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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Richard Sunderland | Truist Securities | 12 questions · 17% challenging |
| Ryan Levine | Citigroup | 11 questions · 0% challenging |
| Fei She | Barclays | 8 questions · 0% challenging |
| Christopher Jeffrey | Mizuho Securities | 7 questions · 0% challenging |
| Paul Zimbardo | Jefferies | 5 questions · 0% challenging |
| David Arcaro | Morgan Stanley | 4 questions · 0% challenging |
| Julien Dumoulin-Smith | Jefferies | 4 questions · 0% challenging |
| Aditya Gandhi | Wolfe Research | 4 questions · 0% challenging |
| Elias Jossen | JPMorgan | 2 questions · 0% challenging |
| Nick Campanella | Barclays | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 4 analysts | 13 questions · 0% challenging |
| Truist Securities | 1 analyst | 12 questions · 17% challenging |
| Citigroup | 1 analyst | 11 questions · 0% challenging |
| Barclays | 2 analysts | 10 questions · 0% challenging |
| Mizuho Securities | 3 analysts | 10 questions · 0% challenging |
| Morgan Stanley | 1 analyst | 4 questions · 0% challenging |
| Wolfe Research | 1 analyst | 4 questions · 0% challenging |
| JPMorgan | 1 analyst | 2 questions · 0% challenging |
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Atmos Energy grew Q1 FY2025 EPS 7.2% to $2.23 on modest revenue growth of 1.5%, as operating income expanded 15.1% reflecting strong rate case execution and operational efficiency. Texas customer growth remained robust with continued major infrastructure project completions. FY2025 guidance of $7.05-$7.25 was reiterated without change. O&M cost pressures were accelerating and APT spreads were returning to historical norms, while tariff uncertainty introduced modest risk.
Regulation Policy | Guidance Reliability | Demand | Margin | Capital Allocation | Capex Investment | Cost Pressure | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 4 | 3 | 2 | 3 | 3 | ||
| 2025Q1 | 2 | 2 | 3 | 1 | 1 | 1 | 1 | |
| 2025Q2 | 3 | 1 | 3 | 1 | 1 | 2 | 1 | |
| 2025Q3 | 4 | 2 | 1 | 1 | 1 | 1 | ||
| 2025Q4 | 3 | 2 | 1 | 2 | 2 | 1 | ||
| 2026Q1 | 6 | 2 | 2 | 2 | 1 | |||
| 2026Q2 | 2 | 4 | 2 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Regulation Policy | 2 | 3 | 4 | 3 | 6 | 2 | |
| Guidance Reliability | 2 | 2 | 1 | 2 | 2 | 2 | 4 |
| Demand | 4 | 3 | 3 | 1 | 1 | 2 | |
| Margin | 3 | 1 | 1 | 1 | 2 | 2 | |
| Capital Allocation | 2 | 1 | 1 | 1 | 2 | 2 | |
| Capex Investment | 3 | 1 | 2 | 1 | 1 | ||
| Cost Pressure | 3 | 1 | 1 | 1 | |||
| Pricing | 4 |
Calendar quarter Q4 2024Earnings call Feb 5, 2025
FY2025 Q1 in brief
Atmos Energy grew Q1 FY2025 EPS 7.2% to $2.23 on modest revenue growth of 1.5%, as operating income expanded 15.1% reflecting strong rate case execution and operational efficiency.
Newest quarter FY2026 Q3 is part of Pro · see what Pro adds →
GAAP revenue YoY +1.51% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Atmos Energy (ATO), FY2025 Q1: 6/10. Scores: Atmos Energy’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ATO daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| 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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What ATO and other companies said about each other on FY2025 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Moody's has put us on the negative outlook back in April of last year. They typically take about twelve months to refresh their outlook and their whole management process.”
Atmos Energy discusses Moody's rating review process, noting Moody's negative outlook on ATO and expected timing of a refreshed rating decision.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ATO Atmos Energy | 6 | +1.5% | |
| NI NiSource | 8 | +11.7% |