Atmos Energy (ATO)
NYSE:ATO
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.38Last Year’s EPS
1.16Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated multiple positive operational and financial results: solid year-to-date earnings growth (+12.5% EPS), an upward revision to full-year guidance, substantial customer additions, major capital investments focused on safety and reliability, improved APT through-system performance and strong liquidity and regulatory progress. Offsetting these positives are cost pressures (O&M and other operating cost increases), commodity price and basis volatility in the Permian/Waha market that introduce earnings variability, and some one-time presentation and implementation timing complexities related to Texas Rule 7.7102 and rate filings. Overall, the positives—raised guidance, strong customer growth, sizable capital program and ample liquidity—outweigh the challenges, though execution and commodity risks remain items to monitor.Company Guidance
Strong Year-to-Date Earnings
Reported year-to-date fiscal 2026 net income of $985 million, or $5.92 per diluted share, representing a 12.5% increase in EPS versus the prior-year period.
Guidance Raised
Updated full-year fiscal 2026 EPS guidance to $8.40–$8.50 (raise from prior guidance), with management indicating this range is a solid launch point for 2027 and consistent with their 6%–8% EPS growth target.
Robust Customer Growth
Added over 51,000 new customers in the 12 months ending March 31, 2026 (including over 39,000 in Texas); second quarter additions included 800+ commercial customers and 4 new industrial customers.
Large Capital Program and Safety Focus
Spent $2.0 billion in capital expenditures in the first half of fiscal '26 and remains on track for approximately $4.2 billion for the full year, with over 89% of H1 investments targeted at distribution, transmission and underground storage safety and reliability.
APT System Enhancements
Completed Phase 2 of the Line WA project (≈44 miles of 36-inch pipeline), finished 5 interconnect projects and added ~100,000 Mcf/day of supply to the APT system, increasing system versatility and supply optionality.
Improved APT Through-System Performance
APT through-system revenues (net of Rider REV) increased about $16 million (≈$0.08 EPS) year-over-year; average spreads captured rose to $4.35 versus $1.80 in the prior-year period (absolute increase of $2.55).
Strong Liquidity and Capital Position
Extended four credit facilities providing $3.1 billion of liquidity; total available liquidity at quarter-end was $4.1 billion, including approximately $890 million in net proceeds under forward sale agreements; equity capitalization at 61% with no short-term debt outstanding.
Regulatory Progress and Rate Base Recoveries
Implemented $136 million of annualized operating income increases in the distribution segment year-to-date; 13 filings in progress seeking nearly $600 million in annualized operating income increases (expecting to implement ~40% primarily in Q3).
Customer Experience and Community Support
Achieved a customer satisfaction rating of 97% for the first six months and assisted over 33,000 customers in securing approximately $9.5 million in funding assistance; named to Forbes' America's Best Large Employers list (top 100) and 2nd among utilities for the sixth consecutive year.
Material Benefit from Texas Rule/Legislation
Recognized $94 million (≈$0.43 EPS) year-to-date from Texas House Bill 4384 / Rule 7.7102-related deferrals; management now estimates the fiscal '26 impact of Rule 7.7102 deferrals at $155–$165 million (pretax) for the full year.
Dividend Rebase and Growth Plan
Declared a dividend increase of roughly 15% year-over-year (rebased), with intent to grow dividends incrementally aligned with a 6%–8% EPS growth objective.
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 |
|---|---|---|---|
May 06, 2026 | $184.76 | $181.86 | -1.57% |
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% |
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 (ATO) report earnings?
Atmos Energy (ATO) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Atmos Energy (ATO) earnings time?
Atmos Energy (ATO) earnings time is at Aug 12, 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 (Q3) is 1.38.