ONE Gas (OGS) Stock Price & Analysis
OGS Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- MXN 94.49B
- Enterprise Value
- MXN 8.04B
- Total Cash (Recent Filing)
- MXN 7.27M
- Total Debt (Recent Filing)
- MXN 3.52B
- Price to Earnings (P/E)
- 17.1
- Beta
- N/A
- Next Earnings
- Feb 24, 2027 (Est.)
- EPS Estimate
- 28.48
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Regulated Rate Recovery
Rate increases across all three service territories support recurring delivery revenue and help recover infrastructure investment through authorized mechanisms. This strengthens earnings visibility and provides a durable foundation for funding system integrity, safety, reliability, and expansion projects.
Improving Earnings And Cost Control
Higher earnings combined with disciplined operating costs indicates improving execution across the utility platform. Sustained control of O&M can preserve margins as activity rises, while the raised 2026 guidance signals stronger near-term earnings power from rates, customer growth, and operational improvements.
Large-load Growth Pipeline
Large-load opportunities can increase demand on existing infrastructure, improve system utilization, and create additional regulated investment opportunities. The breadth of the pipeline, alongside projects already progressing, offers a structural growth avenue beyond ordinary residential and commercial customer additions.
Bears Say
Sustained Negative Free Cash Flow
Persistent negative free cash flow means operating cash generation is not currently covering investment needs, increasing reliance on debt or equity financing. If this pattern continues, funding costs and capital requirements could constrain financial flexibility even while reported profitability improves.
Debt And Interest-rate Sensitivity
The company still carries a substantial absolute debt burden while financing a sizable capital program. Higher interest rates can raise funding costs and reduce earnings, and ongoing refinancing needs may limit flexibility if capital markets remain less favorable over the coming quarters.
Below-trend 2027 Growth And Project Uncertainty
Near-term earnings momentum may moderate because the Oklahoma mechanism is absent and a full rate case takes longer. Meanwhile, large-load projects are not yet fully contracted, so their timing and economics may delay the conversion of pipeline potential into dependable revenue and returns.
ONE Gas News
OGS FAQ
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ONE Gas Stock Smart Score
Company Description
ONE Gas
ONE Gas, Inc., along with its affiliated companies, functions as a regulated natural gas utility across the United States. Its operations are structured into three distinct divisions: Oklahoma Natural Gas, Kansas Gas Service, and Texas Gas Service. These divisions collectively deliver natural gas distribution services to approximately 2.2 million customers spanning three states. Its diverse clientele includes residential households, commercial enterprises, and transportation sector users. Pertaining to its infrastructure, as of December 31, 2021, the company maintained an extensive network comprising roughly 41,600 miles of distribution mains and 2,400 miles of transmission pipelines. Furthermore, it possessed a substantial natural gas storage capacity of 51.4 billion cubic feet. Established in 1906, ONE Gas, Inc. maintains its corporate headquarters in Tulsa, Oklahoma.
- Sector
- Utilities
- Industry
- Regulated Gas
- CEO
- Robert S. McAnnally
- Employees
- 4,000
- Website
- www.onegas.com
- Address
- 15 East Fifth Street, Tulsa, OK, 74103, US
ONE Gas (OGS) Earnings & Revenues
OGS Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. ONE Gas reported 13% year-over-year adjusted EPS growth, raised 2026 guidance above its original range, held third-quarter O&M flat despite higher activity and external pressures, completed its 2026 financing plan, and described a growing pipeline of large load opportunities. The main challenges were warm-weather usage impacts, interest-rate and fuel-price headwinds, moderate expected fourth-quarter O&M growth, and below-trend 2027 earnings growth due to regulatory timing, but management characterized the structural benefits as outweighing the cyclical headwinds.
View all MX:OGS earnings summaries