earnings
confidence high
sentiment positive
materiality 0.75
ONE Gas Q4 EPS $1.42, adj. $1.48; raises dividend to $0.68; FY2026 adj. guide $4.83-$4.95
ONE Gas, Inc.
2025-FY EPS
reported $4.37
vs consensus $1.44
▲ beat
(+203.5%)
- Q4 2025 net income $86.3M ($1.42 diluted EPS) vs $77.0M ($1.34) in Q4 2024; adjusted net income $89.7M ($1.48).
- Full-year 2025 net income $264.2M ($4.37 diluted) vs $222.9M ($3.91) in 2024; adjusted net income $271.0M ($4.48).
- Dividend increased by 1 cent to $0.68 per share ($2.72 annualized), payable March 6, 2026 to holders of record Feb. 20, 2026.
- 2026 adjusted net income guidance $306M-$314M ($4.83-$4.95 per diluted share); capex ~$800M with $230M for new customer extensions.
- Texas rate case approved $14.4M revenue increase, effective Jan 27, 2026; new consolidated single division with 9.8% ROE.