New Jersey Resources (NJR) Earnings Date & Reports

Key Takeaways

• New Jersey Resources (NJR) is expected to report results for its fiscal 2026 fourth quarter, which ended September 30, 2026, in mid-November 2026.
• Wall Street consensus calls for earnings of roughly $0.12 per share for the quarter, compared with $0.16 per share in the year-ago period.
• Revenue estimates for the fourth quarter center around $332 million to $367 million, versus approximately $336 million reported a year earlier.
• Management has raised its full-year net financial earnings per share (NFEPS) guidance twice, most recently to a range of $3.48 to $3.63.
• Investors will focus on the company's 7% to 9% long-term NFEPS growth target and its multi-year capital investment plan.

Earnings Context and Why It Matters

New Jersey Resources closes its books each year on September 30, which means its fourth-quarter report doubles as its full-year earnings release. That makes this update especially significant: it will show whether the company finished fiscal 2026 within its raised guidance range and set the baseline for fiscal 2027 expectations. NJR operates a diversified energy business anchored by regulated utility New Jersey Natural Gas, alongside Clean Energy Ventures, Energy Services, and Storage and Transportation. Because earnings from its unregulated segments can swing sharply with weather and commodity markets, the fourth quarter offers a key read on how those businesses performed through the seasonally quieter summer months.

Earnings Expectations

For the fiscal 2026 fourth quarter ended September 30, 2026, analysts' consensus estimate for NJR's net financial earnings stands at about $0.12 per share, with individual projections ranging from $0.04 to $0.19. That compares with $0.16 per share in the fourth quarter of fiscal 2025. On the top line, consensus revenue expectations range from roughly $332 million to $367 million for the quarter, against approximately $336 million reported in the prior-year period.

For the full fiscal year 2026, consensus estimates point to around $3.57 per share, versus $3.33 per share in fiscal 2025. NJR's own guidance is slightly higher, with management targeting NFEPS of $3.48 to $3.63. NFEPS, or net financial earnings per share, is the non-GAAP (non-Generally Accepted Accounting Principles) measure NJR uses to track performance across its regulated and non-regulated businesses.

Recent quarters have been strong for the company. NJR beat consensus expectations in each of the first three quarters of fiscal 2026, including a third-quarter result of $0.11 per share that exceeded the $0.06 estimate. However, its fiscal 2025 fourth quarter missed expectations, highlighting how weather and Energy Services activity can create quarter-to-quarter variability.

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Market Reaction and Investor Sentiment

Sentiment heading into this report reflects a year of upward guidance revisions and several earnings beats, tempered by a fourth-quarter comparison that is seasonally lighter. The stock declined following its August 2026 third-quarter release even after a sizable earnings beat, suggesting investors are weighing the durability of Energy Services gains and the company's full-year trajectory. Heading into November, attention is squarely on whether NJR can land full-year NFEPS within its $3.48 to $3.63 range and offer a clear outlook for fiscal 2027. Key risk factors include milder weather, softer commodity-market conditions, and any unexpected regulatory or cost developments at the utility.

Forward Outlook and Key Factors to Monitor

Looking beyond the fourth-quarter print, investors will likely focus first on management's fiscal 2027 guidance. The company has reaffirmed its long-term target of 7% to 9% annual NFEPS growth, and the upcoming release should clarify how that translates into next year's expectations.

Capital allocation is another central theme. NJR has laid out a five-year capital plan of roughly $4.8 billion to $5.2 billion through fiscal 2030, with the majority directed toward New Jersey Natural Gas and the balance split across Clean Energy Ventures and Storage and Transportation. Progress on those investments, along with any updates on rate-case activity and customer growth at the utility, will be important signals for the durability of future earnings.

Finally, investors may watch balance-sheet and credit metrics closely. Management has discussed maintaining an adjusted funds-from-operations (FFO) to adjusted debt ratio near 20% and has indicated no need for equity issuance in the near term. Any commentary on financing plans, dividend growth, or Energy Services performance will help shape expectations for the year ahead.

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