National Fuel Gas Company (NFG) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$79.36 -1.06% NYSE • Public Delayed / 60s Snapshot

National Fuel Gas Company (NFG) receives a Roarable Rating of D (Sell) and flashes a Red SELL / AVOID warning (59/100 RQD Confidence). Our SEC filing scanner spotted paper earnings outpacing real operating cash flow (+216.8% (NI vs OCF)) while unpaid customer invoices grew—a classic sign to step aside until cash flow catches up.

ROARABLE D • SELL / AVOID Cap $7.54B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERSELL / AVOID • D
025507510059
2-of-3 JEV AI Jury Bearish Warning
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw D · Rk D
Cash (8)Whales (10)SEC (8)Macro (13)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+0.5% Base Target
$102 Bull$80 Base$62 Bear
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WHALE OPTIONS TUG-OF-WAR:54% Call Buyers ($2.4M)
46% PutsMax Pain: $78.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How NFG Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$187.2M (8.4% FCF Margin)
Revenue$2.22BGross Profit $2.01B (90.4%)Cost of Sales $213.4MOp Profit $813.5M (36.7%)OpEx (R&D/SG&A) $1.19BNet Profit$518.5M (23.4%)Tax/Other $295.0M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $2.25B
FY24
Rev $1.71B
FY25
Rev $2.22B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$2.22B90.4%36.7%$518.5M$187.2M10.3%
FY 2024$1.71B91.2%12.3%$77.5M$134.7M8%
FY 2023$2.25B44%33.5%$476.9M$1.14B23.8%
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NFG // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -5.72%▼ DESCENDING CHANNEL
2026-10-30O $80.09H $80.09L $79.18C $79.55VOL 1.02M
RES: $81.80SUP: $73.08SMA50: $80.31SMA200: $83.37
$92.67$87.89$83.11$78.33$73.55RES $81.80SUP $73.08$79.552026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

NFG Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
6.5%/yr Implied 5Y Growth

vs. +30.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on NFG today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for NFG. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for NFG today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

NFG Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is National Fuel Gas Company (NFG)?

In FY 2025 (10-K), NFG converted $2.2B of revenue into a 90.4% gross margin, 36.7% operating margin, and $187.2M in free cash flow (8.4% FCF margin).