---
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"
generated_at: "2026-05-16T06:42:21.896325+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000070145-26-000006
- JSON: https://secwatch.observer/filing/0000070145-26-000006.json
- Plain text: https://secwatch.observer/filing/0000070145-26-000006.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.