核心观点 - 投资者寻求成长股以利用高于平均水平的财务增长，这些股票可能带来超额回报但伴随较高风险和波动性[1] - Zacks Growth Style Score系统可帮助筛选具有真实增长潜力的公司，Northwest Natural(NWN)因其优异的成长评分和Zacks排名被推荐[2] - 具备最佳成长特征且同时拥有A/B级Growth Score和Zacks Rank 1/2的股票表现优于市场[3] 成长驱动因素 盈利增长 - 盈利增长是核心指标，两位数增长通常预示强劲前景[4] - Northwest Natural历史EPS增长率仅1.1%，但今年预计增长23.4%，远超行业平均的9.2%[5] 现金流增长 - 高于平均的现金流增长对成长型公司至关重要，使其减少对外部融资依赖[6] - Northwest Natural当前现金流同比增长4.9%，优于同行(-0.1%)，其3-5年化增长率7.2%也略高于行业7%[6][7] 盈利预测上调 - 盈利预测上调趋势与股价走势呈强相关性[8] - Northwest Natural当前年度盈利预测过去一个月上调1.4%[8] 综合评级 - Northwest Natural获Zacks Rank 2评级，Growth Score B级，结合其盈利预测上调和成长指标，被定位为潜在超额收益标的[10]

A downtrend has been apparent in Northwest Natural (NWN) lately. While the stock has lost 7.3% over the past four weeks, it could witness a trend reversal as a hammer chart pattern was formed in its last trading session. This could mean that the bulls have been able to counteract the bears to help the stock find support.The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish cas ...

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, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to____________ NORTHWEST NATURAL HOLDING COMPANY NORTHWEST NATURAL GAS COMPANY (Exact name of registrant as specified in its charter) (Exact name of registra ...

Northwest Natural Company (NWN) Q1 2025 Earnings Call May 06, 2025 11:00 AM ET Company Participants Nikki Sparley - Director of Investor RelationsJustin Palfreyman - President & CEORaymond Kaszuba - SVP & CFO Conference Call Participants None - Analyst Operator Thank you all for standing by for the North West Natural Holdings Company's First Quarter twenty twenty five Earnings Call. Today's call will be starting in around four minutes' time. Thank you for standing by. And if you do wish to remove it, you ca ...

Northwest Natural Company (NWN) Q1 2025 Earnings Call May 06, 2025 11:00 AM ET Speaker0 Thank you all for standing by for the North West Natural Holdings Company's First Quarter twenty twenty five Earnings Call. Today's call will be starting in around four minutes' time. Thank you for standing by. And if you do wish to remove it, you can press 2. Speaker1 Thank you. Speaker0 Thank you all for attending. I would like to welcome you all to today's call, the North West Natural Holdings Company's Q1 twenty twen ...

Northwest Natural (NWN) came out with quarterly earnings of $2.28 per share, beating the Zacks Consensus Estimate of $2.09 per share. This compares to earnings of $1.69 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 9.09%. A quarter ago, it was expected that this natural gas distributor would post earnings of $1.42 per share when it actually produced earnings of $1.41, delivering a surprise of -0.70%.Over the last four quarte ...

Exhibit 99.1 For Immediate Release May 6, 2025 NW Natural Holdings Reports Solid First Quarter 2025 Results Signed Agreement to Acquire Another Texas Gas Utility; Reaffirmed 2025 Adjusted EPS Guidance PORTLAND, ORE. — Northwest Natural Holding Company (NYSE: NWN) (NW Natural Holdings) reported financial results and highlights, including: Net income increased $24.1 million to $87.9 million (or $2.18 per share) for the first quarter of 2025, compared to $63.8 million (or $1.69 per share) for the same period i ...

投资服务 - iREIT+HOYA Capital是Seeking Alpha上以收入为重点的顶级投资服务 专注于提供可持续投资组合收入、多元化和通胀对冲机会的收入型资产类别 [1] - 提供免费两周试用 展示其独家收入导向投资组合中的顶级投资理念 [1] 股息股票 - 稳定的股息股票组合能够提供持续收益 基本不受外部环境影响 虽然不如高增长股票那样引人注目 但其稳定性具有独特价值 [2]

财务数据和关键指标变化 - 2024年调整后净收入9060万美元或每股2.33美元，2023年同期为9390万美元或每股2.59美元，减少330万美元，主要因2024年前10个月监管滞后及年内发行普通股 [27] - 2024年经营活动提供现金2亿美元，投资3.94亿美元用于安全、可靠性和技术系统，近90%用于燃气公用事业，还部署3000万美元用于水和废水收购，融资活动提供现金2.27亿美元 [30] - 2025年调整后收益指引为每股2.75 - 2.95美元，预计长期每股收益增长率为4% - 6% [15][31] 各条业务线数据和关键指标变化 - 天然气分销业务年度公用事业利润率增加2630万美元，燃气公用事业运营与维护费用减少210万美元，公用事业折旧和一般税收增加1210万美元，其他收入减少1820万美元，利息费用增加280万美元 [28][29] - 其他业务净收入增加360万美元，主要因水和废水公用事业业务净收入增加440万美元 [29] - C Energy预计2025年总电表秒增长约20%，2025 - 2027年利率基增长20% - 25%，净收入复合年增长率32% - 37% [38] - 西北自然水业务预计2025 - 2027年利率基和净收入增长10% - 15% [40] 各个市场数据和关键指标变化 - 华盛顿选民在2024年11月废除了倾向电力使用而非直接使用天然气的法律 [20] - 2024年1月寒冷天气事件中公司燃气系统提供的能源比波特兰最大的电力公用事业公司总和多55% [17] 公司战略和发展方向和行业竞争 - 2024年完成历史上最大的俄勒冈州燃气公用事业费率案及多个水和废水公用事业费率案，12月底又提交俄勒冈州一般费率案，预计今年11月1日起实施新费率 [12][21] - 2024年收购德州高增长天然气公用事业C Energy，1月7日完成交易 [14][23] - 2025年重点是完成俄勒冈州一般费率案、抓住C Energy增长机会、评估水和废水业务收购及关注可再生能源项目 [42][43][44] 管理层对经营环境和未来前景的评论 - 2024年是取得成就的一年，为未来增长奠定基础，公司处于增长和转型的关键时期，财务状况良好，有望持续增长 [11][46] - 选民希望有多元化能源解决方案，认可天然气系统的重要作用 [19] 其他重要信息 - 公司预计今天晚些时候提交10 - K文件 [5] - 2025年第一季度财报开始单独披露西北自然水和C Energy财务结果 [41] 总结问答环节所有的提问和回答 问题: 华盛顿数据中心情况及电力负荷增长对业务的影响 - 公司正在评估将数据中心连接到系统的机会，在太平洋西北和德州都有相关潜在机会，同时在评估系统影响和应对管道限制；密切关注华盛顿相关情况，已为天然气成本提交递延申请，预计10%水平的关税对客户成本影响不大 [54][55][56] 问题: 是否有机会获得能源资本关税豁免 - 公司团队正与政策制定者积极接触，25%的材料关税可能有影响，但目前难以判断方向 [58] 问题: C Energy的复合年增长率是否包含重置相关内容 - 是的，假设从费率案和资本结构角度采取合理方法，目前债务比例在40%多，预计未来达到60 - 40的股权债务比例 [60] 问题: 何时为C Energy提交费率案申请 - 公司上个月刚完成收购，正专注整合，将在年内评估费率案时机，目前暂无消息 [62] 问题: 2025年资本支出在天然气、C Energy和水业务上的具体分配 - 西北天然气公司约3.5亿美元，C Energy约8000万美元，水业务约6000万美元，总计4.5 - 5亿美元 [67]

Northwest Natural Holding Company (NYSE:NWN) Q4 2024 Results Conference Call February 28, 2025 11:00 AM ET Company Participants Nikki Sparley - Director of IR David Anderson - CEO Raymond Kaszuba - SVP & CFO Justin Palfreyman - President Conference Call Participants Christopher Ellinghaus - Siebert Williams Shank Selman Akyol - Stifel Brica Good morning, and thank you all for attending the Northwest Natural Holding Company Q4 2024 earnings call. My name is Brica, and I will be the moderator for today's call ...