Northwest Natural (NWN) Q2 Earnings Surpass Estimates

Company Performance - Northwest Natural (NWN) reported quarterly earnings of $0.01 per share, surpassing the Zacks Consensus Estimate of a loss of $0.07 per share, compared to a loss of $0.07 per share a year ago, resulting in an earnings surprise of +114.29% [1] - The company posted revenues of $236.19 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 2.76%, while year-ago revenues were $211.71 million [2] - Over the last four quarters, Northwest Natural has exceeded consensus EPS estimates three times, but has only topped consensus revenue estimates once [2] Stock Outlook - The immediate price movement of Northwest Natural's stock will largely depend on management's commentary during the earnings call and future earnings expectations [3] - The stock has gained approximately 1.6% since the beginning of the year, underperforming the S&P 500's gain of 7.6% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.85 on revenues of $157.3 million, and for the current fiscal year, it is $2.88 on revenues of $1.3 billion [7] Industry Context - The Utility - Gas Distribution industry, to which Northwest Natural belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Northwest Natural's stock performance [5] - UGI (UGI), another company in the same industry, is expected to report a quarterly loss of $0.12 per share, representing a year-over-year change of -300%, with revenues projected at $1.44 billion, up 4.6% from the previous year [9]