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| Date | Value |
|---|---|
| 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 |