Utilities·Gas Utilities·$2.2B
Northwest Natural Holding Company (NWN) operates in the utilities sector, specifically in gas utilities. The company plays a crucial role in providing natural gas services to residential and commercial customers, making it an essential player in the energy market.
EPS
Earnings per share is a key indicator of profitability and will help gauge the company's financial health this quarter.
Revenue
Revenue figures will provide insight into the company's sales performance and demand for natural gas services.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
4Q
EPS Beat Rate
75%
Avg EPS Surprise
+58.65%
Avg Stock Reaction
-0.41%
In the last quarter, Northwest Natural reported an EPS of $1.39, slightly beating expectations. The stock reacted positively, gaining 5.51% the following day.
Management Promises & Guidance
Analysts are expecting a solid performance from Northwest Natural, with a consensus EPS of $2.40. The market is closely watching how the company manages costs and demand for natural gas.
Bull Case
If the company reports better-than-expected earnings and revenue, it could indicate strong demand and effective cost management, leading to a positive stock reaction.
Bear Case
Conversely, if the earnings miss expectations or show signs of declining demand, it could raise concerns about the company's growth prospects, negatively impacting the stock.
EPS
$2.40Earnings per share is a key indicator of profitability and will help gauge the company's financial health this quarter.
Revenue
$524MRevenue figures will provide insight into the company's sales performance and demand for natural gas services.
The print will turn on these two things.
Q1
Will EPS exceed the consensus estimate of $2.40?
A beat on EPS could signal strong operational performance and boost investor confidence.
Q2
What are the revenue expectations for this quarter compared to the consensus of $524M?
Revenue performance will indicate demand trends and overall business health, which are critical for future growth.
Why consensus could be wrong
The Street may be underestimating the potential for revenue growth driven by increased demand for natural gas, which could lead to a stronger-than-expected earnings report.
Supporting Evidence
The options market is pricing a 4.2% move, suggesting higher volatility than historical averages.
The company has a strong track record of beating EPS estimates, with a 75% beat rate in recent quarters.
Key Risk
If revenue significantly exceeds the $524M consensus, it could shift investor sentiment positively.
Pre-commit to what would confirm each case.
The market is debating the company's ability to maintain profitability and revenue growth amidst fluctuating demand for natural gas.
Bull Confirmed If
Reporting EPS above $2.40 with revenue exceeding $524M would confirm a strong operational performance.
Bear Confirmed If
An EPS below $2.31 or revenue below $504M would raise concerns about the company's growth trajectory.
Implied Move
±4.2%
Historical Avg
±1.95%
The options market is pricing in a significant move around the earnings report, suggesting that investors are anticipating volatility.
Options price a 4.2% move but the stock has averaged only 1.95% over the last 8 quarters — setup is rich.
Cross-company pattern from 30 similar setups.
Prior-quarter beat + options rich in Utilities
n=30Fade rate: 14 of 29 (48%)
This setup has occurred 30 times across Utilities in the last 2 years. 14 of 29 faded and 15 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 2.6%, with a raw directional average of +0.4% (modestly positive historical bias).
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Northwest Natural beats expectations, history suggests the stock could see a modest positive reaction, averaging around +0.44% on the first day.
In-Line / Cautious
If results are in line with expectations, the stock may experience a muted reaction as investors await further commentary from management.
Miss
A miss on earnings could lead to a decline in stock price, with history suggesting an average drop of -1.31% on such occasions.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
PARAMOUNT SKYDANCE C Class B
May 4, 2026