New Jersey Resources delivered strong financial and operational performance in the third quarter of fiscal 2025, with increased guidance and record investments in key programs like SAVEGREEN. However, regulatory uncertainties and market dynamics pose challenges. The overall sentiment reflects a positive outlook with risks related to regulatory and market conditions.

Company Guidance

During the New Jersey Resources Fiscal 2025 Third Quarter Conference Call, the company provided several key metrics and updates. NJR raised the lower end of its full-year net financial earnings per share (NFEPS) guidance by $0.05, now projecting $3.20 to $3.30 per share, reflecting strong operational performance. The company highlighted robust investments in the New Jersey Natural Gas sector, driven by the SAVEGREEN program, which is projected to see a capital increase of over 30%, bringing the expected range to $90 to $95 million. The Clean Energy Ventures (CEV) segment added approximately 63 megawatts of capacity this year and plans for 131 megawatts in the next two years, with an investment of around $350 million. The settlement in principle at the Adelphia Gateway rate case is expected by year-end, and NJR Home Services was recognized as a Top Ruud Pro Partner for the ninth consecutive year. The company also reported a year-to-date NFE of $313.4 million, a 55% increase year-over-year, driven by various strategic investments and improved performance across its segments.

Increased Full Year Guidance

NJR raised the lower end of its fiscal 2025 NFEPS guidance range by $0.05 to $3.20 to $3.30 per share, reflecting strong operating performance across its businesses.

Record Investment in SAVEGREEN Program

The 2025 capital projections for the SAVEGREEN program were raised by over 30%, bringing the expected range up to $90 to $95 million, driven by growing adoption of efficient HVAC systems.

Strong Financial Performance

Reported an NFEPS of $0.06 per share in the third quarter compared to a net financial loss of $0.09 per share last year. Year-to-date, NFE is $313.4 million or $3.13 per share, an increase of nearly 55% year-over-year.

Successful Solar Investments

CEV placed 63 megawatts into service so far this year and maintains a project pipeline of investment options. The sale of the residential solar portfolio earlier this year unlocked value.

Positive Regulatory Progress

Reached a settlement in principle at the Adelphia Gateway rate case and expect resolution by the end of the year.

New Jersey Resources (NJR) 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

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NJR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 25, 2025	2025 (Q4)	0.21 / -	0.89	―	―	―
Aug 04, 2025	2025 (Q3)	-0.05 / 0.06	-0.09	166.67% (+0.15)
May 05, 2025	2025 (Q2)	1.64 / 1.78	1.41	26.24% (+0.37)
Feb 03, 2025	2025 (Q1)	1.06 / 1.29	0.74	74.32% (+0.55)
Nov 25, 2024	2024 (Q4)	0.88 / 0.89	0.3	196.67% (+0.59)
Aug 06, 2024	2024 (Q3)	-0.05 / -0.09	0.1	-190.00% (-0.19)
May 07, 2024	2024 (Q2)	1.25 / 1.41	1.16	21.55% (+0.25)
Feb 06, 2024	2024 (Q1)	0.72 / 0.74	1.14	-35.09% (-0.40)
Nov 21, 2023	2023 (Q4)	0.30 / 0.30	0.5	-40.00% (-0.20)
Aug 03, 2023	2023 (Q3)	-0.04 / 0.10	-0.04	350.00% (+0.14)

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

NJR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$46.21	$46.66	+0.97%
May 05, 2025	$48.61	$48.25	-0.74%
Feb 03, 2025	$47.16	$45.62	-3.27%
Nov 25, 2024	$50.04	$49.27	-1.54%

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 New Jersey Resources Corporation (NJR) report earnings?

New Jersey Resources Corporation (NJR) is schdueled to report earning on Nov 25, 2025, Before Open (Confirmed).

What is New Jersey Resources Corporation (NJR) earnings time?

New Jersey Resources Corporation (NJR) earnings time is at Nov 25, 2025, Before Open (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 NJR EPS forecast?

NJR EPS forecast for the fiscal quarter 2025 (Q4) is 0.21.

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