National Fuel Q4 adj EPS $1.22 (+58% YoY); announces $2.62B Ohio utility acquisition; FY26 guidance $7.60-$8.10

NATIONAL FUEL GAS CO

2025-FY EPS reported $5.68 revenue$2,277,541,000

Q4 adj EPS $1.22 (+58% YoY); GAAP EPS $1.18 vs prior-year loss $1.84.
Full-year adj EPS $6.91 (+38%); record production 426 Bcf (+9%); capex down $40M (6%).
Acquires CenterPoint Energy's Ohio gas utility for $2.62B, expected to close Q4 2026, doubling Utility rate base.
FY2026 adj EPS guidance $7.60-$8.10 at $3.75/MMBtu NYMEX; sensitivities provided for $3.00 and $4.00 scenarios.

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