Expectations trend
FY2028 · fiscal year ending 2028-09-30 · fmp
$1.48 → $1.48 · observed estimates
RGC Resources, Inc. (RGCO)
NASDAQUtilitiesRegulated GasSnapshot 2026-11-04
$23.14-2.90%
Close 2026-11-05 · 1-day change
NASDAQUtilitiesRegulated GasSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.48 → 1.48 EPS · FY ending Sep 30, 2028 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for RGCO yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain dividend per share at $0.2175 | It keeps dividends steady at $0.2175 per share. | Intact | dividend per share falls below $0.2175 | Dividend per share: $0.22 per share FY2026-Q3; GAAP. Published target: dividend per share >= $0.2175. The stored target says 2026-Q2; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Aug 6, 20260.2175 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-09-30 · fmp
$1.48 → $1.48 · observed estimates
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 18, 2026
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a regulated utility with a value-oriented, income-producing profile, rather than a high-growth business. The multi-year view is intact and has become mildly more favorable, though recent financial strength sits alongside fragile earnings quality and elevated risk.
RGCO is cheap versus peers, and the evidence shows little gap between expectations and the valuation case. Pricing is described as justified, with low fragility from what is already priced in. That does not remove the risk that weak execution or financing needs could matter.
Through the first nine months of fiscal 2026, net income and diluted EPS rose modestly from the same period a year earlier. Management is on track with its earnings and dividend priorities, while financing through note and loan amendments remains a mixed area. Near term, the next guidance update matters; RGCO is a smaller-cap company with a history of a deep miss, despite a low stated miss risk.
The multi-year thesis depends on continued earnings growth, dividend progress, and access to financing on workable terms. A guidance cut would be a meaningful setback. Fed rate cuts or continued earnings strength and higher guidance from utility peers could support the sector backdrop.
Over the next one to three years, RGCO presents a cheap-versus-peers utility thesis with recent financial momentum, but the quality of earnings and financing remain important uncertainties. The thesis is intact, not assured. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| The company has stable financial moves, including a $15 million promissory note for flexibility. |
| Intact |
| loss of access to $15 million promissory note or equivalent |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Increase net income and EPS to $13.6 million and $1.31 per share | RGC Resources grows net income and EPS about 5% yearly. | Broken | net income or EPS falls below $13.6 million or $1.31 per share | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “The Company’s net income of $14.2 million, or $1.37 per diluted share, in the first nine months of fiscal 2026 was up 5.2% from $13.5 million, or $1.31 per diluted share, a year earlier due to stronger operating margins and lower interest expense, particularly early in the year.” “Through the first six months of fiscal 2026, the Company’s net income of $13.6 million, or $1.31 per diluted share, was up 5.3% from $12.9 million, or $1.26 per diluted share, in the first six months of the prior year due to stronger operating margins in the second quarter and lower interest expense over the first half of the fiscal year.” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.12B → $0.12B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-10-01 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-02 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-03 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-04 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-05 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-06 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-07 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-08 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-09 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-10 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-11 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-12 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-13 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-14 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-15 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-16 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-17 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-18 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-19 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-20 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-21 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-22 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-23 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-24 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-25 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-26 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-27 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-28 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-29 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-30 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-10-31 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-11-01 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-11-02 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-11-03 | $1.48 | $115,881,440 | 1 / 1 |
| 2026-11-04 | $1.48 | $115,881,440 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.