Every material Form 8-K One Gas filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
ONE Gas reported third quarter 2026 adjusted net income of $33.5 million, or $0.53 per diluted share, up from $0.47 a year earlier, and raised its 2026 adjusted earnings per share guidance to $4.95-$5.01 from $4.89-$4.95. The board also declared a quarterly dividend of $0.68 per share, which shareholders of record on November 16, 2026 will receive on December 3, 2026. The guidance increase is the second raise this year, according to the company.
Q3 2026 GAAP net income was $31.2 million, or $0.49 per diluted share, versus $26.5 million, or $0.44, in Q3 2025
Year-to-date 2026 adjusted net income was $218.9 million, or $3.47 per diluted share, versus $3.00 a year earlier
2026 net income guidance raised to $313 million-$317 million from $310 million-$314 million
Quarterly dividend of $0.68 per share, payable December 3, 2026, to holders of record on November 16, 2026
ONE Gas, Inc. completed an underwritten public offering of $375 million of 5.45% senior notes due 2036 on August 13, 2026, after entering the underwriting agreement on August 11. The company expects to use the net proceeds to repay its $250 million unsecured term loan, amounts outstanding under its commercial paper program, and for general corporate purposes. The filing adds new long-term debt but does not report earnings or guidance changes.
Issued $375 million aggregate principal of 5.45% Senior Notes due 2036, underwritten by BofA Securities, RBC Capital Markets and Truist Securities
Underwriting agreement dated August 11, 2026; offering completed August 13, 2026
Net proceeds expected to repay a $250 million unsecured term loan and commercial paper, plus general corporate purposes
Notes issued under a Base Indenture with U.S. Bank Trust Company, National Association, as trustee
ONE Gas reported second-quarter 2026 adjusted net income of $52.1 million, or $0.82 per diluted share, up from $32.7 million, or $0.54, a year earlier, and raised its 2026 adjusted earnings expectations to the upper half of its previously issued ranges. The board also declared a quarterly dividend of $0.68 per share, which is higher than the $0.67 declared in the second quarter of 2025, for shareholders of record on August 17, 2026.
Q2 2026 GAAP net income was $46.8 million, or $0.74 per diluted share, versus $32.0 million, or $0.53, in Q2 2025.
2026 adjusted net income guidance was moved to the upper half of the $306 million to $314 million range, and adjusted EPS guidance to the upper half of $4.83 to $4.95.
Dividend of $0.68 per share is payable August 31, 2026, to shareholders of record at the close of business on August 17, 2026.
Management cited new rates and customer growth in Oklahoma and Texas; weather was 42 percent warmer than normal in the quarter.
ONE Gas expanded its board from eight to nine members on July 13, 2026, appointing Nickolas Stavropoulos, a retired chief operating officer of Pacific Gas & Electric and National Grid, to fill the new seat. The appointment adds an energy industry veteran with more than 40 years of experience to the board, and his director pay is set at a prorated $105,000 retainer plus $140,000 in stock.
Board expanded from eight to nine members; Stavropoulos, 68, appointed effective July 13, 2026
Serves on the Audit, Corporate Governance and Executive Compensation Committees
Annual retainer of $105,000 plus stock retainer valued at $140,000, both prorated through May 19, 2027
Stavropoulos was PG&E chief operating officer from March 2017 to September 2018
ONE Gas reported first quarter 2026 net income of $128.7 million, or $2.04 per diluted share, up from $119.4 million, or $1.98, a year earlier, while total revenues fell to $831.7 million from $935.2 million. The company affirmed its 2026 financial guidance and declared a quarterly dividend of $0.68 per share. For shareholders, profit rose despite lower sales, and the full-year outlook was unchanged.
Q1 2026 net income was $128.7 million, or $2.04 per diluted share, versus $119.4 million, or $1.98, in Q1 2025
Total revenues were $831.7 million versus $935.2 million; weather was 20.5 percent warmer than normal
2026 net income guidance of $294 million to $302 million was affirmed; quarterly dividend is $0.68 per share, payable June 2, 2026
ONE Gas, Inc. entered into an equity distribution agreement allowing it to sell up to $225 million of common stock through a group of banks, including forward sale agreements, under an S-3 shelf registration filed February 23, 2026. The company has no obligation to sell any shares and pays a 2% commission on shares sold, so the deal would dilute existing holders only if and when shares are issued.
Aggregate offering price of up to $225,000,000 of common stock, including shares sold under forward sale agreements
Each sales agent receives a commission of 2% of gross offering proceeds on shares it sells
No proceeds initially received from forward sales; proceeds expected upon future physical settlement
Shares issued under automatic shelf registration on Form S-3 filed February 23, 2026 (Registration No. 333-293655)
ONE Gas reported fourth-quarter net income of $86.3 million, or $1.42 per diluted share, up from $1.34 a year earlier, and full-year 2025 net income of $264.2 million, or $4.37 per diluted share, up from $3.91. The company also introduced non-GAAP adjusted 2026 guidance of $306 million to $314 million, or $4.83 to $4.95 per diluted share, which adds a regulatory carrying-cost item to GAAP results.
Q4 2025 net income was $86.3 million, or $1.42 per diluted share, versus $77.0 million, or $1.34, in Q4 2024
Full-year 2025 adjusted net income was $271.0 million, or $4.48 per diluted share, versus $224.8 million, or $3.94, in 2024
2026 GAAP net income guidance is $294 million to $302 million, or $4.65 to $4.77 per diluted share, the same range given on Dec. 1, 2025
2026 adjusted net income guidance is $306 million to $314 million, or $4.83 to $4.95 per diluted share; the company plans capital investments of about $800 million in 2026
ONE Gas, Inc. said Curtis Dinan, its senior vice president and chief operating officer, will be promoted to president and chief operating officer effective March 1, 2026. CEO Robert McAnnally will remain chief executive officer and focus on long-term strategy, and the company said the change does not alter its strategy, regulatory commitments or financial outlook.
Curtis Dinan, 58, becomes president and chief operating officer effective March 1, 2026, and will run day-to-day natural gas distribution operations, reporting to McAnnally.
Dinan's base salary will rise to $600,000, with a short-term incentive target of 75% of base salary.
Dinan's 2026 long-term equity award has a grant date value of $1,000,000, split 60% performance stock units and 40% restricted stock units.
Robert S. McAnnally, 62, continues as president and chief executive officer's role of chief executive officer with no material change to his employment terms or compensation.
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.
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