The earnings call highlighted strong production growth, operational efficiency, and strategic pipeline projects contributing to a positive financial outlook. However, the pause in the share buyback program and anticipated cost increases present some challenges.

Company Guidance -

Q4 2025

During the National Fuel Gas Company's Q3 Fiscal 2025 earnings call, several key metrics and guidance were highlighted. Production at Seneca Resources increased by 16% year-over-year, with full-year production expected to rise by approximately 8% compared to fiscal 2024. The company anticipates fiscal 2026 production to reach 440 to 455 Bcf, a projected 6% increase at the midpoint, while reducing capital expenditure by 4%. The Shippingport Lateral Project and Tioga Pathway project are expected to generate over $30 million in new revenue annually, representing about 7% of current pipeline and storage segment revenues. The company also reported a 66% increase in adjusted operating results from the previous year, with narrowed earnings guidance for fiscal 2025 set at $6.80 to $6.95 per share. For fiscal 2026, earnings per share are estimated in the range of $8 to $8.50 using a $4 NYMEX gas price, reflecting a 20% increase from 2025. Additionally, the company raised its dividend for the 55th consecutive year to an annual rate of $2.14 per share.

Record Production Growth

Seneca's production for the quarter was up 16% from last year, with full-year production expected to increase by approximately 8% versus fiscal 2024.

Operational Efficiency Improvements

Seneca is achieving lower cash operating costs and improving capital efficiency with plans to reduce capital spending by 4% while increasing production by 6% in fiscal 2026.

Significant Pipeline Projects

The Shippingport Lateral Project and Tioga Pathway project are expected to generate over $30 million of new revenue annually, representing about 7% of current pipeline and storage segment revenues.

Dividend Increase

National Fuel raised its dividend for the 55th consecutive year to an annual rate of $2.14 per share.

Strong Financial Outlook

Earnings per share are expected to grow by 20% in fiscal 2026, with a strong hedge book protecting against downside risks.

National Fuel Gas Company (NFG) 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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NFG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q4)	1.33 / -	0.77	―	―	―
Jul 31, 2025	2025 (Q3)	1.52 / 1.64	0.99	65.66% (+0.65)
Apr 30, 2025	2025 (Q2)	2.21 / 2.39	1.79	33.52% (+0.60)
Jan 29, 2025	2025 (Q1)	1.53 / 1.66	1.46	13.70% (+0.20)
Nov 06, 2024	2024 (Q4)	0.82 / 0.77	0.78	-1.28% (-0.01)
Jul 31, 2024	2024 (Q3)	0.96 / 0.99	1.01	-1.98% (-0.02)
May 01, 2024	2024 (Q2)	1.51 / 1.79	1.54	16.23% (+0.25)
Feb 07, 2024	2024 (Q1)	1.33 / 1.46	1.84	-20.65% (-0.38)
Nov 01, 2023	2023 (Q4)	0.84 / 0.78	1.19	-34.45% (-0.41)
Aug 02, 2023	2023 (Q3)	0.91 / 1.01	1.54	-34.42% (-0.53)

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

NFG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$86.79	$86.65	-0.16%
Apr 30, 2025	$76.30	$78.70	+3.15%
Jan 29, 2025	$67.58	$69.42	+2.72%
Nov 06, 2024	$61.06	$57.64	-5.60%

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 National Fuel Gas Company (NFG) report earnings?

National Fuel Gas Company (NFG) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).

What is National Fuel Gas Company (NFG) earnings time?

National Fuel Gas Company (NFG) 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 NFG EPS forecast?

NFG EPS forecast for the fiscal quarter 2025 (Q4) is 1.33.

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