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Atmos Energy Corp. (ATO)
NYSE:ATO
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
3.34Last Year’s EPS
3.03Same Quarter Last Year
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and financial picture: year-over-year EPS growth (+9.4%), strong customer additions, major pipeline and storage capacity upgrades, robust liquidity and financing execution, and on-track guidance/capex program. Offsetting items include rising O&M costs (+$23M), some short-term volume impacts from maintenance (~2 Bcf at APT), timing uncertainty around the deferral benefits from Texas House Bill 4384, and localized regulatory uncertainty (Mississippi). Overall, the positives (growth, project progress, liquidity, guidance) outweigh the manageable operational and regulatory headwinds.Company Guidance
Strong Quarterly Earnings and EPS Growth
Reported fiscal Q1 net income of $403 million, or $2.44 per diluted share, representing a 9.4% increase in diluted EPS versus the prior year quarter.
Capital Investment Focused on Safety and Reliability
First quarter capital expenditures of $1.0 billion with over 85% of investments focused on enhancing safety and reliability across distribution, transmission and underground storage systems; company remains on track for fiscal '26 capital plan of $4.2 billion.
Rebased FY2026 Guidance and Dividend Plan
Rebased fiscal 2026 EPS guidance to $8.15–$8.35 and rebased the annual dividend to $4.00 per share, with a plan to grow the dividend in line with EPS growth of 6%–8% annually.
Atmos Pipeline-Texas Project Milestones
Completed ~55 miles of 36-inch pipeline from Bethel to Groesbeck, placed 13 miles of Line WA Loop into service (remaining ~31 miles expected this spring), more than doubled takeaway capacity at Bethel Salt Dome, and completed 2 interconnects adding ~700,000 Mcf/day of supply optionality.
Customer Growth and High Satisfaction
Added nearly 54,000 net new customers for the 12 months ending Dec 31, 2025 (approximately 42,000 in Texas); in Q1 added ~1,100 commercial and 3 industrial customers. Achieved customer satisfaction ratings of 98% for the quarter and received J.D. Power and Escalent regional customer service recognitions.
Rate Increases and Operating Income Drivers
Implemented rate increases that totaled $68 million and realized an additional $24 million operating income from residential/commercial customer growth and increased load; APT through-system revenues (net of Rider REV) increased by about $7 million.
Improved Commodity Spreads
APT spreads widened materially to an average of $3.99 in the quarter versus $1.56 in the prior year quarter, contributing to stronger margin performance on throughput (average spread increase of ~155% year-over-year).
Strong Liquidity and Capital Positioning
Completed over $1 billion of long-term debt/equity financing in the quarter (including $600 million long-term debt in Oct 2025), settled $472 million of equity forward agreements, reported equity capitalization of 60%, no short-term debt, and $4.6 billion of available liquidity (including ~$1.1 billion net proceeds under forward sale agreements).
ATO Earnings History
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
ATO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 03, 2026 | $167.88 | $170.88 | +1.79% |
Nov 05, 2025 | $170.66 | $173.51 | +1.67% |
Aug 06, 2025 | $154.46 | $160.06 | +3.63% |
May 07, 2025 | $159.12 | $157.74 | -0.87% |
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 Atmos Energy Corp. (ATO) report earnings?
Atmos Energy Corp. (ATO) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Atmos Energy Corp. (ATO) earnings time?
Atmos Energy Corp. (ATO) earnings time is at May 13, 2026, 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 ATO EPS forecast?
ATO EPS forecast for the fiscal quarter 2026 (Q2) is 3.34.