Compared to Estimates, National Fuel Gas (NFG) Q3 Earnings: A Look at Key Metrics

Financial Performance - National Fuel Gas (NFG) reported revenue of $531.83 million for the quarter ended June 2025, reflecting a year-over-year increase of 27.4% [1] - Earnings per share (EPS) for the quarter was $1.64, compared to $0.99 in the same quarter last year, indicating a significant improvement [1] - The reported revenue was below the Zacks Consensus Estimate of $617.15 million by 13.82%, while the EPS exceeded the consensus estimate of $1.50 by 9.33% [1] Key Metrics - Total production reached 111,588.00 MMcfe, surpassing the average estimate of 109,269.00 MMcfe from two analysts [4] - Total operating revenues from Pipeline and Storage were $70.5 million, which was 33.1% lower year-over-year and below the average estimate of $106.61 million [4] - Total operating revenues from Gathering were $157.52 million, significantly higher than the estimated $66.85 million, representing a 162% increase year-over-year [4] - Utility revenues amounted to $157.45 million, exceeding the average estimate of $146.55 million, with a year-over-year increase of 26% [4] - Revenue from external customers in Exploration and Production was $303.88 million, slightly above the estimated $302.12 million, marking a 37.6% year-over-year increase [4] Stock Performance - Shares of National Fuel Gas have returned +4.6% over the past month, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]