Ugi UGI
NYSE UGI
$38.54 +0.27 (+0.71%)
As of: Sep 9, 2026 · 3:59 PM EDT

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

Historic Data

Download Data
DateValue
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