ATO · Earnings call · 2026Q2T · Full report

Data Center / Load Growth

ATMOS ENERGY CORP · 2026-08-05 · Importance 9 · Surprise 42 · In source text

Atmos Pipeline–Texas is expanding infrastructure to support growth in local distribution companies serving the Dallas-Fort Worth Metroplex. Two southeastern DFW projects will install a combined 29 miles of 36-inch pipeline connecting adjacent compressor stations with the Tri City storage facility. The projects will improve reliability and capacity for gas transported from the Haynesville and Cotton Valley shale plays to Bethel and Tri City storage. A further compressor-station project in Carthage and the final 15-mile phase of the WA loop will increase capacity and support growth in the eastern and northwestern portions of the Metroplex.

Key facts

• The 12 new industrial customers are anticipated to use approximately 950 thousand MCF per year once they are fully operational.
• For the 12 months ending 06/30/2026, Atmos added nearly 51 thousand new customers with nearly 39 thousand of those new customers located in Texas.
• During the third quarter, Atmos added 600 commercial customers.
• Atmos added over 2.5 thousand commercial customers fiscal year to date.
• Atmos added 5 new industrial customers during the third quarter.
• Atmos added 12 new industrial customers fiscal year to date.
• The 950 thousand MCF per year from the 12 industrial customers is volumetrically equivalent to adding 18 thousand residential customers.

Impact estimates