NATIONAL FUEL GAS CO — Form 8-K

National Fuel reported Q3 FY2026 GAAP earnings of $1.45/share ($138.6M) versus $1.64 prior year; adjusted EPS $1.54 vs. $1.64. Revised full-year FY2026 adjusted EPS guidance to $7.40–$7.60 (midpoint $7.50) from prior $7.45–$7.75. Completed $1.5B debt issuance and financing for pending CenterPoint Energy Ohio gas utility acquisition, scheduled to close October 1, 2026. Increased quarterly dividend 4% to $2.22/share annually. Nine-month operating cash flow: $1.035B; free cash flow: $280M. Issued equity and debt to fund acquisition; upstream production guidance lowered to 420–430 Bcf (from 425–440 Bcf) due to well interaction testing and appraisal activities.