MDU Resources Group (MDU) Q2 FY26 earnings call

MDU Resources Group reported solid Q2 FY26 earnings, driven by strong utility performance, new rates, and customer growth. A significant highlight was the advancement of the Bakken East pipeline project, securing nearly 1.2 Bcf/day in precedent agreements, with a final investment decision expected before the Q4 FY26 FERC 7(c) filing. The company also continues to capitalize on data center demand, with over 1 GW under signed agreements, while reaffirming its full-year EPS guidance and long-term growth objectives.