NYSE$NJR

New Jersey Resources Corporation · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

NJR reported second-quarter results for fiscal year 2022 and increased net financial earnings guidance for fiscal year 2022.

NJR reported a decrease in consolidated net income and net financial earnings compared to the same quarter in fiscal 2021, but increased its fiscal 2022 net financial earnings per share guidance due to better than expected performance from Energy Services.

  • Consolidated net income was $96.0 million, compared to $149.8 million in the second quarter of fiscal 2021.
  • Consolidated net financial earnings (NFE) were $130.2 million, or $1.36 per share, compared to $170.6 million, or $1.77 per share, in the second quarter of fiscal 2021.
  • Fiscal 2022 net financial earnings per share (NFEPS) guidance range increased to $2.30 to $2.40 from the previously announced range of $2.20 to $2.30.
  • Adelphia Gateway is now flowing gas to its South Zone, allowing for at least one large industrial customer in the Philadelphia metro area to replace coal power generation with natural gas.

Headline financials

Total Revenue

$433M

Previous: $339M+27.5%
EPS (adj)

$1.36

Previous: $1.77-23.2%
Free Cash Flow

$96M

Previous: $150M-35.9%
Net Income

$96M

Previous: $150M-35.9%
Operating Income

$139M

Previous: $201M-31.0%
Gross Profit

$201M

Previous: $246M-18.4%
Cash & Equivalents

$13.9M

Previous: $57.7M-75.9%
Total Assets

$5.87B

Previous: $5.43B+8.2%

Revenue & EPS history

NJR · Revenue · Quarterly

$433M

Q2 2022+27.5%vs Q2 2021
Beat estimate in 4 of 16 quarters(25%)
ActualEstimate

Revenue by segment

NJR · $903M total across 4 segments · Q2 2022

  • Natural Gas Distribution
    $464M+476.2%
  • Energy Services
    $413M+327.6%
  • Storage & Transportation
    $13.3M+183.9%
  • Home Services
    $13.2M

Forward guidance

NJR increased fiscal 2022 NFE guidance to $2.30 to $2.40 per share.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.2%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+1.2%

Avg return

30 days after

56%

38 / 68 earnings

Positive

+7.0%

Q4 2022

Best reaction

-9.0%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-0.6%-0.9%-2.4%
Q1 2026+3.3%+4.7%+8.8%
Q4 2025+3.8%+3.7%+0.3%
Q2 2025-0.7%-3.1%-7.5%
Q1 2025-3.3%-4.1%-1.4%
Q4 2024-0.6%+1.1%-8.2%
Q3 2024-1.4%-1.2%+3.1%
Q2 2024-1.3%-0.9%-2.9%
Q1 2024+2.6%+4.6%+8.9%
Q4 2023+0.8%+0.9%+5.1%
Q3 2023+1.5%-0.8%-3.7%
Q2 2023-2.2%-3.8%-3.2%
Q1 2023+6.7%+5.4%+3.1%
Q4 2022+7.0%+11.3%+8.4%
Q3 2022-1.1%-0.1%-1.5%
Q2 2022-1.9%-1.7%+3.5%
Q1 2022+0.2%+0.1%+13.4%
Q4 2021+0.7%+2.3%+6.3%
Q3 2021+1.9%+1.1%-1.9%
Q2 2021+3.5%+3.2%+3.9%
Q1 2021+3.0%+4.6%+13.1%
Q4 2020-9.0%-7.6%-4.4%
Q3 2020+3.7%+5.3%-6.3%
Q2 2020+1.6%-7.9%+8.0%
Q1 2020+0.8%+0.9%-9.8%
Q4 2019+2.7%+2.6%+7.9%
Q3 2019-4.4%-4.8%-3.5%
Q2 2019+1.8%-0.5%-4.1%
Q1 2019-3.9%-5.4%+3.1%
Q4 2018-4.6%-4.5%-3.6%
Q3 2018-0.1%-1.1%+1.7%
Q2 2018+2.6%+2.8%+5.3%
Q1 2018+3.3%+4.1%+7.6%
Q4 2017-1.6%-4.0%-12.4%
Q3 2017+0.7%+1.1%+2.7%
Q2 2017+2.4%+0.1%+8.1%
Q1 2017-0.1%+0.9%+2.3%
Q4 2016-4.9%-0.4%+5.7%
Q3 2016-1.9%-3.1%-8.4%
Q2 2016+1.0%
Q1 2016-2.5%
Q4 2015-2.2%
Q3 2015+0.6%
Q2 2015+0.0%
Q1 2015+1.4%
Q4 2014+0.3%
Q3 2014-3.6%
Q2 2014+2.1%
Q1 2014+1.1%
Q4 2013-0.1%
Q3 2013+1.9%
Q2 2013+0.9%
Q1 2013+1.1%
Q4 2012+0.4%
Q3 2012-1.0%
Q2 2012-0.7%
Q1 2012+0.2%
Q4 2011-3.2%
Q3 2011-0.6%
Q2 2011+1.1%
Q1 2010+0.3%
Q1 2011+0.7%
Q4 2008+1.8%
Q2 2010+1.8%
Q4 2010+1.8%
Q3 2009+0.0%
Q4 2009+0.0%
Q3 2010+0.0%

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