MDU
MDU Resources Group, Inc.19.51
-0.05-0.26%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A reaffirms guidance, pipeline timeline
Q&A broke little new ground, largely reaffirming prepared remarks on 2026 EPS guidance of $0.93-$1.00 and pipeline projects. Jason noted the midpoint signals growth over 2025's $0.93 yet falls short of the long-term 6%-8% pace, citing equity issuance and partial rate case impacts from Badger Wind and others. Nicole detailed Bakken East next steps: open season through mid-March, then design finalization, FID, and FERC 7(c) filing in Q3 2026. The brief exchange directly addressed analyst queries on guidance headwinds and project timelines without hedges or walk-backs. Management stayed confident. Investors will watch rate executions.
Key Stats
Market Cap
3.99BP/E (TTM)
21.68Basic EPS (TTM)
0.90Dividend Yield
0.03%Recent Filings
10-K
8-K
8-K
8-K
8-K
Extended $200M RCF to 2030
MDU Resources extended its $200M revolving credit facility's maturity from May 2028 to December 2030, keeping the $25M LC and swingline sublimits while adding two one-year extension options and up to $50M incremental capacity. Yet $33.85M in loans were outstanding as of signing. Debt-to-capitalization covenant holds at 65%.
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