earnings
confidence high
sentiment neutral
materiality 0.85
NFG Q1 GAAP EPS $0.49 on $141.8M impairment; adjusted EPS $1.66 (+14%); raises FY25 EPS guidance to $6.50-$7.00
NATIONAL FUEL GAS CO
2025-Q1 EPS reported
$0.49
revenue$549,482,000
- GAAP net income $45.0M ($0.49 EPS) vs $133.0M ($1.44) prior year; includes $141.8M pre-tax ceiling-test impairment.
- Adjusted operating results $151.9M ($1.66 EPS), up $16.7M (+14%) YoY, driven by regulated segments and hedging gains.
- Pipeline & Storage net income +$8.4M (35%) on Supply Corp rate settlement; Utility net income +$5.9M (22%) on NY rate settlement.
- FY25 adjusted EPS guidance raised to $6.50-$7.00; NYMEX assumption now $3.50/MMBtu (up $0.70); production guidance raised to 410-425 Bcfe.
- Repurchased $34M of stock in Q1; total $99M under $200M buyback program.