Heritage Global HGBL
NASDAQ HGBL
$1.34 -0.01 (-0.74%)
At close: Sep 18, 2026 · 4:00 PM EDT

Heritage Global (HGBL) Invested Capital (2010 - 2026)

Heritage Global's (HGBL) quarterly Invested Capital came in at $56.0 million in Q2 2026, down 19.91% on a YoY basis from $69.9 million in Q2 2025, and down 22.06% quarter-over-quarter from $71.9 million in Q1 2026.

Analysis

Heritage Global (HGBL) Invested Capital (2010 - 2026) Analysis & Trends

Heritage Global (HGBL) has reported Invested Capital for 17 consecutive years, with $56.0 million the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Invested Capital fell 19.91% year-over-year to $56.0 million; the trailing twelve-month figure through Jun 2026 stood at $56.0 million (down 19.91% YoY), and the FY2025 full-year result was $71.1 million, up 8.36% from the prior year.
  • Invested Capital eased to $56.0 million in Q2 2026 per HGBL's latest filing, from $71.9 million in the prior quarter.
  • Across five years, Invested Capital topped out at $72.2 million in Q2 2024 and bottomed at $36.6 million in Q1 2022.
  • Historically, Invested Capital has averaged $61.4 million across 5 years, with a median of $66.1 million in 2023.
  • The sharpest annual moves came in 2023 and 2026: Invested Capital soared 64.95% in 2023, then decreased 19.91% in 2026.
  • Over 5 years, Invested Capital stood at $52.6 million in 2022, then gained by 29.91% to $68.3 million in 2023, then declined by 3.97% to $65.6 million in 2024, then grew by 8.36% to $71.1 million in 2025, then decreased by 21.2% to $56.0 million in 2026.
  • According to Business Quant data, Invested Capital over the past three periods registered $56.0 million, $71.9 million, and $71.1 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 W.W. Grainger 59.65 Bn 59.45 Bn 1.98 Bn 6.92 Bn
2 Fastenal 56.24 Bn 56.03 Bn 1.06 Bn 4.26 Bn
3 Ferguson Enterprises 41.63 Bn 40.81 Bn 2.32 Bn 10.00 Bn
4 Reliance 19.90 Bn 19.67 Bn 1.30 Bn 9.08 Bn
5 Wesco International 16.76 Bn 15.94 Bn 1.46 Bn 11.16 Bn
6 Applied Industrial Technologies 11.84 Bn 11.72 Bn 411.22 Mn 2.12 Bn
7 Watsco 11.10 Bn 11.11 Bn 578.93 Mn 3.59 Bn
8 Avantor 10.50 Bn 10.19 Bn 537.00 Mn 9.37 Bn
9 Core & Main 7.86 Bn 7.62 Bn 573.00 Mn 4.55 Bn
10 Heritage Global 46.42 Mn 33.24 Mn 9.46 Mn 56.01 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 56.01 Mn
Mar 31, 2026 71.87 Mn
Dec 31, 2025 71.08 Mn
Sep 30, 2025 70.60 Mn
Jun 30, 2025 69.94 Mn
Mar 31, 2025 70.06 Mn
Dec 31, 2024 65.60 Mn
Sep 30, 2024 66.65 Mn
Jun 30, 2024 72.19 Mn
Mar 31, 2024 69.84 Mn
Dec 31, 2023 68.31 Mn
Sep 30, 2023 65.64 Mn
Jun 30, 2023 62.31 Mn
Mar 31, 2023 56.51 Mn
Dec 31, 2022 52.58 Mn
Sep 30, 2022 39.80 Mn
Jun 30, 2022 39.07 Mn
Mar 31, 2022 36.58 Mn
Dec 31, 2021 36.47 Mn
Sep 30, 2021 33.58 Mn