National Fuel Q2 FY2026: adj. EPS $2.71 (+13% YoY); guidance revised to $7.45-$7.75

NATIONAL FUEL GAS CO

2026-Q2 EPS reported $4.58 revenue$1,509,881,000

GAAP EPS $2.59 vs $2.37 prior year; adjusted EPS $2.71, up 13% YoY.
Fiscal 2026 adjusted EPS guidance revised to $7.45-$7.75 (midpoint $7.60); assumes NYMEX $3.00/MMBtu for remainder.
Integrated Upstream & Gathering segment adjusted EPS up 21% to $1.67 on 17% higher realized natural gas prices.
Supply Corp signed precedent agreement for Line N System Upgrade (94,000 Dth/d); Tioga Pathway & Shippingport Lateral construction on track for late 2026.
Pending Ohio gas utility acquisition (CenterPoint) expected to close in Q4 2026, not reflected in FY2026 guidance.

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