Compared to Estimates, ONE Gas (OGS) Q3 Earnings: A Look at Key Metrics

For the quarter ended September 2025, ONE Gas (OGS) reported revenue of $379.13 million, up 11.4% over the same period last year. EPS came in at $0.44, compared to $0.34 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $382.7 million, representing a surprise of -0.94%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.44.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how ONE Gas performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Volumes - Natural gas sales - Transportation: 46,100.00 MMcf versus 49,359.57 MMcf estimated by three analysts on average.
• Volumes - Natural gas sales - Total sales volumes delivered: 12,300.00 MMcf compared to the 12,070.21 MMcf average estimate based on three analysts.
• Volumes - Natural gas sales - Total volumes delivered: 58,400.00 MMcf compared to the 61,396.45 MMcf average estimate based on three analysts.
• Volumes - Natural gas sales - Residential: 7,700.00 MMcf versus 7,992.38 MMcf estimated by two analysts on average.
• Volumes - Natural gas sales - Other: 500.00 MMcf versus the two-analyst average estimate of 235.33 MMcf.
• Volumes - Natural gas sales - Commercial and industrial: 4,100.00 MMcf versus the two-analyst average estimate of 4,288.15 MMcf.
• Average number of customers - Total customers: 2,284 versus 2,289 estimated by two analysts on average.
• Revenues- Transportation revenues: $31 million versus the two-analyst average estimate of $29.03 million. The reported number represents a year-over-year change of +1.3%.
• Revenues- Natural gas sales: $327.3 million versus $321.82 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +12.9% change.

View all Key Company Metrics for ONE Gas here>>>

Shares of ONE Gas have returned +0.6% over the past month versus the Zacks S&P 500 composite's +2.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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