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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
ONE Gas
ONE Gas (OGS) investor relations material
ONE Gas Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Nov, 2026
Executive summary
Q3 adjusted EPS rose 13% YoY to $0.53 from $0.47; 2026 adjusted EPS guidance increased for the second time to $4.95-$5.01.
Q3 and 9M earnings gains reflected new rates and customer growth despite warmer weather and lower 9M volumes.
Large-load opportunities are expanding across the service territories, with eight projects in late-stage development and 20 under early evaluation.
Financial highlights
Q3 revenue was $391.3M versus $379.1M; operating income rose to $77.4M from $65.4M, and net income increased to $31.2M from $26.5M.
Q3 adjusted net income was $33.5M versus $28.6M; adjusted diluted EPS was $0.53 versus $0.47.
9M revenue declined to $1.635B from $1.738B, while operating income rose to $349.6M from $317.7M and net income to $206.7M from $177.9M.
9M adjusted net income was $218.9M, or $3.47 per diluted share, versus $181.3M and $3.00.
Q3 O&M expense was flat YoY despite locate volumes up more than 7%, higher fuel costs and employee-related expenses.
Outlook and guidance
FY26 adjusted net income guidance increased to $313M-$317M from $310M-$314M; adjusted diluted EPS guidance rose to $4.95-$5.01 from $4.89-$4.95.
FY26 capital expenditures and asset removal costs are expected to total ~$800M, including ~$230M for customer extensions.
Moderate O&M growth is expected in Q4; the long-term annual O&M growth expectation remains 3%-4%.
Two large-load projects are expected in service in Q4 and contribute a full year of revenue in 2027; Texas LNG is expected online in Q1 2027.
2027 earnings growth was already expected below trend, reflecting the absence of Oklahoma PBR and a longer general rate-case process.
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Latest events from ONE Gas
- FY net income and EPS rose; 2024 guidance calls for $214–$231 million net income.OGS
Q4 2023 - Strong growth, robust capital investments, and regulatory support drive earnings and sustainability.OGSInvestor presentation
- Adjusted net income and EPS rose year-over-year; 2026 guidance raised on strong Q2.OGSQ2 2026
- 2026 guidance targets $306–$314M adjusted net income and $800M in capital investments.OGSInvestor presentation
- Q1 2026 adjusted net income rose, guidance affirmed, and capital investments remain strong.OGSQ1 2026
- Virtual annual meeting to vote on directors, auditor, stock plan shares, and executive pay.OGSProxy filing
- 2026 outlook targets strong EPS growth, major investments, and disciplined capital strategy.OGSGuidance
- 2025 outlook targets strong earnings, major capital investment, and disciplined risk management.OGSGuidance
- Q1 2025 net income rose 20% on higher revenues and customer growth, with guidance raised.OGSQ1 2025
Next ONE Gas earnings date
Q4 202618 Feb, 2027
ONE Gas
Next ONE Gas earnings date
Q4 202618 Feb, 2027
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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.