[{"_1":2,"_3":-5,"_4":-5},"loaderData",{"_5":6,"_7":8},"actionData","errors","root",{"_102":103},"en-item",{"_9":10,"_10":11},"kind","item",{"_12":13,"_14":15,"_16":17,"_18":19,"_20":21,"_22":23,"_24":25,"_26":27,"_28":29,"_30":31,"_32":31,"_33":34,"_35":36,"_37":38,"_39":40,"_41":42,"_43":44,"_45":46,"_47":-5,"_48":49,"_50":-5,"_51":-5,"_52":53,"_54":55,"_56":57,"_58":42,"_59":42,"_60":61,"_62":42,"_63":64},"id","t10q7wszoyom84m3keakk6hno","revision",2,"title","国家燃气公司宣布分拆计划，预计2027年下半年完成","originalTitle","NATIONAL FUEL GAS CO (0000070145) (Filer)","summary","国家燃气公司（NATIONAL FUEL GAS CO）于2026年10月14日宣布计划通过免税分拆方式将其综合上游和收集业务拆分为两家独立上市公司。公司预计将在2027年下半年完成分拆，需满足包括提交注册声明、完成融资安排和董事会最终批准在内的常规条件。","reason","公司宣布计划通过免税分拆方式拆分为两家独立上市公司，预计于2027年下半年完成，需满足监管和财务条件。","source",{"_12":93,"_94":95,"_9":96,"_97":42,"_98":99,"_100":101},"links",{"_90":91,"_78":92},"publishedAt","2026-10-14T10:40:07.000Z","discoveredAt","2026-10-14T11:07:19.489Z","timelineAt","category","ai-products","tags",[84,85,86,87,88,89],"stockSymbols",[83],"score",65,"selected",true,"channel","news","story",{"_73":74,"_16":75},"x","readingMode","full","author","language","body",{"_64":77,"_78":-5,"_79":80,"_81":82},"outline",[],"relatedStories",[76],"indexable","markdownAvailable","group",{"_65":66,"_45":67,"_68":69,"_70":71,"_72":71},"hasTranslation","bodyLanguage","zh","factId","f6_il_hkdlFc",{"_73":74,"_16":75},"reportCount",1,"additionalSourceCount",0,"developmentCount","publicId","52dacdd6-5085-4224-b259-fd2cd65afc06","国家燃气公司分拆计划",{"_73":74,"_16":75},"

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 14, 2026

NATIONAL FUEL GAS COMPANY

(Exact name of registrant as specified in its charter)

\n\n\n\n\n\n\n\n\n\n\n\n\n\n

New Jersey

1-3880

13-1086010

(State or other jurisdiction

of incorporation)

(Commission

File Number)

(IRS Employer

Identification No.)

6363 Main Street, Williamsville, New York 14221

(Address of principal executive offices) (Zip Code)

Registrant’s telephone number, including area code: (716) 857-7000

Former name or former address, if changed since last report: Not Applicable

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

\n\n\n\n

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

\n\n\n\n

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

\n\n\n\n

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

\n\n\n\n

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Title of each class

Trading

Symbol

Name of Each Exchange

on Which Registered

Common Stock, par value $1.00 per share

NFG

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

\n\n\n

Item 7.01

Regulation FD Disclosure.

On October 14, 2026, National Fuel Gas Company (the “Company”) issued a press release regarding its plan to separate the Company into two independent, publicly traded companies through a tax-free spin-off of the Company’s Integrated Upstream and Gathering business. A copy of the press release is furnished as part of this Current Report as Exhibit 99.1 and is incorporated herein by reference.

On October 14, 2026, the Company provided an Investor Presentation regarding its separation plan. A copy of the presentation is furnished as part of this Current Report as Exhibit 99.2 and is incorporated herein by reference.

Neither the furnishing of the press release and presentation as exhibits to this Current Report, nor the inclusion in such press release or presentation of any reference to the Company’s internet address shall, under any circumstances, be deemed to incorporate the information available at such internet address into this Current Report. The information available at the Company’s internet address is not part of this Current Report or any other report filed or furnished by the Company with the Securities and Exchange Commission.

The information included under this Item 7.01 (including Exhibits 99.1 and 99.2) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section and shall not be deemed incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing. This report shall not be deemed an admission as to the materiality of any information in this report that is being disclosed pursuant to Regulation FD.

\n\n\n

Item 8.01

Other Events.

On October 14, 2026, the Company announced that the Board of Directors approved a plan to separate the Company into two independent, publicly traded companies through a tax-free spin-off of the Company’s Integrated Upstream and Gathering business. The Company expects to complete the separation during the second half of calendar year 2027, subject to customary conditions, including the filing and effectiveness of applicable filings (including a Form 10 registration statement) with the Securities and Exchange Commission, the completion of financing arrangements, and final approval by the Company’s Board of Directors.

Certain statements contained herein, including statements identified by the use of the words “anticipates,” “believes,” “could,” “estimates,” “expects,” “forecasts,” “guidance,” “intends,” “may,” “might,” “outlook,” “plans,” “potential,” “predicts,” “projects,” “seeks,” “targets,” “will,” “would”, and variations of such words and similar future or conditional expressions, and statements which are other than statements of historical facts, are intended to identify “forward-looking statements” as defined under U.S. federal securities laws, including, but not limited to, statements, estimates, and projections relating to the potential separation of the Company into two companies (the “Separation”), including the timing and structure of the Separation, the characteristics of the

\nseparated businesses, and the expected benefits of the Separation, future operating and financial performance and long-term strategy, and the assumptions underlying such expected benefits, targets, strategies, and statements.

These forward-looking statements are based on management’s beliefs, expectations, estimates, and projections at the time they are made and are not guarantees of future performance. Forward-looking statements involve risks and uncertainties, which could cause actual results or outcomes to differ materially from those expressed in the forward-looking statements. The Company’s expectations, beliefs, and projections contained herein are expressed in good faith and are believed to have a reasonable basis, but there can be no assurance that such expectations, beliefs, or projections will result or be achieved or accomplished. There can be no guarantees with respect to whether the Separation will be completed.

除了其他因素外，以下是一些可能使实际结果与前瞻性声明中讨论的内容产生重大差异的重要因素：完成分拆的能力及满足相关条件的能力；获得完成分拆所需同意或批准的能力；分拆后的公司作为独立上市公司的成功能力；分拆的公告或分拆的持续可能对本公司证券市场价格和/或本公司财务表现产生的负面影响；分拆可能无法实现预期效益的可能性；分拆过程中可能出现的干扰，包括争议、诉讼或意外成本；分拆对公司业务的影响，以及分拆可能比预期更困难、耗时更长或成本更高的风险，包括对本公司资源、系统、程序和控制的影响，管理层注意力的分散，以及对与监管机构、客户、供应商、员工和其他商业伙伴现有关系的影响和可能的干扰；在分拆过程中实现预期资本结构的能力；在分拆过程中实现预期信用评级的能力；在分拆及未来可能的剥离、合并、收购和其他组合变化中实现预期税务处理的能力，以及相关税务和其他法律法规变化的影响；本公司所受法律法规或司法解释的变化，包括涉及衍生品、税收、安全、就业、气候变化、其他环境事项、不动产以及如水力压裂等勘探和生产活动的法律法规；政府/监管机构的行动、倡议和程序，包括涉及费率案件（其中涉及目标回报率、费率设计、保留天然气和系统现代化等）的行动；环境/安全要求、关联方关系、行业结构和特许经营权续期；经济状况的变化，包括对美国进口商品加征额外关税及相关报复性关税、通货膨胀压力、供应链问题、流动性挑战以及全球、国家或地区经济衰退，以及这些因素对本公司产品和服务需求及客户支付能力的影响；本公司完成战略交易的能力，以及从这些交易中实现预期效益的能力；政府/监管机构的行动和/或市场压力，要求减少或消除对天然气的依赖；本公司准确估算满足排放目标所需时间和资源的能力；天然气价格的变化；根据美国证券交易委员会（SEC）的完全成本上限测试对天然气储量进行减值处理；

\n公司的主要供应商、客户和交易对手的信用状况或表现；财务和经济状况，包括信贷的可获得性，以及影响公司以可接受条款获得营运资金、资本支出、其他投资和收购融资的能力的事件，包括公司信用评级的下调和利率变化及其他资本市场状况；与代表公司员工的集体谈判单位的谈判，包括谈判期间可能出现的罢工；在不同地理位置销售的相同数量天然气之间的价格差异变化，以及这种变化对商品生产、收入和从这些地点运输能力的需求的影响；信息技术中断、网络安全或数据安全漏洞的影响，包括可能因使用人工智能技术而产生的影响；影响公司成功识别、钻探和生产具有经济可行性的天然气储量的因素，包括地质条件、租赁的可用性和成本、产权纠纷、天气状况、水的可用性和废水的处置或回收机会、钻井作业所需设备和服务的短缺、延迟或不可用性、收集、加工和运输能力不足、需要获得政府批准和许可，以及遵守环境法律法规；公司项目或其他公司相关项目的成本增加、延误或计划变更，以及在获得必要的政府批准、许可或命令或获得互联设施运营商合作方面的困难或延误；医疗成本的增加及其对健康保险保费和提供其他退休后福利义务的影响；相同数量天然气因质量、热值、碳氢化合物成分或交货日期不同而产生的价格差异变化；公司面临的法律和行政索赔的成本和影响，或积极股东推动公司变革的活动；天然气储量估计的不确定性；公司天然气产量预测与实际产量之间的重大差异；人口模式和天气状况的变化，包括与气候变化相关的因素；衍生金融工具的可用性、价格或会计处理方式的变化；法律变化、精算假设、利率环境以及与公司养老金和其他退休后福利相关的计划/信托资产回报率，这可能会影响未来的资金需求和成本及计划负债；重大事故、火灾、恶劣天气、自然灾害、恐怖活动或战争导致的经济中断或未投保的损失，以及由于第三方停机导致的经济和运营中断；公司资本支出和运营费用的预测与实际之间的重大差异；保险成本的增加、保险范围的变化以及获得保险的能力；公司向美国证券交易委员会提交的文件中列出的其他风险因素，包括公司最近提交的年度报告10-K表及随后的8-K表和10-Q表季度报告。

前瞻性声明仅反映其作出日期的情况，公司不承担更新、修订或撤回任何前瞻性声明的义务，也不对此承担任何责任，除非根据适用法律或法规的要求。

\n\n\n

第9.01项

财务报表和附录。

\n\n\n\n

(d)

附录

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

\n\n	\n
附录 99.1		2026年10月14日发布的新闻稿
\n
附录 99.2		2026年10月14日的投资者介绍
\n
附录 104		封面页交互数据文件（嵌入在Inline XBRL文档中）。

签名

根据1934年证券交易法的要求，注册人已 duly 促使本报告由下文签署人 duly 授权代表签署。

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

\n\n	\n
国家燃气公司
\n
由：		/s/ Lee E. Hartz
\n		Lee E. Hartz
\n		总法律顾问和秘书

日期：2026年10月14日

","original","zhKind","translation","complete",false,"NFG","公司与财报","行业与主题","政策与监管","宏观与美联储","市场观察","观点与解读","aihot","/items/t10q7wszoyom84m3keakk6hno","https://www.sec.gov/Archives/edgar/data/70145/000119312526420980/0001193125-26-420980-index.htm","rss-sec-xbrl","name","SEC · EDGAR 财务披露","rss","firstParty","iconUrl","/api/img-proxy?u=https%3A%2F%2Fwww.sec.gov%2Fthemes%2Fcustom%2Fuswds_sec%2Fassets%2Fimg%2Ffavicons%2Fapple-touch-icon.png&mode=avatar&exp=1792195200&sig=4eab1165515e57e2","iconSrcSet","/api/img-proxy?u=https%3A%2F%2Fwww.sec.gov%2Fthemes%2Fcustom%2Fuswds_sec%2Fassets%2Fimg%2Ffavicons%2Fapple-touch-icon.png&mode=avatar-48&exp=1792195200&sig=df95c58c297800b1 48w, /api/img-proxy?u=https%3A%2F%2Fwww.sec.gov%2Fthemes%2Fcustom%2Fuswds_sec%2Fassets%2Fimg%2Ffavicons%2Fapple-touch-icon.png&mode=avatar-96&exp=1792195200&sig=2a4278e6e5e85947 96w","changelogVersion","2026-10-01T08:00"]