Ugi (UGI) Return on Invested Capital [ROIC] (2010 - 2026)
Ugi (UGI) recorded Return on Invested Capital [ROIC] of 8.40% in fiscal Q3 2026 (quarter ended Jun 30, 2026), up 1.48 percentage points from 6.92% a year earlier but down 0.05 percentage points from the prior quarter.
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Analysis
Ugi (UGI) Return on Invested Capital [ROIC] (2010 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Ugi reported Return on Invested Capital [ROIC] of 9.21%, up 3.94 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has a five-year change of +1.73 percentage points (FY2020 to FY2025).
- Across earlier fiscal years, Return on Invested Capital [ROIC] came in at 5.27% in FY2024 (+14.82 pp), -9.55% in FY2023 (-19.70 pp), 10.15% in FY2022 (-5.01 pp) and 15.16% in FY2021 (+7.68 pp).
- Quarterly Return on Invested Capital [ROIC] has ranged from -10.21% in fiscal Q4 2023 to 14.75% in fiscal Q4 2021 over the past five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] has increased for four consecutive quarters, with an average year-over-year change of +4.53 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 17.71 percentage points in fiscal Q3 2024, against a drop of 21.50 percentage points in fiscal Q3 2023 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 8.44% (Q2 2026), 8.47% (Q1 2026) and 9.08% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Nextera Energy | 181.61 Bn | 168.36 Bn | - | 4.66% |
| 2 | Southern | 106.32 Bn | 97.38 Bn | 5.92 Bn | 4.81% |
| 3 | Duke Energy | 100.02 Bn | 96.28 Bn | 5.66 Bn | 5.43% |
| 4 | National Grid | 83.35 Bn | 55.64 Bn | - | - |
| 5 | American Electric Power | 69.89 Bn | 67.69 Bn | 4.75 Bn | 5.76% |
| 6 | Dominion Energy | 60.05 Bn | 58.04 Bn | - | 3.52% |
| 7 | Entergy | 52.54 Bn | 38.98 Bn | - | 5.06% |
| 8 | Sempra | 51.50 Bn | 50.63 Bn | 2.89 Bn | 1.80% |
| 9 | Xcel Energy | 50.45 Bn | 43.92 Bn | - | 4.99% |
| 10 | Ugi | 8.05 Bn | 6.49 Bn | 573.00 Mn | 8.40% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 8.40% |
| Mar 31, 2026 | 8.44% |
| Dec 31, 2025 | 8.47% |
| Sep 30, 2025 | 9.08% |
| Jun 30, 2025 | 6.92% |
| Mar 31, 2025 | 7.47% |
| Dec 31, 2024 | 7.58% |
| Sep 30, 2024 | 5.27% |
| Jun 30, 2024 | 8.41% |
| Mar 31, 2024 | 0.00% |
| Dec 31, 2023 | -0.07% |
| Sep 30, 2023 | -10.21% |
| Jun 30, 2023 | -9.29% |
| Mar 31, 2023 | -2.93% |
| Dec 31, 2022 | 4.08% |
| Sep 30, 2022 | 10.00% |
| Jun 30, 2022 | 12.21% |
| Mar 31, 2022 | 13.84% |
| Dec 31, 2021 | 10.67% |
| Sep 30, 2021 | 14.75% |
API Access
Ugi Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=UGI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=UGI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();