National Fuel Gas Co. (NFG)

From the record

National Fuel Gas Co.'s filings since 2017 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2018-01-17) (its current reports).

From the record

National Fuel Gas Co.'s 10 filed years say what it did: revenue went from $1.5 billion in fiscal 2016 to $2.3 billion in fiscal 2025, up 5.1% a year; it rose in 6 of 9 years; the deepest fall was 11% from fiscal 2022 to fiscal 2024; net income was positive in 8 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-09-30, National Fuel Gas Co.'s diluted share count shrank about 0.3% a year, and dividends and buybacks returned about 20% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 0 purchases of their own stock on the open market in the year to 2026-10-02 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-09-30, National Fuel Gas Co. earned about 17 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 24 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 65 cents per dollar of assets, and net share issuance: its share count shrank 1.2% over the year (the filed statements).

From the record

National Fuel Gas Co.'s standing among 14 graded names in its industry family: revenue of $2.3 billion in fiscal 2025 ranks in the top 50% by size; a net margin of 22.8% ranks in the top 32%; revenue growth of 1.4% a year over the last 3 filed years ranks in the bottom 46% (its annual reports).

From the record

National Fuel Gas Co.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Bauer, David P (President and CEO, as filed), filing under that title since 2019-07-02, 7.4 years (top 39% of its family); the 18 officers and directors filing in the last fifteen months have been on the record a median of 7.9 years (top 17%); 7 officer or director changes were reported on Form 8-K since 2023-11-13, against the 18 people in charge now (top 50%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

National Fuel Gas Co.'s room to grow, from the newest filed statements (fiscal 2025): cash of $43 million against debt of $2.4 billion leaves -26.8% of its assets as net cash, top 32% of its family; cash from operations less capital spending is 8.2% of revenue (top 35%); a gross margin of 90.6% (top 8%) (its annual report).

From the record

National Fuel Gas Co.'s growth drivers, from the filed years to fiscal 2025: revenue grew 1.4% a year over the last three filed years against 5.1% over all 10, slowing (top 46% of its family); the newest year grew 17.1% (top 39%); capital spending grew 4% a year (bottom 21%) (its annual reports). National Fuel Gas Co. reported 3 lines of business in fiscal 2025: Integrated Upstream and Gathering and Other at $1.2 billion (52%), Total Utility at $817 million (36%), Pipeline and Storage at $276 million (12%); 3 of 3 grew against the year before (its annual report).

From the record

National Fuel Gas Co.'s newest year against its own record: revenue of $2.3 billion in fiscal 2025 came in 24.2% above the $1.8 billion its prior three years' pace pointed to (top 35% of its family); net income of $519 million against a prior three-year average of $373 million (top 19%); a net margin of 22.8% against 17.3% before (top 4%) (its annual reports).