Press Release: National Fuel Reports Third Quarter Fiscal 2026 Earnings

Dow Jones07-30

WILLIAMSVILLE, N.Y., July 29, 2026 (GLOBE NEWSWIRE) -- National Fuel Gas Company ("National Fuel" or the "Company") $(NFG)$ today announced consolidated results for the third quarter of its 2026 fiscal year.

THIRD QUARTER FISCAL 2026 SUMMARY

   -- GAAP earnings of $138.6 million, or earnings per share (EPS) of $1.45, 
      compared to GAAP earnings of $149.8 million, or $1.64 per share, in the 
      prior year. 
 
   -- Adjusted EPS of $1.54 compared to $1.64 from the prior year. See non-GAAP 
      reconciliation on page 2. 
 
   -- Net cash provided by operating activities of $1.035 billion for the nine 
      months ending June 30, 2026, with free cash flow of $280 million (as 
      defined on page 25) through the same period. 
 
   -- The Integrated Upstream and Gathering segment benefitted from its strong 
      hedge and marketing portfolio during the quarter, as a $0.56 per Mcf gain 
      more than offset the drop in NYMEX natural gas prices compared to the 
      prior year. 
 
   -- Supply Corporation expanded its Line N System Upgrade Project to 294,000 
      dekatherms per day, executing a 20-year precedent agreement for 200,000 
      dekatherms per day of incremental firm transportation capacity, 
      supporting the initial phase of the coal-to-gas conversion at the 
      existing Shippingport Power Station site in western Pennsylvania. 
 
   -- The Company completed the necessary financing needed to close the pending 
      Ohio gas utility acquisition and received its final regulatory approval 
      during the quarter, which places the acquisition on track to close on 
      October 1 of this year. 
 
   -- The Company maintained its longstanding focus on shareholder returns as 
      the Board of Directors approved a 4% increase in the Company's dividend, 
      to an annual rate of $2.22 per share. The Company has now paid a dividend 
      for 124 consecutive years and increased its annual dividend rate for 56 
      consecutive years. 
 
   -- The Company is revising its fiscal 2026 adjusted EPS guidance range of 
      $7.40 to $7.60 per share, or $7.50 per share at the midpoint, a projected 
      9% increase from fiscal 2025. 

MANAGEMENT COMMENTS

David P. Bauer, President and Chief Executive Officer of National Fuel Gas Company, stated: "Looking forward, with the growing demand for natural gas, the outlook for the industry and National Fuel is as strong as ever. Over the last several years, we have consistently enhanced the quality of our asset base, improved capital efficiency, and expanded our long-term growth opportunities through disciplined execution across the Company. Whether it is expanding our pipelines to serve new data center or power generation demand in the region, or producing gas supply to meet growing demand in Appalachia and across markets served by our high-quality firm transportation portfolio, our ability to benefit from these industry tailwinds is evident. In addition, our pending Ohio gas utility acquisition, once completed, will significantly increase rate base for our regulated businesses and provides an additional avenue for meaningful regulated earnings growth.

"With this strong backdrop, National Fuel is expected to deliver approximately 7% to 10% average annual EPS growth through 2029. This growth alongside our disciplined capital allocation strategy and focus on returning an increasing amount of capital to shareholders through our long-standing dividend, positions National Fuel to deliver sustainable long-term value for shareholders."

RECONCILIATION OF GAAP EARNINGS TO ADJUSTED EARNINGS

 
                              Three Months Ended June 30, 
                         -------------------------------------- 
                             (Thousands)         (Per Share) 
                         --------------------  ---------------- 
                           2026       2025      2026     2025 
                         ---------  ---------  -------  ------- 
Reported GAAP Earnings   $138,621   $149,818   $ 1.45   $1.64 
  Items impacting 
  comparability: 
    Costs related to 
     the pending Ohio 
     gas utility 
     acquisition            6,192         --     0.07      -- 
    Tax impact of costs 
     related to the 
     pending Ohio 
     acquisition           (1,435)        --    (0.02)     -- 
    Impact of equity 
     issuance related 
     to pending Ohio 
     acquisition, net 
     of interest 
     benefits              (3,566)        --     0.03      -- 
    Tax impact of net 
     interest benefit 
     from equity 
     issuance                 826         --     0.01      -- 
    Interest expense 
     from long-term 
     debt issuances for 
     pending Ohio 
     acquisition, net 
     of interest 
     benefit                1,129         --     0.01      -- 
    Tax impact of 
     interest expense 
     from long-term 
     debt issuances, 
     net of interest 
     benefit                 (262)        --       --      -- 
    Premiums paid on 
    early redemption 
    of debt                   413         --       --      -- 
    Tax impact of 
     premiums paid on 
     early redemption 
     of debt                  (96)        --       --      -- 
    Other/rounding 
     (refer to Segment 
     results for 
     details)                (840)      (615)   (0.01)     -- 
                          -------    -------    -----    ---- 
Adjusted Earnings        $140,982   $149,203   $ 1.54   $1.64 
                          =======    =======    =====    ==== 
 
 

FISCAL 2026 GUIDANCE UPDATE

National Fuel is revising its adjusted earnings per share guidance for fiscal 2026 to a range of $7.40 to $7.60. This updated range incorporates our third quarter results as well as lower expected production for the remaining three months, partially offset by lower unit costs in the Integrated Upstream and Gathering segment. The Company is maintaining an average NYMEX natural gas price assumption of $3.00 per MMBtu for the remaining three months of fiscal 2026, which approximates the current NYMEX forward curve at this time.

Integrated Upstream and Gathering segment fiscal 2026 production is now expected to be 420 to 430 Bcf, a moderate decrease from our prior guidance, primarily reflecting the combined impact of ongoing appraisal activities and greater than anticipated well interactions related to more intensive completion design testing. While these activities affected near-term production, they will allow for further optimization of future development planning and capital allocation decisions and are not expected to impact the outlook for long-term production growth and continued improvement in capital efficiency. This guidance range also does not incorporate any price-related curtailments over the remainder of the fiscal year.

The Company is also revising its Integrated Upstream and Gathering segment capital expenditure guidance to a range of $580 to $605 million, a 2% increase at the midpoint, largely as a result of higher oil and diesel prices, as well as schedule changes. In addition, this segment has implemented a new discretionary land acquisition spending program, which is expected to lead to an additional $20 to $40 million in spending outside of the aforementioned capital spending guidance. This discretionary program represents a strategic investment to expand core inventory depth in Tioga County and strengthen what the Company believes is one of the premier natural gas resource positions in North America. Over the next two years, the Company expects to invest $100 to $200 million of discretionary land capital to extend development runway, increase long-term development optionality, and support future capital efficiency improvements.

In addition, the Company is also revising its capital expenditure guidance in the Pipeline and Storage segment, which is now expected to be between $235 to $265 million. This increase is driven by the strong execution on our various modernization and expansion projects for this calendar year, several of which are proceeding at a quicker pace than previously anticipated.

The acquisition of CenterPoint Energy's Ohio natural gas utility business is expected to close on October 1 of this year. As a result, this is not expected to impact fiscal 2026 guidance, which also excludes any financing or acquisition-related costs.

The Company's other fiscal 2026 guidance assumptions are detailed in the table on page 7.

LONG-TERM OUTLOOK

National Fuel plans to provide detailed fiscal 2027 guidance after the closing of the Ohio utility acquisition, which is on track to occur on October 1 of this year.

The Company is also updating its long-term earnings per share outlook, which it now expects to be 7% to 10% per year, on average from fiscal 2026 through fiscal 2029, using the current natural gas price outlook. In addition to significant per-share earnings growth driven by strong outlooks in each segment, the Company anticipates leveraging its best-in-class capital efficiency trend to generate between $1.0 and $1.5 billion of free cash flow over the next three years. The combination of significant earnings growth, a more balanced business mix following the closing of the Ohio utility acquisition, and strong free cash flow generation is expected to provide increased flexibility to allocate capital in ways that maximize per share value over the long-term. This free cash flow is projected to be utilized to reduce outstanding debt, which will further strengthen the Company's investment grade balance sheet, and support strategic investments and other opportunities to enhance shareholder returns beyond the 7% to 10% target.

FINANCING ACTIVITIES UPDATE

In June 2026, the Company issued $1.5 billion of new three-, five-, and ten-year notes (split into three equal tranches) to fund a portion of the CenterPoint acquisition and refinance the early redemption of $300 million of notes that were scheduled to mature in October 2026. In conjunction with these transactions, the Company recognized an after-tax loss of $0.3 million related to the early redemption of the October 2026 maturity, which is presented as an item impacting comparability for the quarter.

DISCUSSION OF THIRD QUARTER RESULTS BY SEGMENT

The following earnings discussion of each operating segment for the quarter ended June 30, 2026 is summarized in a tabular form on pages 8 and 9 of this report (earnings drivers for the nine months ended June 30, 2026 are summarized on pages 10 and 11).

Note that management defines adjusted earnings as reported GAAP earnings adjusted for items impacting comparability, and adjusted EBITDA as reported GAAP earnings before the following items: interest expense, income taxes, depreciation, depletion and amortization, other income and deductions, impairments, and other items reflected in operating income that impact comparability.

Integrated Upstream and Gathering Segment

The Integrated Upstream and Gathering segment's exploration and production operations are carried out by Seneca Resources Company, LLC ("Seneca") and its gathering operations are carried out by the operating subsidiaries of National Fuel Gas Midstream Company, LLC ("Gathering"). Seneca explores for, develops, and produces primarily natural gas reserves in Pennsylvania. Gathering constructs, owns and operates natural gas gathering pipelines and compression facilities in the Appalachian region, which primarily delivers Seneca's production and, to a lesser extent, third-party Appalachian production to various interstate pipelines.

 
                                       Three Months Ended 
                                            June 30, 
                                -------------------------------- 
(in thousands)                    2026       2025      Variance 
                                ---------  ---------  ---------- 
GAAP Earnings                   $111,874   $116,667   $(4,793) 
Premiums paid on early 
 redemption of debt                  413         --       413 
Tax impact of premiums paid on 
 early redemption of debt            (96)        --       (96) 
Unrealized (gain) loss on 
 derivative asset (2022 CA 
 asset sale)                          --         45       (45) 
Tax impact of unrealized 
 (gain) loss on derivative 
 asset                                --        (12)       12 
                                 -------    -------    ------ 
Adjusted Earnings               $112,191   $116,700   $(4,509) 
 
Adjusted EBITDA                 $248,528   $258,411   $(9,883) 
 
 

The Integrated Upstream and Gathering segment's third quarter GAAP earnings decreased $4.8 million versus the prior year. Excluding items impacting comparability, adjusted earnings decreased $4.5 million from the prior year, as the benefit of higher realized natural gas prices and lower interest expense was more than offset by lower production volumes and higher operating expenses.

Seneca's weighted average realized natural gas price, after the impact of hedging and transportation costs, was $2.81 per Mcf, an increase of $0.10 per Mcf, or 4%, compared to the prior year, as gains in Seneca's hedging portfolio and tighter basis differentials more than offset lower NYMEX prices during the quarter.

During the third quarter, Seneca produced 104.3 Bcf of natural gas, a decrease of 7.3 Bcf, or 7%, compared to the prior year, as production from recently turned-in-line wells was more than offset by natural declines from existing wells.

 
                                         Three Months Ended 
                                              June 30, 
                                   ------------------------------- 
(Cost per Mcf)                     2026   2025          Variance 
Upstream General and 
 Administrative Expense ("G&A")    $0.17  $0.17        $     -- 
Lease Operating Expense ("LOE")    $0.15  $0.11        $   0.04 
Adjusted Gathering Operation and 
 Maintenance Expense ("O&M")       $0.13  $0.11  (1)   $   0.02 
Taxes and Other                    $0.07  $0.08        $  (0.01) 
                                    ----   ----           ----- 
Adjusted Total Cash Operating 
 Costs                             $0.52  $0.47  (1)   $   0.05 
Depreciation, Depletion and 
 Amortization Expense ("DD&A")     $0.80  $0.71        $   0.09 
                                    ----   ----           ----- 
Adjusted Total Operating Costs     $1.32  $1.18  (1)   $   0.14 
 
 
(1)    Adjusted Gathering O&M Expense of $0.11 per Mcf for 
        the quarter ended June 30, 2025 excludes a $0.04 per 
        Mcf reduction to Gathering O&M Expense attributed 
        to a change in segment reporting, which is fully offset 
        in operating revenue. 
 
 

On a per unit basis, third quarter adjusted total operating costs were $0.14 higher compared to the prior year, primarily due to higher per unit LOE and DD&A expense. Consistent with previous quarters this fiscal year, the increase in per unit LOE compared to the prior year was largely driven by additional third-party gathering expenses. The increase in DD&A expense was largely driven by the impact of ceiling test impairments Seneca recorded in fiscal 2025 that artificially lowered the per unit DD&A rate in the prior year.

Pipeline and Storage Segment

The Pipeline and Storage segment's operations are carried out by National Fuel Gas Supply Corporation ("Supply Corporation") and Empire Pipeline, Inc. ("Empire"). The Pipeline and Storage segment provides natural gas transportation and storage services to affiliated and non-affiliated companies through an integrated system of pipelines and underground natural gas storage fields in western New York and Pennsylvania.

 
                        Three Months Ended 
                             June 30, 
                  ------------------------------ 
(in thousands)     2026     2025      Variance 
                  -------  -------  ------------ 
GAAP Earnings     $28,739  $28,857   $   (118) 
 
Adjusted EBITDA   $66,933  $67,019   $    (86) 
 
 

The Pipeline and Storage segment's third quarter GAAP earnings were in line with the prior year as an increase in operating revenues was offset by higher O&M and DD&A.

Operating revenues increased $1.0 million, primarily driven by higher transportation revenues related to new long-term contracts. O&M expense increased $1.2 million, primarily due to higher third-party and material costs.

Utility Segment

The Utility segment operations are carried out by National Fuel Gas Distribution Corporation ("Distribution Corporation"), which sells or transports natural gas to customers located in western New York and northwestern Pennsylvania.

 
                        Three Months Ended 
                             June 30, 
                  ------------------------------ 
(in thousands)     2026     2025      Variance 
                  -------  -------  ------------ 
GAAP Earnings     $ 5,686  $ 4,997   $     689 
 
Adjusted EBITDA   $27,148  $25,743   $   1,405 
 
 

The Utility segment's third quarter GAAP earnings increased $0.7 million, primarily as a result of higher customer margin (operating revenue less purchased gas sold) of $6.0 million. Contributors to increased customer margin included the implementation of year two of the three-year joint settlement in New York and revenue from the Utility's Distribution System Improvement Charge in Pennsylvania. Partially offsetting this was an increase in O&M expense driven by higher employee-related costs (which were largely the result of new collective bargaining agreements) and an increase in uncollectible expense.

Corporate and All Other

 
                                        Three Months Ended 
                                             June 30, 
                                  ------------------------------ 
(in thousands)                      2026      2025     Variance 
                                  --------  --------  ---------- 
GAAP Earnings                     $(7,678)  $  (703)  $(6,975) 
Costs related to the pending 
 Ohio gas utility acquisition       6,192        --     6,192 
Tax impact of costs related to 
 the pending Ohio acquisition      (1,435)       --    (1,435) 
Net interest benefit from equity 
 issuance related to pending 
 acquisition                       (3,566)       --    (3,566) 
Tax impact of net interest 
 benefit from equity issuance         826        --       826 
Interest expense from long-term 
 debt issuances for pending Ohio 
 acquisition, net of interest 
 benefit                            1,129        --     1,129 
Tax impact of interest expense 
 from long-term debt issuances, 
 net of interest benefit             (262)       --      (262) 
Unrealized (gain) loss on other 
 investments                       (1,064)     (820)     (244) 
Tax impact of unrealized (gain) 
 loss on other investments            224       172        52 
                                   ------    ------    ------ 
Adjusted Earnings                 $(5,634)  $(1,351)  $(4,283) 
 
 

The Company's operations that are included in Corporate and All Other generated a combined net loss of $7.7 million in the third quarter, largely due to transaction and financing costs related to the pending Ohio gas utility acquisition.

EARNINGS TELECONFERENCE

A conference call to discuss the results will be held on Thursday, July 30, 2026, at 9 a.m. ET. All participants must pre-register to join this conference using the Participant Registration link. A webcast link to the conference call is provided under the Events Calendar on the NFG Investor Relations website at investor.nationalfuelgas.com, and a replay of the webcast will be available on the website following the call.

National Fuel is an integrated energy company reporting financial results for three operating segments: Integrated Upstream and Gathering, Pipeline and Storage, and Utility. Additional information about National Fuel is available at www.nationalfuel.com.

 
Analyst Contact:   Ryan P. Vossler   716-857-7158 
Media Contact:     Karen L. Merkel   716-857-7654 
 
 
 
 

Certain statements contained herein, including statements identified by the use of the words "anticipates," "estimates," "expects," "forecasts," "intends," "plans," "predicts," "projects," "believes," "seeks," "will," "may" and similar expressions, and statements which are other than statements of historical facts, are "forward-looking statements" as defined by the Private Securities Litigation Reform Act of 1995. Forward-looking statements involve risks and uncertainties, which could cause actual results or outcomes to differ materially from those expressed in the forward-looking statements. The Company's expectations, beliefs and projections contained herein are expressed in good faith and are believed to have a reasonable basis, but there can be no assurance that such expectations, beliefs or projections will result or be achieved or accomplished. In addition to other factors, the following are important factors that could cause actual results to differ materially from those discussed in the forward-looking statements: changes in laws, regulations or judicial interpretations to which the Company is subject, including those involving derivatives, taxes, safety, employment, climate change, other environmental matters, real property, and exploration and production activities such as hydraulic fracturing; governmental/regulatory actions, initiatives and proceedings, including those involving rate cases (which address, among other things, target rates of return, rate design, retained natural gas and system modernization), environmental/safety requirements, affiliate relationships, industry structure, and franchise renewal; changes in economic conditions, including the imposition of additional tariffs on U.S. imports and related retaliatory tariffs, inflationary pressures, supply chain issues, liquidity challenges, and global, national or regional recessions, and their effect on the demand for, and customers' ability to pay for, the Company's products and services; the Company's ability to complete strategic transactions, such as the planned CenterPoint Ohio acquisition, including receipt of required regulatory clearances and satisfaction of other conditions to closing, and to recognize the anticipated benefits of such transactions; governmental/regulatory actions and/or market pressures to reduce or eliminate reliance on natural gas; the Company's ability to estimate accurately the time and resources necessary to meet emissions targets; changes in the price of natural gas; impairments under the SEC's full cost ceiling test for natural gas reserves; the creditworthiness or performance of the Company's key suppliers, customers and counterparties; financial and economic conditions, including the availability of credit, and occurrences affecting the Company's ability to obtain financing on acceptable terms for working capital, capital expenditures, other investments, and acquisitions, including any downgrades in the Company's credit ratings and changes in interest rates and other capital market conditions; negotiations with the collective bargaining units representing the Company's workforce, including potential work stoppages during negotiations; changes in price differentials between similar quantities of natural gas sold at different geographic locations, and the effect of such changes on commodity production, revenues and demand for pipeline transportation capacity to or from such locations; the impact of information technology disruptions, cybersecurity or data security breaches, including the impact of issues that may arise from the use of artificial intelligence technologies; factors affecting the Company's ability to successfully identify, drill for and produce economically viable natural gas reserves, including among others geology, lease availability and costs, title disputes, weather conditions, water availability and disposal or recycling opportunities of used water, shortages, delays or unavailability of equipment and services required in drilling operations, insufficient gathering, processing and transportation capacity, the need to obtain governmental approvals and permits, and compliance with environmental laws and regulations; increased costs or delays or changes in plans with respect to Company projects or related projects of other companies, as well as difficulties or delays in obtaining necessary governmental approvals, permits or orders or in obtaining the cooperation of interconnecting facility operators; increasing health care costs and the resulting effect on health insurance premiums and on the obligation to provide other post-retirement benefits; other changes in price differentials between similar quantities of natural gas having different quality, heating value, hydrocarbon mix or delivery date; the cost and effects of legal and administrative claims against the Company or activist shareholder campaigns to effect changes at the Company; uncertainty of natural gas reserve estimates; significant differences between the Company's projected and actual production levels for natural gas; changes in demographic patterns and weather conditions (including those related to climate change); changes in the availability, price or accounting treatment of derivative financial instruments; changes in laws, actuarial assumptions, the interest rate environment and the return on plan/trust assets related to the Company's pension and other post-retirement benefits, which can affect future funding obligations and costs and plan liabilities; economic disruptions or uninsured losses resulting from major accidents, fires, severe weather, natural disasters, terrorist activities or acts of war, as well as economic and operational disruptions due to third-party outages; significant differences between the Company's projected and actual capital expenditures and operating expenses; or increasing costs of insurance, changes in coverage and the ability to obtain insurance. The Company disclaims any obligation to update any forward-looking statements to reflect events or circumstances after the date thereof.

 
 
NATIONAL FUEL GAS COMPANY 
 AND SUBSIDIARIES 
 GUIDANCE SUMMARY 
 
 

As discussed on page 2, the Company is revising its adjusted earnings per share guidance for fiscal 2026. Additional details on the Company's forecast assumptions and business segment guidance are outlined in the table below. The acquisition of CenterPoint Energy's Ohio natural gas utility business still is expected to close in the fourth quarter of calendar 2026, as previously planned. As a result, this is not expected to impact fiscal 2026 guidance, which also excludes any financing or acquisition-related costs. Fiscal 2026 adjusted earnings per share guidance also excludes after-tax financing and acquisition related costs during the nine months ended June 30, 2026, which reduced earnings by $0.30 per share, and expected financing and acquisition related costs during the three months ending September 30, 2026.

The revised adjusted earnings per share guidance range also excludes certain items that impacted the comparability of adjusted operating results during the nine months ended June 30, 2026, including after-tax unrealized losses on other investments, which increased earnings by less than $0.01 per share. While the Company expects to record certain adjustments to unrealized gain or loss on investments during the remaining three months ending September 30, 2026, the amounts of these and other potential adjustments are not reasonably determinable at this time. As such, the Company is unable to provide earnings guidance other than on a non-GAAP basis.

 
                              Previous FY 2026 
                                  Guidance          Updated FY 2026 Guidance 
 
Consolidated Adjusted 
Earnings per Share             $7.45 - $7.75             $7.40 - $7.60 
Consolidated Effective 
 Tax Rate                                   25.5%                    25.5% 
 
Capital Expenditures 
(Millions) 
  Integrated Upstream 
   and Gathering                       $560 - $610            $580 - $605(1) 
  Pipeline and Storage                 $210 - $250               $235 - $265 
  Utility                              $185 - $205               $185 - $205 
                          ------------------------  ------------------------ 
  Consolidated Capital 
   Expenditures                      $955 - $1,065           $1,000 - $1,075 
 
Integrated Upstream & 
Gathering Segment 
Guidance 
 
  Commodity Price         (price for remaining six      (price for remaining 
  Assumptions                              months)             three months) 
  NYMEX natural gas 
   price (per MMBtu)                         $3.00                     $3.00 
  Appalachian basin spot 
   price (per MMBtu)                         $2.20                     $2.15 
 
  Production (Bcf)                      425 to 440                420 to 430 
 
  Integrated Operating 
  Costs ($/Mcf) 
  Upstream General and 
   Administrative 
   Expense                                  $0.18                    $0.18 
  Lease Operating 
  Expense                            $0.16 - $0.17             $0.15 - $0.16 
  Gathering Operation 
   and Maintenance 
   Expense                                  $0.12                    $0.12 
  Depreciation, 
  Depletion and 
  Amortization                       $0.76 - $0.81             $0.77 - $0.80 
 
Pipeline and Storage 
 Segment Revenues 
 (Millions)                            $420 - $435               $420 - $435 
 
Utility Segment Guidance 
(Millions) 
  Customer Margin(2)                   $470 - $490               $470 - $490 
  O&M Expense                         $250 -- $260              $250 -- $260 
  Non-Service Pension & 
   OPEB Income                           $23 - $27                 $23 - $27 
 
 

(1) Integrated Upstream and Gathering Capital Expenditures exclude $20 to $40 million of discretionary land spending.

(2) Customer Margin is defined as Operating Revenues less Purchased Gas Expense.

 
 
                             NATIONAL FUEL GAS COMPANY 
              RECONCILIATION OF CURRENT AND PRIOR YEAR GAAP EARNINGS 
                            QUARTER ENDED JUNE 30, 2026 
                                    (Unaudited) 
 
                  Integrated 
                               Pipeline 
                   Upstream       &                Corporate / 
(Thousands of 
Dollars)         & Gathering   Storage   Utility    All Other     Consolidated(1) 
                 ------------  --------  --------  -----------  ------------------- 
 
Third quarter 
 2025 GAAP 
 earnings         $  116,667   $28,857   $ 4,997    $    (703)    $     149,818 
Items impacting 
comparability: 
Unrealized 
 (gain) loss on 
 derivative 
 asset                    45                                                 45 
Tax impact of 
 unrealized 
 (gain) loss on 
 derivative 
 asset                   (12)                                               (12) 
Unrealized 
 (gain) loss on 
 other 
 investments                                             (820)             (820) 
Tax impact of 
 unrealized 
 (gain) loss on 
 other 
 investments                                              172               172 
                 ------------  --------  --------      ------   ---  ---------- 
Third quarter 
 2025 adjusted 
 earnings            116,700    28,857     4,997       (1,351)          149,203 
Drivers of 
adjusted 
earnings(2) 
Integrated 
Upstream and 
Gathering 
Revenues 
Higher (lower) 
 natural gas 
 production          (15,646)                                           (15,646) 
Higher (lower) 
 realized 
 natural gas 
 prices, after 
 hedging               8,253                                              8,253 
Higher (lower) 
 gathering 
 revenues                951                                                951 
Higher (lower) 
 other 
 operating 
 revenues              3,830                                              3,830 
Pipeline and 
Storage 
Revenues 
Higher (lower) 
 operating 
 revenues                          760                                      760 
Utility 
Margins(3) 
Impact of usage 
 and weather                                (689)                          (689) 
Impact of new 
 rates in New 
 York                                      4,443                          4,443 
Regulatory 
 revenue 
 adjustments                                 304                            304 
Higher (lower) 
 other 
 operating 
 revenues                                    644                            644 
Operating 
Expenses 
Lower (higher) 
 lease 
 operating 
 expenses             (2,592)                                            (2,592) 
Lower (higher) 
 operating 
 expenses             (3,290)     (960)   (3,644)      (2,500)          (10,394) 
Lower (higher) 
 property, 
 franchise and 
 other taxes           1,145                                              1,145 
Lower (higher) 
 depreciation / 
 depletion            (2,672)     (833)                                  (3,505) 
Other Income 
(Expense) 
Higher (lower) 
 other income                      635                   (454)              181 
(Higher) lower 
 interest 
 expense               3,712                             (637)            3,075 
Income Taxes 
Lower (higher) 
 income tax 
 expense / 
 effective tax 
 rate                  2,095       564      (711)        (712)            1,236 
 
All other / 
 rounding               (295)     (284)      342           20              (217) 
                     -------    ------    ------       ------   ---  ---------- 
Third quarter 
 2026 adjusted 
 earnings            112,191    28,739     5,686       (5,634)          140,982 
Items impacting 
comparability: 
Costs related 
 to the pending 
 Ohio gas 
 utility 
 acquisition                                           (6,192)           (6,192) 
Tax impact of 
 costs related 
 to the pending 
 Ohio gas 
 utility 
 acquisition                                            1,435             1,435 
Net interest 
 benefit from 
 equity 
 issuance 
 related to 
 pending 
 acquisition                                            3,566             3,566 
Tax impact of 
 net interest 
 benefit from 
 equity 
 issuance                                                (826)             (826) 
Interest 
 expense from 
 long-term debt 
 issuances for 
 pending 
 acquisition, 
 net of 
 interest 
 benefit                                               (1,129)           (1,129) 
Tax impact of 
 interest 
 expense from 
 long-term debt 
 issuances, net 
 of interest 
 benefit                                                  262               262 
Premiums paid 
 on early 
 redemption of 
 debt                   (413)                                              (413) 
Tax impact of 
 premiums paid 
 on early 
 redemption of 
 debt                     96                                                 96 
Unrealized gain 
 (loss) on 
 other 
 investments                                            1,064             1,064 
Tax impact of 
 unrealized 
 gain (loss) on 
 other 
 investments                                             (224)             (224) 
                 ------------  --------  --------      ------   ---  ---------- 
Third quarter 
 2026 GAAP 
 earnings         $  111,874   $28,739   $ 5,686    $  (7,678)    $     138,621 
                     =======    ======    ======       ======   ===  ========== 
 
(1) Amounts do not reflect intercompany eliminations. 
(2) Drivers of adjusted earnings have been calculated 
 using the 21% federal statutory rate. 
(3) Downstream margin defined as operating revenues 
 less purchased gas expense. 
 
 
 
 
                              NATIONAL FUEL GAS COMPANY 
                RECONCILIATION OF CURRENT AND PRIOR YEAR GAAP EARNINGS 
                                       PER SHARE 
                             QUARTER ENDED JUNE 30, 2026 
                                     (Unaudited) 
 
                    Integrated 
                     Upstream    Pipeline &           Corporate / 
                   & Gathering    Storage    Utility   All Other     Consolidated(1) 
                   ------------  ----------  -------  -----------  ------------------- 
 
Third quarter 
 2025 GAAP 
 earnings per 
 share               $    1.28    $   0.32   $ 0.05    $   (0.01)     $      1.64 
Items impacting 
comparability: 
Unrealized (gain) 
loss on 
derivative asset, 
net of tax                                                                     -- 
Unrealized (gain) 
 loss on other 
 investments, net 
 of tax                                                    (0.01)           (0.01) 
Rounding                                                    0.01             0.01 
                   ------------  ----------  -------      ------   ----  --------  --- 
Third quarter 
 2025 adjusted 
 earnings per 
 share                    1.28        0.32     0.05        (0.01)            1.64 
Drivers of 
adjusted 
earnings(2)(4) 
Integrated 
Upstream and 
Gathering 
Revenues 
Higher (lower) 
 natural gas 
 production              (0.17)                                             (0.17) 
Higher (lower) 
 realized natural 
 gas prices, 
 after hedging            0.09                                               0.09 
Higher (lower) 
 gathering 
 revenues                 0.01                                               0.01 
Higher (lower) 
 other operating 
 revenues                 0.04                                               0.04 
Pipeline and 
Storage Revenues 
Higher (lower) 
 operating 
 revenues                             0.01                                   0.01 
Utility 
Margins(3) 
Impact of usage 
 and weather                                  (0.01)                        (0.01) 
Impact of new 
 rates in New 
 York                                          0.05                          0.05 
Regulatory 
revenue 
adjustments                                      --                            -- 
Higher (lower) 
 other operating 
 revenues                                      0.01                          0.01 
Operating 
Expenses 
Lower (higher) 
 lease operating 
 expenses                (0.03)                                             (0.03) 
Lower (higher) 
 operating 
 expenses                (0.04)      (0.01)   (0.04)       (0.03)           (0.12) 
Lower (higher) 
 property, 
 franchise and 
 other taxes              0.01                                               0.01 
Lower (higher) 
 depreciation / 
 depletion               (0.03)      (0.01)                                 (0.04) 
Other Income 
(Expense) 
Higher (lower) 
 other income                         0.01                    --             0.01 
(Higher) lower 
 interest 
 expense                  0.04                             (0.01)            0.03 
Income Taxes 
Lower (higher) 
 income tax 
 expense / 
 effective tax 
 rate                     0.02        0.01    (0.01)       (0.01)            0.01 
 
All other / 
 rounding                 0.01       (0.02)    0.01           --               -- 
                   ---  ------       -----    -----       ------   ----  --------  --- 
Third quarter 
 2026 adjusted 
 earnings per 
 share(4)                 1.23        0.31     0.06        (0.06)            1.54 
Items impacting 
comparability(4) 
: 
Costs related to 
 the pending Ohio 
 gas utility 
 acquisition, net 
 of tax                                                    (0.05)           (0.05) 
Impact of equity 
 issuance related 
 to pending 
 acquisition, net 
 of interest 
 benefits                (0.06)      (0.01)      --         0.03            (0.04) 
Interest expense 
 from long-term 
 debt issuances 
 for pending 
 acquisition, net 
 of tax                                                    (0.01)           (0.01) 
Premiums paid on 
early redemption 
of debt, net of 
tax                         --                                                 -- 
Unrealized gain 
 (loss) on other 
 investments, net 
 of tax                                                     0.01             0.01 
                   ------------  ----------  -------      ------   ----  --------  --- 
Third quarter 
 2026 GAAP 
 earnings per 
 share               $    1.17    $   0.30   $ 0.06    $   (0.08)     $      1.45 
                   ===  ======       =====    =====       ======   ====  ========  === 
 
(1) Amounts do not reflect intercompany eliminations. 
(2) Drivers of adjusted earnings have been calculated 
 using the 21% federal statutory rate. 
(3) Downstream margin defined as operating revenues 
 less purchased gas expense. 
(4) As a result of the equity issuance, drivers of 
 adjusted earnings, third quarter 2026 adjusted earnings 
 per share, and items impacting comparability for the 
 third quarter 2026 have been calculated using adjusted 
 diluted shares of 91,333,969. 
 
 
 
 
                            NATIONAL FUEL GAS COMPANY 
              RECONCILIATION OF CURRENT AND PRIOR YEAR GAAP EARNINGS 
                         NINE MONTHS ENDED JUNE 30, 2026 
                                   (Unaudited) 
 
                  Integrated 
                               Pipeline             Corporate 
                   Upstream       &                     / 
(Thousands of 
Dollars)         & Gathering   Storage    Utility   All Other    Consolidated(1) 
                 ------------  --------  ---------  ---------  ------------------- 
Nine months 
 ended June 30, 
 2025 GAAP 
 earnings         $  221,205   $93,019   $101,040   $ (4,102)    $     411,162 
Items impacting 
comparability: 
Impairment of 
 assets              141,802                                           141,802 
Tax impact of 
 impairment of 
 assets              (37,169)                                          (37,169) 
Premiums paid 
 on early 
 redemption of 
 debt                  2,385                                             2,385 
Tax impact of 
 premiums paid 
 on early 
 redemption of 
 debt                   (642)                                             (642) 
Unrealized 
 (gain) loss on 
 derivative 
 asset                   729                                               729 
Tax impact of 
 unrealized 
 (gain) loss on 
 derivative 
 asset                  (196)                                             (196) 
Unrealized 
 (gain) loss on 
 other 
 investments                                           1,780             1,780 
Tax impact of 
 unrealized 
 (gain) loss on 
 other 
 investments                                            (374)             (374) 
                 ------------  --------  ---------   -------   ---  ---------- 
Nine months 
 ended June 30, 
 2025 adjusted 
 earnings            328,114    93,019    101,040     (2,696)          519,477 
Drivers of 
adjusted 
earnings(2) 
Integrated 
Upstream and 
Gathering 
Revenues 
Higher (lower) 
 natural gas 
 production            1,406                                             1,406 
Higher (lower) 
 realized 
 natural gas 
 prices, after 
 hedging              77,803                                            77,803 
Higher (lower) 
 other 
 operating 
 revenues              8,880                                             8,880 
Pipeline and 
Storage 
Revenues 
Higher (lower) 
 operating 
 revenues                        2,481                                   2,481 
Utility 
Margins(3) 
Impact of usage 
 and weather                                  957                          957 
Impact of new 
 rates in New 
 York                                      10,520                       10,520 
Regulatory 
 revenue 
 adjustments                                4,856                        4,856 
Higher (lower) 
 other 
 operating 
 revenues                                   1,928                        1,928 
Operating 
Expenses 
Lower (higher) 
 lease 
 operating 
 expenses            (11,316)                                          (11,316) 
Lower (higher) 
 operating 
 expenses             (9,061)   (1,559)   (10,298)    (4,453)          (25,371) 
Lower (higher) 
 depreciation / 
 depletion           (14,945)   (2,359)    (2,578)                     (19,882) 
Other Income 
(Expense) 
Higher (lower) 
 other income                   (1,081)       862        708               489 
(Higher) lower 
 interest 
 expense              10,510                 (717)    (1,949)            7,844 
Income Taxes 
Lower (higher) 
 income tax 
 expense / 
 effective tax 
 rate                 (2,288)    1,140     (1,290)      (741)           (3,179) 
 
All other / 
 rounding               (835)      (76)      (155)        69              (997) 
                     -------    ------    -------    -------   ---  ---------- 
Nine months 
 ended June 30, 
 2026 adjusted 
 earnings            388,268    91,565    105,125     (9,062)          575,896 
Items impacting 
comparability: 
Costs related 
 to the pending 
 Ohio gas 
 utility 
 acquisition                                         (16,378)          (16,378) 
Tax impact of 
 costs related 
 to the pending 
 Ohio gas 
 utility 
 acquisition                                           3,796             3,796 
Net interest 
 benefit from 
 equity 
 issuance                                              7,497             7,497 
Tax impact of 
 net interest 
 benefit from 
 equity 
 issuance                                             (1,738)           (1,738) 
Interest 
 expense from 
 long-term debt 
 issuances for 
 pending 
 acquisition, 
 net of 
 interest 
 benefit                                              (1,129)           (1,129) 
Tax impact of 
 interest 
 expense from 
 long-term debt 
 issuances, net 
 of interest 
 benefit                                                 262               262 
Premiums paid 
 on early 
 redemption of 
 debt                   (413)                                             (413) 
Tax impact of 
 premiums paid 
 on early 
 redemption of 
 debt                     96                                                96 
Unrealized gain 
 (loss) on 
 other 
 investments                                              57                57 
Tax impact of 
 unrealized 
 gain (loss) on 
 other 
 investments                                             (12)              (12) 
                 ------------  --------  ---------   -------   ---  ---------- 
Nine months 
 ended June 30, 
 2026 GAAP 
 earnings         $  387,951   $91,565   $105,125   $(16,707)    $     567,934 
                     =======    ======    =======    =======   ===  ========== 
 
(1) Amounts do not reflect intercompany eliminations. 
(2) Drivers of adjusted earnings have been calculated 
 using the 21% federal statutory rate. 
(3) Downstream margin defined as operating revenues 
 less purchased gas expense. 
 
 
 
 
                              NATIONAL FUEL GAS COMPANY 
                RECONCILIATION OF CURRENT AND PRIOR YEAR GAAP EARNINGS 
                                       PER SHARE 
                           NINE MONTHS ENDED JUNE 30, 2026 
                                     (Unaudited) 
 
                    Integrated 
                     Upstream    Pipeline &           Corporate / 
                   & Gathering    Storage    Utility   All Other     Consolidated(1) 
                   ------------  ----------  -------  -----------  ------------------- 
Nine months ended 
 June 30, 2025 
 GAAP earnings 
 per share           $    2.42    $   1.02   $ 1.11    $   (0.04)     $      4.51 
Items impacting 
comparability: 
Impairment of 
 assets, net of 
 tax                      1.14                                               1.14 
Premiums paid on 
 early redemption 
 of debt, net of 
 tax                      0.02                                               0.02 
Unrealized (gain) 
 loss on 
 derivative 
 asset, net of 
 tax                      0.01                                               0.01 
Unrealized (gain) 
 loss on other 
 investments, net 
 of tax                                                     0.02             0.02 
Rounding                                                   (0.01)           (0.01) 
                   ------------  ----------  -------      ------   ----  -------- 
Nine months ended 
 June 30, 2025 
 adjusted 
 earnings per 
 share                    3.59        1.02     1.11        (0.03)            5.69 
Drivers of 
adjusted 
earnings(2)(4) 
Integrated 
Upstream and 
Gathering 
Revenues 
Higher (lower) 
 natural gas 
 production               0.02                                               0.02 
Higher (lower) 
 realized natural 
 gas prices, 
 after hedging            0.85                                               0.85 
Higher (lower) 
 other operating 
 revenues                 0.10                                               0.10 
Pipeline and 
Storage Revenues 
Higher (lower) 
 operating 
 revenues                             0.03                                   0.03 
Utility 
Margins(3) 
Impact of usage 
 and weather                                   0.01                          0.01 
Impact of new 
 rates in New 
 York                                          0.12                          0.12 
Regulatory 
 revenue 
 adjustments                                   0.05                          0.05 
Higher (lower) 
 other operating 
 revenues                                      0.02                          0.02 
Operating 
Expenses 
Lower (higher) 
 lease operating 
 expenses                (0.12)                                             (0.12) 
Lower (higher) 
 operating 
 expenses                (0.10)      (0.02)   (0.11)       (0.05)           (0.28) 
Lower (higher) 
 depreciation / 
 depletion               (0.16)      (0.03)   (0.03)                        (0.22) 
Other Income 
(Expense) 
Higher (lower) 
 other income                        (0.01)    0.01         0.01             0.01 
(Higher) lower 
 interest 
 expense                  0.12                (0.01)       (0.02)            0.09 
Income Taxes 
Lower (higher) 
 income tax 
 expense / 
 effective tax 
 rate                    (0.03)       0.01    (0.01)       (0.01)           (0.04) 
 
All other / 
 rounding                (0.02)         --    (0.01)        0.01            (0.02) 
                   ---  ------       -----    -----       ------   ----  -------- 
Nine months ended 
 June 30, 2026 
 adjusted 
 earnings per 
 share(4)                 4.25        1.00     1.15        (0.09)            6.31 
Items impacting 
comparability(4) 
: 
Costs related to 
 the pending Ohio 
 gas utility 
 acquisition, net 
 of tax                                                    (0.14)           (0.14) 
Impact of equity 
 issuance related 
 to pending 
 acquisition, net 
 of interest 
 benefits                (0.14)      (0.03)   (0.04)        0.06            (0.15) 
Interest expense 
 from long-term 
 debt issuances 
 for pending 
 acquisition, net 
 of tax                                                    (0.01)           (0.01) 
Premiums paid on 
early redemption 
of debt, net of 
tax                         --                                                 -- 
Unrealized gain 
(loss) on other 
investments, net 
of tax                                                        --               -- 
                   ------------  ----------  -------      ------   ----  --------  --- 
Nine months ended 
 June 30, 2026 
 GAAP earnings 
 per share           $    4.11    $   0.97   $ 1.11    $   (0.18)     $      6.01 
                   ===  ======       =====    =====       ======   ====  ========  === 
 
(1) Amounts do not reflect intercompany eliminations. 
(2) Drivers of adjusted earnings have been calculated 
 using the 21% federal statutory rate. 
(3) Downstream margin defined as operating revenues 
 less purchased gas expense. 
(4) As a result of the equity issuance, drivers of 
 adjusted earnings, nine months ended June 30, 2026 
 adjusted earnings per share, and items impacting comparability 
 for the nine months ended June 30, 2026 have been 
 calculated using adjusted diluted shares of 91,284,991. 
 
 
 
 
                        NATIONAL FUEL GAS COMPANY 
                             AND SUBSIDIARIES 
 
(Thousands of 
Dollars, except 
per share 
amounts) 
                      Three Months Ended           Nine Months Ended 
                           June 30,                     June 30, 
                         (Unaudited)                  (Unaudited) 
                  --------------------------  ---------------------------- 
SUMMARY OF 
OPERATIONS            2026          2025          2026           2025 
----------------  ------------  ------------  ------------  -------------- 
Operating 
Revenues: 
  Utility 
   Revenues       $   165,422   $   157,446   $   850,258   $   729,445 
  Integrated 
   Upstream and 
   Gathering 
   Revenues           302,516       306,402       984,561       873,901 
  Pipeline and 
   Storage 
   Revenues            69,559        67,982       212,558       207,916 
                   ----------    ----------    ----------    ---------- 
                      537,497       531,830     2,047,377     1,811,262 
Operating 
Expenses: 
  Purchased Gas        29,878        27,986       323,335       228,661 
  Operation and 
  Maintenance: 
    Utility            60,592        56,053       187,549       174,744 
    Integrated 
     Upstream 
     and 
     Gathering 
     and Other         63,534        47,137       180,904       137,312 
    Pipeline and 
     Storage           31,013        29,814        88,459        86,544 
  Property, 
   Franchise and 
   Other Taxes         22,482        24,180        72,519        71,450 
  Depreciation, 
   Depletion and 
   Amortization       121,058       116,408       362,412       337,055 
  Impairment of 
   Assets                  --            --            --       141,802 
                   ----------    ----------    ----------    ---------- 
                      328,557       301,578     1,215,178     1,177,568 
 
Operating Income      208,940       230,252       832,199       633,694 
 
Other Income 
(Expense): 
  Other Income 
   (Deductions)        11,866         8,534        37,100        31,486 
  Interest 
   Expense on 
   Long-Term 
   Debt               (33,181)      (34,333)      (96,776)     (107,356) 
  Other Interest 
   Expense             (2,831)       (3,556)      (16,344)      (13,033) 
                   ----------    ----------    ----------    ---------- 
 
Income Before 
 Income Taxes         184,794       200,897       756,179       544,791 
 
Income Tax 
 Expense               46,173        51,079       188,245       133,629 
                   ----------    ----------    ----------    ---------- 
 
Net Income 
 Available for 
 Common Stock     $   138,621   $   149,818   $   567,934   $   411,162 
                   ==========    ==========    ==========    ========== 
 
Earnings Per 
Common Share 
  Basic           $      1.46   $      1.66   $      6.06   $      4.54 
                   ==========    ==========    ==========    ========== 
  Diluted         $      1.45   $      1.64   $      6.01   $      4.51 
                   ==========    ==========    ==========    ========== 
 
Weighted Average 
Common Shares: 
Used in Basic 
 Calculation       95,034,935    90,358,018    93,730,191    90,546,228 
                   ==========    ==========    ==========    ========== 
Used in Diluted 
 Calculation       95,736,482    91,139,556    94,445,771    91,247,547 
                   ==========    ==========    ==========    ========== 
 
 
 
 
                       NATIONAL FUEL GAS COMPANY 
                            AND SUBSIDIARIES 
                      CONSOLIDATED BALANCE SHEETS 
                              (Unaudited) 
 
                                           June 30,      September 30, 
(Thousands of Dollars)                       2026            2025 
----------------------------------------  -----------  ----------------- 
ASSETS 
Property, Plant and Equipment             $16,097,040   $  15,406,329 
Less - Accumulated Depreciation, 
 Depletion and Amortization                 8,002,972       7,693,687 
----------------------------------------   ----------      ---------- 
    Net Property, Plant and Equipment       8,094,068       7,712,642 
----------------------------------------   ----------      ---------- 
Current Assets: 
Cash and Temporary Cash Investments         1,235,178          43,166 
Receivables - Net                             227,913         180,801 
Unbilled Revenue                               16,916          16,219 
Gas Stored Underground                         12,838          33,468 
Materials and Supplies - at average cost       51,232          50,545 
Unrecovered Purchased Gas Costs                 2,136           5,769 
Other Current Assets                           67,660          80,759 
----------------------------------------   ----------      ---------- 
    Total Current Assets                    1,613,873         410,727 
----------------------------------------   ----------      ---------- 
Other Assets: 
Recoverable Future Taxes                       98,996          89,247 
Unamortized Debt Expense                        5,821           6,236 
Other Regulatory Assets                       123,464         135,486 
Deferred Charges                              117,345          73,941 
Other Investments                              66,946          68,346 
Goodwill                                        5,476           5,476 
Prepaid Pension and Post-Retirement 
 Benefit Costs                                187,737         169,228 
Fair Value of Derivative Financial 
 Instruments                                  127,630          39,388 
Other                                          10,411           8,387 
----------------------------------------   ----------      ---------- 
    Total Other Assets                        743,826         595,735 
----------------------------------------   ----------      ---------- 
Total Assets                              $10,451,767   $   8,719,104 
----------------------------------------   ----------      ---------- 
CAPITALIZATION AND LIABILITIES 
Capitalization: 
Comprehensive Shareholders' Equity 
Common Stock, $1 Par Value Authorized - 
200,000,000 Shares; Issued and 
Outstanding - 95,035,675 Shares and 
 90,379,095 Shares, Respectively          $    95,036   $      90,379 
Paid in Capital                             1,393,023       1,050,918 
Earnings Reinvested in the Business         2,426,044       2,012,529 
Accumulated Other Comprehensive Income 
 (Loss)                                         9,576         (59,222) 
----------------------------------------   ----------      ---------- 
Total Comprehensive Shareholders' Equity    3,923,679       3,094,604 
Long-Term Debt, Net of Current Portion 
 and Unamortized Discount and Debt 
 Issuance Costs                             3,567,401       2,382,861 
----------------------------------------   ----------      ---------- 
    Total Capitalization                    7,491,080       5,477,465 
----------------------------------------   ----------      ---------- 
Current and Accrued Liabilities: 
Notes Payable to Banks and Commercial 
 Paper                                             --         150,200 
Current Portion of Long-Term Debt                  --         300,000 
Accounts Payable                              146,096         184,046 
Amounts Payable to Customers                      752             968 
Dividends Payable                              52,745          48,353 
Interest Payable on Long-Term Debt             34,475          14,393 
Customer Advances                                  --          17,188 
Customer Security Deposits                     27,723          29,853 
Other Accruals and Current Liabilities        241,398         174,689 
Fair Value of Derivative Financial 
 Instruments                                    1,027           6,074 
----------------------------------------   ----------      ---------- 
    Total Current and Accrued 
     Liabilities                              504,216         925,764 
----------------------------------------   ----------      ---------- 
Other Liabilities: 
Deferred Income Taxes                       1,353,287       1,225,262 
Taxes Refundable to Customers                 302,149         306,335 
Cost of Removal Regulatory Liability          319,921         307,659 
Other Regulatory Liabilities                  116,935         121,944 
Pension and Other Post-Retirement 
 Liabilities                                    3,768           5,252 
Asset Retirement Obligations                  223,021         236,787 
Other Liabilities                             137,390         112,636 
----------------------------------------   ----------      ---------- 
    Total Other Liabilities                 2,456,471       2,315,875 
----------------------------------------   ----------      ---------- 
Commitments and Contingencies                      --              -- 
----------------------------------------   ----------      ---------- 
Total Capitalization and Liabilities      $10,451,767   $   8,719,104 
----------------------------------------   ----------      ---------- 
 
 
 
 
                     NATIONAL FUEL GAS COMPANY 
                          AND SUBSIDIARIES 
               CONSOLIDATED STATEMENTS OF CASH FLOWS 
                            (Unaudited) 
                                              Nine Months Ended 
                                                  June 30, 
(Thousands of Dollars)                      2026           2025 
--------------------------------------   -----------  -------------- 
 
Operating Activities: 
Net Income Available for Common Stock    $  567,934   $   411,162 
Adjustments to Reconcile Net Income to 
Net Cash 
  Provided by Operating Activities: 
    Impairment of Assets                         --       141,802 
    Depreciation, Depletion and 
     Amortization                           362,412       337,055 
    Deferred Income Taxes                    88,936        60,754 
    Premium Paid on Early Redemption of 
     Debt                                       413         2,385 
    Stock-Based Compensation                 14,801        15,721 
    Other                                    17,695        19,296 
  Change in: 
    Receivables and Unbilled Revenue        (47,233)      (95,254) 
    Gas Stored Underground and 
     Materials and Supplies                  19,943        18,803 
    Unrecovered Purchased Gas Costs           3,633        (2,903) 
    Other Current Assets                     13,054        28,038 
    Accounts Payable                              2         1,744 
    Amounts Payable to Customers               (216)      (18,445) 
    Customer Advances                       (17,188)      (19,373) 
    Customer Security Deposits               (2,130)       (7,526) 
    Other Accruals and Current 
     Liabilities                             57,892        44,283 
    Other Assets                            (15,919)      (35,348) 
    Other Liabilities                       (29,494)      (39,918) 
---------------------------------------   ---------    ---------- 
      Net Cash Provided by Operating 
       Activities                        $1,034,535   $   862,276 
---------------------------------------   ---------    ---------- 
 
Investing Activities: 
Capital Expenditures                     $ (764,515)  $  (627,316) 
Other                                        10,302         9,352 
---------------------------------------   ---------    ---------- 
      Net Cash Used in Investing 
       Activities                        $ (754,213)  $  (617,964) 
---------------------------------------   ---------    ---------- 
 
Financing Activities: 
Changes in Notes Payable to Banks and 
 Commercial Paper                        $ (150,200)  $   (29,200) 
Shares Repurchased Under Repurchase 
 Plan                                            --       (54,430) 
Reduction of Long-Term Debt                (601,239)   (1,004,086) 
Net Proceeds From Issuance of Long-Term 
 Debt                                     1,481,195       988,731 
Dividends Paid on Common Stock             (150,027)     (140,098) 
Net Proceeds from Common Stock Sale         338,396            -- 
Net Repurchases of Common Stock Under 
 Stock and Benefit Plans                     (6,435)       (4,134) 
---------------------------------------   ---------    ---------- 
      Net Cash Provided by (Used in) 
       Financing Activities              $  911,690   $  (243,217) 
---------------------------------------   ---------    ---------- 
 
Net Increase in Cash and Cash 
 Equivalents                              1,192,012         1,095 
Cash and Cash Equivalents at Beginning 
 of Period                                   43,166        38,222 
---------------------------------------   ---------    ---------- 
Cash and Cash Equivalents at June 30     $1,235,178   $    39,317 
---------------------------------------   ---------    ---------- 
 
 
 
 
                               NATIONAL FUEL GAS COMPANY 
                                    AND SUBSIDIARIES 
 
                        SEGMENT OPERATING RESULTS AND STATISTICS 
                                      (UNAUDITED) 
 
                       INTEGRATED UPSTREAM AND GATHERING SEGMENT 
 
 
                           Three Months Ended                 Nine Months Ended 
(Thousands of 
Dollars, except per 
share amounts)                  June 30,                           June 30, 
                     -------------------------------  ---------------------------------- 
                       2026       2025     Variance     2026       2025       Variance 
                     ---------  ---------  ---------  ---------  ---------  ------------ 
Total Operating 
 Revenues            $302,516   $306,402   $ (3,886)  $984,561   $873,901   $ 110,660 
                      -------    -------    -------    -------    -------    -------- 
Operating Expenses: 
  Operation and 
  Maintenance: 
    Upstream 
     General and 
     Administrative 
     Expense           17,487     18,602     (1,115)    55,365     56,776      (1,411) 
    Lease Operating 
     Expense           15,847     12,566      3,281     50,034     35,710      14,324 
    Gathering 
     Operation and 
     Maintenance 
     Expense           13,595      7,865      5,730     37,788     23,760      14,028 
    All Other 
     Operation and 
     Maintenance 
     Expense            3,366      3,816       (450)     9,847     10,994      (1,147) 
  Property, 
   Franchise and 
   Other Taxes          3,693      5,142     (1,449)    12,118     12,572        (454) 
  Depreciation, 
   Depletion and 
   Amortization        83,078     79,696      3,382    247,888    228,970      18,918 
  Impairment of 
   Assets                  --         --         --         --    141,802    (141,802) 
                      -------    -------    -------    -------    -------    -------- 
                      137,066    127,687      9,379    413,040    510,584     (97,544) 
                      -------    -------    -------    -------    -------    -------- 
 
Operating Income      165,450    178,715    (13,265)   571,521    363,317     208,204 
 
Other Income 
(Expense): 
  Non-Service 
   Pension and 
   Post-Retirement 
   Benefit Credit 
   (Cost)                 (81)        36       (117)      (244)       110        (354) 
  Interest and 
   Other Income           414         44        370        986        568         418 
  Interest Expense 
   on Long-Term 
   Debt                  (493)        --       (493)      (493)    (3,283)      2,790 
  Interest Expense    (13,016)   (17,795)     4,779    (44,260)   (56,746)     12,486 
                      -------    -------    -------    -------    -------    -------- 
Income Before 
 Income Taxes         152,274    161,000     (8,726)   527,510    303,966     223,544 
Income Tax Expense     40,400     44,333     (3,933)   139,559     82,761      56,798 
                      -------    -------    -------    -------    -------    -------- 
Net Income           $111,874   $116,667   $ (4,793)  $387,951   $221,205   $ 166,746 
                      =======    =======    =======    =======    =======    ======== 
Net Income Per 
 Share (Diluted)     $   1.17   $   1.28   $  (0.11)  $   4.11   $   2.42   $    1.69 
                      =======    =======    =======    =======    =======    ======== 
 
 
 
 
                             NATIONAL FUEL GAS COMPANY 
                                  AND SUBSIDIARIES 
 
                      SEGMENT OPERATING RESULTS AND STATISTICS 
                                    (UNAUDITED) 
 
                            PIPELINE AND STORAGE SEGMENT 
 
                          Three Months Ended               Nine Months Ended 
(Thousands of 
Dollars, except 
per share 
amounts)                       June 30,                         June 30, 
                    ------------------------------  -------------------------------- 
                      2026       2025     Variance    2026       2025      Variance 
                    ---------  ---------  --------  ---------  ---------  ---------- 
Revenues from 
 External 
 Customers          $ 69,559   $ 67,982   $ 1,577   $212,558   $207,916   $ 4,642 
Intersegment 
 Revenues             36,982     37,597      (615)   112,347    113,849    (1,502) 
                     -------    -------    ------    -------    -------    ------ 
Total Operating 
 Revenues            106,541    105,579       962    324,905    321,765     3,140 
                     -------    -------    ------    -------    -------    ------ 
Operating 
Expenses: 
  Purchased Gas          (67)      (164)       97        (74)       (42)      (32) 
  Operation and 
   Maintenance        31,479     30,264     1,215     89,913     87,940     1,973 
  Property, 
   Franchise and 
   Other Taxes         8,196      8,460      (264)    25,178     25,727      (549) 
  Depreciation, 

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