{"schema_version":"secwatch.filing_event.v1","accession":"0000070145-26-000006","form_type":"8-K","ticker":"NFG","cik":"0000070145","company_name":"NATIONAL FUEL GAS CO","filed_at":"2026-01-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:37.493864+00:00","generated_at":"2026-05-16T06:42:21.896325+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 Q1 fiscal 2026 GAAP EPS $1.98, adjusted EPS $2.06 (up 24% YoY)","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0000070145-26-000006","json":"https://secwatch.observer/filing/0000070145-26-000006.json","markdown":"https://secwatch.observer/filing/0000070145-26-000006.md","text":"https://secwatch.observer/filing/0000070145-26-000006.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/70145/000007014526000006/0000070145-26-000006-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/70145/000007014526000006/nfg-20260128.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T06:42:21.896325+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"}