ONE Gas, Inc. — Form 8-K
Filed November 2, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
ONE Gas raised FY2026 adjusted EPS guidance to $4.95–$5.01 (midpoint $4.98, up from $4.92) and net income to $313–$317M (from $310–$314M), citing strong Q3 performance with adjusted net income of $33.5M ($0.53/share) vs. $28.6M ($0.47/share) YoY. The company issued $375M of 5.45% 10-year senior notes in August 2026, completed its 2026 financing plan, and declared a $0.68/share quarterly dividend. Three regulatory rate increases totaling ~$79.9M were approved across Kansas, Texas, and Oklahoma in 2026.
Why this rating
Guidance raise of ~$0.06/share midpoint (~1.2% vs. prior guidance) is modest in absolute and relative terms. Capital intensity ($587M YTD capex, $800M expected FY) and regulatory operations are normal. Event is solid operational execution but not trajectory-shifting for a $4.2B company.
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