National Fuel Gas updates FY26 investor presentation; details CNP Ohio acquisition, $7.50 mid‑point EPS guidance

National Fuel Gas updated its investor presentation, reaffirming FY26 adjusted EPS guidance of $7.40–$7.60 ($7.50 midpoint) and detailing the planned CenterPoint Ohio utility acquisition closing Oct. 1, 2026.

Key Highlights:

• Filed updated investor presentation (Exhibit 99) with Regulation FD disclosure; includes GAAP and non‑GAAP reconciliations.
• Reaffirms FY26 adjusted EPS guidance $7.40–$7.60 (midpoint $7.50), assuming $3.00 NYMEX and specified hedge/price assumptions.
• CenterPoint Ohio gas utility acquisition for $2.62B expected to close Oct. 1, 2026; regulatory approvals complete and financing largely in place.
• Targets 7–10% adjusted EPS CAGR through 2029 and $1.0–$1.5B free cash flow 2027–2029, driven by Ohio acquisition, pipeline expansions and upstream efficiency.
• Updated FY26 capex midpoint raised to $1.0–$1.075B; integrated upstream & gathering, pipeline & storage, and utility segment guidance provided.

Original SEC Filing:

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