Surgery Partners (SGRY) Invested Capital (2013 - 2026)
Surgery Partners' (SGRY) quarterly Invested Capital came in at $3.1 billion in Q1 2026, down 32.63% year-on-year from $4.5 billion in Q1 2025, and down 32.11% quarter-over-quarter from $4.5 billion in Q4 2025.
Surgery Partners (SGRY) Invested Capital (2013 - 2026) Analysis & Trends
Surgery Partners has disclosed Invested Capital across 14 years of filings, most recently posting $3.1 billion for Q1 2026.
- Invested Capital for Q1 2026 came in at $3.1 billion, down 32.63% year-over-year; the trailing twelve-month figure through Mar 2026 was $3.1 billion (down 32.63% YoY), and the FY2025 annual result was $4.5 billion, down 1.98% from the prior year.
- Invested Capital came in at $3.1 billion for Q1 2026 at Surgery Partners, down from $4.5 billion in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $4.6 billion in Q4 2024 to a low of $2.6 billion in Q1 2022.
- The 5-year median for Invested Capital is $4.0 billion (2025), against an average of $3.8 billion.
- Across the five-year window, Invested Capital soared 83.01% in 2022 and slumped 32.63% in 2026, its largest moves.
- Surgery Partners' Invested Capital stood at $4.3 billion in 2022, then rose by 3.08% to $4.4 billion in 2023, then climbed by 3.69% to $4.6 billion in 2024, then slipped by 1.98% to $4.5 billion in 2025, then sank by 32.11% to $3.1 billion in 2026.
- The last three Invested Capital figures came in at $3.1 billion (Q1 2026), $4.5 billion (Q4 2025), and $3.1 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | HCA Healthcare | 83.85 Bn | 86.23 Bn | 16.26 Bn | 5.55 Bn |
| 2 | Tenet Healthcare | 14.98 Bn | 14.15 Bn | 4.41 Bn | 18.02 Bn |
| 3 | Davita | 13.99 Bn | 14.84 Bn | 1.07 Bn | -363.69 Mn |
| 4 | Encompass Health | 9.72 Bn | 10.34 Bn | 1.34 Bn | 5.88 Bn |
| 5 | Ensign | 8.90 Bn | 8.31 Bn | 293.37 Mn | 2.37 Bn |
| 6 | Universal Health Services | 8.59 Bn | 8.55 Bn | 3.21 Bn | 12.23 Bn |
| 7 | Fresenius Medical Care AG | 7.67 Bn | 5.29 Bn | -4.26 Bn | 29.19 Bn |
| 8 | Chemed | 5.97 Bn | 5.96 Bn | 215.76 Mn | 847.99 Mn |
| 9 | Pacs | 5.74 Bn | 5.50 Bn | 345.96 Mn | 1.05 Bn |
| 10 | Surgery Partners | 1.87 Bn | 2.07 Bn | 590.70 Mn | 3.06 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 3.06 Bn |
| Dec 31, 2025 | 4.51 Bn |
| Sep 30, 2025 | 3.11 Bn |
| Jun 30, 2025 | 3.96 Bn |
| Mar 31, 2025 | 4.54 Bn |
| Dec 31, 2024 | 4.60 Bn |
| Sep 30, 2024 | 3.11 Bn |
| Jun 30, 2024 | 3.18 Bn |
| Mar 31, 2024 | 4.44 Bn |
| Dec 31, 2023 | 4.43 Bn |
| Sep 30, 2023 | 4.36 Bn |
| Jun 30, 2023 | 4.35 Bn |
| Mar 31, 2023 | 3.12 Bn |
| Dec 31, 2022 | 4.30 Bn |
| Sep 30, 2022 | 3.55 Bn |
| Jun 30, 2022 | 3.48 Bn |
| Mar 31, 2022 | 2.56 Bn |
| Dec 31, 2021 | 3.50 Bn |
| Sep 30, 2021 | 3.08 Bn |
| Jun 30, 2021 | 1.90 Bn |