MDU Resources publishes transcript of Q2 2026 earnings call

MDU•2026-08-07

Bakken East pipeline progress

Bakken East pipeline: executed precedent agreements with all binding open season customers for nearly 1,200,000,000 cubic feet/day; project still designed for 1,400,000,000 cubic feet/day.

FERC Section 7(c) application now targeted for Q4 2026; final investment decision to precede filing; project cost estimate USD 2.7 billion to USD 3.2 billion.

Q2 earnings and guidance reaffirmed

MDU Resources hosted its Q2 2026 earnings call with President and CEO Nicole A. Kivisto, CFO Jason L. Vollmer, Treasurer Brent Miller; analysts from JPMorgan, Wells Fargo, Jefferies, Citi, Siebert Williams Shank.

Q2 earnings were USD 21.3 million, or USD 0.10 a share. The company reaffirmed 2026 EPS guidance of USD 0.93 to USD 1.

Applied Digital electric service agreement

Applied Digital electric service agreement signed for Polaris Forge 3 near Center, North Dakota; 430 megawatts at full build, pending North Dakota commission approval.

Sources

MDU Resources publishes transcript of Q2 2026 earnings call

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MDU Resources publishes transcript of Q2 2026 earnings call

Bakken East pipeline progress

Q2 earnings and guidance reaffirmed

Applied Digital electric service agreement

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Sources

MDU Resources publishes transcript of Q2 2026 earnings call

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