• National Fuel Gas, on its second-quarter fiscal 2026 earnings call, reported adjusted EPS of $2.71, up 13%, with CEO David Bauer, CFO Timothy Silverstein, and Seneca Resources and National Fuel Midstream President Justin Loweth attending.
• Management cut full-year adjusted EPS guidance to $7.45-$7.75, reflecting a lower NYMEX assumption of $3 per MMBtu, down from $3.75.
• Production outlook narrowed to 425-440 Bcfe, down 3% at midpoint, citing weather-related delays and underperformance from four older-design wells on a six-well Northwest Tioga pad.
• Pipeline strategy centered on new growth projects, including Line N System Upgrade adding 94,000 dekatherms/day under a long-term contract with an investment-grade counterparty, with estimated capital cost of $93 million and expected in-service in late 2028.
• Financing plans for pending Ohio LDC acquisition called for raising up to $1.5 billion across multiple tranches ahead of a calendar fourth-quarter closing, with remaining permanent financing need of $1 billion at closing.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. National Fuel Gas Co. published the original content used to generate this news brief on May 01, 2026, and is solely responsible for the information contained therein.