Atmos Energy Q3 FY2026: EPS $1.43 beats, revenue up 4.8%
Atmos Energy beat consensus on earnings and grew revenue 4.8%, then reaffirmed full-year guidance of $8.40 to $8.50 a share — a Bullish read. The scorecard below separates what actually moved: net income up 30.2%, a pipeline and storage segment now earning more than distribution, and capital spending of $3.1 billion already in the ground. Read the guidance section closely, because no history was provided for it.
1 · Expected vs. Actual
Free preview belowDiluted EPS of $1.43 beat the $1.3652 consensus estimate by about 4.7% and rose from $1.16 a year ago. Net income of $242.69 million was 30.2% above last year's $186.43 million, while diluted EPS grew 23.3%. The gap is mostly share count: diluted shares went from 161.2 million to 169.4 million, up 5.1%, which diluted the profit growth before it reached per-share terms.
Revenue of $879.06 million rose 4.8% from $838.77 million a year earlier. Distribution contributed $773.91 million of external revenue and Pipeline and Storage $105.15 million, so about 88.0% of the top line still comes from regulated gas distribution. Remember that purchased gas costs are largely recovered through rates, so the top line tracks weather and gas prices more than it tracks profit.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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