Ugi (UGI) Return on Capital Employed [ROCE] (2010 - 2026)
Ugi (UGI) posted Return on Capital Employed [ROCE] of 8.26% for fiscal Q3 2026 (quarter ended Jun 30, 2026), up 1.74 percentage points from 6.52% a year earlier but down 0.15 percentage points from the prior quarter.
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Analysis
Ugi (UGI) Return on Capital Employed [ROCE] (2010 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Ugi's Return on Capital Employed [ROCE] came in at 8.32%, up 2.49 percentage points from FY2024.
- Annual Return on Capital Employed [ROCE] shows a five-year change of +0.08 percentage points (FY2020 to FY2025).
- In prior fiscal years, Ugi's Return on Capital Employed [ROCE] was 5.84% in FY2024 (+16.00 pp), -10.16% in FY2023 (-21.49 pp), 11.33% in FY2022 (-6.67 pp) and 18.00% in FY2021 (+9.75 pp).
- Quarterly Return on Capital Employed [ROCE] has run from a low of -11.07% in fiscal Q4 2023 to a high of 17.32% in fiscal Q4 2021 over five years.
- On a year-over-year basis, Return on Capital Employed [ROCE] has increased in each of the last four quarters, with an average year-over-year change of +3.97 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Capital Employed [ROCE] in the past five years was fiscal Q3 2024, with a gain of 19.33 percentage points; the weakest was fiscal Q3 2023, with a drop of 24.00 percentage points.
- According to Business Quant data, Return on Capital Employed [ROCE] for the three prior fiscal quarters was 8.41% (Q2 2026), 8.29% (Q1 2026) and 8.24% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | Nextera Energy | 181.61 Bn | 168.36 Bn | - | 4.25% |
| 2 | Southern | 106.32 Bn | 97.38 Bn | 5.92 Bn | 5.08% |
| 3 | Duke Energy | 100.02 Bn | 96.28 Bn | 5.66 Bn | 5.14% |
| 4 | National Grid | 83.35 Bn | 55.64 Bn | - | - |
| 5 | American Electric Power | 69.89 Bn | 67.69 Bn | 4.75 Bn | 5.11% |
| 6 | Dominion Energy | 60.05 Bn | 58.04 Bn | - | 3.53% |
| 7 | Entergy | 52.54 Bn | 38.98 Bn | - | 4.74% |
| 8 | Sempra | 51.50 Bn | 50.63 Bn | 2.89 Bn | 2.53% |
| 9 | Xcel Energy | 50.45 Bn | 43.92 Bn | - | 4.08% |
| 10 | Ugi | 8.05 Bn | 6.49 Bn | 573.00 Mn | 8.26% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 8.26% |
| Mar 31, 2026 | 8.41% |
| Dec 31, 2025 | 8.29% |
| Sep 30, 2025 | 8.24% |
| Jun 30, 2025 | 6.52% |
| Mar 31, 2025 | 7.35% |
| Dec 31, 2024 | 7.76% |
| Sep 30, 2024 | 5.91% |
| Jun 30, 2024 | 9.31% |
| Mar 31, 2024 | 3.28% |
| Dec 31, 2023 | -0.06% |
| Sep 30, 2023 | -11.07% |
| Jun 30, 2023 | -10.02% |
| Mar 31, 2023 | -3.77% |
| Dec 31, 2022 | 3.79% |
| Sep 30, 2022 | 11.18% |
| Jun 30, 2022 | 13.98% |
| Mar 31, 2022 | 16.50% |
| Dec 31, 2021 | 12.55% |
| Sep 30, 2021 | 17.32% |
API Access
Ugi Return on Capital Employed [ROCE] 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=return-on-capital-employed-%5Broce%5D&ticker=UGI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-capital-employed-[roce]", "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=return-on-capital-employed-%5Broce%5D&ticker=UGI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();