ONE Gas(US:OGS) ZACKS·2026-02-19 02:31Core Insights - ONE Gas reported revenue of $689.37 million for the quarter ended December 2025, reflecting a 9.3% increase year-over-year and a 2.1% surprise over the Zacks Consensus Estimate of $675.21 million [1] - The earnings per share (EPS) for the quarter was $1.48, up from $1.34 in the same quarter last year, with a surprise of 4.04% over the consensus estimate of $1.42 [1] Financial Performance Metrics - Natural gas sales volumes for transportation were reported at 56,800.00 MMcf, below the average estimate of 58,722.75 MMcf [4] - Total sales volumes delivered were 46,900.00 MMcf, exceeding the average estimate of 45,791.98 MMcf [4] - Total volumes delivered were 103,700.00 MMcf, slightly below the average estimate of 104,514.70 MMcf [4] - Residential natural gas sales volumes were 34,900.00 MMcf, compared to the average estimate of 35,944.91 MMcf [4] - Commercial and industrial sales volumes were reported at 11,200.00 MMcf, close to the average estimate of 11,281.46 MMcf [4] - Total customers were reported at 2,290, slightly below the average estimate of 2,292 [4] Revenue Breakdown - Transportation revenues were $39.1 million, lower than the average estimate of $47.38 million, but showed a year-over-year increase of 4.6% [4] - Natural gas sales revenues reached $629.1 million, surpassing the average estimate of $580.05 million, marking a year-over-year increase of 9.7% [4] Stock Performance - ONE Gas shares have returned +9.1% over the past month, contrasting with the Zacks S&P 500 composite's -1.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]