National Fuel Q1 fiscal 2026 GAAP EPS $1.98, adjusted EPS $2.06 (up 24% YoY)

NATIONAL FUEL GAS CO

2026-Q1 EPS reported $1.98 revenue$651,507,000

GAAP earnings $181.6M ($1.98/share) vs $45.0M ($0.49) prior year; adjusted earnings $187.7M ($2.06/share) vs $151.9M ($1.66).
Integrated Upstream & Gathering segment adjusted EPS $1.36, up 45% YoY, driven by 14% higher realizations and 12% production growth.
Utility segment net income up 5% YoY on $9.8M higher customer margin; year-two of NY rate agreement contributed.
Reaffirmed fiscal 2026 adjusted EPS guidance $7.60-$8.10, midpoint $7.85; expects CenterPoint Ohio acquisition close Q4 2026.
Issued $350M common equity via private placement to fund Ohio acquisition; FERC approved Shippingport Lateral project.

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