Core Insights - New Jersey Resources (NJR) reported quarterly earnings of $1.17 per share, exceeding the Zacks Consensus Estimate of $0.95 per share, but down from $1.29 per share a year ago, resulting in an earnings surprise of +23.16% [1] - The company achieved revenues of $604.85 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 17.21% and up from $488.36 million year-over-year [2] - NJR has outperformed the S&P 500 with a 7.3% increase since the beginning of the year compared to the S&P 500's gain of 1.4% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.58 on revenues of $890.72 million, and for the current fiscal year, it is $3.14 on revenues of $2.25 billion [7] - The estimate revisions trend for NJR was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Utility - Gas Distribution industry, to which NJR belongs, is currently in the top 40% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - UGI, another company in the same industry, is expected to report quarterly earnings of $1.42 per share, reflecting a year-over-year change of +3.7%, with revenues anticipated to be $2.13 billion, up 4.8% from the previous year [9][10]

分组1 - New Jersey Resources (NJR) reported quarterly earnings of $0.16 per share, exceeding the Zacks Consensus Estimate of $0.15 per share, but down from $0.89 per share a year ago, representing an earnings surprise of +6.67% [1] - The company posted revenues of $336.08 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 12.17%, compared to year-ago revenues of $395.78 million [2] - Over the last four quarters, NJR has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] 分组2 - The stock has underperformed the market, losing about 0.6% since the beginning of the year, while the S&P 500 gained 12.5% [3] - The current consensus EPS estimate for the coming quarter is $1.03 on $522.8 million in revenues, and for the current fiscal year, it is $3.15 on $2.05 billion in revenues [7] - The Utility - Gas Distribution industry, to which NJR belongs, is currently in the bottom 26% of the Zacks industries, indicating potential challenges ahead [8]