The earnings call presented a mixed outlook with significant challenges and some positive growth opportunities. While there are strong growth prospects in the pipeline and utility segments, the current financial performance is impacted by increased operating costs and weather-related issues, leading to a revision of earnings guidance.

Company Guidance -

Q3 2025

During the MDU Resources Group's second quarter 2025 earnings call, the company reported income from continuing operations of $14.1 million or $0.07 per diluted share, despite unfavorable weather impacting the Natural Gas Distribution segment and increased operating costs. Retail customer growth in the utility sector reached 1.4%, aligning with their targeted annual growth of 1% to 2%, while the company anticipates a compound annual utility rate base growth of 7% to 8%. The long-term earnings per share (EPS) growth rate is expected to be between 6% and 8%, with a dividend payout ratio target of 60% to 70%. MDU's capital investment program plans to allocate $3.1 billion over the next five years. Additionally, the company is actively pursuing data center opportunities, with 580 megawatts of data center load currently under signed electric service agreements. The earnings per share guidance was narrowed to a range of $0.88 to $0.95 per share for 2025, and MDU remains committed to strategic investments and financial discipline to drive long-term growth.

Pipeline and Utility Growth Opportunities

Strong customer demand at the pipeline segment and progress in the utility regulatory schedule provide robust investment opportunities across the regulated business model. The utility segment experienced a combined retail customer growth of 1.4%.

Data Center Load Expansion

The electric utility currently has 580 megawatts of data center load under signed electric service agreements, with a capital-light business model benefiting earnings and returns.

Five-Year Capital Investment Plan

MDU Resources plans a capital investment of $3.1 billion over the next five years, with an anticipated utility rate base growth of 7% to 8% compounded annually and a long-term EPS growth rate of 6% to 8%.

Pipeline Business Performance

The pipeline segment is executing well on core strategy and delivering solid results, driven by strategic expansion and increased demand for transportation and storage services.

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)	0.12 / -	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 0.12.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing