Ugi (UGI) Invested Capital (2009 - 2026)
Ugi (UGI) recorded quarterly Invested Capital of $12.3 billion in Q2 2026, down 1.59% on a QoQ basis from $12.5 billion in Q1 2026, and up 3.66% YoY from $11.8 billion in Q2 2025.
Analysis
Ugi (UGI) Invested Capital (2009 - 2026) Analysis & Trends
Ugi (UGI) has reported Invested Capital for 18 consecutive years, with $12.3 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Invested Capital rose 3.66% year-over-year to $12.3 billion; the trailing twelve-month figure through Jun 2026 stood at $12.3 billion (up 3.66% YoY), and the FY2025 full-year result was $11.9 billion, up 1.6% from the prior year.
- Invested Capital was $12.3 billion for Q2 2026 at Ugi, down from $12.5 billion in the prior quarter.
- The five-year high for Invested Capital was $13.2 billion in Q3 2022, with the low at $11.5 billion in Q2 2023.
- Historically, Invested Capital has averaged $12.2 billion across 5 years, with a median of $12.0 billion in 2024.
- Annual changes were most pronounced in 2022 — Invested Capital rose 17.95% — and 2023, when it dropped 11.52%.
- Tracing UGI's Invested Capital over 5 years: stood at $12.9 billion in 2022, then fell by 8.46% to $11.8 billion in 2023, then increased by 0.34% to $11.9 billion in 2024, then grew by 3.14% to $12.2 billion in 2025, then increased by 0.38% to $12.3 billion in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were $12.3 billion in Q2 2026, $12.5 billion in Q1 2026, and $12.2 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Enel Chile | 310.56 Bn | 310.56 Bn | 890.00 Mn | - |
| 2 | Dominion Energy | 57.37 Bn | 56.59 Bn | 3.50 Bn | 86.84 Bn |
| 3 | Xcel Energy | 47.65 Bn | 45.64 Bn | 3.12 Bn | 66.02 Bn |
| 4 | Wec Energy | 34.59 Bn | 34.54 Bn | 1.45 Bn | 37.22 Bn |
| 5 | Ameren | 29.37 Bn | 29.36 Bn | - | 35.62 Bn |
| 6 | Firstenergy | 26.72 Bn | 26.53 Bn | 2.51 Bn | 44.28 Bn |
| 7 | Hydro One | 22.94 Bn | 22.55 Bn | - | 23.95 Bn |
| 8 | Edison International | 22.20 Bn | 21.96 Bn | 3.29 Bn | 65.29 Bn |
| 9 | Cms Energy | 21.18 Bn | 20.93 Bn | 3.65 Bn | 19.74 Bn |
| 10 | Ugi | 8.29 Bn | 7.82 Bn | 573.00 Mn | 12.27 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 12.27 Bn |
| Mar 31, 2026 | 12.47 Bn |
| Dec 31, 2025 | 12.22 Bn |
| Sep 30, 2025 | 11.92 Bn |
| Jun 30, 2025 | 11.84 Bn |
| Mar 31, 2025 | 12.05 Bn |
| Dec 31, 2024 | 11.85 Bn |
| Sep 30, 2024 | 11.73 Bn |
| Jun 30, 2024 | 11.61 Bn |
| Mar 31, 2024 | 11.95 Bn |
| Dec 31, 2023 | 11.81 Bn |
| Sep 30, 2023 | 11.70 Bn |
| Jun 30, 2023 | 11.49 Bn |
| Mar 31, 2023 | 12.43 Bn |
| Dec 31, 2022 | 12.90 Bn |
| Sep 30, 2022 | 13.22 Bn |
| Jun 30, 2022 | 12.73 Bn |
| Mar 31, 2022 | 13.18 Bn |
| Dec 31, 2021 | 12.48 Bn |
| Sep 30, 2021 | 12.46 Bn |