Ugi (UGI) Return on Equity [ROE] (2010 - 2026)
Ugi's Return on Equity [ROE] was 12.60% in fiscal Q3 2026 (quarter ended Jun 30, 2026), up 4.16 percentage points from 8.44% a year earlier and up 0.32 percentage points from the prior quarter.
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Analysis
Ugi (UGI) Return on Equity [ROE] (2010 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Return on Equity [ROE] at Ugi came in at 14.84%, up 8.69 percentage points from FY2024.
- Return on Equity [ROE] shows a five-year change of +1.48 percentage points (FY2020 to FY2025).
- In earlier fiscal years, Return on Equity [ROE] was 6.15% in FY2024 (+34.85 pp), -28.70% in FY2023 (-47.21 pp), 18.51% in FY2022 (-11.84 pp) and 30.35% in FY2021 (+16.99 pp).
- Quarterly Return on Equity [ROE] has moved between -34.26% (fiscal Q4 2023) and 27.58% (fiscal Q4 2021) over five years.
- Compared with a year earlier, Return on Equity [ROE] was higher in six of the last eight quarters, with an average year-over-year change of +10.38 percentage points.
- The best year-over-year quarter for Return on Equity [ROE] over five years was fiscal Q3 2024 (a gain of 43.13 percentage points); the worst was fiscal Q4 2023 (a drop of 52.05 percentage points).
- Per Business Quant data, UGI's Return on Equity [ROE] in the three fiscal quarters before Q3 2026 was 12.28% (Q2 2026), 12.25% (Q1 2026) and 14.02% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Nextera Energy | 181.61 Bn | 168.36 Bn | - | 13.86% |
| 2 | Southern | 106.32 Bn | 97.38 Bn | 5.92 Bn | 7.99% |
| 3 | Duke Energy | 100.02 Bn | 96.28 Bn | 5.66 Bn | 9.50% |
| 4 | National Grid | 83.35 Bn | 55.64 Bn | - | - |
| 5 | American Electric Power | 69.89 Bn | 67.69 Bn | 4.75 Bn | 10.18% |
| 6 | Dominion Energy | 60.05 Bn | 58.04 Bn | - | 7.43% |
| 7 | Entergy | 52.54 Bn | 38.98 Bn | - | 10.81% |
| 8 | Sempra | 51.50 Bn | 50.63 Bn | 2.89 Bn | 6.86% |
| 9 | Xcel Energy | 50.45 Bn | 43.92 Bn | - | 10.77% |
| 10 | Ugi | 8.05 Bn | 6.49 Bn | 573.00 Mn | 12.60% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 12.60% |
| Mar 31, 2026 | 12.28% |
| Dec 31, 2025 | 12.25% |
| Sep 30, 2025 | 14.02% |
| Jun 30, 2025 | 8.44% |
| Mar 31, 2025 | 11.09% |
| Dec 31, 2024 | 12.30% |
| Sep 30, 2024 | 5.95% |
| Jun 30, 2024 | 14.14% |
| Mar 31, 2024 | -1.47% |
| Dec 31, 2023 | -10.29% |
| Sep 30, 2023 | -34.26% |
| Jun 30, 2023 | -29.00% |
| Mar 31, 2023 | -11.69% |
| Dec 31, 2022 | 3.84% |
| Sep 30, 2022 | 17.78% |
| Jun 30, 2022 | 22.20% |
| Mar 31, 2022 | 26.16% |
| Dec 31, 2021 | 19.61% |
| Sep 30, 2021 | 27.58% |
API Access
Ugi Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=UGI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=UGI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();