The earnings call highlighted significant challenges, including a substantial decline in earnings and increased operating costs, which outweighed the strong customer demand and strategic expansions. Despite some positive developments in the pipeline and data center segments, the overall sentiment reflects concerns about financial performance and cost management.

Company Guidance -

Q3 2025

During the MDU Resources Group 2025 Second Quarter Earnings Conference Call, the company provided updated guidance and discussed several business segments and strategic initiatives. The income from continuing operations for the second quarter was reported at $14.1 million, or $0.07 per diluted share. The company experienced challenges due to unfavorable weather and increased operating costs but highlighted strong customer demand and infrastructure opportunities. Retail customer growth at their utility segment was 1.4%, aligning with their target growth rate of 1% to 2%. The company announced plans for a $3.1 billion capital investment over the next five years, anticipating a 7% to 8% compounded annual utility rate base growth and a long-term EPS growth rate of 6% to 8%. The earnings per share guidance was narrowed to a range of $0.88 to $0.95 from the previous range of $0.88 to $0.98. Additionally, MDU Resources is pursuing several expansion projects, including the Minot expansion project and the proposed Bakken East pipeline project, while also exploring opportunities in the data center market with an existing 580 megawatts of signed electric service agreements.

Strong Customer Demand

The pipeline segment continued to show strong customer demand, with combined retail customer growth of 1.4% compared to last year, within the targeted annual growth rate of 1% to 2%.

Data Center Agreements

MDU Resources secured electric service agreements for 580 megawatts of data center load, with a capital-light business model that benefits earnings and provides cost savings to retail customers.

Strategic Expansion in Pipeline Segment

Construction began on the Minot expansion project, expected to add 7 million cubic feet of natural gas transportation capacity per day by the end of the year.

Mdu Resources Group (MDU) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

MDU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.13 / -	0.32	―	―	―
Aug 07, 2025	2025 (Q2)	0.12 / 0.07	0.177	-60.45% (-0.11)
May 08, 2025	2025 (Q1)	0.36 / 0.40	0.288	38.89% (+0.11)
Feb 06, 2025	2024 (Q4)	0.34 / 0.34	0.266	27.82% (+0.07)
Nov 07, 2024	2024 (Q3)	0.31 / 0.32	0.161	98.76% (+0.16)
Aug 08, 2024	2024 (Q2)	0.12 / 0.18	0.161	9.94% (+0.02)
May 02, 2024	2024 (Q1)	0.24 / 0.29	0.087	231.03% (+0.20)
Feb 08, 2024	2023 (Q4)	0.27 / 0.27	0.232	14.66% (+0.03)
Nov 02, 2023	2023 (Q3)	0.14 / 0.16	0.285	-43.51% (-0.12)
Aug 03, 2023	2023 (Q2)	0.19 / 0.16	0.133	21.05% (+0.03)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

MDU Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$17.49	$16.32	-6.69%
May 08, 2025	$17.47	$17.36	-0.63%
Feb 06, 2025	$17.71	$16.67	-5.87%
Nov 07, 2024	$16.57	$17.12	+3.32%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Mdu Resources Group Inc (MDU) report earnings?

Mdu Resources Group Inc (MDU) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).

What is Mdu Resources Group Inc (MDU) earnings time?

Mdu Resources Group Inc (MDU) earnings time is at Oct 30, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is MDU EPS forecast?

MDU EPS forecast for the fiscal quarter 2025 (Q3) is 0.13.

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