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National Fuel Gas NFG Natural Gas Processing — Total Revenues from Contracts with Customers

Other product segments

Production of Natural Gas
$235.04M-21.7%
Natural Gas Residential Sales
$121.5M+2.5%
Natural Gas Transportation Service
$101.43M+35.2%
Natural Gas Storage Service
$25.7M+78.2%
Natural Gas Commercial Sales
$14.13M-7.9%
Natural Gas Gathering Service
$3.72M+106%
Natural Gas Industrial Sales
$885K+21.1%
Production of Crude Oil
-$146K-134%

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$777M+4.9%
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AEPResidential Revenues — Total Revenues from Contracts with Customers
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$564M+11.5%
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AEPTotal Retail Revenues — Total Revenues from Contracts with Customers
$4.16B+5.3%
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AEPOther Retail Revenues — Total Revenues from Contracts with Customers
$74M+7.2%

Other financials

Income statement

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Revenue$537.5M+1.1%
Gross profit$507.6M+0.7%
Operating income$208.9M-9.3%
Net income$138.6M-7.5%
EPS (diluted)$1.45-11.6%

Balance sheet

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Cash & equivalents$1.2B+3,042%
Total debt$3.6B+46.0%
Total equity$3.9B+31.9%
Total assets$10.5B+23.7%

Cash flow

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Operating cash flow$377.3M-2.9%
CapEx$266.2M+37.9%
Free cash flow$111.0M-43.2%

Valuation

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Market cap$7.66B-2.5%
Enterprise value$10B-2.6%
P/E11.4×
P/S3.1×-0.6×

Profitability

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Gross margin87.7%-2.6pp
Operating margin40.3%
Net margin26.9%
FCF margin7.1%

Returns & leverage

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Return on equity19.6%
Debt / equity0.9×+0.1×
Current ratio3.2×+2.7×

Where this comes from

Reported directly by National Fuel Gas in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: National Fuel Gas’s 10-Q, filed July 30, 2026.

Filed
Jul 30, 2026, 11:54 AM EDT
Fiscal quarter
Q4 FY2026
Calendar quarter
Q3 2026
Accession
0000070145-26-000033
Quarter Ended June 30, 2026 (Thousands) / Revenues By Type of ServiceQuarter Ended June 30, 2026 (Thousands) / Integrated Upstream and GatheringQuarter Ended June 30, 2026 (Thousands) / Pipeline and StorageUtilityTotal Reportable SegmentsAll OtherCorporate and Intersegment EliminationsTotal Consolidated
Production of Natural Gas$235,036$235,036$235,036
Production of Crude Oil(146)(146)(146)
Natural Gas Processing245245245
Natural Gas Gathering Service3,7233,7233,723
Natural Gas Transportation Service80,86720,561101,428(26,095)75,333
Natural Gas Storage Service25,69925,699(10,735)14,964
Natural Gas Residential Sales121,502121,502121,502
Natural Gas Commercial Sales14,12914,12914,129

Item 1. Financial Statements (Unaudited)

FAQ

What is National Fuel Gas's natural gas processing — total revenues from contracts with customers?
National Fuel Gas (NFG) reported natural gas processing — total revenues from contracts with customers of $245K in Q2 2026.
How has National Fuel Gas's natural gas processing — total revenues from contracts with customers changed year-over-year?
National Fuel Gas's natural gas processing — total revenues from contracts with customers decreased by 8.2% year-over-year, from $267K to $245K.
What is the long-term trend for National Fuel Gas's natural gas processing — total revenues from contracts with customers?
Over 3 years (2021 to 2025), National Fuel Gas's natural gas processing — total revenues from contracts with customers has grown at a -48.8% compound annual growth rate (CAGR), from $8.88M to $1.2M.
What does natural gas processing — total revenues from contracts with customers mean?
This metric represents the total gross revenue generated from natural gas processing services provided to customers within a specific business segment. It reflects the economic value derived from midstream activities such as separating natural gas liquids from raw natural gas streams. Tracking this revenue stream helps investors assess the scale and performance of the company's processing operations relative to its broader energy infrastructure portfolio.

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