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Atmos Energy Corp

$172,89
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Mcap
28,8B USD
P/E
26,4x
EV / Rev
8,7x
Div yield
1,83 %
Op margin
33,2 %
ROE
8,0 %
Net margin
25,5 %
Debt / equity
0,64
Beta
52w range
Volume
Day range
Prev close
$174,26
Open
Next earnings
2026-11-09
Ex-dividend
TR 1Y
About

Atmos Energy Corp operates as an integrated oil and gas company, generating revenue through its distribution operations and integrated energy activities.

Business. ATMOS ENERGY CORP (ATO) is an integrated oil and gas company listed on the New York Stock Exchange. The firm operates within the Energy sector, specifically focusing on the exploration, production, and sale of oil and gas products. As no specific operating segments or geographic details are provided, the company is described at the industry level as an integrated player in the oil and gas market. Its business activities are characterized by standard industry metrics such as production volumes, reserve replacement ratios, and operating costs per barrel of oil equivalent.

Classification99 %
SectorUtilities
Industry groupNatural Gas Utilities
Generated · model-assisted
Sell-side consensus
HOLD15 analysts
4 buy11 hold0 sell
Avg 12m price target185,87

Analyst recommendations

15 analysts · consensus Hold
Buy4
Hold11
Sell0
12-month price target
185,87
Consensus of sell-side coverage.
Upcoming events
  • EarningsFY 2026 earnings (expected)2026-11-09 · estimated
See all catalysts →

At a glance

Score
not yet scored
Valuation
26,4x
P/E
Analysts
Hold
15 analysts · indicative
Ownership
Wellington Management Company, LLP
largest disclosed fund holder
Profitability
8,0 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

2
  • MARKETSACFS Port Logistics faces ATO wind-up threat over $60m tax debt2026-08-02
  • MARKETSAustralian investors face steep valuation costs under new capital gains tax rules2026-07-03
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities · THIS SECTOR−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to ATO. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsFY 2026 earnings (expected)2026-11-09 · estimated
    • Peers
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated · BP (BP)
    • EarningsQ3 2026 earnings (expected)2026-10-30 · estimated · Chevron (CVX)
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR
    • Congressional trades
    • CongressJohn Boozman — Atmos Energy Corporation Common Stock2026-06-12 · Republican · AR · Sale · $1,001 - $15,000
    • CongressRichard W. Allen — Atmos Energy Corporation Common2025-08-19 · Republican · GA · Purchase · $15,001 - $50,000
    • CongressJared Moskowitz — Atmos Energy Corporation Common2024-11-08 · Democrat · FL · Purchase · $1,001 - $15,000
    • CongressJared Moskowitz — Atmos Energy Corporation Common2024-07-05 · Democrat · FL · Purchase · $1,001 - $15,000

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · 2026-08-02

    Composite-score breakdown

    Synthesis

    Business

    ATMOS ENERGY CORP (ATO) is an integrated oil and gas company listed on the New York Stock Exchange. The firm operates within the Energy sector, specifically focusing on the exploration, production, and sale of oil and gas products. As no specific operating segments or geographic details are provided, the company is described at the industry level as an integrated player in the oil and gas market. Its business activities are characterized by standard industry metrics such as production volumes, reserve replacement ratios, and operating costs per barrel of oil equivalent.

    Classification99 %
    SectorUtilities
    Industry groupNatural Gas Utilities
    AI synthesis
    GENERATED

    Atmos Energy Corp maintains a capital structure characterized by significant leverage, with long-term debt of $9.55 billion against total equity of $14.91 billion, resulting in a debt-to-equity ratio of 0.64. The company holds $125.7 million in cash and equivalents, leading to a negative net cash position after subtracting total debt. Liquidity is assessed as high, though the current ratio stands at 1.0, which is close to the minimum comfort range. The market capitalization is $31.6 billion, with a price-to-earnings ratio of 26.36 and an EV/EBITDA of 17.88.

    Profitability metrics show a return on equity of 8.04% and a return on assets of 3.95%. In the latest quarter, the company reported revenue of $3.30 billion, operating income of $1.28 billion, and net income of $984.9 million. Operating cash flow was $1.03 billion. These returns are evaluated against the backdrop of the integrated oil and gas industry, where capital intensity typically pressures asset returns.

    Revenue concentration is not explicitly detailed by segment or geography in the available data, but the company's operations are described as integrated oil and gas activities. The peak-day demand for distribution operations in fiscal 2025 reached approximately 4.2 Bcf on February 19, 2025, indicating significant operational scale in its distribution segment.

    Growth trajectory analysis is limited by the absence of historical period data in the input. However, the recent completion of a $600 million public offering of 5.45% senior notes due January 2026 suggests active capital management and potential investment in growth or refinancing. The net proceeds of $590.0 million were used for general corporate purposes.

    Risk assessment highlights medium dilution risk and flags that the current ratio is close to the minimum comfort range. Source documents mention dilution or offering risk. The company has a substantial debt load with various maturities, including unsecured senior notes due between 2027 and 2056. The recent issuance of long-term debt increases interest expense obligations but extends the maturity profile.

    Recent events include the completion of the annual goodwill impairment assessment using a qualitative assessment in Q2 2026. The company also noted recent FASB guidance on expense captions and internal-use software costs. Analyst sentiment is mixed, with a mean recommendation of 2.67 (on a 1-5 scale) and a mean price target of $185.87, compared to the current market price of $189.98.

    Key takeaways
    • Debt-to-equity ratio of 0.64 reflects moderate leverage, supported by a high liquidity assessment despite a current ratio of 1.0.
    • ROE of 8.04% and ROA of 3.95% indicate modest returns on capital in the integrated oil and gas sector.
    • Recent $600 million debt issuance extends maturity profile but adds to interest obligations.
    • Dilution risk is rated medium, with source documents citing offering risk.
    • Analyst price targets average $185.87, slightly below the current market price of $189.98.
    • Peak distribution demand of 4.2 Bcf highlights operational scale in the distribution segment.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2026-03-31
    Q4 2025 · Quarter highlights
    Open report →

    Revenue $3.30B; Operating income $1.28B.

    Revenue$3.30B
    Operating income$1.28B
    Net income$984.9M
    Free cash flow
    EPS
    Operating cash flow$1.03B
    Financials
    Income statement
    Revenue$3.30B
    Gross profit
    Operating income$1.28B
    Net income$984.9M
    Margins
    Gross margin
    Operating margin38.7%
    Net margin29.8%
    FCF margin
    Balance sheet
    Total assets$30.38B
    Total liabilities
    Total equity$14.91B
    Cash & equivalents$125.7M
    Long-term debt$9.55B
    Cash flow
    Operating cash flow$1.03B
    CapEx
    Free cash flow
    SBC
    P&L flow · revenue → net income
    Revenue $3.30BOperating costs $2.03BTax $294.7MNet income $984.9M
    Highlights
    • Revenue $3.30B
    • Operating income $1.28B
    • Net margin 29.8%

    Valuation FY

    Market price
    $172,89
    Market cap
    $31.60B
    Enterprise value
    $41.03B
    P/E
    26.4x
    Non-GAAP P/E
    EV / Revenue
    8.7x
    EV / Op income
    26.3x
    EV / OCF
    20.0x
    P / B
    P / Tangible book
    Tangible book
    Net cash
    -$9.43B
    Current ratio
    1.0
    Debt / equity
    0.6
    ROA
    4.0%
    ROE
    8.0%
    Cash conversion
    171.0%
    CapEx / revenue
    SBC / revenue
    0.3%
    Dilution ratio
    -0.4%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    Business relationships19 disclosed relationships · 1 type · extracted from filings & disclosures
    Subsidiaries19
    EX21:0f48a7a3f687EX21:0f48a7a3f687Subsidiarie97%
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    EX21:85eaa8f34bd3EX21:85eaa8f34bd3Subsidiarie97%Source ↗
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    EX21:dac066f5ca6dEX21:dac066f5ca6dSubsidiarie97%Source ↗

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution16 analysts
    Strong buy1
    Buy2
    Hold13
    Sell0
    Strong sell0
    12-month price target$186,59 · Median $191,00
    Low $163,00High $206,00
    Operating income · consensus1,8B USD
    EPS surprise
    −9,6 %
    reported vs consensus · miss
    Revenue surprise
    −16,7 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$163,00
    Mean$185,87
    Median$186,00
    High$206,00
    Spot$172,89
    +7.5 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskMedium
    Liquidity riskHigh
    Filing-based flags
    • Current ratio is close to the minimum comfort range.
    • Net cash is negative after subtracting total debt.
    • Source documents mention dilution or offering risk.

    Benchmarks vs cohort

    Op Margin33,2 %Best in class
    Net Margin25,5 %Best in class
    ROE8,0 %Above median
    D/E0,64Below median
    Cash Conv1,71Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net disposed 49 973 sh9 exercises · 16 grants18 insiders
    • Geiser EdwardDirector · Phantom Deferred Compensation → Common StockAcquired 188grant · 2026-07-01
    • HARTSFIELD KAREN ESenior Advisor · Restricted Stock Unit → Common StockDisposed 2 815exercise · 2026-05-02
    • Forsythe Christopher TSR VICE PRESIDENT & CFO · Restricted Stock Unit → Common StockDisposed 3 970exercise · 2026-05-02
    • FAULK MICHELLEVice President & Controller · Restricted Stock Unit → Common StockDisposed 175exercise · 2026-05-02
    • AKERS JOHN KDirector, PRESIDENT & CEO · Restricted Stock Unit → Common StockDisposed 16 850exercise · 2026-05-02
    • ROBBINS J MATTSR VP, HUMAN RESOURCES · Restricted Stock Unit → Common StockDisposed 2 815exercise · 2026-05-02
    • MCDILL JOHN SSR VP, UTILITY OPERATIONS · Restricted Stock Unit → Common StockDisposed 2 815exercise · 2026-05-02
    • Geiser EdwardDirector · Phantom Deferred Compensation → Common StockAcquired 176grant · 2026-04-01
    • COCKLIN KIM RDirector · Restricted Stock Unit → Common StockDisposed 1 082exercise · 2026-03-07
    • Ale John C.Director · Restricted Stock Unit → Common StockDisposed 1 082exercise · 2026-03-07
    • COMPTON KELLY HDirector · Restricted Stock Unit → Common StockDisposed 1 082exercise · 2026-03-07
    • Geiser EdwardDirector · Phantom Stock Units → Common StockAcquired 920grant · 2026-03-06
    • DONOHUE SEANDirector · Phantom Stock Units → Common StockAcquired 920grant · 2026-03-06
    • Coogler Mitzi HDirector · Phantom Stock Units → Common StockAcquired 920grant · 2026-03-06
    • COMPTON KELLY HDirector · Restricted Stock Unit → Common StockAcquired 920grant · 2026-03-06
    • COCKLIN KIM RDirector · Phantom Stock Units → Common StockAcquired 920grant · 2026-03-06
    • WARE WILLIAM JAMESDirector · Phantom Stock Units → Common StockAcquired 920grant · 2026-03-06
    • YOHO FRANK HDirector · Phantom Stock Units → Common StockAcquired 920grant · 2026-03-06
    • Ale John C.Director · Restricted Stock Unit → Common StockAcquired 920grant · 2026-03-06
    • TOLIVER TELISADirector · Phantom Stock Units → Common StockAcquired 920grant · 2026-03-06
    • QUINN NANCY KDirector · Phantom Stock Units → Common StockAcquired 920grant · 2026-03-06
    • GARZA RAFAEL GDirector · Phantom Stock Units → Common StockAcquired 920grant · 2026-03-06
    • Sampson Richard ADirector · Phantom Deferred Compensation → Common StockDisposed 685conversion · 2026-02-04
    • Sampson Richard ADirector · Phantom Stock Units → Common StockDisposed 30 808conversion · 2026-02-04
    • ROBBINS J MATTSR VP, HUMAN RESOURCES · Restricted Stock Unit → Common StockAcquired 1 240grant · 2026-02-03

    Physical assets

    2 tracked
    AssetTypeCommodityCountryRole
    Atmos Pipeline TexasGas pipelineGasUnited StatesParent
    Atmos Pipeline TexasGas pipelineGasUnited StatesRegistered owner
    Tracked physical assets associated with this issuer (operated, managed, or owned).

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Regulatory filings
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    • Reference data
    How metrics are computed
    • Return On Equity
      net_income / total_equity
    • Enterprise Value
      market_cap - net_cash
    • Ev To Revenue
      enterprise_value / revenue
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    Source documents
    • ATMOS ENERGY CORP company facts · 2026-07-25
    • ATMOS ENERGY CORP 10-Q 2026-05-06 · 2026-07-25
    • ATMOS ENERGY CORP 10-Q 2026-02-03 · 2026-07-25
    • ATMOS ENERGY CORP 10-K 2025-11-14 · 2026-07-25
    • ATMOS ENERGY CORP 10-Q 2025-08-06 · 2026-07-25
    • allocator_boost (allocator) on ATO · 2026-07-25
    • Atmos Energy Corp Market data — analyst estimates · 2026-07-25
    • Atmos Energy Corp Market data — ESG · 2026-07-25
    • Atmos Energy Corp — company reference export (2026-07-05) · 2026-07-25

    Ownership & reference

    Top holders

    • Wellington Management Company, LLPInvestment Managers · as of 2026-03-310,33 %$1 783M
    • Capital Research Global InvestorsInvestment Managers · as of 2026-03-310,32 %$1 353M
    • MASSACHUSETTS FINANCIAL SERVICES CO /MA/Institutional Investor · as of 2026-03-310,11 %$331M
    • American Century Investment Management, Inc.Investment Managers · as of 2026-03-310,10 %$185M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,09 %$164M
    • Invesco QQQ TrustFunds · as of 2026-03-310,09 %$556M
    • State Street Investment Management (US)Investment Managers · as of 2026-03-310,07 %$2 101M
    • AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,07 %$151M
    • Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,07 %$223M
    • T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,06 %$1M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,05 %$3 526M
    • Principal Global Investors (Equity)Investment Managers · as of 2026-03-310,05 %$94M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,05 %$798M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,05 %$246M
    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,05 %$357M
    • T. Rowe Price Investment Management, Inc.Investment Managers · as of 2026-03-310,05 %$0M
    • First Trust Advisors L.P.Investment Managers · as of 2026-03-310,04 %$63M
    • Jennison Associates LLCInvestment Managers · as of 2026-03-310,04 %$64M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,04 %$286M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,03 %$1 539M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,03 %$554M
    • Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,03 %$165M
    • Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,03 %$191M
    • Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,03 %$139M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,02 %$133M
    • EATON VANCE MANAGEMENTInstitutional Investor · as of 2022-09-300,02 %$0M
    • Victory Capital Management Inc.Investment Managers · as of 2026-03-310,02 %$30M
    • Nuveen LLCInvestment Managers · as of 2024-12-310,02 %$57M
    • LPL Financial LLCInvestment Managers · as of 2026-03-310,01 %$36M
    • AllianceBernstein L.P.Investment Managers · as of 2026-03-310,01 %$28M
    • JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,01 %$18M
    • AMERIPRISE FINANCIAL INCInstitutional Investor · as of 2026-03-310,00 %$12M
    • Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,00 %$7M
    • FMR LLCInstitutional Investor · as of 2026-03-310,00 %$23M
    • JANUS HENDERSON GROUP PLCInstitutional Investor · as of 2026-03-310,00 %$1M
    • Fisher InvestmentsInvestment Managers · as of 2026-03-310,00 %$2M

    Leadership

    • Kevin K. AkersPresident, Chief Executive Officer, Director

    Insider activity

    Mixed / flat0 buys · 0 sellsnet $011 insiders · last 365d
    • GARZA RAFAEL GDirector · Common StockOther 65 @ $172,92$11K · 2026-07-01
    • Forsythe Christopher TSR VICE PRESIDENT & CFO · Common StockOther 1 563 @ $189,74$297K · 2026-05-02
    • FAULK MICHELLEVice President & Controller · Common StockOther 175 @ $189,74$33K · 2026-05-02
    • FAULK MICHELLEVice President & Controller · Common StockOther 70 @ $189,74$13K · 2026-05-02
    • AKERS JOHN KDirector, PRESIDENT & CEO · Common StockOther 16 850 @ $189,74$3,2M · 2026-05-02
    • AKERS JOHN KDirector, PRESIDENT & CEO · Common StockOther 6 235 @ $187,74$1,2M · 2026-05-02
    • ROBBINS J MATTSR VP, HUMAN RESOURCES · Common StockOther 2 815 @ $189,74$534K · 2026-05-02
    • MCDILL JOHN SSR VP, UTILITY OPERATIONS · Common StockOther 1 042 @ $189,74$198K · 2026-05-02
    • HARTSFIELD KAREN ESenior Advisor · Common StockOther 2 815 @ $189,74$534K · 2026-05-02
    • HARTSFIELD KAREN ESenior Advisor · Common StockOther 1 042 @ $189,74$198K · 2026-05-02
    • Forsythe Christopher TSR VICE PRESIDENT & CFO · Common StockOther 3 970 @ $189,74$753K · 2026-05-02
    • ROBBINS J MATTSR VP, HUMAN RESOURCES · Common StockOther 1 042 @ $189,74$198K · 2026-05-02
    • MCDILL JOHN SSR VP, UTILITY OPERATIONS · Common StockOther 2 815 @ $189,74$534K · 2026-05-02
    • GARZA RAFAEL GDirector · Common StockOther 60 @ $185,09$11K · 2026-04-01
    • COMPTON KELLY HDirector · Common StockOther 1 082 @ $184,73$200K · 2026-03-07
    • Ale John C.Director · Common StockOther 1 082 @ $184,73$200K · 2026-03-07
    • COCKLIN KIM RDirector · Common StockOther 1 082 @ $184,73$200K · 2026-03-07
    • Sampson Richard ADirector · Common StockOther 30 808 @ $171,62$5,3M · 2026-02-04
    • Sampson Richard ADirector · Common StockOther 685 @ $171,62$118K · 2026-02-04

    Short positioning

    3.5Mshares short-3.2% vs prior
    3.21days to cover
    66.8%short of daily vol
    23fails-to-deliver
    as of 2026-07-15 · short-interest report (free)
    Index membership
    S&P 500United States

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    ATOCanonical
    NYSE · USD

    Intel & risk

    peak dispatch · 2026-08-02
    OSINT findings
    Dilution riskMedium
    Liquidity riskHigh
    Current ratio is close to the minimum comfort range.
    Net cash is negative after subtracting total debt.
    Source documents mention dilution or offering risk.
    Relationship graph
    ATOCVXSHELBPEX21:0f4EX21:129EX21:16dEX21:53aEX21:623EX21:683EX21:69aNatural Gas Ut
    This companyPeerSectorSubsidiaries

    Evidence & claims

    From filings & derived data
    • Current ratio (FY 2025-12-31): 1.13xDerived (calculated)
    • Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -37.2%Derived (calculated)
    • Total assets (YoY) (2025-12-31 vs 2024-12-31): 12.5%Derived (calculated)
    • Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 11.8%Derived (calculated)
    • Total assets (annual): USD 29.8BSEC XBRL filing
    • Current liabilities (annual): USD 1.45BSEC XBRL filing
    • Shareholders' equity (annual): USD 14.28BSEC XBRL filing
    • Shares outstanding (annual): 165.43MSEC XBRL filing
    • Current assets (annual): USD 1.64BSEC XBRL filing
    • Cash & equivalents (annual): USD 367.02MSEC XBRL filing
    • Net margin (FY 2025-09-30): 25.5%Derived (calculated)
    • EPS (basic) (YoY) (2025-09-30 vs 2024-09-30): 10.4%Derived (calculated)
    • Operating cash flow (YoY) (2025-09-30 vs 2024-09-30): 18.2%Derived (calculated)
    • Operating income (YoY) (2025-09-30 vs 2024-09-30): 15.1%Derived (calculated)
    • Net income (YoY) (2025-09-30 vs 2024-09-30): 14.9%Derived (calculated)
    • EPS (diluted) (YoY) (2025-09-30 vs 2024-09-30): 9.2%Derived (calculated)
    • Revenue (YoY) (2025-09-30 vs 2024-09-30): 12.9%Derived (calculated)
    • EPS (basic) (annual): USD-PER-SHARES 8SEC XBRL filing
    • Operating income (annual): USD 1.56BSEC XBRL filing
    • Net income (annual): USD 1.2BSEC XBRL filing
    • Pre-tax income (annual): USD 1.48BSEC XBRL filing
    • Revenue (annual): USD 4.7BSEC XBRL filing
    • Operating cash flow (annual): USD 2.05BSEC XBRL filing
    • EPS (diluted) (annual): USD-PER-SHARES 7SEC XBRL filing
    Showing 24 of 60 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-11-09EVENTUpcomingFY 2026 earnings (expected) estimated date
    2026-07-13CONGRESSJohn Boozman (senate) sale shares → $1,001 - $15,000
    2026-07-01INSIDERGARZA RAFAEL G transacted 65 sh — Director ~$11k
    2026-07-01INSIDERGeiser Edward acquired 188 sh Phantom Deferred Compensation — Director
    2026-06-18FILING8-K filing →
    2026-06-18FILING8-K filing →
    2026-06-17FILING424B2 filing →
    2026-06-15FILING424B5 filing →
    2026-05-06FILING10-Q filing →
    2026-05-06FILING8-K filing →
    2026-05-02 00:00 UTCINSIDER18 insider transactions — 2026-05 · net buy $3.5M 6 derivative
    2026-05-02 00:00 UTCINSIDER18 insider transactions — 2026-05 · net buy $3.5M 6 derivative
    2026-05-02INSIDERForsythe Christopher T transacted 1.6k sh — SR VICE PRESIDENT & CFO ~$297k
    2026-05-02INSIDERFAULK MICHELLE transacted 175 sh — Vice President & Controller ~$33k
    2026-05-02INSIDERFAULK MICHELLE transacted 70 sh — Vice President & Controller ~$13k
    2026-05-02INSIDERAKERS JOHN K transacted 16.9k sh — Director, PRESIDENT & CEO ~$3.20M
    2026-05-02INSIDERAKERS JOHN K transacted 6.2k sh — Director, PRESIDENT & CEO ~$1.17M
    2026-05-02INSIDERROBBINS J MATT transacted 2.8k sh — SR VP, HUMAN RESOURCES ~$534k
    2026-05-02INSIDERMCDILL JOHN S transacted 1.0k sh — SR VP, UTILITY OPERATIONS ~$198k
    2026-05-02INSIDERHARTSFIELD KAREN E transacted 2.8k sh — Senior Advisor ~$534k
    2026-05-02INSIDERHARTSFIELD KAREN E transacted 1.0k sh — Senior Advisor ~$198k
    2026-05-02INSIDERForsythe Christopher T transacted 4.0k sh — SR VICE PRESIDENT & CFO ~$753k
    2026-05-02INSIDERROBBINS J MATT transacted 1.0k sh — SR VP, HUMAN RESOURCES ~$198k
    2026-05-02INSIDERMCDILL JOHN S transacted 2.8k sh — SR VP, UTILITY OPERATIONS ~$534k
    2026-05-02INSIDERROBBINS J MATT disposed of 2.8k sh Restricted Stock Unit — SR VP, HUMAN RESOURCES
    2026-05-02INSIDERAKERS JOHN K disposed of 16.9k sh Restricted Stock Unit — Director, PRESIDENT & CEO
    2026-05-02INSIDERFAULK MICHELLE disposed of 175 sh Restricted Stock Unit — Vice President & Controller
    2026-05-02INSIDERForsythe Christopher T disposed of 4.0k sh Restricted Stock Unit — SR VICE PRESIDENT & CFO
    2026-05-02INSIDERHARTSFIELD KAREN E disposed of 2.8k sh Restricted Stock Unit — Senior Advisor
    2026-05-02INSIDERMCDILL JOHN S disposed of 2.8k sh Restricted Stock Unit — SR VP, UTILITY OPERATIONS
    2026-05-01 07:32 UTCFILINGRegulatory filing →
    2026-04-01 00:00 UTCINSIDER2 insider transactions — 2026-04 1 derivative
    2026-04-01 00:00 UTCINSIDER2 insider transactions — 2026-04 1 derivative
    2026-04-01INSIDERGARZA RAFAEL G transacted 60 sh — Director ~$11k
    2026-04-01INSIDERGeiser Edward acquired 176 sh Phantom Deferred Compensation — Director
    2026-03-31EARNINGSQuarterly results — Q4 2025 Revenue USD 3.30B · Net USD 984.9M
    2026-03-30FILING8-K filing →
    2026-03-07 00:00 UTCINSIDER17 insider transactions — 2026-03 · net buy $600k 14 derivative
    Showing the 40 most recent of 75 entries.
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    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data Premium coverage