Utilities·Gas Utilities·$5.6B
New Jersey Resources Corp (NJR) is a utility company focused on providing natural gas services to customers in New Jersey. As a player in the gas utilities sector, NJR is essential for energy distribution, especially as energy demands evolve and sustainability becomes a priority.
EPS
Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.
Revenue
Revenue figures provide insight into the company's sales performance and overall growth.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
5Q
EPS Beat Rate
75%
Avg EPS Surprise
-36.22%
Avg Stock Reaction
-0.14%
In Q1 2026, NJR reported an EPS of $1.17, surpassing estimates by nearly 18%. The stock reacted positively, gaining 1.15% the following day.
Management Promises & Guidance
Analysts expect NJR to report solid earnings this quarter, with a consensus EPS of $1.90. The company has a strong track record of beating earnings expectations.
Bull Case
If NJR can exceed the EPS estimate, it could signal strong operational performance and investor confidence, potentially driving the stock higher.
Bear Case
Conversely, any significant miss on earnings could raise concerns about profitability and operational challenges, leading to a negative market reaction.
EPS
$1.90Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.
Revenue
$850MRevenue figures provide insight into the company's sales performance and overall growth.
The print will turn on these two things.
Q1
Will NJR's EPS exceed the consensus estimate of $1.90?
Exceeding this estimate would reinforce the company's strong performance trend and could lead to positive investor sentiment.
Q2
What are the revenue figures compared to the consensus of $850M?
Revenue performance is crucial for understanding the company's growth trajectory and operational efficiency.
Why consensus could be wrong
The Street may underestimate NJR's ability to manage rising costs effectively, given its recent operational improvements.
Supporting Evidence
NJR has consistently beaten EPS estimates, indicating strong management execution.
The company's focus on infrastructure investment may yield better-than-expected revenue growth.
Recent operational efficiencies could mitigate cost pressures more effectively than anticipated.
Key Risk
If revenue comes in below $800M, it could undermine the bullish sentiment around the stock.
Pre-commit to what would confirm each case.
The market is closely watching NJR's ability to maintain profitability amid rising operational costs and regulatory challenges.
Bull Confirmed If
An EPS of $1.95 or higher would confirm the bull case, indicating strong operational performance.
Bear Confirmed If
An EPS below $1.85 would support the bear case, raising concerns about profitability.
Implied Move
±N/A
There is no options market data available to gauge investor sentiment leading into the earnings report.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If NJR beats expectations, history suggests a positive reaction, with an average 1-day move of +0.32%, confirming strong operational performance.
In-Line / Cautious
If results are in line with expectations, the stock may see muted movement as investors await further commentary from management.
Miss
A miss on earnings could lead to a decline, with history suggesting an average 1-day move of -3.33%, raising concerns about future performance.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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COLGATE PALMOLIVE CO
May 1, 2026