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ONE Gas
ONE Gas (OGS) investor relations material
ONE Gas Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Delivered strong operational and financial results in 2025, meeting revised EPS guidance of $4.37 per share and marking 12 consecutive years of meeting or exceeding initial guidance midpoints.
Focused on disciplined execution, safety, and community service, with meaningful opportunities in residential and large-load growth supporting long-term value creation and affordability.
Successfully managed Winter Storm Fern with no supply disruptions, aided by post-Uri investments in system reinforcement and gas supply diversification.
Introduced non-GAAP adjustments to net income and EPS to reflect regulatory accounting changes from Texas House Bill 4384.
Financial highlights
Full year 2025 net income was $264.2 million ($4.37 per diluted share), up from $222.9 million ($3.91) in 2024; adjusted net income was $271.0 million ($4.48), up from $224.8 million ($3.94).
Fourth quarter adjusted net income was $90 million ($1.48 per share), up from $78 million ($1.35) year-over-year.
Operating income for Q4 2025 was $139.7 million, up from $124.3 million in Q4 2024; full year operating income was $457.5 million, up from $399.0 million.
Total revenues for 2025 were $2.43 billion, up from $2.08 billion in 2024.
Capital expenditures and asset removal costs for 2025 were $760 million, nearly flat year-over-year.
Outlook and guidance
2026 adjusted net income guidance: $306–$314 million; adjusted EPS: $4.83–$4.95.
2026 capital investments, including asset removal, projected at $800 million, with $230 million for new customer extensions.
Long-term adjusted net income growth expected at 7–9%, adjusted EPS growth at 5–7% annually.
2030 adjusted EPS midpoint projected at approximately $6.
O&M CAGR guidance remains at 3–4% long-term.
Impact of Texas rate case ROE and equity ratio?
Strategy for $230M new customer capex?
Explain recurring non-GAAP adjustment impact.
How does non-GAAP impact cash flow generation?
Competitive edge for new large-scale projects?
What are next steps for Kansas capital recovery bill?
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Next ONE Gas earnings date
Q1 20265 May, 2026
ONE Gas
Next ONE Gas earnings date
Q1 20265 May, 2026
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Frequently asked questions
ONE Gas Inc. is a regulated natural gas utility company engaged in the distribution and transportation of natural gas to residential, commercial, industrial, and transportation customers. The company operates primarily in Kansas, Oklahoma, and Texas, providing essential energy services through its extensive pipeline infrastructure. The company is headquartered in Tulsa, Oklahoma, and its shares are listed on the NYSE.
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