Ugi (UGI) Invested Capital (2009 - 2026)
Ugi's Invested Capital came in at $12.27 billion for fiscal Q3 2026 (quarter ended Jun 30, 2026), up 3.7% from $11.84 billion a year earlier but down 1.6% from the prior quarter.
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Analysis
Ugi (UGI) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Ugi's Invested Capital was $11.92 billion, up 3.7% from FY2024.
- Invested Capital carries a five-year compound annual growth rate of 2.5% (FY2020 to FY2025).
- Going back by fiscal year, Invested Capital was $11.5 billion in FY2024 (-1.3%), $11.64 billion in FY2023 (-10.9%), $13.07 billion in FY2022 (+5.9%) and $12.35 billion in FY2021 (+17.4%).
- The five-year range for quarterly Invested Capital is $11.49 billion (fiscal Q3 2023) to $13.18 billion (fiscal Q2 2022).
- Year-over-year, Invested Capital has increased for seven consecutive quarters, with growth averaging 2.0% over the last eight quarters.
- The fastest year-over-year change in Invested Capital over five years came in fiscal Q2 2022 (growth of 17.9%), and the weakest in fiscal Q4 2023 (a decline of 10.9%).
- Business Quant data shows UGI's Invested Capital at $12.47 billion (Q2 2026), $12.22 billion (Q1 2026) and $11.92 billion (Q4 2025) in the three fiscal quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Enel Chile | 292.57 Bn | 292.57 Bn | 890.00 Mn | - |
| 2 | National Grid | 78.85 Bn | 60.37 Bn | - | 46.75 Bn |
| 3 | Dominion Energy | 53.27 Bn | 55.95 Bn | - | 86.84 Bn |
| 4 | Xcel Energy | 44.01 Bn | 38.91 Bn | - | 63.51 Bn |
| 5 | Wec Energy | 32.84 Bn | 33.08 Bn | 1.51 Bn | 36.70 Bn |
| 6 | Ameren | 27.51 Bn | 27.59 Bn | - | 35.62 Bn |
| 7 | Fortis | 26.81 Bn | 27.29 Bn | 1.60 Bn | 45.87 Bn |
| 8 | Atmos Energy | 26.44 Bn | 25.21 Bn | 870.85 Mn | 25.07 Bn |
| 9 | American Water Works Company | 25.73 Bn | 25.14 Bn | - | 25.71 Bn |
| 10 | Ugi | 7.65 Bn | 6.10 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 | 11.50 Bn |
| Jun 30, 2024 | 11.61 Bn |
| Mar 31, 2024 | 11.95 Bn |
| Dec 31, 2023 | 11.81 Bn |
| Sep 30, 2023 | 11.64 Bn |
| Jun 30, 2023 | 11.49 Bn |
| Mar 31, 2023 | 12.43 Bn |
| Dec 31, 2022 | 12.90 Bn |
| Sep 30, 2022 | 13.07 Bn |
| Jun 30, 2022 | 12.73 Bn |
| Mar 31, 2022 | 13.18 Bn |
| Dec 31, 2021 | 12.48 Bn |
| Sep 30, 2021 | 12.35 Bn |
API Access
Ugi Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=UGI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "UGI", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=UGI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();