Wall Street analyst estimates for ONE Gas, Inc. (OGS): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
ONE Gas, Inc., along with its affiliated companies, functions as a regulated natural gas utility across the United States. Its operations are structured into three distinct divisions: Oklahoma Natural Gas, Kansas Gas Service, and Texas Gas Service. These divisions collectively deliver natural gas distribution services to approximately 2.2 million customers spanning three states.
Consensus price target
$85.88 (+10 % vs price $78.10)
between $78.00 and $93.00 · 5 targets published in the last quarter
Closing price, Oct 29
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $2.5B | $2.3B – $2.6B | $4.89 | 7 |
| 2027E | $2.6B | $2.4B – $2.7B | $4.99 | 7 |
Figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 4 |
| Hold | 11 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 15 |
| Avg rating (−2 sell to +2 buy) | 0.27 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-02 | $0.47 | ||
| 2026-08-04 | $0.82 | $0.63 | +29.3% |
| 2026-05-04 | $2.11 | $2.13 | -0.9% |
| 2026-02-18 | $1.48 | $1.42 | +4.2% |
| 2025-11-03 | $0.44 | $0.44 | +0.0% |
| 2025-08-05 | $0.53 | $0.53 | +0.0% |
| 2025-05-05 | $1.98 | $1.85 | +7.0% |
| 2025-02-19 | $1.34 | $1.34 | +0.0% |
Valuation Ratios
| P/E Ratio | 16.83 |
| Price / Book | 1.39 |
| EV / EBITDA | 10.59 |
| Dividend Yield | 3.47% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.43B | $1.54B | $1.63B | $1.65B | $1.53B | $1.81B | $2.58B | $2.37B | $2.08B | $2.43B |
| Cost of Revenue | $939.1M | $1.01B | $1.13B | $1.12B | $968.6M | $1.22B | $1.93B | $1.64B | $1.31B | $998.9M |
| Gross Profit | $488.1M | $525.8M | $507.4M | $535.6M | $561.7M | $583.9M | $646.7M | $729.1M | $775.1M | $1.43B |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Operating Expenses | $199.1M | $209.1M | $219.0M | $240.4M | $258.2M | $273.7M | $296.7M | $351.5M | $376.1M | $971.0M |
| Operating Income | $288.9M | $316.7M | $288.4M | $295.3M | $303.5M | $310.3M | $350.0M | $377.6M | $399.0M | $457.5M |
| EBITDA | $412.9M | $454.1M | $437.2M | $472.7M | $495.4M | $514.3M | $574.3M | $666.9M | $703.2M | $781.5M |
| Interest Expense | $43.7M | $46.1M | $51.3M | $62.7M | $62.5M | $60.3M | $77.5M | $115.3M | $147.2M | $142.8M |
| Pre-tax Income | $225.3M | $256.1M | $225.8M | $229.6M | $238.0M | $246.8M | $268.3M | $271.7M | $259.2M | $321.5M |
| Income Tax | $85.2M | $93.1M | $53.5M | $42.9M | $41.6M | $40.3M | $46.5M | $40.5M | $36.4M | $57.2M |
| Net Income | $140.1M | $163.0M | $172.2M | $186.7M | $196.4M | $206.4M | $221.7M | $231.2M | $222.8M | $264.2M |
| EPS | $2.67 | $3.10 | $3.27 | $3.53 | $3.70 | $3.85 | $4.09 | $4.16 | $3.92 | $4.39 |
| EPS (Diluted) | $2.65 | $3.08 | $3.25 | $3.51 | $3.68 | $3.85 | $4.08 | $4.14 | $3.90 | $4.37 |
| Shares Outstanding (Diluted) | 53.0 M | 53.0 M | 53.0 M | 53.2 M | 53.4 M | 53.7 M | 54.3 M | 55.9 M | 57.0 M | 60.5 M |
Price
| Price | $78.10 (closing price, October 29, 2026) |
| Market Cap | $4.9B |
| Exchange | NYSE |
| Country | US |
Related companies: NWE · NI · OGE · UGI · SWX · NJR · SR · CPK
Explore sector: Utilities · Regulated Gas
More sections of OGS: Overview · Financials · Valuation · Statistics · Technical · Ownership · News · Events
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