New Jersey Resources Corporation

NYSE:NJR 주식 리포트

시가총액: US$5.5b

New Jersey Resources 과거 순이익 실적

과거 기준 점검 2/6

New Jersey Resources은 연평균 16.5%의 비율로 수입이 증가해 온 반면, Gas Utilities 산업은 수입이 5.1% 증가했습니다. 매출은 연평균 4%의 비율로 감소했습니다. New Jersey Resources의 자기자본이익률은 12.9%이고 순이익률은 15.7%입니다.

핵심 정보

16.55%

순이익 성장률

15.49%

주당순이익(EPS) 성장률

Gas Utilities 산업 성장률10.04%
매출 성장률-4.05%
자기자본이익률12.89%
순이익률15.67%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 Jun 03

NJR: Earnings Guidance Strength And Rate Filing Will Support Future Upside

Analysts have lifted their price target on New Jersey Resources by about $3.69 to reflect updated views on fair value, discount rate, revenue growth, profit margin and forward P/E, supported by a recent bullish research initiation and a higher target from the Street. Analyst Commentary Recent Street research on New Jersey Resources points to a more constructive tone on valuation and earnings power, with the latest price target moves reflecting updated assumptions on revenue, margins and forward P/E.
Seeking Alpha May 06

Strong Q2 Portends Continued Success For New Jersey Resources

Summary New Jersey Resources is executing a clean energy pivot, allocating over 60% of $4.8–$5.2 billion CapEx through FY2030 to solar-focused Clean Energy Ventures. NJR delivered strong winter-driven Q2 results, beating non-GAAP EPS by $0.30 and revenue by nearly 10%, and raised full-year non-GAAP EPS guidance to $3.48–$3.62. Despite robust operating cash flow growth, NJR’s high CapEx outpaces cash generation, requiring increased debt while targeting a 20% adjusted debt-to-capital ratio. I rate NJR a buy, citing reasonable valuation, strong execution, and growth potential, but advise monitoring debt ratios as the clean energy expansion progresses. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 21

NJR: Updated Earnings Guidance And Execution Will Support Balanced Future Returns

The analyst fair value estimate for New Jersey Resources has increased from $55.00 to about $56.17, reflecting updated price targets from analysts who cite recent upward revisions in Street research as support for this adjustment. Analyst Commentary Bullish analysts have lifted their price targets on New Jersey Resources in recent research, which feeds into the higher overall fair value estimate.
내러티브 업데이트 Apr 04

NJR: Updated Cash Flow Assumptions And Earnings Outlook Will Shape Balanced Returns

Analysts have raised their price target on New Jersey Resources by $4, citing updated views on the company’s discounted cash flow assumptions and valuation inputs, as reflected in the latest fair value and P/E metrics. Analyst Commentary Bullish Takeaways Bullish analysts view the higher fair value estimate as consistent with an updated discounted cash flow framework, which they see as better aligned with the company’s current cash generation profile.
내러티브 업데이트 Mar 21

NJR: Refined Earnings Outlook And Assumptions Will Support Balanced Future Returns

Analysts have raised their price target on New Jersey Resources by $4, reflecting updated views on fair value and modest refinements to assumptions such as discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary JPMorgan raised its price target on New Jersey Resources by $4, reflecting refreshed assumptions on discount rate, revenue growth, profit margins, and future P/E.
내러티브 업데이트 Mar 07

NJR: Refined Earnings Outlook And Discount Assumptions Will Support Steady Returns

Analysts recently lifted their price target on New Jersey Resources by $4 to reflect updated assumptions around discount rates, profitability, and future price-to-earnings (P/E) expectations. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target, including the US$4 increase from JPMorgan, as aligning the stock more closely with their updated P/E assumptions.
내러티브 업데이트 Feb 20

NJR: Refined Earnings Outlook And Mild Assumption Shifts Will Support Steady Returns

Analysts nudged their price targets for New Jersey Resources higher to $55, reflecting modest adjustments to fair value assumptions, the discount rate, revenue growth, profit margin and future P/E expectations in light of recent research updates. Analyst Commentary JPMorgan lifted its price target for New Jersey Resources to $55, which reflects updated views on valuation, earnings power and the appropriate discount rate for the stock.
내러티브 업데이트 Feb 06

NJR: Gas Mix And Strong Balance Sheet Will Support Steady Future Returns

Analysts have inched their fair value estimate for New Jersey Resources lower to about $54.33 from $54.71, citing slightly more conservative revenue growth assumptions and a modestly lower future P/E multiple. They continue to point to the company's mix of gas utility, regulated midstream and unregulated businesses, along with its peer leading 18% to 20% FFO to debt ratio and consistent capex funding without material dilution, as key supports for their updated price target.
내러티브 업데이트 Jan 23

NJR: Peer Leading Balance Sheet And Gas Mix Will Support Future Returns

Narrative Update Overview Analysts have lifted their price target on New Jersey Resources to $53 from $50, citing confidence in the company’s mix of its core New Jersey Natural Gas utility, regulated midstream assets, and key unregulated businesses, along with what they view as a consistently executed financial model that maintains an 18% to 20% FFO to debt ratio and regularly funds capex without material dilution. Analyst Commentary Recent research highlights how New Jersey Resources is being viewed through the lens of its business mix and capital structure, with upbeat views tempered by a few areas of caution that matter for valuation and execution risk.
분석 기사 Jan 12

New Jersey Resources (NYSE:NJR) Ticks All The Boxes When It Comes To Earnings Growth

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
내러티브 업데이트 Jan 05

NJR: Resilient Gas Mix And Strong Balance Sheet Will Support Future Returns

Analysts recently lifted their price target on New Jersey Resources to $53 from $50, citing what they view as the company's consistent execution, its mix of regulated and unregulated gas businesses, and balance sheet metrics that they consider supportive of its updated valuation and P/E assumptions. Analyst Commentary Analysts raising their target on New Jersey Resources point to what they view as a relatively resilient business mix and balance sheet for a regulated gas utility, which they see as important inputs to the updated valuation and P/E assumptions.
내러티브 업데이트 Dec 18

NJR: Differentiated Gas And Midstream Model Will Support Strong Future Cash Flows

Analysts have modestly raised their price target on New Jersey Resources, lifting fair value by about $1 to roughly $55 per share. They cite confidence in the company’s differentiated mix of core gas utility, regulated midstream assets, and disciplined capital funding that supports solid FFO-to-debt metrics despite slightly lower projected profit margins.
분석 기사 Nov 03

We Like These Underlying Return On Capital Trends At New Jersey Resources (NYSE:NJR)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 Sep 10

Is New Jersey Resources Corporation (NYSE:NJR) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights New Jersey Resources' estimated fair value is US$35.53 based on 2 Stage Free Cash Flow to Equity New...
분석 기사 Aug 13

Impressive Earnings May Not Tell The Whole Story For New Jersey Resources (NYSE:NJR)

NYSE:NJR 1 Year Share Price vs Fair Value Explore New Jersey Resources's Fair Values from the Community and select...
분석 기사 Jul 10

New Jersey Resources (NYSE:NJR) Is Doing The Right Things To Multiply Its Share Price

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
분석 기사 Jun 24

Here's Why We Think New Jersey Resources (NYSE:NJR) Might Deserve Your Attention Today

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Oct 11

New Jersey Resources: Still A Buy After Its Recent Dividend Hike

Summary Last month, New Jersey Resources upped its quarterly dividend per share for the 29th consecutive year. The natural gas utility missed analyst expectations for total operating revenue and consolidated net financial loss, but its fundamentals look to be intact. New Jersey Resources' dividend is well-covered, and its balance sheet is responsibly capitalized. Shares of the natural gas utility appear to be priced at a 7% discount to fair value. New Jersey Resources could be set up for nearly 40% cumulative total returns through FY 2027. Read the full article on Seeking Alpha
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새로운 내러티브 Aug 31

NJR's Tactical Shift To Clean Energy And Efficiency Aims For Robust Growth And Stability

Anticipated resolution of rate case by end of 2024 may stabilize the regulatory environment and improve financial stability, enhancing investor confidence.
Seeking Alpha Jul 10

New Jersey Resources: This Dividend Champion Looks Like A Buy Right Now

Summary New Jersey Resources is a Dividend Champion, with 28 consecutive years of dividend growth to its credit. The natural gas utility's operating revenue and non-GAAP EPS climbed higher in its fiscal second quarter. NJR's interest coverage ratio through the first half of its current fiscal year was strong for a utility. The natural gas utility could be trading 12% below fair value. NJR may be poised to post 12% annual total returns through September 2026. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

New Jersey Resources가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:NJR 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 262,179341130
31 Dec 252,153327130
30 Sep 252,036336120
30 Jun 252,096412120
31 Mar 252,073415120
31 Dec 241,818332120
30 Sep 241,797290110
30 Jun 241,732236110
31 Mar 241,721249110
31 Dec 231,707238110
30 Sep 231,963265100
30 Jun 232,397282100
31 Mar 232,685294100
31 Dec 222,954280110
30 Sep 222,906275110
30 Jun 222,673219110
31 Mar 222,48894110
31 Dec 212,378148100
30 Sep 212,157118100
30 Jun 212,024152130
31 Mar 211,95624480
31 Dec 201,79316880
30 Sep 201,95416300
30 Jun 202,03314820
31 Mar 202,16915950
31 Dec 192,39515930
30 Sep 192,59212400
30 Jun 192,76013510
31 Mar 192,86912920
31 Dec 183,02219640
30 Sep 182,91523300
30 Jun 182,80421330
31 Mar 182,71824620
31 Dec 172,43322100
30 Sep 172,26913240
30 Jun 172,20119400
31 Mar 172,13715800
31 Dec 161,97811600
30 Sep 161,88113200
30 Jun 161,85011000
31 Mar 161,91512000
31 Dec 152,35410800
30 Sep 152,73418100
30 Jun 152,88815200

양질의 수익: NJR는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: NJR의 현재 순 이익률 (15.7%)은 지난해 (20%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: NJR의 수익은 지난 5년 동안 연평균 16.5% 증가했습니다.

성장 가속화: NJR은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: NJR은 지난 1년 동안 수익이 감소(-17.8%)하여 Gas Utilities 업계 평균(19.4%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: NJR의 자본 수익률(12.9%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/05 11:46
종가2026/06/05 00:00
수익2026/03/31
연간 수익2025/09/30

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분석가 소스

New Jersey Resources Corporation는 16명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Gary HovisArgus Research Company
Jim HarmonBarclays
Richard GrossBarclays