earnings
confidence high
sentiment positive
materiality 0.75
ONE Gas Q2 adjusted EPS $0.82 vs $0.54 YoY; raises 2026 guidance to upper half of range
ONE Gas, Inc.
- Q2 2026 adjusted net income $52.1M ($0.82/diluted share) vs $32.7M ($0.54) in Q2 2025.
- Net income $46.8M ($0.74/diluted share) vs $32.0M ($0.53) YoY.
- 2026 adjusted EPS guidance raised to upper half of $4.83-$4.95 range; capex ~$800M.
- Quarterly dividend declared $0.68/share ($2.72 annualized), payable Aug 31 to holders of record Aug 17.
- Regulatory progress: Texas GRIP $36.9M increase approved; Oklahoma PBRC interim rates effective June 26.