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
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