NYSE$NJR

New Jersey Resources Corporation · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

NJR reported mixed results with a decrease in net income but an increase in net financial earnings compared to the same quarter last year.

New Jersey Resources Corporation reported a decrease in net income but an increase in net financial earnings for the third quarter of fiscal 2023. The company reaffirmed its fiscal 2023 net financial earnings per share guidance range and maintains its long-term projected NFEPS growth rate.

  • Consolidated net income was $1.5 million, down from $13.1 million in Q3 2022.
  • Consolidated net financial earnings (NFE) reached $9.7 million, or $0.10 per share, compared to a net financial loss of $(3.6) million, or $(0.04) per share, in Q3 2022.
  • NJR re-affirmed fiscal 2023 net financial earnings per share (NFEPS) guidance range of $2.62 to $2.72.
  • The company maintains a long-term projected NFEPS growth rate of 7 to 9 percent.

Headline financials

Total Revenue

$199M

Previous: $244M-18.2%
EPS (adj)

$0.10

Previous: -$0.04+350.0%
Free Cash Flow

$1.53M

Previous: $13.1M-88.3%
Net Income

$1.53M

Previous: $13.1M-88.3%
Operating Income

$4.73M

Previous: $29.8M-84.1%
Gross Profit

$49.7M

Previous: $71M-30.0%
Cash & Equivalents

$511K

Previous: $27.7M-98.2%
Total Assets

$6.31B

Previous: $6.16B+2.4%

Revenue & EPS history

NJR · Revenue · Quarterly

$199M

Q3 2023-18.2%vs Q3 2022
Beat estimate in 2 of 15 quarters(13%)
ActualEstimate

Revenue by segment

NJR · $721M total across 4 segments · Q1 2023

  • Natural Gas Distribution
    $358M+30.2%
  • Energy Services
    $322M-12.9%
  • Storage & Transportation
    $26.8M+121.0%
  • Home Services
    $14.3M+2.3%

Forward guidance

NJR re-affirmed its fiscal 2023 NFE guidance range of $2.62 to $2.72.

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 Q3 2023

Historical avgQ3 2023

+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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