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New Jersey Resources
New Jersey Resources (NJR) investor relations material
New Jersey Resources Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary3 Feb, 2026
Executive summary
Fiscal 2026 first-quarter net income was $122.5 million ($1.22 per share), down from $131.3 million ($1.32 per share) year-over-year, mainly due to a prior-year gain on the sale of solar assets.
NFE for the quarter was $118.2 million ($1.17 per share), compared to $128.9 million ($1.29 per share) in the prior year.
Fiscal 2026 NFEPS guidance was raised by $0.25 to $3.28–$3.43 per share, marking the sixth consecutive year of increased guidance, driven by Energy Services outperformance during Winter Storm Fern.
Utility, storage & transportation, and clean energy segments all contributed to growth, with Energy Services and Natural Gas Distribution posting strong results due to market volatility and higher base rates.
Dividend raised for the 30th consecutive year, with FY2026 annual dividend at $1.90 per share.
Financial highlights
Operating revenues rose to $604.9 million from $488.4 million year-over-year, driven by higher natural gas prices and increased base rates.
Utility gross margin increased to $206.3 million from $181.3 million, reflecting higher base rates and customer growth.
Cash flows from operations improved to $26.7 million from $(9.0) million, mainly due to higher base rates.
Capital expenditures for the quarter were $163.6 million, up from $149.6 million year-over-year.
Energy Services NFE nearly doubled year-over-year, from $7.8 million to $16.3 million.
Outlook and guidance
Fiscal 2026 NFEPS guidance raised to $3.28–$3.43 per share, reflecting strong Energy Services performance.
Long-term NFEPS growth target remains at 7–9% annually through 2030, based on a fiscal 2025 base of $2.83 per share.
Five-year CapEx outlook reaffirmed at $4.8–$5.2 billion through 2030, with over 60% dedicated to the utility.
Capital expenditures for fiscal 2026 projected at $430M–$480M for Natural Gas Distribution and $210M–$290M for Clean Energy Ventures.
Management expects to fund obligations through cash flows, available credit, and new debt issuances.
Portion of NFEPS guidance increase from ES Jan?
CEV NFE growth outlook sans prior asset sale gain?
Reconcile 2026 NFEPS guidance with long-term target.
Leaf River 4th cavern commercial interest
NJ regulatory impact on CEV project pipeline
Energy Services future outperformance drivers
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Next New Jersey Resources earnings date
Q2 20265 May, 2026
New Jersey Resources
Next New Jersey Resources earnings date
Q2 20265 May, 2026
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Frequently asked questions
New Jersey Resources Corporation is an energy services holding company engaged in the distribution of natural gas, clean energy project development, and related services. Its subsidiaries provide residential and commercial energy solutions, including infrastructure development and energy efficiency programs. The company is headquartered in Wall, New Jersey, and its shares are listed on the NYSE.
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