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MDU Resources Group, Inc.

MDU

Utilities · 19.96 -0.2% today

Jodie read · what matters now

Operating margin improved 2.7 percentage points.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to MDU, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections8 verified links5 additional receipts in Pro
Organic co-movement groupRegulated Gas Utilities · LeaderLast observed group; it is between live snapshots · See active groups →

Latest filing assessment · baseline

The latest filing shows material pressure

10-Q filed 2026-05-07 against the comparable filing from 2025-05-08.

cautious
OperationscautiousEvidence score -1
liquidityneutralEvidence score 0
valuationmixed

What improved

  • Operating margin improved 2.7 percentage points.

What weakened

  • Revenue decreased 11.6% versus the comparable filing period.

Filing receipts

Investing activities Three Months Ended March 31, 2026 2025 Variance (In millions) Components of net cash used in investing activities: Capital expenditures $ (92.4) $ (93.0) $ .6 Cost of removal, net of salvage value (.8) 0.8 (1.6) Purchase of investment securities (2.0) (2.6) .6 Proceeds from investment securities 4.0 — 4.0 Net cash used in investing activities $ (91.2) $ (94.8) $ 3.6 The cash used in investing activities decreased compared to 2025, primarily due to excess cash above the 125% funding limit withdrawn from the Company's unfunded, nonqualified defined benefit plans.

Interest expense increased $4.0 million, primarily due to higher long-term debt balances.

Interest expense increased $1.5 million, primarily due to higher long-term debt balances.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind MDU

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

DCDakota Gold Corp.partnerFull receipt with Pro →
OTTROtter Tail CorporationpartnerFull receipt with Pro →

Depended on by

KNFKnife Riv Holding Co.partnerFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 5 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

MDU is currently a Leader in the organic co-movement group Regulated Gas Utilities. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for MDU; it is not active in the latest market snapshot.

Theme membership history

No durable theme membership has been observed for this name yet.