A bullish thesis on National Fuel Gas Company emphasizes strong earnings momentum and the $2.62 billion acquisition of CenterPoint's Ohio utility as a key catalyst. The company reported fiscal Q1 2026 adjusted EPS of $2.06, beating expectations, with revenue of $651.5 million and adjusted EBITDA up 29% to $370.8 million. Fiscal 2026 guidance projects adjusted EPS of $7.60 to $8.10, up 14%, alongside $300 to $350 million in free cash flow. NFG supports a 2.39% dividend yield and has increased dividends for 56 consecutive years. The Ohio utility acquisition is expected to double the regulated rate base and enhance earnings stability.
Crescent Energy Co
Diversified Energy Company plcNational Fuel Gas CompanyArticle highlights NFG's strong earnings beat, raised guidance, and the Ohio utility acquisition as catalysts.
CenterPoint Energy Inc