NJR
New Jersey Resources·NYSE
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NJR fundamentals
New Jersey Resources (NJR) released its earnings on Feb 2, 2026: revenue was 604.85M (YoY +23.85%), beat estimates; EPS was 1.17 (YoY -9.30%), beat estimates.
Revenue / YoY
604.85M
+23.85%
EPS / YoY
1.17
-9.30%
Report date
Feb 2, 2026
NJR Earnings Call Summary for Q1,2026
- Guidance Raise: Fiscal 2026 NFEPS increased to $3.28-$3.43, up $0.25, driven by Energy Services winter performance.
- Capital Expansion: $5 billion 5-year plan (60% utility) supports 7%-9% growth, with Leaf River storage capacity doubling to 55 Bcf.
- Business Momentum:
- S&T NFE to double by 2027 via recontracting.
- CEV solar capacity to grow 50% over 2 years, backed by safe harbor projects.
- NJ Natural Gas hedging (87% of winter needs at $2.20/dekatherm) mitigates customer cost volatility.
- Financial Strength: No block equity needed, 20% FFO/debt ratio, and $0.25 guidance increase from Energy Services outperformance.
EPS
Actual | 1.12 | -0.06 | 0.57 | 0.46 | 1.77 | -0.15 | 0.07 | 0.69 | 1.36 | -0.04 | 0.5 | 1.14 | 1.16 | 0.1 | 0.3 | 0.74 | 1.41 | -0.09 | 0.89 | 1.29 | 1.78 | 0.06 | 0.16 | 1.17 | ||||||||||
Forecast | 1.4825 | 0.072 | 0.566 | 0.4667 | 1.18 | -0.105 | 0.0788 | 0.678 | 1.2586 | 0.06 | 0.4536 | 0.719 | 1.2282 | -0.0401 | 0.303 | 0.7191 | 1.2526 | -0.0527 | 0.8759 | 1.065 | 1.6374 | -0.0543 | 0.1508 | 0.9818 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -24.45% | -183.33% | +0.71% | -1.44% | +50.00% | -42.86% | -11.17% | +1.77% | +8.06% | -166.67% | +10.23% | +58.55% | -5.55% | +349.38% | -0.99% | +2.91% | +12.57% | -70.78% | +1.61% | +21.13% | +8.71% | +210.50% | +6.10% | +19.17% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 639.61M | 298.97M | 400.04M | 454.31M | 802.19M | 367.59M | 532.53M | 675.84M | 912.32M | 552.34M | 765.49M | 723.57M | 644.03M | 264.07M | 331.32M | 467.21M | 657.91M | 275.64M | 395.78M | 488.36M | 913.03M | 298.95M | 336.08M | 604.85M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 872.39M | 447.88M | 701.52M | 675.28M | 736.89M | 371.53M | 610.33M | 561.54M | 802.82M | 418.65M | 428.91M | 696.78M | 858.64M | 546.21M | 759.99M | 812.66M | 689.43M | 283.56M | 406.97M | 749.77M | 731.72M | 306.91M | 299.63M | 551.70M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -26.68% | -33.25% | -42.97% | -32.72% | +8.86% | -1.06% | -12.75% | +20.35% | +13.64% | +31.93% | +78.47% | +3.84% | -24.99% | -51.65% | -56.40% | -42.51% | -4.57% | -2.80% | -2.75% | -34.86% | +24.78% | -2.59% | +12.17% | +9.63% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for New Jersey Resources year over year?What factors drove the changes in New Jersey Resources's revenue and profit?What is New Jersey Resources's gross profit margin?What were the key takeaways from New Jersey Resources’s earnings call?What does New Jersey Resources do and what are its main business segments?Did New Jersey Resources beat or miss consensus estimates last quarter?What were the key takeaways from New Jersey Resources's earnings call?What guidance did New Jersey Resources's management provide for the next earnings period?
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