Investment Thesis
Atmos Energy is the largest fully regulated natural gas-only utility in the U.S. Pipeline replacement and population growth in Texas and the central U.S. drive rate base expansion.
- Safety & Reliability: Accelerated pipe replacement improves safety and reduces emissions.
- Capex Visibility: 10-year plan supports 8-10% rate base CAGR.
- Sunbelt Growth: Service territory benefits from migration and industrial investment.