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
DateValue
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