NFG
National Fuel Gas·NYSE
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NFG fundamentals
National Fuel Gas (NFG) released its earnings on Jan 28, 2026: revenue was 651.51M (YoY +18.57%), missed estimates; EPS was 2.06 (YoY +24.10%), beat estimates.
Revenue / YoY
651.51M
+18.57%
EPS / YoY
2.06
+24.10%
Report date
Jan 28, 2026
NFG Earnings Call Summary for Q1,2026
- Q1 Strong Performance: $2.06 EPS, 29% EBITDA growth, pipeline projects on track, $350M equity raise for Ohio acquisition.
- Natural Gas Outlook: $3.75/therm assumption, 70% hedged FY26, 80 Bcf collars; price volatility to persist.
- Midstream Growth: 12% production growth, Gen 4 wells testing, 400 delineated Utica locations, 1.5 Bcf/d transport capacity by end-2026.
- Q&A Key Themes: Benefits from cold-weather prices, pipeline expansion opportunities, D&C cost/productivity tradeoffs, storage optimization, and M&A flexibility.
- Balance Sheet Strength: 1.75x net debt/EBITDA post-close, $1.5B debt issuance planned, investment-grade credit.
EPS
Actual | 0.97 | 0.57 | 0.4 | 1.06 | 1.34 | 0.93 | 0.95 | 1.48 | 1.68 | 1.54 | 1.19 | 1.84 | 1.54 | 1.01 | 0.78 | 1.46 | 1.79 | 0.99 | 0.77 | 1.66 | 2.39 | 1.64 | 1.22 | 2.06 | ||||||||||
Forecast | 0.9722 | 0.4799 | 0.3716 | 1.002 | 1.1989 | 0.8622 | 0.7544 | 1.3247 | 1.6606 | 1.462 | 1.2475 | 1.695 | 1.5601 | 0.9063 | 0.8421 | 1.3306 | 1.5108 | 0.9582 | 0.8242 | 1.5277 | 2.2106 | 1.5203 | 1.1136 | 1.9369 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.23% | +18.77% | +7.64% | +5.79% | +11.77% | +7.86% | +25.93% | +11.72% | +1.17% | +5.34% | -4.61% | +8.55% | -1.29% | +11.44% | -7.37% | +9.72% | +18.48% | +3.32% | -6.58% | +8.66% | +8.12% | +7.87% | +9.55% | +6.36% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 491.10M | 323.02M | 287.99M | 441.16M | 551.12M | 394.40M | 355.99M | 546.56M | 701.72M | 502.62M | 435.15M | 658.86M | 717.26M | 428.70M | 368.95M | 525.36M | 629.94M | 417.44M | 372.07M | 549.48M | 729.95M | 531.83M | 456.41M | 651.51M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 598.02M | 375.64M | 352.17M | 551.01M | 604.93M | 483.83M | 425.59M | 543.48M | 652.28M | 541.35M | 471.06M | 594.44M | 697.11M | 510.60M | 475.08M | 664.57M | 767.33M | 540.62M | 524.69M | 617.14M | 774.56M | 596.11M | 513.48M | 653.76M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -17.88% | -14.01% | -18.22% | -19.94% | -8.90% | -18.48% | -16.35% | +0.57% | +7.58% | -7.15% | -7.62% | +10.84% | +2.89% | -16.04% | -22.34% | -20.95% | -17.91% | -22.78% | -29.09% | -10.96% | -5.76% | -10.78% | -11.12% | -0.34% |
Earnings Call
You can ask Aime
What is the market's earnings forecast for National Fuel Gas next quarter?What does National Fuel Gas do and what are its main business segments?What factors drove the changes in National Fuel Gas's revenue and profit?What is National Fuel Gas's gross profit margin?What is National Fuel Gas's latest dividend and current dividend yield?What were the key takeaways from National Fuel Gas's earnings call?Did National Fuel Gas beat or miss consensus estimates last quarter?What guidance did National Fuel Gas's management provide for the next earnings period?
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