Atmos Energy (NYSE: ATO) reaffirms 2026 EPS outlook, lifts dividend
Rhea-AI Filing Summary
Atmos Energy Corporation reported fiscal 2026 results highlighting earnings per diluted share of $7.33 on net income of $1.2 billion. The company invested $3.1 billion in capital expenditures, with over 85% directed to safety and reliability, and cited a strong financial profile with $4.6 billion of available liquidity and implemented $355.0 million in annualized regulatory outcomes.
The company reaffirmed its fiscal 2026 earnings guidance at $8.40–$8.50 per diluted share and expects approximately $4.2 billion in capital expenditures for the year. The board declared a quarterly dividend of $1.00 per share, implying an indicated annual dividend of $4.00, a 14.9% increase over fiscal 2025. Management will discuss third-quarter results on an August 6, 2026 webcast.
Positive
- Dividend increased 14.9% year over year, with the indicated annual dividend for fiscal 2026 raised to $4.00 per share from the prior fiscal 2025 level.
Negative
- None.
Filing Explained
This August 5 Form 8-K furnishes Atmos Energy’s third-quarter fiscal 2026 results under Item 2.02, rather than filing them as Section 18 information; the release is also not incorporated by reference into other filings, so this disclosure does not itself add that liability or incorporation effect.
8-K Event Classification
2 items: 2.02, 9.01
2 items
Item 2.02
Results of Operations and Financial Condition
Financial
Disclosure of earnings results, typically an earnings press release or preliminary financials.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Key Figures
Earnings per diluted share: 7.33
Net income: $1.2 billion
Capital expenditures to date: $3.1 billion
+5 more
8 metrics
Earnings per diluted share
7.33
Fiscal 2026 earnings per diluted share in Fiscal Year Highlights
Net income
$1.2 billion
Fiscal 2026 net income in Fiscal Year Highlights
Capital expenditures to date
$3.1 billion
Fiscal 2026 capital expenditures; over 85% focused on safety and reliability
Available liquidity
$4.6 billion
Available liquidity noted within Atmos Energy’s financial profile
Annualized regulatory outcomes
$355.0 million
Annualized regulatory outcomes implemented in fiscal 2026
Fiscal 2026 EPS guidance
$8.40 - $8.50 per diluted share
Earnings per diluted share guidance reaffirmed for fiscal 2026
Fiscal 2026 capex guidance
$4.2 billion
Expected capital expenditures for fiscal 2026
Indicated annual dividend
$4.00
Fiscal 2026 annual dividend, a 14.9% increase over fiscal 2025
Key Terms
earnings per diluted share, capital expenditures, equity capitalization, regulatory outcomes, +2 more
6 terms
capital expenditures financial
"•Capital expenditures were $3.1 billion; over 85% focused on safety..."
Capital expenditures are the money a company spends to buy or improve big assets like buildings, equipment, or machines that will last a long time. These investments matter because they help the company grow and operate more efficiently, similar to how upgrading a home’s appliances or adding a new room can make it better and more valuable.
equity capitalization financial
"Strong financial profile with 60% equity capitalization and $4.6 billion..."
The total value of a company’s ownership held by shareholders, usually calculated by multiplying the number of shares outstanding by the current share price; it’s effectively the market price tag on the company’s equity. Investors use this figure to compare company size, gauge risk and growth potential, and assess how much their ownership is worth—like checking the sticker price when comparing cars before buying.
regulatory outcomes regulatory
"Implemented $355.0 million in annualized regulatory outcomes."
forward-looking statements regulatory
"The matters discussed in this news release may contain "forward-looking statements"..."
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
pipeline integrity technical
"possible significant costs and liabilities resulting from pipeline integrity and other..."
Offering Details
Filing offering details
Offering
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What earnings did Atmos Energy (ATO) report for fiscal 2026?
Atmos Energy reported earnings per diluted share of $7.33 on net income of $1.2 billion for fiscal 2026. These figures were presented as fiscal year highlights alongside capital spending and balance sheet metrics.
What is Atmos Energy (ATO)'s fiscal 2026 EPS guidance?
Atmos Energy reaffirmed fiscal 2026 earnings guidance at $8.40–$8.50 per diluted share. This outlook was maintained while the company highlighted substantial capital spending and a strong liquidity and capitalization profile.
How much is Atmos Energy (ATO) investing in capital expenditures?
Atmos Energy reported $3.1 billion in capital expenditures, with over 85% focused on safety and reliability, and expects about $4.2 billion in fiscal 2026 capital expenditures overall, underscoring the capital-intensive nature of its natural gas infrastructure business.
What liquidity and regulatory metrics did Atmos Energy (ATO) highlight?
Atmos Energy cited a strong financial profile with $4.6 billion in available liquidity and implementation of $355.0 million in annualized regulatory outcomes, supporting its ongoing investment program and regulated utility operations.
How did Atmos Energy (ATO) change its dividend for fiscal 2026?
The board declared a quarterly dividend of $1.00 per common share, implying an indicated annual dividend of $4.00. This represents a 14.9% increase over the company’s fiscal 2025 annual dividend level.
When will Atmos Energy (ATO) discuss its third quarter 2026 results?
Atmos Energy scheduled a conference call and webcast for Thursday, August 6, 2026, at 10:00 a.m. Eastern Time to discuss its fiscal 2026 third quarter results, with a playback available later on its investor website.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 8-K
Current Report Pursuant to Section 13 or
15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported)
(Exact Name of Registrant as Specified in its Charter)
| and | Virginia | |||||||||||||
| --------------------------------- | ------------------------ | ---------------------- | ||||||||||||
| (State or Other Jurisdiction | (Commission File | (I.R.S. Employer | ||||||||||||
| of Incorporation) | Number) | Identification No.) | ||||||||||||
| ---------------------------------------------------- | ----------------- | |||||||
| (Address of Principal Executive Offices) | (Zip Code) | |||||||
(972 ) 934-9227
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(Registrant's Telephone Number, Including Area Code)
Not Applicable
---------------------------
(Former Name or Former Address, if Changed Since Last Report)
| Title of each class | Trading Symbol | Name of each exchange on which registered | |||||||||
| No Par Value | |||||||||||
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02. Results of Operations and Financial Condition.
On Wednesday, August 5, 2026 , Atmos Energy Corporation (the “Company”) issued a news release in which it reported the Company’s financial results for the third quarter of fiscal 2026, which ended June 30, 2026, and that certain of its officers would discuss such financial results in a conference call on Thursday, August 6, 2026 at 10 a.m. Eastern Time. In the release, the Company also announced that the call would be webcast live and that slides for the webcast would be available on its website for all interested parties.
A copy of the news release is furnished as Exhibit 99.1. The information furnished in this Item 2.02 and in Exhibit 99.1 shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 or otherwise subject to the liabilities of that section, nor shall such information be deemed to be incorporated by reference into any of the Company’s filings under the Securities Act of 1933 or the Securities Exchange Act of 1934.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits
| Exhibit Number | Description | |||||||||||||
| 99.1 | News Release dated August 5, 2026 (furnished under Item 2.02) | |||||||||||||
| 101.INS | XBRL Instance Document - the Instance Document does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document. | |||||||||||||
| 101.SCH | Inline XBRL Taxonomy Extension Schema | |||||||||||||
| 101.CAL | Inline XBRL Taxonomy Extension Calculation Linkbase | |||||||||||||
| 101.DEF | Inline XBRL Taxonomy Extension Definition Linkbase | |||||||||||||
| 101.LAB | Inline XBRL Taxonomy Extension Labels Linkbase | |||||||||||||
| 101.PRE | Inline XBRL Taxonomy Extension Presentation Linkbase | |||||||||||||
| 104 | Cover Page Interactive Data File - the cover page interactive data file does not appear in the interactive data file because its XBRL tags are embedded within the Inline XBRL document | |||||||||||||
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SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| ATMOS ENERGY CORPORATION | ||||||||
| (Registrant) | ||||||||
| DATE: | By: /s/ CHRISTOPHER T. FORSYTHE | |||||||
| Christopher T. Forsythe | ||||||||
| Senior Vice President and | ||||||||
| Chief Financial Officer | ||||||||
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Exhibit 99.1
| News Release | ||
Analysts and Media Contact:
Dan Meziere (972) 855-3729
Atmos Energy Corporation Reports Earnings for Fiscal 2026 Third Quarter;
Reaffirms Fiscal 2026 Guidance
DALLAS (August 5, 2026) - Atmos Energy Corporation (NYSE: ATO) today reported consolidated results for its third fiscal quarter ended June 30, 2026. This news release should be read in conjunction with our earnings slides which are concurrently being posted at www.atmosenergy.com.
Fiscal Year Highlights
•Earnings per diluted share of $7.33 on net income of $1.2 billion.
•Capital expenditures were $3.1 billion; over 85% focused on safety and reliability.
•Strong financial profile with 60% equity capitalization and $4.6 billion in available liquidity.
•Implemented $355.0 million in annualized regulatory outcomes.
Outlook
•Fiscal 2026 earnings per diluted share guidance reaffirmed in the range of $8.40 - $8.50 per diluted share.
•Fiscal 2026 capital expenditure guidance expected to be approximately $4.2 billion.
•The company's Board of Directors has declared a quarterly dividend of $1.00 per common share. The indicated annual dividend for fiscal 2026 is $4.00, which represents a 14.9% increase over fiscal 2025.
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Conference Call to be Webcast August 6, 2026
Atmos Energy will host a conference call with financial analysts to discuss the fiscal 2026 third quarter financial results on Thursday, August 6, 2026, at 10:00 a.m. Eastern Time. The domestic dial-in number is 833-461-5787. The meeting ID is 578 339 393. International dial-in numbers can be found at help.events.q4inc.com/eahc/international-dial-in-numbers. The conference call will be webcast live on the Atmos Energy website at www.investors.atmosenergy.com/events-and-presentations. A playback of the call will be available on the website later that day.
Forward-Looking Statements
The matters discussed in this news release may contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. All statements other than statements of historical fact included in this news release are forward-looking statements made in good faith by the company and are intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. When used in this news release or any of the company’s other documents or oral presentations, the words “anticipate”, “believe”, “estimate”, “expect”, “forecast”, “goal”, “intend”, “objective”, “plan”, “projection”, “seek”, “strategy” or similar words are intended to identify forward-looking statements. Such forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those discussed in this release, including the risks relating to regulatory trends and decisions, the company’s ability to continue to access the credit and capital markets, and the other factors discussed in the company’s reports filed with the Securities and Exchange Commission. These risks and uncertainties include the following: federal, state, and local regulatory and political trends and decisions, including the impact of rate proceedings before various state regulatory commissions; increased federal regulatory oversight and potential penalties; possible increased federal, state, and local regulation of the safety of our operations; possible significant costs and liabilities resulting from pipeline integrity and other similar programs and related repairs; the inherent hazards and risks involved in distributing, transporting, and storing natural gas; the availability and accessibility of contracted gas supplies, interstate pipeline, and/or storage services; increased competition from energy suppliers and alternative forms of energy; failure to attract and retain a qualified workforce; natural disasters, adverse weather, terrorist activities, or other events and other risks and uncertainties discussed herein, all of which are difficult to predict and many of which are beyond our control; failure of technology that affects the Company's business operations; the threat of cyber-attacks or acts of cyber-terrorism that could disrupt our business operations and information technology systems or result in the loss or exposure of confidential or sensitive customer, employee, or Company information; the impact of new cybersecurity compliance requirements; adverse weather conditions; the impact of legislation to reduce or eliminate greenhouse gas emissions or fossil fuels; the impact of climate change; the capital-intensive nature of our business; our ability to continue to access the credit and capital markets to execute our business strategy; market risks beyond our control affecting our risk management activities, including commodity price volatility, counterparty performance or creditworthiness, and interest rate risk; the concentration of our operations in Texas; the impact of adverse economic conditions on our customers; changes in the availability and price of natural gas; and increased costs of providing health care benefits, along with pension and postretirement health care benefits and increased funding requirements.
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Accordingly, while we believe these forward-looking statements to be reasonable, there can be no assurance that they will approximate actual experience or that the expectations derived from them will be realized. Further, the company undertakes no obligation to update or revise any of our forward-looking statements whether as a result of new information, future events or otherwise.
About Atmos Energy
Atmos Energy Corporation, a natural gas-only distributor, is an S&P 500 company headquartered in Dallas. We safely deliver reliable, efficient, and abundant natural gas to approximately 3.4 million distribution customers in over 1,400 communities across eight states located primarily in the South. As part of our vision to be the safest provider of natural gas services, we are modernizing our business and infrastructure while continuing to invest in safety, innovation, environmental sustainability, and our communities. Atmos Energy manages proprietary pipeline and storage assets, including one of the largest intrastate natural gas pipeline systems in Texas. Find us online at http://www.atmosenergy.com, Facebook, Twitter, Instagram and YouTube.
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