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AI brief of an SEC Form 8-K · National Fuel Gas (NFG)

National Fuel Q2 adjusted EPS rises 13%, but fiscal 2026 adjusted EPS guidance is cut

Mixed Impact 4 of 5 guidance Written later

National Fuel Gas reported second-quarter fiscal 2026 adjusted EPS of $2.71, up 13% from $2.39 a year earlier, with higher realized natural gas prices driving the Integrated Upstream and Gathering segment. The company also lowered its fiscal 2026 adjusted EPS guidance to $7.45 to $7.75 from $7.60 to $8.10, citing a lower natural gas price assumption and weather-related production delays, which matters to shareholders because the guidance midpoint falls to $7.60 from $7.85.

Key points

  • Second-quarter GAAP EPS was $2.59 on earnings of $247.7 million, compared with $2.37 on $216.4 million a year earlier.
  • Fiscal 2026 adjusted EPS guidance is now $7.45 to $7.75, down from $7.60 to $8.10 previously.
  • The NYMEX natural gas price assumption for the remaining six months of fiscal 2026 was cut by $0.75 to $3.00 per MMBtu.
  • The CenterPoint Energy Ohio natural gas utility acquisition is still expected to close in the fourth quarter of calendar 2026.

The filing

CompanyNational Fuel Gas (NFG)
Form8-K, current report
Filed with the SECApr 30, 2026, 8:21 AM ET
Accession number0000070145-26-000014

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 7:02 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 30, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.