For the quarter ended December 2025, ONE Gas (OGS) reported revenue of $689.37 million, up 9.3% over the same period last year. EPS came in at $1.48, compared to $1.34 in the year-ago quarter.
The reported revenue represents a surprise of +2.1% over the Zacks Consensus Estimate of $675.21 million. With the consensus EPS estimate being $1.42, the EPS surprise was +4.04%.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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: 56,800.00 MMcf versus 58,722.75 MMcf estimated by three analysts on average.
- Volumes - Natural gas sales - Total sales volumes delivered: 46,900.00 MMcf versus 45,791.98 MMcf estimated by three analysts on average.
- Volumes - Natural gas sales - Total volumes delivered: 103,700.00 MMcf compared to the 104,514.70 MMcf average estimate based on three analysts.
- Volumes - Natural gas sales - Residential: 34,900.00 MMcf versus the two-analyst average estimate of 35,944.91 MMcf.
- Volumes - Natural gas sales - Other: 800.00 MMcf versus the two-analyst average estimate of 656.43 MMcf.
- Volumes - Natural gas sales - Commercial and industrial: 11,200.00 MMcf compared to the 11,281.46 MMcf average estimate based on two analysts.
- Average number of customers - Total customers: 2,290 compared to the 2,292 average estimate based on two analysts.
- Revenues- Transportation revenues: $39.1 million versus the two-analyst average estimate of $47.38 million. The reported number represents a year-over-year change of +4.6%.
- Revenues- Natural gas sales: $629.1 million compared to the $580.05 million average estimate based on two analysts. The reported number represents a change of +9.7% year over year.
View all Key Company Metrics for ONE Gas here>>>
Shares of ONE Gas have returned +9.1% over the past month versus the Zacks S&P 500 composite's -1.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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ONE Gas, Inc. (OGS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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