2025 Essential Annual Report

ESSENTIAL UTILITIES, INC. AND SUBSIDIARIES Management’s Discussion and Analysis of Financial Condition and Results of Operations (continued) (In thousands of dollars, except per share amounts)

Regulated Natural Gas Segment

The following tables present the selected operating results and customers served for our Regulated Natural Gas segment for and as of the year ended December 31:

2025

2024

2023

2025 vs. 2024

2024 vs. 2023

Gas utility customers: Residential gas

687,585 59,269

685,591 59,296

683,811 59,384

1,994

1,780

Commercial gas

(27)

(88)

Industrial gas

556

552

551

4

1

Total gas utility customers

747,410

745,439

743,746

1,971

1,693

Delivered volumes - retail and transportation (thousand cubic feet) Residential gas

59,727,496 37,394,077 50,596,548 147,718,121

50,669,829 33,641,589 47,959,164 132,270,582

51,698,440 33,151,308 48,323,846 133,173,594

9,057,667 3,752,488 2,637,384 15,447,539

(1,028,611)

Commercial gas

490,281

Industrial gas

(364,682) (903,012)

Total delivered volumes Heating Degree Days (a)

5,380 5,341

4,288 5,240

4,558 5,427

1,092

(270) (187)

Average Heating Degree Days (b)

101

2025

2024

2023

2025 vs. 2024

2024 vs. 2023

Operating revenues: Residential gas

$

708,049 141,275

$ 504,426

$ 519,406 $

203,623 $

(14,980) (10,610)

Commercial gas

100,662

111,272

40,613

Industrial gas

3,150

2,279

3,232

871

(953)

Gas transportation

242,186 23,215

194,413 41,211

184,598 45,251

47,773

9,815

Other utility

(17,996)

(4,040) (20,768)

Total operating revenues

$

1,117,875

$ 842,991

$ 863,759 $

274,884 $

Operating expenses: Operations and maintenance expense

$ $ $ $ $ $ $

227,656 384,811 158,348 19,978 101,007

$ 207,176 $ 267,226 $ 135,814 $ 22,985

$ 209,073 $ $ 327,548 $ $ 125,263 $ $ 23,846 $

20,480 $ 117,585 $ 22,534 $ (3,007) $ 104,841 $ 38,693 $ (26,242) $

(1,897) (60,322)

Purchased gas

Depreciation and amortization Taxes other than income taxes

10,551

(861)

Other expense, net Income tax benefit Segment net income

$ (3,834) $ 90,819 $

(94,653)

(41,300)$ (79,993)$ (113,353)$

33,360 93,054

267,375

$ 293,617

$ 200,563 $

(a) Unit of measure reflecting temperature-sensitive natural gas consumption, calculated by subtracting the average of a day’s high and low temperatures from 65 degrees Fahrenheit; measured at Pittsburgh, PA. (b) Based on historical twenty-year average heating degree days, as calculated from data provided by the National Weather Service for the same geographic location.

Operating revenues – Operating revenues from the Regulated Natural Gas segment increased by $274,884 or 32.6% primarily due to:

 an increase in purchased gas costs of $117,585; refer to purchased gas costs discussion below for further information;  an increase of $69,363 due to higher rates and other surcharges;  impact of higher volumes delivered of $57,723 during 2025 as compared to 2024;  an increase of $25,958 due to lower tax repair surcredit; and  an increase in customer assistance surcharges of $17,369, which generally has offsetting amounts in operations and maintenance expense; offset by  a weather normalization adjustment of $16,439, which had the effect of decreasing revenues.

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