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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
ONE Gas (OGS) investor relations material
ONE Gas Guidance summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Guidance summary2 Dec, 2025
Opening remarks and agenda
Conference call introduced with leadership team to discuss 2026 and five-year financial outlook, emphasizing customer growth, system investment, safety, and affordability.
Forward-looking statements highlighted, with reference to SEC filings for risk factors.
Guidance on key objectives
2026 net income projected at $294M–$302M, with EPS of $4.65–$4.77 per diluted share and ~63.4 million shares outstanding; midpoints are $298M and $4.71.
Five-year net income CAGR expected at 7%–9%, and EPS CAGR at 5%–7% from 2025–2030.
2026 capital investments estimated at $800M, with $230M for customer growth/extensions, mainly in Texas and Oklahoma, and an average rate base of $6.3B.
Dividend growth targeted at 1%–2% CAGR through 2030, with payout ratio to moderate below 50% by plan end, subject to board approval.
Cash flow from operations before working capital changes estimated at $650M–$700M, funding most dividends and investments.
Market trends and strategic opportunities
Economic development and strong in-migration in service areas, especially Texas and Oklahoma, are driving residential housing and large-load demand.
Housing demand and developer activity remain strong, with meter sets above pre-pandemic levels.
Expansion opportunities supported by energy choice legislation and robust economic growth, with new manufacturing and data center projects.
Capital expenditures support estimated average rate base growth of 7%–9% per year through 2030.
Opportunities to support gas-fired power generation for manufacturing, electric grid, and data centers.
Drivers for increased EPS growth rate?
Capital allocation strategy for 2026-2030?
Equity financing strategy for 2026-2030?
Describe funding for large customer projects
What drives the declining dividend payout ratio?
What factors cause non-linear EPS growth?
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Next ONE Gas earnings date
Q4 202513 Feb, 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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