secwatch.observer — SEC 8-K summary
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Issuer:     NEW JERSEY RESOURCES CORP (NJR)
CIK:        0000356309
Form:       8-K
Filed at:   2026-05-04T23:59:59+00:00
Accession:  0001140361-26-018880
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

NJR Q2 net income $218.9M ($2.17/sh); raises FY2026 NFEPS guidance to $3.48-$3.63
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- Q2 net income $218.9M ($2.17/sh) vs $204.3M ($2.04/sh) YoY; NFE $221.5M ($2.20/sh) vs $178.3M ($1.78/sh).
- Fiscal 2026 NFEPS guidance raised $0.20 to $3.48-$3.63, second increase this year due to Energy Services outperformance.
- Year-to-date net income $341.4M ($3.39/sh) vs $335.6M ($3.35/sh); NFE $339.6M ($3.37/sh) vs $307.2M ($3.07/sh).
- Maintains long-term 7-9% NFEPS growth target from fiscal 2025 base of $2.83/sh.
- CEO cites strong winter operations and hedging program; Energy Services continued strong performance.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/356309/000114036126018880/0001140361-26-018880-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/356309/000114036126018880/ef20071212_8k.htm
  HTML page:      https://secwatch.observer/filing/0001140361-26-018880

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer