National Fuel Gas shares fall despite earnings beat

Published 30/04/2025, 22:58
National Fuel Gas shares fall despite earnings beat

Investing.com -- National Fuel Gas Company (NYSE:NFG) reported better-than-expected second quarter earnings on Tuesday, but shares fell 2.9% in after-hours trading as revenue missed estimates and investors focused on the company’s guidance.

The natural gas company posted adjusted earnings per share of $2.39 for its fiscal second quarter, beating analyst expectations of $2.15. However, revenue of $729.95 million fell short of the $768.23 million consensus estimate.

National Fuel Gas raised its full-year 2025 earnings guidance to a range of $6.75 to $7.05 per share, up from its previous outlook of $6.60 to $6.90. The midpoint of the new range is slightly above the $6.98 analyst consensus.

The company’s Exploration and Production segment drove much of the earnings beat, with production rising 3% YoY to a record 105.5 billion cubic feet of natural gas. Higher realized natural gas prices and lower per-unit operating costs also boosted results.

"National Fuel’s integrated natural gas business, track record of strong operational execution, and consistent approach to managing risk, collectively position us well to navigate an uncertain global economic backdrop," said CEO David P. Bauer in a statement.

Despite the positive earnings report, investors appeared to focus on the revenue miss and relatively modest guidance increase, sending shares lower in after-hours trading. The stock move suggests some concern about National Fuel Gas’s ability to maintain its strong performance amid volatile natural gas prices.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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