MDU Resources (MDU) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. The ...

财务数据和关键指标变化 - 公司2024年第一季度GAAP收益为1.009亿美元,每股0.49美元,较2023年同期增长163% [35] - 公司2024年第一季度持续经营调整收益为1.066亿美元,每股0.52美元,较2023年同期增长22% [38] 各条业务线数据和关键指标变化 - 公用事业业务2024年第一季度收益为5800万美元,较2023年同期增长5% [39] - 电力业务2024年第一季度收益为1790万美元,较2023年同期增长8% [40][41] - 天然气业务2024年第一季度收益为4010万美元,较2023年同期增长3% [43] - 管道业务2024年第一季度创下历史新高收益1510万美元,较2023年同期增长82% [45] - Everus 2024年第一季度收益为2820万美元,较2023年同期增长8% [47] 各个市场数据和关键指标变化 - 电力业务零售销量同比增长8%,主要由于数据中心客户的增加 [17] - 天然气业务零售销量同比下降7%,主要由于天气温暖 [44] - 管道业务运输量创历史新高,主要由于2023年11月和2024年3月投产的扩建项目以及北巴肯扩建项目带来的新增合同量 [45] 公司战略和发展方向及行业竞争 - 公司计划在2024年完成Everus的分拆上市,成为纯粹的监管能源输送公司 [12][13][14] - 公司计划未来5年内电力和天然气业务的资产基础年均增长7%,主要投资于系统基础设施升级和更换 [18] - 公司管道业务正在进行多个扩建项目,以满足不断增长的天然气运输需求 [22][23][24] - Everus业务订单量创历史新高,主要得益于政府、医疗等机构工程的强劲需求 [27][28][29] 管理层对经营环境和未来前景的评论 - 公司对2024年及未来5年的长期增长目标保持乐观,预计电力和天然气业务收益将在170-180百万美元区间 [25][26] - 公司预计Everus 2024年收入将在29-31亿美元区间,EBITDA在2.2-2.4亿美元区间 [28] - 公司认为Everus将从基础设施投资法案和通胀减免法案带来的增量需求中获益,以及数据中心建设和制造业回流带来的机会 [29] 问答环节重要的提问和回答 问题1 **Ryan Levine 提问** Everus业务中数据中心业务占比情况如何,以及其他主要业务领域 [51][52] **Jeff Thiede 回答** 数据中心业务是Everus主要的增长驱动力之一,主要集中在俄亥俄州、西南地区和太平洋西北地区 [52][56] 问题2 **Ryan Levine 提问** 公司电力业务的需求增长情况如何,是否会影响未来资本支出计划 [57] **Garret Senger 回答** 公司电力业务客户总量年均增长约1%,未来2-3年内还有工业和商业客户的增长需求,特别是数据中心客户 [59][60][61] 公司目前为数据中心客户提供服务,无需额外投资发电设施 [62][63]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to ______________ Commission file number 1-03480 MDU RESOURCES GROUP INC (Exact name of registrant as specified in its charter) Delaware 30-1133956 (State o ...

MDU Resources Reports Strong First Quarter Results; Affirms 2024 Guidance • Pipeline has record first quarter earnings, up 82%. • Utility first quarter earnings up 4%. • Everus reports 8% earnings increase, record first quarter EBITDA and all-time record backlog. • 2024 guidance affirmed: Regulated energy delivery earnings in the range of $170 million to $180 million; Everus revenues of $2.9 billion to $3.1 billion with EBITDA of $220 million to $240 million. BISMARCK, N.D. — May 2, 2024 — MDU Resources Gro ...

BISMARCK, N.D., May 2, 2024 /PRNewswire/ -- Pipeline has record first quarter earnings, up 82%. Utility first quarter earnings up 4%. Everus reports 8% earnings increase, record first quarter EBITDA and all-time record backlog. 2024 guidance affirmed: Regulated energy delivery earnings in the range of $170 million to $180 million; Everus revenues of $2.9 billion to $3.1 billion with EBITDA of $220 million to $240 million. MDU Resources Group, Inc. (NYSE: MDU) today reported strong first quarter results from ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to ______________ Commission file number 1-03480 MDU RESOURCES GROUP INC (Exact name of registrant as specified in its charter) Delaware 30-1133956 (State or ot ...

MDU Resources Group, Inc. (NYSE:MDU) Q4 2023 Results Conference Call February 8, 2024 2:00 PM ET Company Participants Jason Vollmer - Vice President, CFO Nicole Kivisto - CEO & President Jeff Thiede - President and CEO of MDU Construction Services Group Rob Johnson - President of WBI Energy; Stephanie Sievert - Chief Accounting Officer Garret Senger - Chief Utilities Officer Conference Call Participants Ryan Levine - Citi Brian Russo - Sidoti Operator Ladies and gentlemen, hello. My name is Lisa, and I'll ...

MDU Resources Group Inc. (NYSE:MDU) Q3 2023 Earnings Conference Call November 2, 2023 2:00 PM ET Company Participants Jason Vollmer - VP, CFO & Treasurer Dave Goodin - President, CEO & Director Jeff Thiede - President & CEO of MDU Construction Services Group, Inc Nicole Kivisto - CEO & President of Cascade Natural Gas Corp, Intermountain Gas Co & Montana-Dakota Utilities Co. Dariusz Lozny - Bank of America Chris Ellinghaus - Siebert Williams Shank Ryan Levine - Citi Brian Russo - Sidoti Operator Hello. My n ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to ______________ Commission file number 1-03480 MDU RESOURCES GROUP INC (Exact name of registrant as specified in its charter) Delaware 30-1133956 (Sta ...

MDU Resources Group, Inc. (NYSE:MDU) Q2 2023 Results Conference Call August 3, 2023 2:00 PM ET Company Participants Jason Vollmer - Vice President, Chief Financial Officer and Treasurer Dave Goodin - President and CEO Stephanie Barth - Vice President, Chief Accounting Officer and Controller, MDU Resources Nicole Kivisto - President and CEO, Utility Group Rob Johnson - President, WBI Energy Jeff Thiede - President and CEO, MDU Construction Services Group Conference Call Participants Dariusz Lozny - Bank of A ...