secwatch.observer — SEC 8-K summary
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Issuer:     NATIONAL FUEL GAS CO (NFG)
CIK:        0000070145
Form:       8-K
Filed at:   2026-04-30T23:59:59+00:00
Accession:  0000070145-26-000014
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/70145/000007014526000014/0000070145-26-000014-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/70145/000007014526000014/nfg-20260429.htm
  HTML page:      https://secwatch.observer/filing/0000070145-26-000014

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