ATO · 10-Q · 2026Q2 · Full report
Pipeline Customer Demand
ATMOS ENERGY CORP · 2026-08-05 · Importance 25 · Surprise 32 · In source text
Atmos Pipeline-Texas provides transportation and storage services to the Mid-Tex Division, third-party local distribution companies, industrial and electric generation customers, marketers and producers. For the nine months ended June 30, 2026, consolidated pipeline transportation volumes increased 3.6% year over year to 526,249 MMcf, while gross transportation volumes increased 0.5% to 681,829 MMcf. Higher capacity contracted by tariff-based customers due to increased peak-day demand increased operating income by $12.1 million. The company also reported higher APT through-system activity associated primarily with increased spreads, contributing $33.8 million to the segment’s operating income increase.
Key facts
- Nine months operating income drivers included a $33.8 million increase in APT's through-system activities primarily associated with increased spreads source
- Three months operating income drivers included an $18.1 million increase in APT's through-system activities primarily associated with increased spreads source
- Nine months operating income drivers included a $12.1 million increase due to higher capacity contracted by tariff-based customers due to increased peak day demand source
- Three months operating income drivers included a $4.3 million increase due to higher capacity contracted by tariff-based customers due to their increased peak day demand source
- Three months ended June 30, 2026 consolidated distribution transportation volumes: 35,767 MMcf vs 34,346 MMcf for 2025 (change 1,421 MMcf) source
- Three months ended June 30, 2026 gross pipeline transportation volumes: 216,439 MMcf vs 216,416 MMcf for 2025 (change 23 MMcf) source
- Three months ended June 30, 2026 consolidated pipeline transportation volumes: 184,526 MMcf vs 184,105 MMcf for 2025 (change 421 MMcf) source
- Nine months ended June 30, 2026 gross pipeline transportation volumes: 681,829 MMcf vs 678,457 MMcf for 2025 (change 3,372 MMcf) source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +3.9% | Nine months operating income drivers included a $33.8 million increase in APT's through-system activities primarily associated with… |