ATOMEDIUM SIGNALFINANCIAL10-K

Atmos Energy delivered solid growth across key financial metrics while funding expansion through increased debt financing, though cash reserves declined notably.

The utility demonstrated healthy operational performance with double-digit growth in revenue, operating income, and net income, indicating successful rate recovery and customer growth. However, the company increased total debt by $1.1 billion while cash reserves fell by over $100 million, suggesting active capital deployment for infrastructure investments typical of regulated utilities during expansion phases.

Comparing 2025-11-14 vs 2024-11-18View on EDGAR →
FINANCIAL ANALYSIS

Atmos Energy showed strong financial performance with revenue growing 12.9% to $4.7 billion and operating income expanding 15.1% to $1.6 billion, while net income increased 14.9% to $1.2 billion. The company funded growth through debt financing, with total debt rising 14.4% to $8.9 billion and interest expense increasing substantially to $137.3 million, while cash declined 34.1% to $202.7 million. Despite higher leverage, total assets grew 12.1% and stockholders' equity increased 11.5%, with operating cash flow rising 18.2% to $2.0 billion, reflecting the company's ability to generate strong cash returns from its regulated utility operations.

FINANCIAL STATEMENT CHANGES
Cash & Equivalents
Balance Sheet
-34.1%
$307.3M$202.7M

Cash declined 34.1% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Interest Expense
P&L
+33.5%
$102.8M$137.3M

Interest expense surged 33.5% — significant debt increase or rising rates materially impacting earnings.

Operating Cash Flow
Cash Flow
+18.2%
$1.7B$2.0B

Operating cash flow grew 18.2% — strong conversion of earnings to cash, healthy business fundamentals.

Operating Income
P&L
+15.1%
$1.4B$1.6B

Operating income improving — cost discipline or growing revenue base absorbing fixed costs.

Net Income
P&L
+14.9%
$1.0B$1.2B

Net income grew 14.9% — bottom-line growth signals improving overall business health.

Total Debt
Balance Sheet
+14.4%
$7.8B$8.9B

Debt rose 14.4% — additional borrowing for investment or operations; monitor coverage ratios.

Current Liabilities
Balance Sheet
+13%
$1.2B$1.4B

Current liabilities rose 13% — increased short-term obligations, watch current ratio.

Revenue
P&L
+12.9%
$4.2B$4.7B

Revenue growing 12.9% — solid top-line momentum, watch margins for quality of growth.

Total Assets
Balance Sheet
+12.1%
$25.2B$28.2B

Asset base grew 12.1% — expansion through organic growth, acquisitions, or capital deployment.

Stockholders Equity
Balance Sheet
+11.5%
$12.2B$13.6B

Equity base grew 11.5% — retained earnings accumulation or equity issuance strengthening the balance sheet.

LANGUAGE CHANGES
NEW — 2025-11-14
PRIOR — 2024-11-18
ADDED
As of November 10, 2025, the registrant had 161,693,336 shares of common stock outstanding.
Overview and Strategy Atmos Energy Corporation, a natural gas-only distributor, is an S P 500 company headquartered in Dallas and incorporated in Texas and Virginia.
Division Service Areas Communities Served Customer Meters Mid-Tex Texas, including the Dallas/Fort Worth Metroplex 550 1,830,387 Kentucky/Mid-States Kentucky 220 176,494 Tennessee 163,667 Virginia 23,836 Louisiana Louisiana 270 360,589 West Texas Amarillo, Lubbock, Midland 80 316,036 Mississippi Mississippi 110 249,562 Colorado-Kansas Colorado 170 130,890 Kansas 140,542 We operate in our service areas under terms of non-exclusive franchise agreements granted by the various cities and towns that we serve.
At September 30, 2025, we held 1,010 franchises having terms generally ranging from five to 35 years.
Major suppliers during fiscal 2025 were ARM Energy Management LLC, Cima Energy, LP, ConocoPhillips Company, ECO Energy Natural Gas LLC, EnLink Gas Marketing LP, Sequent Energy Management LLC, Symmetry Energy Solutions, LLC, Targa Gas Marketing LLC, Tenaska Marking Ventures, and Texla Energy Management, Inc.
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REMOVED
As of November 14, 2024, the registrant had 155,399,533 shares of common stock outstanding.
Overview and Strategy Atmos Energy Corporation, headquartered in Dallas, Texas, and incorporated in Texas and Virginia, is the country s largest natural-gas-only distributor based on number of customers.
Division Service Areas Communities Served Customer Meters Mid-Tex Texas, including the Dallas/Fort Worth Metroplex 550 1,804,265 Kentucky/Mid-States Kentucky 220 176,903 Tennessee 161,193 Virginia 23,777 Louisiana Louisiana 270 360,870 West Texas Amarillo, Lubbock, Midland 80 314,503 Mississippi Mississippi 110 251,147 Colorado-Kansas Colorado 170 129,727 Kansas 139,435 We operate in our service areas under terms of non-exclusive franchise agreements granted by the various cities and towns that we serve.
At September 30, 2024, we held 1,026 franchises having terms generally ranging from five to 35 years.
Major suppliers during fiscal 2024 were Cima Energy, LP, ConocoPhillips Company, EnLink Gas Marketing LP, Enterprise Navitas Midstream Midland Basin LLC, Hartree Partners, L.P., Sequent Energy Management LLC, Symmetry Energy Solutions, LLC, Targa Gas Marketing LLC, Tenaska Marking Ventures, and Texla Energy Management, Inc.
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