Company Overview - Sempra (SRE) is based in San Diego and operates in the Utilities sector, with a year-to-date share price change of -6.66% [3] - The company currently pays a dividend of $0.64 per share, resulting in a dividend yield of 3.15%, which is lower than the Utility - Gas Distribution industry's yield of 3.56% and significantly higher than the S&P 500's yield of 1.48% [3] Dividend Performance - Sempra's annualized dividend of $2.58 has increased by 4% from the previous year, with a historical average annual increase of 4.28% over the last five years [4] - The company's current payout ratio is 55%, indicating that it distributes 55% of its trailing 12-month earnings per share as dividends [4] Earnings Expectations - The Zacks Consensus Estimate for Sempra's earnings in 2025 is projected at $4.68 per share, reflecting a year-over-year growth rate of 0.65% [5] - The company is expected to experience earnings expansion in the current fiscal year [5] Investment Appeal - Sempra is considered an attractive dividend play and a compelling investment opportunity, currently holding a Zacks Rank of 2 (Buy) [6]

Company Performance - Chesapeake Utilities reported quarterly earnings of $1.04 per share, exceeding the Zacks Consensus Estimate of $1 per share, and up from $0.86 per share a year ago, representing an earnings surprise of +4.00% [1] - The company posted revenues of $192.8 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.99%, compared to $166.27 million in the same quarter last year [2] - Over the last four quarters, Chesapeake Utilities has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Market Performance - Chesapeake Utilities shares have declined approximately 0.7% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The company's current Zacks Rank is 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.88 on revenues of $162.9 million, and for the current fiscal year, it is $6.27 on revenues of $885.2 million [7] - The outlook for the Utility - Gas Distribution industry is positive, currently ranking in the top 20% of over 250 Zacks industries, suggesting that the industry is likely to outperform the bottom 50% by a factor of more than 2 to 1 [8]

Financial Performance - Clean Energy Fuels reported break-even quarterly earnings per share, compared to a Zacks Consensus Estimate of a loss of $0.07, and earnings of $0.01 per share a year ago [1] - The quarterly report represents an earnings surprise of +100.00%, with a previous expectation of a loss of $0.20 per share, resulting in a surprise of +105% [2] - The company posted revenues of $102.61 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 14.93%, compared to year-ago revenues of $97.95 million [3] Market Performance - Clean Energy Fuels shares have lost about 19.1% since the beginning of the year, while the S&P 500 has gained 7.9% [4] - The current consensus EPS estimate for the coming quarter is -$0.06 on revenues of $92.03 million, and -$0.15 on revenues of $381.4 million for the current fiscal year [8] Industry Outlook - The Utility - Gas Distribution industry, to which Clean Energy Fuels belongs, is currently in the top 20% of over 250 Zacks industries, indicating a favorable outlook [9]

Group 1 - UGI reported a quarterly loss of $0.01 per share, better than the Zacks Consensus Estimate of a loss of $0.12, and compared to earnings of $0.06 per share a year ago, representing an earnings surprise of +91.67% [1] - The company posted revenues of $1.39 billion for the quarter ended June 2025, missing the Zacks Consensus Estimate by 3.44%, and this is a slight increase from year-ago revenues of $1.38 billion [2] - UGI shares have increased approximately 28.8% since the beginning of the year, outperforming the S&P 500's gain of 7.1% [3] Group 2 - The earnings outlook for UGI is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The trend for estimate revisions for UGI was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] - The current consensus EPS estimate for the upcoming quarter is -$0.37 on revenues of $1.64 billion, and for the current fiscal year, it is $3.13 on revenues of $7.81 billion [7] Group 3 - The Utility - Gas Distribution industry, to which UGI belongs, is currently in the top 25% of over 250 Zacks industries, suggesting a positive outlook for stocks in this sector [8] - Sempra, another company in the same industry, is expected to report quarterly earnings of $0.83 per share, reflecting a year-over-year change of -6.7%, with revenues anticipated to be $3.15 billion, up 4.7% from the previous year [9][10]

Atmos Energy (ATO) came out with quarterly earnings of $1.16 per share, missing the Zacks Consensus Estimate of $1.17 per share. This compares to earnings of $1.08 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -0.85%. A quarter ago, it was expected that this natural gas utility would post earnings of $2.92 per share when it actually produced earnings of $3.03, delivering a surprise of +3.77%. Over the last four quarters, th ...

Company Performance - Southwest Gas reported quarterly earnings of $0.53 per share, exceeding the Zacks Consensus Estimate of $0.42 per share, and up from $0.31 per share a year ago, representing an earnings surprise of +26.19% [1] - The company posted revenues of $1.12 billion for the quarter ended June 2025, which missed the Zacks Consensus Estimate by 7.3%, and compared to year-ago revenues of $1.18 billion [2] - Over the last four quarters, Southwest Gas has surpassed consensus EPS estimates four times but has not beaten consensus revenue estimates [2] Stock Performance - Southwest Gas shares have increased approximately 12.5% since the beginning of the year, outperforming the S&P 500's gain of 7.1% [3] - The current status of estimate revisions for Southwest Gas translates into a Zacks Rank 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the coming quarter is $0.08 on $1.12 billion in revenues, and for the current fiscal year, it is $3.73 on $4.84 billion in revenues [7] - The outlook for the Utility - Gas Distribution industry is positive, currently ranking in the top 25% of over 250 Zacks industries, suggesting that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8] Industry Comparison - Chesapeake Utilities, another company in the same industry, is expected to report quarterly earnings of $1.00 per share, reflecting a year-over-year change of +16.3%, with revenues anticipated to be $185.4 million, up 11.5% from the year-ago quarter [9][10]

Core Viewpoint - ONE Gas reported quarterly earnings of $0.53 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.48 per share a year ago [1] - The company posted revenues of $423.74 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 4.86% and up from $354.14 million year-over-year [2] Earnings Performance - The earnings surprise for the previous quarter was +7.03%, with actual earnings of $1.98 per share compared to an expected $1.85 [1] - Over the last four quarters, ONE Gas has surpassed consensus EPS estimates two times [1] Revenue Performance - The company has also topped consensus revenue estimates two times over the last four quarters [2] Stock Performance - ONE Gas shares have increased by approximately 5.9% since the beginning of the year, while the S&P 500 has gained 7.6% [3] Future Outlook - The company's earnings outlook is crucial for investors, including current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $0.54 on revenues of $383.09 million, and for the current fiscal year, it is $4.29 on revenues of $2.43 billion [7] Industry Context - The Utility - Gas Distribution industry is currently in the top 30% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5][6]

Spire (SR) came out with quarterly earnings of $0.01 per share, beating the Zacks Consensus Estimate of a loss of $0.09 per share. This compares to a loss of $0.14 per share a year ago. These figures are adjusted for non- recurring items. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Spire shares have added about 11.9% since the beginning of the year versus ...

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]

分组1 - New Jersey Resources (NJR) reported quarterly earnings of $0.06 per share, surpassing the Zacks Consensus Estimate of a loss of $0.06 per share, and improving from a loss of $0.09 per share a year ago, resulting in an earnings surprise of +200.00% [1] - The company posted revenues of $298.95 million for the quarter ended June 2025, which was 3.07% below the Zacks Consensus Estimate, but an increase from $275.64 million in the same quarter last year [2] - Over the last four quarters, New Jersey Resources has exceeded consensus EPS estimates three times and topped consensus revenue estimates two times [2] 分组2 - The stock has underperformed the market, losing about 1.9% since the beginning of the year, while the S&P 500 has gained 6.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.24 on revenues of $308.44 million, and for the current fiscal year, it is $3.24 on revenues of $1.98 billion [7] - The Utility - Gas Distribution industry, to which New Jersey Resources belongs, is currently ranked in the top 23% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]