NFGNational Fuel Gas Company
Price
-7.3%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality strong, no red flags, price roughly fair, growing in the filings, the market undecided.
The Company is a diversified energy company engaged principally in the production, gathering, transportation, storage and distribution of natural gas. The Company operates an integrated business, with assets centered in western New York and Pennsylvania, being used for, and benefiting from, the production and transportation of natural gas from the Appalachian Basin. Current natural gas production development activities are focused in the Marcellus and Utica shales, geological formations that are present nearly a mile or more below the surface in the Appalachian region of the United States.
In the company’s own words · 10-K filed Nov 21, 2025 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
National Fuel Gas Company (NFG) reported revenue of $537M in Q3 2026 (quarter ended Jun 30, 2026), up 1.1% from the same quarter a year earlier. That came with a gross margin of 94% and net income of $139M (26% of revenue). For the full year FY2025, revenue was $2.28B (+17% year on year) and net income $519M. Its largest segment in Q3 2026 was Integrated Upstream And Gathering at $303M, 56% of the disclosed total, well ahead of Utility at 31%. The next results filing is expected around Nov 5, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Oct 1, 2026As previously disclosed, a portion of the Purchase Price was financed at Closing by the issuance of a $1.20 billion promissory note to the Seller pursuant to a Seller Note Agreement, dated as of October 1, 2026 (the “Seller Note Agreement”), between the Company, as borrower, and the Seller, as lender.Material agreement entered · Form 8-K
- Aug 11, 2026National Fuel Gas Company is filing herewith the opinion of Scarinci & Hollenbeck, LLC as an exhibit to its Registration Statement on Form S-3 (Registration No. 333-298225).Other event · Form 8-K
- Jul 30, 20266363 Main Street/Williamsville, NY 14221.Earnings release · press release
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $537.5MThe company’s own SEC segment disclosure.
- Integrated Upstream And Gathering$302.5M56%
- Utility$165.4M31%
- Pipeline And Storage$69.6M13%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.