Sentiment · FY2026 Q2
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“How are you leveraging that versus your peers? We see Atmos also reflected pretty meaningfully.”
An analyst benchmarks CenterPoint against peer gas utilities including Atmos on use of Texas legislation deferrals, implying Atmos has meaningfully reflected that regulatory benefit in its guidance.
“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.
“There's a new very large potential natural gas customer that Entergy has talked about, like 2.3 gigawatts of combined cycle in Northern Louisiana. It looks like you're the local gas utility there.”
An analyst flags a large potential natural gas demand opportunity in Northern Louisiana tied to a 2.3 GW combined-cycle project Entergy has discussed publicly, with Atmos Energy positioned as the local gas utility that could serve it.
Atmos Energy started FY2026 with Q1 EPS of $2.44, up 9.4%, as revenue grew 14.2% and operating income expanded 12.0%. FY2026 guidance of $8.15-$8.35 was reiterated. Winter Storm Fern validated the system reliability investments, major pipeline projects achieved milestones, and APT through-system spread widening provided a tailwind. Regulatory momentum continued with $123 million implemented, though O&M increases from compliance and employee costs and a Mississippi rate case appeal introduced modest headwinds.
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 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ryan Levine | Citigroup | 11 (0%) |
| Rick Sunderland | Truist Securities | 11 (18%) |
| Fei She | Barclays | 8 (0%) |
| Chris Jeffrey | Mizuho Securities | 7 (0%) |
| Paul Zimbardo | Jefferies | 5 (0%) |
| Dave Arcaro | Morgan Stanley | 4 (0%) |
| Aditya Gandhi | Wolfe Research | 4 (0%) |
| Julien Dumoulin-Smith | Jefferies | 3 (0%) |
| Elias Jossen | JPMorgan | 2 (0%) |
| Nick Campanella | Barclays | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 4 | 12 (0%) |
| Citigroup | 1 | 11 (0%) |
| Truist Securities | 1 | 11 (18%) |
| Barclays | 2 |
| 10 (0%) |
| Mizuho Securities | 2 | 9 (0%) |
| Morgan Stanley | 1 | 4 (0%) |
| Wolfe Research | 1 | 4 (0%) |
| JPMorgan | 1 | 2 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ATO Atmos Energy | 7 | +0.6% | |
| NI NiSource | 8 | +8.2% |