National Fuel Gas pany(US:NFG)2025-07-31 13:00Financial Performance & Guidance - The company projects a 36-39% increase in FY25 earnings compared to FY24 [54] - The company anticipates a consolidated 3-year Adjusted EPS CAGR greater than 10% from FY24-FY27E [52] - The company's FY26 Adjusted EPS guidance varies based on NYMEX pricing, with estimates ranging from $6.35-$6.85 at $2.30 NYMEX to $9.75-$10.25 at $3.90 NYMEX [186] - The company returned over $650 million to shareholders in the last 3 years [41] Operational Highlights - Seneca Resources' current net production is approximately 1.2 Bcf/day [22] - The company has reduced methane emissions by 17% since 2020 [13, 50] - The company's Utility segment has approximately 755,000 customers [17] - The company's Pipeline & Storage segment has a total rate base of $1.6 billion [26] Capital Expenditure & Development - The company's Seneca Resources is driving a 30% improvement in capital efficiency since FY23 [76] - The company's Tioga Utica wells deliver over 2x the well productivity versus legacy WDA program [75] - The company's Shippingport Lateral Project will initially have a capacity of 205,000 Dth/day [91]