OGS Earnings

OGS reported its earnings on 2026-02-18, showcasing a revenue of 689.37M against an estimate of 675.21M, resulting in a 2.1% surprise. The EPS was 1.48, surpassing the expected 1.42 by 4.23%. The stock experienced a 1.86% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following OGS's earnings announcement on 2026-02-18, the stock price moved by 1.86% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, OGS's stock price tends to shift by an average of 1.56% in the 10 days leading up to earnings and 0.31% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate OGS's annual revenue to reach 979.47M, while the EPS is projected at 2.16. These estimates reflect recent revisions, with revenue estimates revised downward by -2.13% and EPS estimates revised upward by 30.88% over the past three months, indicating analyst expectation in the company's performance.

The correlation between OGS's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -2.13%, while EPS estimates moved revised upward by 30.88%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, OGS's stock price typically moves by 1.56% in the 10 days before its earnings and 0.31% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 2.16 and revenue of 979.47M.

The earnings call revealed solid financial performance with a year-over-year increase in net income and adjusted net income, driven by regulatory benefits and customer growth. Despite some uncertainties in regulatory risks and short-term cost increases from the in-sourcing program, the company's strategic projects and legislative support in Kansas are promising. The Q&A session highlighted competitive advantages and regulatory benefits that align with guidance, although some management responses lacked clarity. Given the company's market cap and positive financial metrics, a positive stock price movement is anticipated over the next two weeks.