Geopolitics Alpha

National Fuel Gas (NFG) Q4 Earnings Top Estimates

Published . Updated .

Key takeaways

  • National Fuel Gas (NFG) delivered earnings and revenue surprises of +6.09% and -12.73%, respectively, for the quarter ended September 2026.
  • Exposed: UNG, XLE, LNG, EQT, KMI
  • Market reaction: price tracking starts with the next trading session.

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National Fuel Gas (NFG) Q4 Earnings Top Estimates

National Fuel Gas (NFG) delivered earnings and revenue surprises of +6.09% and -12.73%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Directly affected

  • NFG National Fuel Gas-1.7% 30d

    Named in this report.

Indirectly affected

  • UNG United States Natural Gas Fund-16.0% 30d

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story.

  • XLE Energy Select Sector SPDR+6.9% 30d

    Energy Select Sector SPDR: it follows natural-gas prices. Linked by “gas” (natural gas) in this story.

  • LNG Cheniere Energy+13.7% 30d

    Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story.

  • EQT Eqt+7.8% 30d

    Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story.

  • KMI Kinder Morgan

    Kinder Morgan (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story.

  • WMB The Williams Companies

    The Williams Companies (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NFG+3.71%+4.12%baseafter closeafter closeafter closeafter close
UNG-1.02%-2.91%baseafter closeafter closeafter closeafter close
XLE+8.14%+5.85%baseafter closeafter closeafter closeafter close
LNG+9.22%+6.72%baseafter closeafter closeafter closeafter close
EQT+3.85%+4.42%baseafter closeafter closeafter closeafter close
KMI+7.75%+3.81%baseafter closeafter closeafter closeafter close
WMB+10.31%+4.88%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

National Fuel Gas (NFG) Q4 Earnings Top Estimates Yahoo Finance

Source: Yahoo Finance

United States Natural Gas Fund (UNG) since “National Fuel Gas (NFG) Q4 Earnings Top Estimates,” compared with the market

CompanyWhenMoveStatus
Eqt (EQT)three days earlier+4.42%final price
Eqt (EQT)five days earlier+3.85%final price
Kinder Morgan (KMI)three days earlier+3.81%final price
Kinder Morgan (KMI)five days earlier+7.75%final price
Cheniere Energy (LNG)three days earlier+6.72%final price
Cheniere Energy (LNG)five days earlier+9.22%final price
NFGthree days earlier+4.12%final price
NFGfive days earlier+3.71%final price
United States Natural Gas Fund (UNG)three days earlier-2.91%final price
United States Natural Gas Fund (UNG)five days earlier-1.02%final price
Williams Companies (WMB)three days earlier+4.88%final price
Williams Companies (WMB)five days earlier+10.31%final price
Select Sector Spdr Tr (XLE)three days earlier+5.85%final price
Select Sector Spdr Tr (XLE)five days earlier+8.14%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who is named in “National Fuel Gas (NFG) Q4 Earnings Top Estimates”

Companies carried with this story

  • UNG United States Natural Gas Fund

    For “National Fuel Gas (NFG) Q4 Earnings Top Estimates,” United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence. Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story

  • XLE Select Sector Spdr Tr

    In “National Fuel Gas (NFG) Q4 Earnings Top Estimates,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “gas” (natural gas) in this story

  • LNG Cheniere Energy

    Cheniere Energy (LNG) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “National Fuel Gas (NFG) Q4 Earnings Top Estimates.” Reason on file: Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story

  • EQT Eqt

    For “National Fuel Gas (NFG) Q4 Earnings Top Estimates,” Eqt (EQT) is linked, with no stored direction, medium confidence. Reason on file: Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story

  • KMI Kinder Morgan

    For “National Fuel Gas (NFG) Q4 Earnings Top Estimates,” Kinder Morgan (KMI) is linked, with no stored direction, medium confidence. Reason on file: Kinder Morgan (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story

  • WMB Williams Companies

    Williams Companies (WMB) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “National Fuel Gas (NFG) Q4 Earnings Top Estimates.” Reason on file: The Williams Companies (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story

How “National Fuel Gas (NFG) Q4 Earnings Top Estimates” reaches United States Natural Gas Fund (UNG)

The 5 Nov 2026 story “National Fuel Gas (NFG) Q4 Earnings Top Estimates” names United States Natural Gas Fund (UNG) because of this story.

What ties United States Natural Gas Fund (UNG) to the headline is this: United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story

A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “gas” (natural gas) in this story

Dates in the story, and the United States Natural Gas Fund (UNG) price range

LNG traded between 270.98 and 330.66 across 20 sessions. The latest close on file is 311.13. UNG traded between 8.95 and 11.43 across 20 sessions. The latest close on file is 9.12. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.

How solid “National Fuel Gas (NFG) Q4 Earnings Top Estimates” looks

46 out of 100

“National Fuel Gas (NFG) Q4 Earnings Top Estimates” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.