24M | $30M | · | $37M | $30M | $31M | · | $22M | $9M | $9M | · | $15M | $56M | $66M | · | $85M | |
| P/E | 15.4 | 12.8 | · | 8.4 | 10.9 | 8.0 | · | 9.3 | 22.1 | 25.2 | · | 17.2 | 4.5 | 4.0 | · | 4.0 | |
| Earnings Yield | 6.5% | 7.8% | · | 11.9% | 9.1% | 12.5% | · | 10.8% | 4.5% | 4.0% | · | 5.8% | 22.0% | 24.9% | · | 24.9% | |
| Payout Ratio | · | 21.5% | · | · | · | 34.5% | · | · | · | 35.7% | · | · | · | 27.4% | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenue | $277M | $238M | $215M | $242M | $192M |
| Gross Margin % | 13.9% | 12.5% | 6.8% | 28.1% | — |
| Operating Margin % | 7.9% | 15.0% | -32.6% | 28.9% | — |
| Net Income | $18M | $34M | $-40M | $74M | $48M |
| Diluted EPS | $2.35 | $4.55 | $-5.29 | $10.06 | $6.69 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Current Ratio | 3.1 | 4.1 | 3.3 | 5.9 | — |
| Quick Ratio | 0.7 | 1.1 | 1.2 | 3.4 | — |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $2M | $-32M | $9M | $25M | — |
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Institutional owners (13F) 99 filers · $85.7M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 12 (+1 vs prior Q) | 7 (+3 vs prior Q) | 30 (+8 vs prior Q) | 20 (-6 vs prior Q) | +158K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $19,363,945 | 386,892 | 22.60% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $8,334,176 | 166,517 | 9.73% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $7,398,291 | 147,818 | 8.63% | Shares |
| Mudita Advisors LLP | $4,630,626 | 92,520 | 5.40% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $4,429,965 | 88,474 | 5.17% | Shares |
| STATE STREET CORP | $4,187,633 | 83,669 | 4.89% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3,851,798 | 76,959 | 4.50% | Shares |
| Ancora Advisors LLC | $2,797,945 | 55,903 | 3.27% | Shares |
| PNC Financial Services Group, Inc. | $2,451,950 | 48,990 | 2.86% | Shares |
| Empowered Funds, LLC | $2,141,990 | 42,797 | 2.50% | Shares |
| Bank of New York Mellon Corp | $1,993,692 | 39,834 | 2.33% | Shares |
| AMERICAN CENTURY COMPANIES INC | $1,951,049 | 38,982 | 2.28% | Shares |
| TWO SIGMA INVESTMENTS, LP | $1,866,364 | 37,290 | 2.18% | Shares |
| CWM, LLC | $1,732,010 | 33,327 | 2.02% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $1,474,623 | 29,463 | 1.72% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $1,454,403 | 29,059 | 1.70% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,373,772 | 27,448 | 1.60% | Shares |
| VANGUARD GROUP INC | $1,331,191 | 27,145 | 1.55% | Shares |
| BlackRock, Inc. | $1,193,442 | 23,845 | 1.39% | Shares |
| Saber Capital Managment, LLC | $1,032,331 | 20,626 | 1.20% | Shares |
| Prescott Group Capital Management, L.L.C. | $1,005,705 | 20,094 | 1.17% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $994,343 | 19,867 | 1.16% | Shares |
| TWO SIGMA ADVISERS, LP | $898,217 | 18,316 | 1.05% | Shares |
| RBF Capital, LLC | $862,362 | 17,230 | 1.01% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $596,896 | 11,926 | 0.70% | Shares |
| STRS OHIO | $560,560 | 11,200 | 0.65% | Shares |
| JOHNSON INVESTMENT COUNSEL INC | $545,395 | 10,897 | 0.64% | Shares |
| MILLENNIUM MANAGEMENT LLC | $393,944 | 7,871 | 0.46% | Shares |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $348,398 | 6,961 | 0.41% | Shares |
| Baird Financial Group, Inc. | $325,625 | 6,506 | 0.38% | Shares |
| GOLDMAN SACHS GROUP INC | $316,366 | 6,321 | 0.37% | Shares |
| Squarepoint Ops LLC | $300,450 | 6,003 | 0.35% | Shares |
| EXCHANGE TRADED CONCEPTS, LLC | $278,278 | 5,560 | 0.32% | Shares |
| Trexquant Investment LP | $274,674 | 5,488 | 0.32% | Shares |
| RHUMBLINE ADVISERS | $252,998 | 5,055 | 0.30% | Shares |
| MORGAN STANLEY | $250,951 | 5,014 | 0.29% | Shares |
| Byrne Asset Management LLC | $228,578 | 4,567 | 0.27% | Shares |
| Kovack Advisors, Inc. | $216,844 | 4,333 | 0.25% | Shares |
| Apeiron RIA LLC | $207,557 | 4,147 | 0.24% | Shares |
| Toroso Investments, LLC | $202,192 | 4,123 | 0.24% | Shares |
| WELLS FARGO & COMPANY/MN | $171,922 | 3,435 | 0.20% | Shares |
| CITADEL ADVISORS LLC | $123,373 | 2,465 | 0.14% | Shares |
| MetLife Investment Management, LLC | $122,572 | 2,449 | 0.14% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $113,614 | 2,270 | 0.13% | Shares |
| UBS Group AG | $100,851 | 2,015 | 0.12% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $94,544 | 1,889 | 0.11% | Shares |
| LOM Asset Management Ltd | $91,091 | 1,820 | 0.11% | Shares |
| Vanguard Global Advisers, LLC | $85,335 | 1,705 | 0.10% | Shares |
| JPMORGAN CHASE & CO | $85,255 | 1,700 | 0.10% | Shares |
| Invesco Ltd. | $81,732 | 1,633 | 0.10% | Shares |
| NewEdge Advisors, LLC | $70,971 | 1,418 | 0.08% | Shares |
| Clearstead Advisors, LLC | $46,197 | 923 | 0.05% | Shares |
| Police & Firemen's Retirement System of New Jersey | $45,996 | 919 | 0.05% | Shares |
| FMR LLC | $43,544 | 870 | 0.05% | Shares |
| BARCLAYS PLC | $38,288 | 765 | 0.04% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $36,837 | 736 | 0.04% | Shares |
| DEUTSCHE BANK AG\ | $35,035 | 700 | 0.04% | Shares |
| NORTHERN TRUST CORP | $32,533 | 650 | 0.04% | Shares |
| Russell Investments Group, Ltd. | $22,873 | 457 | 0.03% | Shares |
| Tower Research Capital LLC (TRC) | $18,669 | 373 | 0.02% | Shares |
| Arax Advisory Partners | $18,318 | 366 | 0.02% | Shares |
| Legal & General Group Plc | $18,318 | 366 | 0.02% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $17,267 | 345 | 0.02% | Shares |
| Ameritas Investment Partners, Inc. | $15,215 | 304 | 0.02% | Shares |
| CITIGROUP INC | $13,263 | 265 | 0.02% | Shares |
| Nuveen, LLC | $11,111 | 222 | 0.01% | Shares |
| Abound Wealth Management | $7,373 | 142 | 0.01% | Shares |
| HUNTINGTON NATIONAL BANK | $7,207 | 144 | 0.01% | Shares |
| Nuveen Asset Management, LLC | $6,620 | 222 | 0.01% | Shares |
| ROYAL BANK OF CANADA | $6,000 | 117 | 0.01% | Shares |
| FIFTH THIRD BANCORP | $4,785 | 95 | 0.01% | Shares |
| Sterling Capital Management LLC | $4,154 | 83 | 0.00% | Shares |
| COMERICA BANK | $3,952 | 81 | 0.00% | Shares |
| WHITTIER TRUST CO OF NEVADA INC | $3,551 | 75 | 0.00% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $3,504 | 70 | 0.00% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $3,154 | 61 | 0.00% | Shares |
| AdvisorNet Financial, Inc | $2,753 | 55 | 0.00% | Shares |
| Archer Investment Corp | $2,589 | 52 | 0.00% | Shares |
| Concord Wealth Partners | $2,503 | 50 | 0.00% | Shares |
| SBI Securities Co., Ltd. | $2,052 | 41 | 0.00% | Shares |
| Stone House Investment Management, LLC | $2,002 | 40 | 0.00% | Shares |
| ACADIAN ASSET MANAGEMENT LLC | $1,742 | 34,836 | 0.00% | Shares |
| NISA INVESTMENT ADVISORS, LLC | $1,652 | 33 | 0.00% | Shares |
| Integrated Wealth Concepts LLC | $1,550 | 31 | 0.00% | Shares |
| Allworth Financial LP | $1,352 | 27 | 0.00% | Shares |
| Essential Partners LLC | $901 | 18 | 0.00% | Shares |
| GAMMA Investing LLC | $751 | 15 | 0.00% | Shares |
| BAYBAN | $651 | 13 | 0.00% | Shares |
| Marquette Asset Management, LLC | $601 | 12 | 0.00% | Shares |
| IFP Advisors, Inc | $601 | 12 | 0.00% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $520 | 10 | 0.00% | Shares |
| ROTHSCHILD INVESTMENT LLC | $400 | 8 | 0.00% | Shares |
| Parkworth Wealth Management, Inc. | $354 | 8 | 0.00% | Shares |
| EverSource Wealth Advisors, LLC | $300 | 6 | 0.00% | Shares |
| True Wealth Design, LLC | $101 | 2 | 0.00% | Shares |
| Farther Finance Advisors, LLC | $100 | 2 | 0.00% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $57 | 1 | 0.00% | Shares |
| JPL Wealth Management, LLC | $51 | 1 | 0.00% | Shares |
| Kingdom Financial Group LLC. | $26 | 1 | 0.00% | Shares |
Company insiders 138 insiders · 28 officers · 23 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| John C. Butler, Jr. | President & CEO | Feb. 17, 2026 F | 389,781 | 0 | 0 | $0 |
| Clifford R Miercort | CEO of a subsidiary | May 15, 2006 S | 100 | 0 | 0 | $0 |
| John P Jumper | Non-Executive Chairman | July 1, 2026 A | 34,456 | 0 | 0 | $0 |
| Elizabeth Loveman | SVP and Controller | March 13, 2026 S | 14,999 | 0 | 5 | $-652,360 |
| Thomas A Maxwell | SVP Finance and Treasurer | March 9, 2026 S | 5,944 | 0 | 1 | $-86,662 |
| Carroll L Dewing | Subsidiary Officer | Feb. 17, 2026 F | 49,897 | 0 | 0 | $0 |
| John Patrick Sullivan Jr. | Officer of a subsidiary | Feb. 17, 2026 F | 41,029 | 0 | 0 | $0 |
| John D Neumann | SVP, Gen. Counsel & Sec'y | Feb. 17, 2026 F | 43,708 | 0 | 0 | $0 |
| Miles B Haberer | Associate GC & Asst. Sec'y | Dec. 7, 2022 S | 7,169 | 0 | 0 | $0 |
| Matthew J Dilluvio | Associate Counsel & Asst Sec'y | Feb. 22, 2022 A | 745 | 0 | 0 | $0 |
| Andrew Blair Hart | Controller, Subsidiary | Feb. 22, 2022 A | 5,440 | 0 | 0 | $0 |
| Sarah E Fry | Associate GC & Asst. Sec'y | Feb. 22, 2022 A | 6,486 | 0 | 0 | $0 |
| Eric A Dale | Treasurer/Subsidiary(NAC) | Feb. 22, 2022 A | 6,202 | 0 | 0 | $0 |
| Lavern K Lund | Officer of a subsidiary (NAC) | Feb. 12, 2020 A | 4,679 | 0 | 0 | $0 |
| Jesse Lance Adkins | Associate Counsel & Asst Sec'y | Feb. 13, 2019 A | 698 | 0 | 0 | $0 |
| Harry B Tipton | Officer of a subsidiary, NAC | Feb. 13, 2019 A | 3,506 | 0 | 0 | $0 |
| John R Pokorny | Controller/subsidiary(NAC | Feb. 13, 2019 A | 1,403 | 0 | 0 | $0 |
| Mary D Maloney | Ass't GC/Ass't Secty | March 2, 2017 S | 4,902 | 0 | 0 | $0 |
| Elliott Mark Barrus | Vice President & Controller | Feb. 10, 2014 A | 399 | 0 | 0 | $0 |
| Thomas A Koza | VP, Sr Csl and Asst Secty-NAC | Dec. 27, 2012 J | 2,650 | 0 | 0 | $0 |
| Jennifer M Langer | Controller - NMHG | Feb. 7, 2012 A | 1,089 | 0 | 0 | $0 |
| Suzanne Schulze Taylor | Associate GC and Asst Secty | Feb. 7, 2012 A | 2,801 | 0 | 0 | $0 |
| Kenneth C Schilling | Vice President and Controller | Feb. 7, 2012 A | 11,221 | 0 | 0 | $0 |
| Lauren E Miller | VP Consulting Services | Feb. 7, 2012 A | 8,342 | 0 | 0 | $0 |
| Charles A Bittenbender | VP, GC and Secretary | Feb. 7, 2012 A | 17,810 | 0 | 0 | $0 |
| James A Phillips | Officer of a subsidiary | Dec. 15, 2009 P | 397 | 0 | 0 | $0 |
| Constantine E Tsipis | Ass't. GC and Secretary | Feb. 15, 2007 A | 938 | 0 | 0 | $0 |
| Gregory J Dawe | VP Manu and Qual of NMHG | July 31, 2003 S | 0 | 0 | 0 | $0 |
| William Paul Mcdonald | Director | July 1, 2026 A | 7,699 | 0 | 0 | $0 |
| Michael Sidney Miller | Director | July 1, 2026 A | 28,321 | 0 | 0 | $0 |
| Britton T Taplin | Director | July 1, 2026 A | 67,169 | 0 | 0 | $0 |
| Matthew M Rankin | Director | July 1, 2026 A | 37,875 | 0 | 0 | $0 |
| Dennis W Labarre | Director | July 1, 2026 A | 44,953 | 0 | 0 | $0 |
| Valerie Gentile Sachs | Director | July 1, 2026 A | 11,021 | 0 | 0 | $0 |
| John S Dalrymple III | Director | July 1, 2026 A | 26,305 | 0 | 0 | $0 |
| Robert S Shapard | Director | July 1, 2026 A | 18,750 | 0 | 0 | $0 |
| Alfred M. Rankin, Jr. | Director | July 1, 2026 A | 217,720 | 0 | 0 | $0 |
| Lori Jean Robinson | Director | July 1, 2025 A | 18,940 | 0 | 0 | $0 |
| Roger F Rankin | Director | July 1, 2025 A | 7,104 | 0 | 0 | $0 |
| OSBORNE RICHARD DE J | Director | July 5, 2023 A | 35,147 | 0 | 0 | $0 |
| Timothy K Light | Director | Oct. 1, 2020 A | 7,329 | 0 | 0 | $0 |
| Scott S Cowen | Director | July 1, 2016 A | 3,186 | 0 | 0 | $0 |
| Eugene Wong | Director | Oct. 1, 2012 A | 6,702 | 0 | 0 | $0 |
| Michael E Shannon | Director | Oct. 1, 2012 A | 6,531 | 0 | 0 | $0 |
| Owsley Brown II | Director | Oct. 1, 2011 A | 6,506 | 0 | 0 | $0 |
| Ian M Ross | Director | July 1, 2010 A | 4,979 | 0 | 0 | $0 |
| Robert M Gates | Director | March 6, 2007 S | 0 | 0 | 0 | $0 |
| David H Hoag | Director | Oct. 1, 2004 A | 1,940 | 0 | 0 | $0 |
| Leon J Hendrix JR | Director | July 1, 2002 A | 5,873 | 0 | 0 | $0 |
| Victoire G Rankin | — | July 1, 2026 A | 217,720 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 31 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Alfred M. Rankin, Jr., Victoire G. Rankin, Helen Rankin Butler, John C. Butler, Jr., Clara T. Rankin Williams, David B. Williams, AMR Associates NC, L.P. ×46 filings | Dec. 17, 2024 | — | Initial filing | — | SEC |
| AMR Associates NC, L.P., Alfred M. Rankin, Jr., Helen R. Butler, Clara T. Rankin Williams | Dec. 17, 2024 | — | Initial filing | — | SEC |
| Britton T. Taplin ×2 filings | Feb. 12, 2024 | — | Initial filing | — | SEC |
| Feb. 10, 2023 | — | Initial filing | — | SEC | |
| Feb. 10, 2023 | — | Initial filing | — | SEC | |
| Marital Trust created by the Agreement, dated January 21, 1966, as supplemented, amended and restated, between PNC Bank and Beatrice Taplin, as Trustees, and Thomas E. Taplin, for the benefit of Beatrice B. Taplin, Beatrice B. Taplin, Britton T. Taplin | Feb. 10, 2023 | — | Initial filing | — | SEC |
| Paige J. Rankin (by Claiborne R. Rankin, Jr., as custodian), Trust FBO Paige J. Rankin U/T/A Vested Trusts for Children of Claiborne R. Rankin, Jr., dated 8/26/2016 | Feb. 10, 2023 | — | Initial filing | — | SEC |
| Beatrice B. Taplin, Britton T. Taplin, Frank F. Taplin | Feb. 11, 2022 | — | Initial filing | — | SEC |
| 2012 Alison A. Rankin Trust, 2012 Chloe O. Rankin Trust, 2012 Corbin K. Rankin Trust | Feb. 12, 2021 | — | Initial filing | — | SEC |
| BTR 2020 GST Trust for Helen R. Butler, BTR 2020 GST Trust for Clara R. Williams, BTR 2020 GST Trust for Matthew M. Rankin, BTR 2020 GST Trust for James T. Rankin, BTR 2020 GST Trust for Thomas P.K. Rankin, BTR 2020 GST Trust for Chloe R. Seelbach, BTR 2020 GST Trust for Claiborne R. Rankin, Jr., BTR 2020 GST Trust for Julia R. Kuipers, BTR 2020 GST Trust for Anne F. Rankin, BTR 2020 GST Trust for Elisabeth M. Rankin, CRW 2020 GST Trust for Margo J.V. Williams, CRW 2020 GST Trust for Helen C. Williams, HRB 2020 GST Trust for Clara R. Butler, HRB 2020 GST Trust for Griffin B. Butler | Feb. 12, 2021 | — | Initial filing | — | SEC |
| Abigail II LLC, Marital Trust created by the Agreement, dated January 21, 1966, as supplemented, amended and restated, between PNC Bank and Beatrice Taplin, as Trustees, and Thomas E. Taplin, for the benefit of Beatrice B. Taplin, Beatrice B. Taplin, Britton T. Taplin, Frank F. Taplin | Nov. 23, 2020 | — | Initial filing | — | SEC |
| The Trust created under the Agreement, dated September 28, 2000, as supplemented, amended and restated, between Alfred M. Rankin, Jr., as trustee, and Victoire G. Rankin, for the benefit of Victoire G. Rankin, Elisabeth Marshall Rankin Trust u/a/d December 30, 2015 as amended | Feb. 13, 2020 | — | Initial filing | — | SEC |
| Clara T. Rankin Williams, Alfred M. Rankin, Jr., Victoire G. Rankin, Helen R. Butler, John C. Butler, Jr., David B. Williams, Roger F. Rankin, Bruce T. Rankin, Thomas T. Rankin, Claiborne R. Rankin, Chloe O. Rankin, Thomas E. Taplin, Jr., Alison A. Rankin, Corbin K. Rankin, Cory Freyer | Feb. 14, 2017 | — | Initial filing | — | SEC |
| John C. Butler, Jr., Lynne Turman Rankin, Elizabeth B. Rankin, Alfred M. Rankin, Jr., Victoire G. Rankin, David B. Williams, Clara Rankin Williams, Helen R. Butler, Alison A. Rankin, Roger F. Rankin, Bruce T. Rankin ×2 filings | Feb. 12, 2016 | — | Initial filing | — | SEC |
| Helen Rankin Butler, Clara T. Rankin Williams ×4 filings | Feb. 14, 2014 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 30 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| COAL · EXCHANGE TRADED CONCEPTS TRUST | 0.46% | 6,016 NS | May 31, 2026 | N-PORT |
| IWC · iShares Trust | 0.04% | 14,029 SH | Aug. 8, 2026 | Daily |
| GSSC · Goldman Sachs ETF Trust | 0.03% | 5,279 NS | May 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.01% | 35,007 NS | April 30, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.01% | 19,237 NS | April 30, 2026 | N-PORT |
| IWN · iShares Trust | 0.01% | 36,496 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.01% | 23,572 SH | Aug. 8, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.01% | 3,504 SH | Aug. 8, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.01% | 19,601 NS | April 30, 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.01% | 35,345 NS | May 31, 2026 | N-PORT |
| RSSL · Global X Funds | 0.01% | 1,804 NS | April 30, 2026 | N-PORT |
| IWM · iShares Trust | 0.01% | 95,177 SH | Aug. 8, 2026 | Daily |
| ITWO · ProShares Trust | 0.01% | 188 NS | May 31, 2026 | N-PORT |
| UWM · ProShares Trust | 0.00% | 147 NS | May 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.00% | 1,795 SH | Aug. 8, 2026 | Daily |
| URTY · ProShares Trust | 0.00% | 148 NS | May 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 11,458 NS | April 30, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 2,990 NS | April 30, 2026 | N-PORT |
| HDG · ProShares Trust | 0.00% | 4 NS | May 31, 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.00% | 489 NS | May 31, 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 101 NS | May 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 411 NS | April 30, 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 767 NS | May 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 419 NS | April 30, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 287 NS | April 30, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.00% | 8 NS | April 30, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 50,921 SH | Aug. 8, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 111,821 SH | Aug. 8, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 372 SH | Aug. 8, 2026 | Daily |
| EBI · RBB Fund Trust | 0.00% | 5 NS | May 31, 2026 | N-PORT |