Surgery Partners (SGRY) Invested Capital (2014 - 2026)
Surgery Partners (SGRY) posted Invested Capital of $100.4 million for Q1 2026, up 1.11% sequentially from $99.3 million in Q4 2025, and down 3.37% YoY from $103.9 million in Q1 2025.
Surgery Partners (SGRY) Invested Capital (2014 - 2026) Analysis & Trends
Surgery Partners has reported Invested Capital for 13 years, with the latest figure at $100.4 million in Q1 2026.
- Quarterly Invested Capital fell 3.37% year-over-year to $100.4 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $412.7 million (up 4.48% YoY) and the FY2025 annual result came in at $99.3 million, down 2.07% from the prior year.
- Invested Capital advanced to $100.4 million in Q1 2026 per SGRY's latest filing, from $99.3 million in the prior quarter.
- Over five years, Invested Capital peaked at $116.9 million in Q3 2022 and troughed at $62.1 million in Q3 2023.
- A 5-year average of $86.1 million and a median of $92.4 million in 2024 frame the typical range for Invested Capital.
- The sharpest annual moves came in 2022 and 2023: Invested Capital surged 92.27% in 2022, then sank 46.88% in 2023.
- Over 5 years, Invested Capital stood at $62.8 million in 2022, then rose by 16.72% to $73.3 million in 2023, then surged by 38.34% to $101.4 million in 2024, then fell by 2.07% to $99.3 million in 2025, then increased by 1.11% to $100.4 million in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $100.4 million, $99.3 million, and $103.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | HCA Healthcare | 88.19 Bn | 90.61 Bn | 15.19 Bn | 6.26 Bn |
| 2 | Tenet Healthcare | 21.59 Bn | 21.56 Bn | 4.45 Bn | 13.25 Bn |
| 3 | Encompass Health | 12.19 Bn | 12.86 Bn | 1.34 Bn | 2.63 Bn |
| 4 | Davita | 11.52 Bn | 12.39 Bn | 1.16 Bn | 117.18 Mn |
| 5 | Ensign | 10.59 Bn | 10.27 Bn | 306.24 Mn | 4.18 Mn |
| 6 | Universal Health Services | 8.79 Bn | 8.72 Bn | 3.29 Bn | 771.91 Mn |
| 7 | Pacs | 7.04 Bn | 6.88 Bn | 338.46 Mn | 7.38 Mn |
| 8 | Chemed | 6.96 Bn | 6.92 Bn | 221.47 Mn | - |
| 9 | Concentra Group Holdings Parent | 4.52 Bn | 4.38 Bn | 192.10 Mn | 12.41 Mn |
| 10 | Surgery Partners | 1.97 Bn | 3.18 Bn | 622.10 Mn | 102.90 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 102.90 Mn |
| Mar 31, 2026 | 100.40 Mn |
| Dec 31, 2025 | 99.30 Mn |
| Sep 30, 2025 | 103.00 Mn |
| Jun 30, 2025 | 110.00 Mn |
| Mar 31, 2025 | 103.90 Mn |
| Dec 31, 2024 | 101.40 Mn |
| Sep 30, 2024 | 97.30 Mn |
| Jun 30, 2024 | 92.40 Mn |
| Mar 31, 2024 | 77.20 Mn |
| Dec 31, 2023 | 73.30 Mn |
| Sep 30, 2023 | 62.10 Mn |
| Jun 30, 2023 | 64.70 Mn |
| Mar 31, 2023 | 62.90 Mn |
| Dec 31, 2022 | 62.80 Mn |
| Sep 30, 2022 | 116.90 Mn |
| Jun 30, 2022 | 68.30 Mn |
| Mar 31, 2022 | 68.00 Mn |
| Dec 31, 2021 | 60.40 Mn |
| Sep 30, 2021 | 60.80 Mn |