The earnings call reflected strong financial and operational performance across NJR's business segments. Key highlights included increased fiscal guidance, substantial growth in clean energy ventures, and solid customer growth in natural gas services. While there are potential regulatory and market risks, the overall sentiment was positive due to the robust achievements and strategic advancements made during the quarter.

Company Guidance -

Q4 2025

During the New Jersey Resources (NJR) Fiscal 2025 Third Quarter Financial Results call, guidance was provided including several key metrics. NJR raised the lower end of its full-year Net Financial Earnings Per Share (NFEPS) guidance by $0.05 to a range of $3.20 to $3.30 per share, reflecting strong operating performance. Capital expenditures (CapEx) projections have increased due to utility investments, particularly under the SAVEGREEN program, which has seen its 2025 capital projections raised by over 30% to $90-$95 million. The Clean Energy Ventures (CEV) division has placed 63 megawatts into service this year, with a projection of 131 megawatts of solar projects scheduled over the next two years. NJR's Storage and Transportation segment is advancing capacity enhancement efforts, particularly at the Leaf River site. The overall CapEx for fiscal 2025 and 2026 is expected to be between $1.3 billion and $1.6 billion, with a focus on utility infrastructure and clean energy investments. The company anticipates approximately 65% of its full-year NFEPS to come from utility operations, highlighting the stability of its core business.

Increased Fiscal 2025 NFEPS Guidance

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

Robust Investment and Growth in Clean Energy Ventures (CEV)

CEV placed 63 megawatts into service so far this year, with a pipeline of 131 megawatts of solar projects scheduled over the next two years, representing approximately $350 million of investment.

Strong Capital Investment in SAVEGREEN Program

NJR increased 2025 capital projections for the SAVEGREEN program by over 30%, bringing the expected range up to $90 to $95 million.

Adelphia Gateway Settlement Progress

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

Significant Increase in Year-to-Date NFEPS

Year-to-date NFE is $313.4 million or $3.13 per share, an increase of nearly 55% year-over-year.

NJNG Customer Growth

NJNG now serves approximately 588,000 customers, with a large portion being residential and located in economically vibrant counties.

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

Daily Earnings Calendar >

NJR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 25, 2025	2025 (Q4)	0.23 / -	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 0.23.

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