Ugi (UGI) Invested Capital (2009 - 2026)

Ugi (UGI) posted Invested Capital of $6.2 billion for Q1 2026, up 685.26% quarter-over-quarter from $794.0 million in Q4 2025, and up 23.96% on a YoY basis from $5.0 billion in Q1 2025.

Ugi (UGI) Invested Capital (2009 - 2026) Analysis & Trends

Ugi (UGI) has reported Invested Capital for 18 consecutive years, with $6.2 billion the latest figure, recorded in Q1 2026.

  • Quarterly Invested Capital rose 23.96% year-over-year to $6.2 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $6.2 billion (up 23.96% YoY) and the FY2025 annual result came in at $11.4 billion, up 72.67% from the prior year.
  • Invested Capital came in at $6.2 billion for Q1 2026 at Ugi, up from $794.0 million in the prior quarter.
  • The five-year high for Invested Capital was $11.4 billion in Q3 2025, with the low at -$208.0 million in Q1 2023.
  • A 5-year average of $4.1 billion and a median of $5.0 billion in 2025 frame the typical range for Invested Capital.
  • Year-over-year, Invested Capital tumbled 171.48% in 2023 and soared 8572.41% in 2025.
  • Tracing UGI's Invested Capital over 5 years: stood at $569.0 million in 2022, then slumped by 131.28% to -$178.0 million in 2023, then jumped by 66.29% to -$60.0 million in 2024, then surged by 1423.33% to $794.0 million in 2025, then jumped by 685.26% to $6.2 billion in 2026.
  • Per Business Quant data, the three most recent Invested Capital figures were $6.2 billion in Q1 2026, $794.0 million in Q4 2025, and $11.4 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Atmos Energy 28.80 Bn 28.68 Bn - 24.53 Bn
2 Nisource 22.46 Bn 24.65 Bn 1.83 Bn 27.39 Bn
3 Ugi 7.39 Bn 6.84 Bn 1.50 Bn 6.24 Bn
4 New Jersey Resources 5.67 Bn 5.53 Bn 826.91 Mn 5.93 Bn
5 Black Hills 5.61 Bn 5.58 Bn - 8.29 Bn
6 ONE Gas 4.80 Bn 4.77 Bn 438.14 Mn 5.87 Bn
7 Mdu Resources 4.26 Bn 4.20 Bn - 5.50 Bn
8 Chesapeake Utilities 2.94 Bn 2.94 Bn 102.40 Mn 2.98 Bn
9 Centuri Holdings 2.87 Bn 2.82 Bn 35.76 Mn 876.68 Mn
10 Rgc Resources 248.35 Mn 244.36 Mn 39.84 Mn 141.93 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 6.24 Bn
Dec 31, 2025 794.00 Mn
Sep 30, 2025 11.43 Bn
Jun 30, 2025 5.78 Bn
Mar 31, 2025 5.03 Bn
Dec 31, 2024 -60.00 Mn
Sep 30, 2024 6.62 Bn
Jun 30, 2024 5.39 Bn
Mar 31, 2024 58.00 Mn
Dec 31, 2023 -178.00 Mn
Sep 30, 2023 10.99 Bn
Jun 30, 2023 4.86 Bn
Mar 31, 2023 -208.00 Mn
Dec 31, 2022 569.00 Mn
Sep 30, 2022 6.59 Bn
Jun 30, 2022 6.05 Bn
Mar 31, 2022 291.00 Mn
Dec 31, 2021 1.53 Bn
Sep 30, 2021 6.46 Bn
Jun 30, 2021 5.14 Bn