• ONE Gas discussed first-quarter 2026 results on May 5, with Chief Executive Officer Sid McAnnally, Chief Financial Officer Christopher Sighinolfi, President and Chief Operating Officer Curtis Dinan, Investor Relations Director Erin Dailey; analysts included Truist Securities’ Richard Sunderland, Jefferies’ Paul Zimbardo.
• Adjusted EPS rose 6% year over year despite winter temperatures running 25% warmer than prior year; adjusted net income totaled $133.4 million, or $2.11 per diluted share.
• Full-year guidance reaffirmed for adjusted net income of $306 million-$314 million; adjusted EPS of $4.83-$4.95, with results supported by new rates, Texas House Bill 4384 impacts; first-quarter revenue included about $27 million from new rates.
• Management highlighted $98 million in customer savings from higher storage capacity during January’s Winter Storm Fern; cash flow pressured by lower storage withdrawals, with normalization expected later in year.
• Large-load pipeline growth pipeline expanded, with six late-stage projects that could support about 3 gigawatts of generation, up to 1 Bcf per day of demand; transportation agreement signed to supply 20 million cubic feet per day to an Oklahoma data center.

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. ONE Gas Inc. published the original content used to generate this news brief on May 06, 2026, and is solely responsible for the information contained therein.