ATO · Earnings call · 2026Q2T · Full report

Market Demand Trends

ATMOS ENERGY CORP · 2026-08-05 · Importance 26 · Surprise 24

Atmos Energy added nearly 51,000 customers in the 12 months ended June 30, 2026, including nearly 39,000 in Texas. The company added 600 commercial customers in the third quarter and more than 2,500 year to date, along with five industrial customers in the quarter and 12 year to date. The 12 new industrial customers are expected to consume approximately 950,000 MCF annually when fully operational, equivalent to about 18,000 residential customers. Management said demand remains steady and diversified across residential, commercial, and industrial customer classes.

Key facts

• During the first nine months of the fiscal year, the customer advocacy team helped nearly 49 thousand customers receive about $16.2 million in funding assistance.
• Customer satisfaction ratings exceeded 97% for the first nine months of this fiscal year.