<p>新泽西能源公司（New Jersey Resources Corporation，简称 NJR）召开了第四季度财报电话会议。以下是会议的主要亮点。</p>
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<p>新泽西能源公司（NJR）最近的财报电话会议强调了 2025 财年的强劲表现，表现出持续的盈利增长、强劲的资本投资以及在储存与运输（S&amp;T）和清洁能源投资等关键业务领域的显著进展。尽管面临一些监管和市场挑战，但会议中表达的整体情绪是积极的，对未来的前景充满信心。</p>
<h2>超过盈利指引</h2>
<p>新泽西能源公司再次超越了其初始盈利指引和长期增长目标，这是该公司在 2025 财年连续第五年实现的成就。这一成就凸显了公司持续提供强劲财务业绩和满足投资者期望的能力。</p>
<h2>强劲的财务指标</h2>
<p>公司预计 2026 财年的每股净财务收益（NFEPS）为 3.03 美元至 3.18 美元，符合 7% 至 9% 的增长率。这一预测反映了 NJR 致力于保持稳定增长轨迹并为股东创造价值的承诺。</p>
<h2>重大资本投资</h2>
<p>NJR 计划在未来五年内投资约 50 亿美元，比过去五年增加 40%。其中 60% 的投资将用于新泽西天然气，突显了公司扩展公用事业业务的重点。</p>
<h2>业务领域增长</h2>
<p>预计储存与运输部门到 2027 年将其净财务收益翻倍，而清洁能源投资计划在未来两年内将其产能扩大超过 50%。这些增长举措展示了 NJR 在增强其业务领域以推动未来收益方面的战略重点。</p>
<h2>清洁能源投资的创纪录产能</h2>
<p>在 2025 财年，NJR 新增了 93 兆瓦的商业太阳能产能，使其组合总量达到 479 兆瓦。这一里程碑反映了公司在推进清洁能源计划和增加可再生能源足迹方面的承诺。</p>
<h2>股息增长</h2>
<p>NJR 标志着其连续第 30 年增加股息，展示了公司对其长期计划的信心以及对股东回报价值的承诺。</p>
<h2>积极的合同发展</h2>
<p>储存与运输部门经历了强劲的重新签约，合同费率提高，显著增强了其盈利潜力。这一发展证明了该部门在市场中的强劲表现和战略定位。</p>
<h2>潜在的监管和政策挑战</h2>
<p>尽管前景积极，NJR 仍面临监管环境和潜在政策变化的不确定性，这可能影响未来的运营和增长。公司在应对这些挑战以维持增长势头方面保持警惕。</p>
<h2>清洁能源投资面临市场压力</h2>
<p>清洁能源投资在加速项目方面面临挑战，原因是潜在的政策调整和市场条件。NJR 正在积极努力应对这些压力，以确保其清洁能源计划的持续扩展。</p>
<h2>前瞻性指引</h2>
<p>展望未来，NJR 预计 2026 财年的每股净财务收益在 3.03 美元至 3.18 美元之间，符合长期增长率 7% 至 9% 的预期。公司计划进行重大资本支出，重点关注新泽西天然气和清洁能源投资，同时保持强劲的资产负债表，支持强劲的现金流和均衡的债务到期结构。</p>
<p>总之，新泽西能源公司的财报电话会议反映了积极的情绪，展现了强劲的财务表现和战略增长举措。公司继续超越盈利指引，投资于关键业务领域，并扩大其清洁能源产能，同时应对监管和市场挑战。NJR 的前瞻性指引表明，股东将继续获得增长和价值创造。</p>

新泽西能源

<p>新泽西能源公司（NJR）在其 2025 财年第四季度财报电话会议中报告了强劲的业绩，连续第五年超出盈利指引。该公司计划在五年内进行 50 亿美元的资本投资，重点关注新泽西天然气和清洁能源投资。NJR 预计 2026 财年的每股净财务收益将在 3.03 美元至 3.18 美元之间，增长率为 7% 至 9%。尽管面临监管挑战，NJR 计划到 2027 年将 S&T 收益翻倍，并在两年内将清洁能源投资扩大 50%，保持积极的前景</p>

<p>New Jersey Resources Corporation ((NJR)) has held its Q4 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>新泽西能源公司（New Jersey Resources Corporation，简称 NJR）召开了第四季度财报电话会议。以下是会议的主要亮点。</p>
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</div><p>The recent earnings call for New Jersey Resources Corporation (NJR) highlighted a strong performance in fiscal 2025, characterized by consistent earnings growth, robust capital investments, and significant advancements in key business segments such as Storage &amp; Transportation (S&amp;T) and Clean Energy Ventures. Despite some regulatory and market challenges, the overall sentiment expressed during the call was positive, with a promising outlook for the future.</p>
<div class="lb-trans"><p>新泽西能源公司（NJR）最近的财报电话会议强调了 2025 财年的强劲表现，表现出持续的盈利增长、强劲的资本投资以及在储存与运输（S&amp;T）和清洁能源投资等关键业务领域的显著进展。尽管面临一些监管和市场挑战，但会议中表达的整体情绪是积极的，对未来的前景充满信心。</p>
</div><h2>Exceeding Earnings Guidance</h2>
<div class="lb-trans"><h2>超过盈利指引</h2>
</div><p>New Jersey Resources has once again surpassed its initial earnings guidance and long-term growth targets for the fifth consecutive year in fiscal 2025. This achievement underscores the company’s ability to consistently deliver strong financial results and meet investor expectations.</p>
<div class="lb-trans"><p>新泽西能源公司再次超越了其初始盈利指引和长期增长目标，这是该公司在 2025 财年连续第五年实现的成就。这一成就凸显了公司持续提供强劲财务业绩和满足投资者期望的能力。</p>
</div><h2>Strong Financial Metrics</h2>
<div class="lb-trans"><h2>强劲的财务指标</h2>
</div><p>The company provided guidance for net financial earnings per share (NFEPS) of $3.03 to $3.18 in fiscal 2026, aligning with a growth rate of 7% to 9%. This projection reflects NJR’s commitment to maintaining a steady growth trajectory and delivering value to shareholders.</p>
<div class="lb-trans"><p>公司预计 2026 财年的每股净财务收益（NFEPS）为 3.03 美元至 3.18 美元，符合 7% 至 9% 的增长率。这一预测反映了 NJR 致力于保持稳定增长轨迹并为股东创造价值的承诺。</p>
</div><h2>Significant Capital Investment</h2>
<div class="lb-trans"><h2>重大资本投资</h2>
</div><p>NJR plans to invest approximately $5 billion over the next five years, marking a 40% increase compared to the past five years. A significant portion of this investment, 60%, is allocated to New Jersey Natural Gas, highlighting the company’s focus on expanding its utility operations.</p>
<div class="lb-trans"><p>NJR 计划在未来五年内投资约 50 亿美元，比过去五年增加 40%。其中 60% 的投资将用于新泽西天然气，突显了公司扩展公用事业业务的重点。</p>
</div><h2>Growth in Business Segments</h2>
<div class="lb-trans"><h2>业务领域增长</h2>
</div><p>The Storage &amp; Transportation segment is expected to double its net financial earnings by 2027, while Clean Energy Ventures aims to expand its capacity by over 50% in the next two years. These growth initiatives demonstrate NJR’s strategic focus on enhancing its business segments to drive future earnings.</p>
<div class="lb-trans"><p>预计储存与运输部门到 2027 年将其净财务收益翻倍，而清洁能源投资计划在未来两年内将其产能扩大超过 50%。这些增长举措展示了 NJR 在增强其业务领域以推动未来收益方面的战略重点。</p>
</div><h2>Record Capacity in Clean Energy Ventures</h2>
<div class="lb-trans"><h2>清洁能源投资的创纪录产能</h2>
</div><p>In fiscal 2025, NJR added 93 megawatts of new commercial solar capacity, expanding its portfolio to 479 megawatts. This milestone reflects the company’s commitment to advancing its clean energy initiatives and increasing its renewable energy footprint.</p>
<div class="lb-trans"><p>在 2025 财年，NJR 新增了 93 兆瓦的商业太阳能产能，使其组合总量达到 479 兆瓦。这一里程碑反映了公司在推进清洁能源计划和增加可再生能源足迹方面的承诺。</p>
</div><h2>Dividend Growth</h2>
<div class="lb-trans"><h2>股息增长</h2>
</div><p>NJR marked its 30th consecutive year of dividend increases, showcasing the company’s confidence in its long-term plans and its commitment to returning value to shareholders.</p>
<div class="lb-trans"><p>NJR 标志着其连续第 30 年增加股息，展示了公司对其长期计划的信心以及对股东回报价值的承诺。</p>
</div><h2>Positive Contract Developments</h2>
<div class="lb-trans"><h2>积极的合同发展</h2>
</div><p>The S&amp;T segment has experienced strong recontracting with higher contract rates, significantly enhancing its earnings potential. This development is a testament to the segment’s robust performance and strategic positioning in the market.</p>
<div class="lb-trans"><p>储存与运输部门经历了强劲的重新签约，合同费率提高，显著增强了其盈利潜力。这一发展证明了该部门在市场中的强劲表现和战略定位。</p>
</div><h2>Potential Regulatory and Policy Challenges</h2>
<div class="lb-trans"><h2>潜在的监管和政策挑战</h2>
</div><p>Despite the positive outlook, NJR faces uncertainty around the regulatory environment and potential policy changes that could impact future operations and growth. The company remains vigilant in navigating these challenges to sustain its growth momentum.</p>
<div class="lb-trans"><p>尽管前景积极，NJR 仍面临监管环境和潜在政策变化的不确定性，这可能影响未来的运营和增长。公司在应对这些挑战以维持增长势头方面保持警惕。</p>
</div><h2>Market Pressures on Clean Energy Ventures</h2>
<div class="lb-trans"><h2>清洁能源投资面临市场压力</h2>
</div><p>Clean Energy Ventures faces challenges in accelerating projects due to potential policy adjustments and market conditions. NJR is actively working to address these pressures to ensure the continued expansion of its clean energy initiatives.</p>
<div class="lb-trans"><p>清洁能源投资在加速项目方面面临挑战，原因是潜在的政策调整和市场条件。NJR 正在积极努力应对这些压力，以确保其清洁能源计划的持续扩展。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指引</h2>
</div><p>Looking ahead, NJR projects net financial earnings per share between $3.03 and $3.18 for fiscal 2026, aligning with a long-term growth rate of 7% to 9%. The company plans significant capital expenditures, with a focus on New Jersey Natural Gas and Clean Energy Ventures, while maintaining a strong balance sheet supported by robust cash flows and a balanced debt maturity profile.</p>
<div class="lb-trans"><p>展望未来，NJR 预计 2026 财年的每股净财务收益在 3.03 美元至 3.18 美元之间，符合长期增长率 7% 至 9% 的预期。公司计划进行重大资本支出，重点关注新泽西天然气和清洁能源投资，同时保持强劲的资产负债表，支持强劲的现金流和均衡的债务到期结构。</p>
</div><p>In summary, New Jersey Resources Corporation’s earnings call reflected a positive sentiment with strong financial performance and strategic growth initiatives. The company continues to exceed earnings guidance, invest in key business segments, and expand its clean energy capacity, all while navigating regulatory and market challenges. NJR’s forward-looking guidance suggests continued growth and value creation for shareholders.</p>
<div class="lb-trans"><p>总之，新泽西能源公司的财报电话会议反映了积极的情绪，展现了强劲的财务表现和战略增长举措。公司继续超越盈利指引，投资于关键业务领域，并扩大其清洁能源产能，同时应对监管和市场挑战。NJR 的前瞻性指引表明，股东将继续获得增长和价值创造。</p>
</div>

新泽西能源在 2025 财年收益电话会议中表现出色