NFG Earnings Prediction
The chart below shows how NFG performed 10 days before and after its earnings report, based on data from the past quarters. Typically, NFG sees a +0.06% change in stock price 10 days leading up to the earnings, and a +2.24% change 10 days following the report. On the earnings day itself, the stock moves by +0.00%. This data can give you a slight idea of what to expect for the next quarter's release.
NFG Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
549.48M
4.59%
47.68%
Gross Margin
68.21%
1.50%
-9.56%
Operating Margin
41.49%
5.25%
26.69%
Net Margin
8.19%
-67.65%
-118.18%
EPS
0.49
-65.97%
-126.63%
No Data Available
NFG Earnings Analysis
National Fuel Gas Co Corporation (NFG.N) Earnings Conference Call
Positive
Operating Results Improvement: Adjusted operating results increased by 14% year-over-year, demonstrating strong overall performance for Q1 fiscal 2025.
Earnings Growth in Regulated Operations: Rate regulated subsidiaries achieved approximately 30% growth in earnings per share, indicating robust performance in regulated operations.
Production Growth and Stability: Production increased by 6% sequentially, supported by a strong hedge book that mitigated pricing drops compared to last year's Q1.
Capital Efficiency Improvement: Capital expenditures decreased by 14% since fiscal 2023, while production rose by 12%, showcasing best-in-class capital efficiency in the sector.
Utilities Rate Settlement Impact: The New York utilities rate settlement is expected to provide over $130 million in additional margin compared to fiscal 2023, enhancing long-term growth visibility.
Negative
Asset Valuation Concerns: Non-cash impairments in the E&P segment impacted GAAP earnings, indicating potential underlying asset valuation issues.
Operating Results vs. Gas Pricing: Despite a 14% increase in adjusted operating results, the company faced significant volatility in natural gas pricing, which could affect future earnings stability.
Impact of Higher Tax Rate: The expected higher consolidated effective tax rate for the year may reduce net income, as incremental income will be taxed at a higher statutory rate.
Debt Maturity Concerns: The company has $500 million in debt maturing this summer and another $500 million early in 2026, indicating potential liquidity concerns if not managed properly.
Regulatory Risks and Earnings Uncertainty: The reliance on a multi-year rate settlement in New York may expose the company to regulatory risks and uncertainties in future earnings growth.
NFG FAQs
How does NFG typically perform around its earnings report dates?
Is National Fuel Gas Co (NFG) Q1 2025 Earnings Call Summary positive or negative?
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NFG Earning Call Sentiment
Earnings call transcript: National Fuel Gas Q1 2025 reports earnings beat
NFG.N
-0.98%Positive
The earnings call presents a mixed picture. Positive aspects include strong financial performance, increased production guidance, and a robust share buyback program. However, concerns arise from significant upcoming debt maturities, competitive pressures in securing contracts, and management's vague responses in the Q&A, particularly regarding data center discussions and M&A plans. The lack of clear guidance on these issues tempers the overall sentiment, resulting in a neutral outlook for the stock price over the next two weeks.
