Flash FinanceUS
Market closed S&P 5007,376.86+0.31% Nasdaq24,579.42+1.09% Dow 3051,285.73-0.46% Russell 20002,754.11+0.89% Nasdaq-10026,989.99+1.35% MidCap 4003,602.50+0.56% SmallCap 6001,673.98+0.05% VIX25.64-9.01% 10Y Yield4.86+0.45% Close of Nov 06, 2026
AI brief of an SEC Form 8-K · National Fuel Gas (NFG)

National Fuel Q4 adjusted EPS flat at $1.22; FY2027 adjusted EPS guidance $6.00-$6.40

Mixed Impact 4 of 5 earnings

National Fuel reported fourth-quarter fiscal 2026 GAAP earnings of $97.5 million, or $1.02 per share, down from $1.18 a year earlier, while adjusted EPS was flat at $1.22. For the full fiscal year, GAAP EPS rose to $7.02 from $5.68 and adjusted EPS rose 9% to $7.55, but the company initiated fiscal 2027 adjusted EPS guidance of $6.00 to $6.40, below the fiscal 2026 result.

Key points

  • Q4 fiscal 2026 GAAP EPS was $1.02 versus $1.18; adjusted EPS was $1.22, unchanged from the prior year
  • Fiscal 2026 adjusted EPS was $7.55, up 9% from $6.91; GAAP EPS was $7.02 versus $5.68
  • Fiscal 2027 adjusted EPS guidance is $6.00 to $6.40, assuming a NYMEX gas price of $2.85 per MMBtu
  • Ohio gas utility acquisition closed October 1, 2026; the planned IUG separation (Seneca Resources) is expected in the second half of calendar 2027

The filing

CompanyNational Fuel Gas (NFG)
Form8-K, current report
Filed with the SECNov 5, 2026, 8:20 AM ET
Accession number0000070145-26-000037

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:17 PM ET, from the text of the filing and its press-release exhibits only.

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