National Fuel Q3 adjusted EPS $1.64, up 66%; FY2026 prelim guidance up ~20%

NATIONAL FUEL GAS CO

2025-Q3 EPS reported $4.51 revenue$1,811,262,000

GAAP EPS $1.64 vs $(0.59) loss; adjusted EPS $1.64 vs $0.99, up 66%.
E&P record production 112 Bcf (+16% YoY); realized price $2.71/Mcf (+$0.43) on strong Utica well performance.
FY2025 adj. EPS guidance raised to $6.80-$6.95. FY2026 at $4 NYMEX: $8.00-$8.50, ~20% growth.
Dividend increased 4% to $2.14/share annual; share repurchases paused to preserve balance sheet flexibility.
FY2026 E&P capex down $20M; production expected 440-455 Bcf (+6%). Regulated capex up $110M.

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