---
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"
generated_at: "2026-05-15T01:18:25.789774+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000070145-26-000014
- JSON: https://secwatch.observer/filing/0000070145-26-000014.json
- Plain text: https://secwatch.observer/filing/0000070145-26-000014.txt

## Key facts
- Earnings Releases
  NATIONAL FUEL GAS CO reported second quarter fiscal 2026 results: net income $247.7 million, EPS $2.59.
  - Period: second quarter fiscal 2026
  - Net income: $247.7 million
  - EPS: $2.59
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/70145/000007014526000014/0000070145-26-000014-index.htm

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