Results reflect weather-driven volume and margin improvement, but operating costs rose 5.9% and net income was boosted by non-cash derivative gains. Monitor the next quarter for normalized weather impact and cost control. No guidance change limits catalyst for sustained upside.
Price Chart
Executive Summary
Star Group reported fiscal Q2 2026 results with revenue up 3.2% to $766.7M and net income rising 26% to $108.3M, aided by a $20.7M favorable derivative adjustment. Adjusted EBITDA grew 8.2% to $138.7M, driven by colder weather and acquisitions, but operating costs rose due to severe conditions. No guidance was provided.
Key Financial Metrics
Key Facts
- Q2 revenue $766.7M vs $743.0M prior year (+3.2%)
- Net income $108.3M vs $85.9M (+26%)
- Adjusted EBITDA $138.7M vs $128.2M (+8.2%)
- Diluted EPS $2.66 vs $2.01 (+32.3%)
- Home heating oil and propane volume +0.4% to 144.5M gallons
- Temperatures 6.4% colder than prior year, 2.8% colder than normal
Financial Impact
Revenue up 3.2%, net income up 26%, Adjusted EBITDA up 8.2%
Risk Factors
- Weather normalization could reduce volumes next quarter
- Operating costs (delivery, insurance) rising faster than revenue
- Derivative gains may not recur; net income growth partially non-operational
- Customer attrition (~1% net) and long-term electrification risk
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001171843-26-003073 |
| Document: f8k_050626.htm | 0001171843-26-003073 |
| Document: 0001171843-26-003073-index-headers.html | 0001171843-26-003073 |
| Document: 0001171843-26-003073-index.html | 0001171843-26-003073 |
| Document: 0001171843-26-003073.txt | 0001171843-26-003073 |
| 8-K Data (Synthetic) | 0001171843-26-003073 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | 8-K | $13.01 | awaiting T+20 | — | $13.00 (−0.08%) |
Oct 15, 2026 11d ago | Press Release | $13.01 | awaiting T+20 | — | $13.00 (−0.08%) |
Jul 31, 2026 12w ago | Press Release | $12.54 $12.68 | ▲ +1.12% | ▼ −1.87% | $13.00 (+3.67%) |
Jul 17, 2026 14w ago | 8-K | $13.00 $12.53 | ▼ −3.62% | ▼ −7.74% | $13.00 (0.00%) |
Jul 16, 2026 14w ago | 8-K | $13.14 $12.52 | ▼ −4.72% | ▼ −8.34% | $13.00 (−1.07%) |
Jul 16, 2026 14w ago | Press Release | $13.14 $12.52 | ▼ −4.72% | ▼ −8.34% | $13.00 (−1.07%) |
May 6, 2026 24w ago | 8-K | $13.45 $12.85 | ▼ −4.46% | ▼ −7.60% | $13.00 (−3.35%) |
May 6, 2026 24w ago | Press Release | $13.45 $12.85 | ▼ −4.46% | ▼ −7.60% | $13.00 (−3.35%) |
May 1, 2026 25w ago | Press Release | $12.47 $12.70 | ▲ +1.84% | ▼ −3.44% | $13.00 (+4.25%) |
Apr 16, 2026 27w ago | 8-K | $12.29 $12.78 | ▲ +4.00% | ▼ −1.81% | $13.00 (+5.79%) |
US Market Status
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