{"schema_version":"secwatch.filing_event.v1","accession":"0000070145-24-000004","form_type":"8-K","ticker":"NFG","cik":"0000070145","company_name":"NATIONAL FUEL GAS CO","filed_at":"2024-02-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:26.696844+00:00","generated_at":"2026-06-06T06:03:40.284571+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"National Fuel Q1 GAAP EPS $1.44 vs $1.84 YoY; FY guidance cut to $4.90-$5.20","bullets":["GAAP net income $133.0M ($1.44/sh) vs $169.7M ($1.84/sh) prior year; adjusted $135.2M ($1.46/sh).","E&P segment produced 100.8 Bcf (+11% YoY); Gathering segment earnings +17% on higher throughput.","Utility earnings +11% from Pennsylvania rate case settlement; customer margin up $4.7M.","FY2024 EPS guidance revised to $4.90-$5.20 (down $0.60 from prior midpoint), assuming NYMEX gas at $2.40/MMBtu.","Capex guidance increased to $885M-$1,000M due to NY REQAA prevailing wage costs, expected recoverable."],"urls":{"canonical":"https://secwatch.observer/filing/0000070145-24-000004","json":"https://secwatch.observer/filing/0000070145-24-000004.json","markdown":"https://secwatch.observer/filing/0000070145-24-000004.md","text":"https://secwatch.observer/filing/0000070145-24-000004.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/70145/000007014524000004/0000070145-24-000004-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/70145/000007014524000004/nfg-20240207.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T06:03:40.284571+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"ab32eba58b1ed2fc6ab776c30c48ab9cc0c6bf64","claim":"NATIONAL FUEL GAS CO reported first quarter of its 2024 fiscal year results: net income $133.0 million, EPS $1.44 per share. Guidance lowered.","evidence_excerpt":"National Fuel Gas Company (“National Fuel” or the “Company”) (NYSE:NFG) today announced consolidated results for the first quarter of its 2024 fiscal year. FISCAL 2024 FIRST QUARTER SUMMARY • GAAP net income of $133.0 million, or $1.44 per share, compared to GAAP net income of $169.7 million, or $1.84 per share, in the prior year.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/70145/000007014524000004/0000070145-24-000004-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter of its 2024 fiscal year"},{"label":"Net income","value":"$133.0 million"},{"label":"EPS","value":"$1.44 per share"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}