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Side-by-side financial comparison of C3.ai, Inc. (AI) and NACCO INDUSTRIES INC (NC). Click either name above to swap in a different company.
C3.ai, Inc. is the larger business by last-quarter revenue ($75.1M vs $62.8M, roughly 1.2× NACCO INDUSTRIES INC). NACCO INDUSTRIES INC runs the higher net margin — 14.1% vs -139.3%, a 153.4% gap on every dollar of revenue. On growth, NACCO INDUSTRIES INC posted the faster year-over-year revenue change (-4.3% vs -20.3%). Over the past eight quarters, NACCO INDUSTRIES INC's revenue compounded faster (9.5% CAGR vs -2.1%).
C3.ai, Inc. is a leading enterprise artificial intelligence software provider that develops and delivers scalable AI applications, platform tools, and industry-specific solutions for clients across sectors including manufacturing, energy, financial services, healthcare and public sector. Its offerings help organizations optimize operations, reduce costs, mitigate risks, and realize data-driven decision making.
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 se...
AI vs NC — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $75.1M | $62.8M |
| Net Profit | $-104.7M | $8.8M |
| Gross Margin | 40.4% | 22.8% |
| Operating Margin | -149.2% | 17.5% |
| Net Margin | -139.3% | 14.1% |
| Revenue YoY | -20.3% | -4.3% |
| Net Profit YoY | -58.7% | 80.0% |
| EPS (diluted) | $-0.75 | $1.17 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $62.8M | ||
| Q4 25 | $75.1M | $66.8M | ||
| Q3 25 | $70.3M | $76.6M | ||
| Q2 25 | $108.7M | $68.2M | ||
| Q1 25 | $98.8M | $65.6M | ||
| Q4 24 | $94.3M | $70.4M | ||
| Q3 24 | $87.2M | $61.7M | ||
| Q2 24 | $86.6M | $52.3M |
| Q1 26 | — | $8.8M | ||
| Q4 25 | $-104.7M | $-3.8M | ||
| Q3 25 | $-116.8M | $13.3M | ||
| Q2 25 | $-79.7M | $3.3M | ||
| Q1 25 | $-80.2M | $4.9M | ||
| Q4 24 | $-66.0M | $7.6M | ||
| Q3 24 | $-62.8M | $15.6M | ||
| Q2 24 | $-72.9M | $6.0M |
| Q1 26 | — | 22.8% | ||
| Q4 25 | 40.4% | 18.0% | ||
| Q3 25 | 37.6% | 13.0% | ||
| Q2 25 | 62.1% | 10.0% | ||
| Q1 25 | 59.1% | 14.7% | ||
| Q4 24 | 61.3% | 12.0% | ||
| Q3 24 | 59.8% | 11.7% | ||
| Q2 24 | 59.6% | 13.4% |
| Q1 26 | — | 17.5% | ||
| Q4 25 | -149.2% | 11.3% | ||
| Q3 25 | -177.7% | 8.8% | ||
| Q2 25 | -81.8% | -0.1% | ||
| Q1 25 | -88.7% | 11.7% | ||
| Q4 24 | -79.8% | 5.5% | ||
| Q3 24 | -83.2% | 31.9% | ||
| Q2 24 | -95.1% | 14.1% |
| Q1 26 | — | 14.1% | ||
| Q4 25 | -139.3% | -5.8% | ||
| Q3 25 | -166.2% | 17.3% | ||
| Q2 25 | -73.3% | 4.8% | ||
| Q1 25 | -81.2% | 7.5% | ||
| Q4 24 | -69.9% | 10.7% | ||
| Q3 24 | -72.0% | 25.4% | ||
| Q2 24 | -84.2% | 11.4% |
| Q1 26 | — | $1.17 | ||
| Q4 25 | $-0.75 | $-0.53 | ||
| Q3 25 | $-0.86 | $1.78 | ||
| Q2 25 | $-0.60 | $0.44 | ||
| Q1 25 | $-0.62 | $0.66 | ||
| Q4 24 | $-0.52 | $0.99 | ||
| Q3 24 | $-0.50 | $2.14 | ||
| Q2 24 | $-0.59 | $0.81 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $675.0M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $771.9M | — |
| Total Assets | $961.3M | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $675.0M | $49.7M | ||
| Q3 25 | $711.9M | $52.7M | ||
| Q2 25 | $742.7M | $49.4M | ||
| Q1 25 | $724.3M | $61.9M | ||
| Q4 24 | $730.4M | $72.8M | ||
| Q3 24 | $762.5M | $63.1M | ||
| Q2 24 | $750.4M | $62.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $100.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $99.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $29.0M |
| Q1 26 | — | — | ||
| Q4 25 | $771.9M | $429.2M | ||
| Q3 25 | $798.8M | $426.4M | ||
| Q2 25 | $838.3M | $413.1M | ||
| Q1 25 | $860.2M | $409.1M | ||
| Q4 24 | $859.0M | $404.9M | ||
| Q3 24 | $874.9M | $397.3M | ||
| Q2 24 | $873.4M | $384.1M |
| Q1 26 | — | — | ||
| Q4 25 | $961.3M | $661.2M | ||
| Q3 25 | $968.7M | $637.6M | ||
| Q2 25 | $1.0B | $631.3M | ||
| Q1 25 | $1.1B | $634.2M | ||
| Q4 24 | $1.0B | $631.7M | ||
| Q3 24 | $1.1B | $597.4M | ||
| Q2 24 | $1.0B | $560.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.23× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.25× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.08× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-46.5M | — |
| Free Cash FlowOCF − Capex | $-46.9M | — |
| FCF MarginFCF / Revenue | -62.4% | — |
| Capex IntensityCapex / Revenue | 0.5% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-93.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-46.5M | $11.4M | ||
| Q3 25 | $-33.5M | $42.3M | ||
| Q2 25 | $11.3M | $-7.8M | ||
| Q1 25 | $-22.0M | $5.0M | ||
| Q4 24 | $-38.7M | $25.2M | ||
| Q3 24 | $8.0M | $2.8M | ||
| Q2 24 | $21.3M | $4.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-46.9M | — | ||
| Q3 25 | $-34.3M | — | ||
| Q2 25 | $10.3M | — | ||
| Q1 25 | $-22.4M | — | ||
| Q4 24 | $-39.5M | — | ||
| Q3 24 | $7.1M | — | ||
| Q2 24 | $18.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | -62.4% | — | ||
| Q3 25 | -48.8% | — | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | -22.7% | — | ||
| Q4 24 | -41.9% | — | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | 21.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 0.9% | — | ||
| Q1 25 | 0.4% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.1% | — | ||
| Q2 24 | 2.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 3.19× | ||
| Q2 25 | — | -2.39× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 3.33× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | 0.68× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AI
| License And Service | $70.2M | 93% |
| Professional Services | $4.9M | 7% |
NC
Segment breakdown not available.
