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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Atmos Energy (ATO) is 7/10.
Atmos Energy raised FY2026 EPS guidance from $8.15-$8.35 to $8.40-$8.50 in Q2, a 2.4% midpoint increase driven by the Texas Rule 7.7102 regulatory tailwind and strong rate case execution. Revenue was essentially flat at +0.6% due to gas cost pass-through dynamics, but operating income surged 21.6% and EPS grew 14.5%, reflecting the growing disconnect between top-line commodity pass-throughs and underlying regulated utility earnings power. Customer growth remained strong across all Texas segments.
Scored from Atmos Energy’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $658M | +12.0% | $0.88 | +10.0% | 67.4% | 28.1% | 20.4% | $-477M |
| FY2025 Q1 | $1.18B | +1.5% | $2.23 | +7.2% | 62.5% | 39.1% | 29.9% | $-609M |
| FY2025 Q2 | $1.95B | +18.4% | $3.03 | +6.3% | 48.1% | 32.2% | 24.9% | $83M |
| FY2025 Q3 | $839M | +19.6% | $1.16 | +7.4% | 45.0% | 30.1% | 22.2% | $-371M |
| FY2025 Q4 | $737M | +12.1% | $1.06 | +20.5% | 56.0% | 29.8% | 23.7% | $-615M |
| FY2026 Q1 | $1.34B | +14.2% | $2.44 | +9.4% | 60.8% | 38.3% | 30.0% | $-725M |
| FY2026 Q2 | $1.96B | +0.6% | $3.47 | +14.5% | 46.0% | 39.0% | 29.7% | $-280M |
| FY2026 Q3 | $879M | +4.8% | $1.43 | +23.3% | 99.1% | 36.4% | 27.6% | $-1.40B |
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