Recent 8-K filings for NJR

• June 1, 2026, 4:03 PM ET regulatory materiality 0.70 neutral item 7.01item 9.01

  NJNG files base rate case seeking $157.6M increase; offers 8.9% winter bill cut

  NJNG seeks $157.6M delivery rate increase (12.7% avg customer) with 7.60% return on rate base, 10.10% ROE, 55.5% equity.

• May 4, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  NJR Q2 net income $218.9M ($2.17/sh); raises FY2026 NFEPS guidance to $3.48-$3.63

  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).

• February 2, 2026, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  NJR Q1 net income $122.5M; raises fiscal 2026 guidance by $0.25 to $3.28-$3.43

  Q1 GAAP EPS $1.22 vs $1.32 prior year; net income $122.5M down from $131.3M.

• November 19, 2025, 6:59 PM ET earnings materiality 0.75 neutral item 2.02item 7.01item 9.01

  NJR fiscal 2025 EPS $3.35; Q4 EPS $0.15; FY2026 guidance $3.03-$3.18

  Fiscal 2025 net income $335.6M ($3.35 EPS) vs $289.8M ($2.94); NFEPS $3.29 at high end of guidance.

• August 4, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  NJR Q3 net loss $(0.15)/share; raises FY2025 NFEPS guidance to $3.20-$3.30

  Q3 net loss $(15.1M) ($0.15/shr); NFE $6.2M ($0.06/shr) vs loss $(8.9M) prior year.

• May 5, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  NJR Q2 net income $204M ($2.04/sh); raises FY25 NFEPS guidance to $3.15-$3.30

  Q2 net income $204.3M ($2.04/shr) vs $120.8M ($1.23) year ago, a 69% increase.

• February 3, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  NJR Q1 net income up 47% YoY to $1.32 EPS; base rate hike & solar sale boost results

  Net income $131.3M ($1.32 EPS) vs $89.4M ($0.91) YoY; NFE $128.9M ($1.29) vs $72.4M ($0.74).

• November 25, 2024, 6:59 PM ET earnings materiality 0.85 positive item 1.01item 2.02item 7.01item 9.01

  NJR reports FY2024 NFEPS $2.95 at high end of guidance; sells residential solar for $132.5M

  Fiscal 2024 net income $289.8M ($2.94 EPS); NFEPS $2.95, at high end of raised guidance.

• November 21, 2024, 6:59 PM ET regulatory materiality 0.85 positive item 7.01item 9.01

  NJNG receives BPU approval for $157M base rate increase; rate base rises 29% to $3.245B

  NJNG's $157M base rate increase approved by NJ BPU; effective Nov 21, 2024.

• May 7, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  NJR Q2 NFEPS $1.41 beats $1.16 YoY; reaffirms FY24 guidance $2.85-$3.00

  Net income $120.8M ($1.23 EPS) vs $110.2M ($1.14) in Q2 fiscal 2023.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.50 · Most common event earnings

8 positive 1 negative 14 neutral

source · NJR on sec.gov