{"schema_version":"secwatch.filing_event.v1","accession":"0000070145-26-000014","form_type":"8-K","ticker":"NFG","cik":"0000070145","company_name":"NATIONAL FUEL GAS CO","filed_at":"2026-04-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.649173+00:00","generated_at":"2026-05-15T01:18:25.789774+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"National Fuel Q2 FY2026: adj. EPS $2.71 (+13% YoY); guidance revised to $7.45-$7.75","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0000070145-26-000014","json":"https://secwatch.observer/filing/0000070145-26-000014.json","markdown":"https://secwatch.observer/filing/0000070145-26-000014.md","text":"https://secwatch.observer/filing/0000070145-26-000014.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/70145/000007014526000014/0000070145-26-000014-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/70145/000007014526000014/nfg-20260429.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T01:18:25.789774+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":[{"claim_id":"79f32b52110ff76db61df7f424e49e858cce0e1a","claim":"NATIONAL FUEL GAS CO reported second quarter fiscal 2026 results: net income $247.7 million, EPS $2.59.","evidence_excerpt":"NATIONAL FUEL REPORTS SECOND QUARTER FISCAL 2026 EARNINGS WILLIAMSVILLE, N.Y. National Fuel Gas Company (“National Fuel” or the “Company”) (NYSE:NFG) today announced consolidated results for the second quarter of its 2026 fiscal year. SECOND QUARTER FISCAL 2026 SUMMARY • GAAP earnings of $247.7 million, or earnings per share (EPS) of $2.59, compared to GAAP earnings of $216.4 million, or $2.37 per share, in the prior year. • Adjusted EPS of $2.71, an increase of 13% from the prior year. See non-GAAP reconciliation on page 2. • Net cash provided by operating activities of $657 million, with free cash flow of $160 million (as defined on page 22) through the second quarter year-to-date, a $111 million increase from the prior year. • Integrated Upstream and Gathering segment adjusted EPS of $1.67, an increase of 21% compared to the prior year, driven by a 17% increase in natural gas price realizations. • Utility segment net income of $65 million, an increase of 3% compared to the prior yea","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/70145/000007014526000014/0000070145-26-000014-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter fiscal 2026"},{"label":"Net income","value":"$247.7 million"},{"label":"EPS","value":"$2.59"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}