Surgery Partners (SGRY) Invested Capital (2014 - 2026)

Surgery Partners (SGRY) posted Invested Capital of $3.1 billion for Q1 2026, down 32.11% sequentially from $4.5 billion in Q4 2025, and down 32.63% YoY from $4.5 billion in Q1 2025.

Surgery Partners (SGRY) Invested Capital (2014 - 2026) Analysis & Trends

Surgery Partners (SGRY) has 13 years of Invested Capital data on file, last reported at $3.1 billion in Q1 2026.

  • Quarterly Invested Capital fell 32.63% year-over-year to $3.1 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $3.1 billion (down 32.63% YoY) and the FY2025 annual result came in at $4.5 billion, down 1.98% from the prior year.
  • Invested Capital eased to $3.1 billion in Q1 2026 per SGRY's latest filing, from $4.5 billion in the prior quarter.
  • The five-year high for Invested Capital was $4.6 billion in Q4 2024, with the low at $2.6 billion in Q1 2022.
  • Average Invested Capital over 5 years is $3.8 billion, with a median of $4.0 billion recorded in 2025.
  • Year-over-year, Invested Capital jumped 83.01% in 2022 and plunged 32.63% in 2026.
  • Surgery Partners' Invested Capital stood at $4.3 billion in 2022, then climbed by 3.08% to $4.4 billion in 2023, then rose by 3.69% to $4.6 billion in 2024, then fell by 1.98% to $4.5 billion in 2025, then slumped by 32.11% to $3.1 billion in 2026.
  • Business Quant data shows SGRY's Invested Capital at $3.1 billion in Q1 2026, $4.5 billion in Q4 2025, and $3.1 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 HCA Healthcare 87.94 Bn 90.32 Bn 16.26 Bn 5.55 Bn
2 Chemed 18.08 Bn 18.07 Bn 215.76 Mn 847.99 Mn
3 Tenet Healthcare 16.59 Bn 15.76 Bn 4.41 Bn 18.02 Bn
4 Davita 15.37 Bn 16.23 Bn 1.07 Bn -363.69 Mn
5 Encompass Health 10.07 Bn 10.70 Bn 1.34 Bn 5.88 Bn
6 Ensign 9.52 Bn 8.93 Bn 293.37 Mn 2.37 Bn
7 Universal Health Services 9.19 Bn 9.15 Bn 3.21 Bn 12.23 Bn
8 Pacs 6.96 Bn 6.72 Bn 345.96 Mn 1.05 Bn
9 Ww International 6.14 Bn 5.98 Bn -149.29 Mn 783.07 Mn
10 Surgery Partners 2.13 Bn 2.33 Bn 590.70 Mn 3.06 Bn

Historic Data

Download Data
DateValue
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