{"schema_version":"secwatch.filing_event.v1","accession":"0000070145-25-000027","form_type":"8-K","ticker":"NFG","cik":"0000070145","company_name":"NATIONAL FUEL GAS CO","filed_at":"2025-07-31T23:59:59+00:00","discovered_at":"2026-05-14T18:02:46.177119+00:00","generated_at":"2026-05-17T22:33:51.079268+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"National Fuel Q3 adjusted EPS $1.64, up 66%; FY2026 prelim guidance up ~20%","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0000070145-25-000027","json":"https://secwatch.observer/filing/0000070145-25-000027.json","markdown":"https://secwatch.observer/filing/0000070145-25-000027.md","text":"https://secwatch.observer/filing/0000070145-25-000027.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/70145/000007014525000027/0000070145-25-000027-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/70145/000007014525000027/nfg-20250730.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T22:33:51.079268+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}