NACCO INDUSTRIES INC. Files 2023 Annual Report on Form 10-K
Ticker: NC · Form: 10-K · Filed: Mar 6, 2024 · CIK: 789933
| Field | Detail |
|---|---|
| Company | Nacco Industries INC (NC) |
| Form Type | 10-K |
| Filed Date | Mar 6, 2024 |
| Risk Level | |
| Pages | 15 |
| Reading Time | 18 min |
| Key Dollar Amounts | $1, $65.9 million, $36.7 million, $11.4 million, $30.9 million |
| Sentiment | neutral |
Sentiment: neutral
Topics: NACCO INDUSTRIES, 10-K, Annual Report, Coal Mining, Financials
TL;DR
<b>NACCO INDUSTRIES INC. has filed its 2023 annual report (10-K) detailing its financial performance and operations for the year ended December 31, 2023.</b>
AI Summary
NACCO INDUSTRIES INC (NC) filed a Annual Report (10-K) with the SEC on March 6, 2024. NACCO INDUSTRIES INC. filed its 2023 Form 10-K on March 6, 2024. The filing covers the fiscal year ending December 31, 2023. The company's principal executive offices are located in Cleveland, Ohio. NACCO INDUSTRIES INC. is classified under SIC code 1221 for Bituminous Coal & Lignite Surface Mining. The company's fiscal year ends on December 31st annually.
Why It Matters
For investors and stakeholders tracking NACCO INDUSTRIES INC, this filing contains several important signals. This 10-K filing provides a comprehensive overview of NACCO's financial health, operational performance, and strategic direction for the past fiscal year, crucial for investors and stakeholders to assess the company's current standing and future prospects. As a public document, this filing ensures transparency and allows for comparison with industry peers, aiding in investment decisions and market analysis.
Risk Assessment
Risk Level: — NACCO INDUSTRIES INC shows moderate risk based on this filing. The company operates in the coal mining industry, which is subject to significant regulatory and environmental risks, as well as market volatility in commodity prices.
Analyst Insight
Investors should review the detailed financial statements and risk factors in the 10-K to understand NACCO's performance and potential challenges in the energy sector.
Key Numbers
- 2023-12-31 — Fiscal Year End (Conformed period of report)
- 2024-03-06 — Filing Date (Date filed)
- 1221 — SIC Code (Bituminous Coal & Lignite Surface Mining)
Key Players & Entities
- NACCO INDUSTRIES INC. (company) — Filer of the 10-K
- 2023 (date) — Fiscal year end
- March 6, 2024 (date) — Filing date
- Cleveland, Ohio (location) — Business address
- 1221 (industry_code) — SIC code for Bituminous Coal & Lignite Surface Mining
FAQ
When did NACCO INDUSTRIES INC file this 10-K?
NACCO INDUSTRIES INC filed this Annual Report (10-K) with the SEC on March 6, 2024.
What is a 10-K filing?
A 10-K is a comprehensive annual financial report required by the SEC, covering audited financials, business operations, risk factors, and management discussion. This particular 10-K was filed by NACCO INDUSTRIES INC (NC).
Where can I read the original 10-K filing from NACCO INDUSTRIES INC?
You can access the original filing directly on the SEC's EDGAR system. The filing is publicly available and includes all exhibits and attachments submitted by NACCO INDUSTRIES INC.
What are the key takeaways from NACCO INDUSTRIES INC's 10-K?
NACCO INDUSTRIES INC filed this 10-K on March 6, 2024. Key takeaways: NACCO INDUSTRIES INC. filed its 2023 Form 10-K on March 6, 2024.. The filing covers the fiscal year ending December 31, 2023.. The company's principal executive offices are located in Cleveland, Ohio..
Is NACCO INDUSTRIES INC a risky investment based on this filing?
Based on this 10-K, NACCO INDUSTRIES INC presents a moderate-risk profile. The company operates in the coal mining industry, which is subject to significant regulatory and environmental risks, as well as market volatility in commodity prices.
What should investors do after reading NACCO INDUSTRIES INC's 10-K?
Investors should review the detailed financial statements and risk factors in the 10-K to understand NACCO's performance and potential challenges in the energy sector. The overall sentiment from this filing is neutral.
How does NACCO INDUSTRIES INC compare to its industry peers?
NACCO INDUSTRIES INC. operates within the energy and transportation sectors, with a focus on coal mining. The industry is characterized by significant capital investment, regulatory oversight, and sensitivity to commodity prices.
Are there regulatory concerns for NACCO INDUSTRIES INC?
The coal mining industry is heavily regulated by environmental agencies, impacting operational costs and compliance requirements. Changes in environmental policy can significantly affect business.
Risk Factors
- Market Conditions [medium — market]: The company's financial performance is subject to fluctuations in the demand for and price of coal and other commodities.
- Environmental Regulations [high — regulatory]: Operations are subject to extensive federal, state, and local environmental laws and regulations, which may increase costs and limit activities.
Industry Context
NACCO INDUSTRIES INC. operates within the energy and transportation sectors, with a focus on coal mining. The industry is characterized by significant capital investment, regulatory oversight, and sensitivity to commodity prices.
Regulatory Implications
The coal mining industry is heavily regulated by environmental agencies, impacting operational costs and compliance requirements. Changes in environmental policy can significantly affect business.
What Investors Should Do
- Analyze NACCO's revenue streams and profitability for FY 2023.
- Assess the impact of environmental regulations on the company's operations and future outlook.
- Review the company's balance sheet and debt levels for financial stability.
Key Dates
- 2023-12-31: Fiscal Year End — Covers the full fiscal year's financial results.
- 2024-03-06: 10-K Filing Date — Official filing date of the annual report.
Year-Over-Year Comparison
This filing represents the annual report for the fiscal year ended December 31, 2023, providing a comprehensive update compared to previous filings.
Filing Stats: 4,507 words · 18 min read · ~15 pages · Grade level 13.5 · Accepted 2024-03-06 16:48:26
Key Financial Figures
- $1 — which registered Class A Common Stock, $1 par value per share NC New York Stock E
- $65.9 million — , long-lived asset impairment charge of $65.9 million in 2023. See Note 9 to the Consolidated
- $36.7 million — h Catapult, completed an acquisition of $36.7 million of mineral and royalty interests in the
- $11.4 million — n Basin. During 2022, Catapult acquired $11.4 million of mineral and royalty interests in the
- $30.9 million — ces. The Company recognized a gain of $30.9 million during 2022 as GRE paid the Company cas
- $5.0 million — ship units from GRE, the Company held a $5.0 million investment in MAG. On December 1, 2022,
- $18.6 million — to HLCP and received a cash payment of $18.6 million during 2022. The Company received addit
- $3.6 million — y received additional payments totaling $3.6 million during 2023 in connection with a post-c
- $1.8 million — non-cash, pension settlement charge of $1.8 million. See Note 14 to the Consolidated Financ
Filing Documents
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BUSINESS
BUSINESS 1 Item 1A.
RISK FACTORS
RISK FACTORS 19 Item 1B. UNRESOLVED STAFF COMMENTS 29 Item 1C. CYBERSECURITY 29 Item 2.
PROPERTIES
PROPERTIES 31 Item 3.
LEGAL PROCEEDINGS
LEGAL PROCEEDINGS 50 Item 4. MINE SAFETY DISCLOSURES 50 PART II. Item 5. MARKET FOR REGISTRANT'S COMMON EQUITY, RELATED STOCKHOLDER MATTERS AND ISSUER PURCHASES OF EQUITY SECURITIES 51 Item 6. [RESERVED] 51 Item 7.
MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS
MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS 52 Item 7A.
QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET RISK
QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET RISK 67 Item 8.
FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA
FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA 67 Item 9. CHANGES IN AND DISAGREEMENTS WITH ACCOUNTANTS ON ACCOUNTING AND FINANCIAL DISCLOSURE 67 Item 9A.
CONTROLS AND PROCEDURES
CONTROLS AND PROCEDURES 67 Item 9B. OTHER INFORMATION 67 Item 9C . DISCLOSURE REGARDING FOREIGN JURISDICTIONS THAT PREVENT INSPECTIONS 67 PART III. Item 10. DIRECTORS, EXECUTIVE OFFICERS AND CORPORATE GOVERNANCE 68 Item 11.
EXECUTIVE COMPENSATION
EXECUTIVE COMPENSATION 68 Item 12.
SECURITY OWNERSHIP OF CERTAIN BENEFICIAL OWNERS AND MANAGEMENT AND RELATED STOCKHOLDER MATTERS
SECURITY OWNERSHIP OF CERTAIN BENEFICIAL OWNERS AND MANAGEMENT AND RELATED STOCKHOLDER MATTERS 68 Item 13. CERTAIN RELATIONSHIPS AND RELATED TRANSACTIONS, AND DIRECTOR INDEPENDENCE 68 Item 14. PRINCIPAL ACCOUNTANT FEES AND SERVICES 68 PART IV. Item 15. EXHIBITS AND FINANCIAL STATEMENT SCHEDULES 69 Item 16. FORM 10-K SUMMARY 74
FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA
FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA F- 1 Table of Contents PART I
BUSINESS
Item 1. BUSINESS General NACCO Industries, Inc. ("NACCO" or the "Company") brings natural resources to life by delivering aggregates, minerals, reliable fuels and environmental solutions through its robust portfolio of NACCO Natural Resources businesses. The Company operates under three business segments: Coal Mining, North American Mining ("NAMining") and Minerals Management. The Coal Mining segment operates surface coal mines for power generation companies. The NAMining segment is a trusted mining partner for producers of aggregates, activated carbon, lithium and other industrial minerals. The Minerals Management segment, which includes the Catapult Mineral Partners ("Catapult") business, acquires and promotes the development of mineral interests. Mitigation Resources of North America ("Mitigation Resources") provides stream and wetland mitigation solutions. The Company has items not directly attributable to a reportable segment that are not included in the reported financial results of the operating segment. These items primarily include administrative costs related to public company reporting requirements, including management and board compensation, and the financial results of Bellaire Corporation ("Bellaire"), Mitigation Resources and other developing businesses. Bellaire manages the Company's long-term liabilities related to former Eastern U.S. underground mining activities. NACCO was incorporated as a Delaware corporation in 1986 in connection with the formation of a holding company structure for a predecessor corporation organized in 1913. Business Strategy NACCO's portfolio of businesses operates under the umbrella of NACCO Natural Resources. Management continues to view the long-term business outlook for NACCO positively. The Company is pursuing growth and diversification by strategically leveraging its core mining and natural resources management skills to build a strong portfolio of affiliated businesses. The Minerals Management segment, thr