Ugi (UGI) Invested Capital (2009 - 2026)
Ugi (UGI) recorded quarterly Invested Capital of $6.2 billion in Q1 2026, up 685.26% on a QoQ basis from $794.0 million in Q4 2025, and up 23.96% year-over-year from $5.0 billion in Q1 2025.
Ugi (UGI) Invested Capital (2009 - 2026) Analysis & Trends
Ugi has disclosed Invested Capital across 18 years of filings, most recently posting $6.2 billion for 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 grew to $6.2 billion in Q1 2026, from $794.0 million in the prior quarter.
- Over five years, Invested Capital peaked at $11.4 billion in Q3 2025 and troughed 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.
- Annual changes were most pronounced in 2023 — Invested Capital slumped 171.48% — and 2025, when it surged 8572.41%.
- Tracing UGI's Invested Capital over 5 years: stood at $569.0 million in 2022, then plunged by 131.28% to -$178.0 million in 2023, then surged by 66.29% to -$60.0 million in 2024, then soared by 1423.33% to $794.0 million in 2025, then surged by 685.26% to $6.2 billion in 2026.
- Business Quant data shows UGI's Invested Capital at $6.2 billion in Q1 2026, $794.0 million in Q4 2025, and $11.4 billion in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Atmos Energy | 28.34 Bn | 28.21 Bn | - | 24.53 Bn |
| 2 | Nisource | 22.33 Bn | 24.52 Bn | 1.83 Bn | 27.39 Bn |
| 3 | Ugi | 7.49 Bn | 6.94 Bn | 1.50 Bn | 6.24 Bn |
| 4 | New Jersey Resources | 5.59 Bn | 5.45 Bn | 826.91 Mn | 5.93 Bn |
| 5 | Black Hills | 5.49 Bn | 5.46 Bn | - | 8.29 Bn |
| 6 | ONE Gas | 4.93 Bn | 4.91 Bn | 438.14 Mn | 5.87 Bn |
| 7 | Mdu Resources | 4.39 Bn | 4.33 Bn | - | 5.50 Bn |
| 8 | Centuri Holdings | 3.01 Bn | 2.95 Bn | 35.76 Mn | 876.68 Mn |
| 9 | Chesapeake Utilities | 2.96 Bn | 2.96 Bn | 102.40 Mn | 2.98 Bn |
| 10 | Brookfield Infrastructure | 426.14 Mn | 3.22 Bn | 539.00 Mn | 28.00 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 |