Ugi (UGI) Tax Rate (2009 - 2026)
Ugi's Tax Rate came in at 17.39% for fiscal Q3 2026 (quarter ended Jun 30, 2026), down 11.12 percentage points from 28.51% a year earlier and down 3.82 percentage points from the prior quarter.
Ugi (UGI) Tax Rate (2009 - 2026) Analysis & Trends
Over the trailing twelve months to Jun 30, 2026, Ugi reported Tax Rate of 12.06%, up 9.49 percentage points year-over-year; for FY2025 (ended Sep 30, 2025), it was 2.59%, down 18.30 percentage points from FY2024.
- Tax Rate carries a five-year change of -17.65 percentage points (FY2020 to FY2025).
- Going back by fiscal year, Tax Rate was 20.88% in FY2024 (+2.65 pp), 18.24% in FY2023 (-4.33 pp), 22.57% in FY2022 (-3.68 pp) and 26.24% in FY2021 (+6.00 pp).
- The five-year range for quarterly Tax Rate is 5.51% (fiscal Q3 2023) to 85.06% (fiscal Q4 2025).
- Year-over-year, Tax Rate increased in five of the last eight quarters, with an average year-over-year change of +8.37 percentage points.
- The fastest year-over-year change in Tax Rate over five years came in fiscal Q4 2025 (a gain of 62.18 percentage points), and the weakest in fiscal Q4 2021 (a drop of 125.16 percentage points).
- Business Quant data shows UGI's Tax Rate at 21.21% (Q2 2026), 15.38% (Q1 2026) and 85.06% (Q4 2025) in the three fiscal quarters before Q3 2026.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Enel Chile | 293.96 Bn | 293.96 Bn | 890.00 Mn | - |
| 2 | National Grid | 78.23 Bn | 59.76 Bn | - | - |
| 3 | Dominion Energy | 53.03 Bn | 55.71 Bn | - | 16.49% |
| 4 | Xcel Energy | 43.33 Bn | 38.23 Bn | - | - |
| 5 | Wec Energy | 33.06 Bn | 33.29 Bn | 1.51 Bn | 8.23% |
| 6 | Ameren | 27.51 Bn | 27.60 Bn | - | 14.13% |
| 7 | Fortis | 26.94 Bn | 27.43 Bn | 1.60 Bn | 14.18% |
| 8 | Atmos Energy | 26.53 Bn | 25.30 Bn | 870.85 Mn | 19.98% |
| 9 | American Water Works Company | 25.62 Bn | 25.03 Bn | - | 22.22% |
| 10 | Ugi | 7.77 Bn | 6.23 Bn | 573.00 Mn | - |
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 21.21% |
| Dec 31, 2025 | 15.38% |
| Mar 31, 2025 | 19.36% |
| Dec 31, 2024 | 10.07% |
| Mar 31, 2024 | 21.14% |
| Dec 31, 2023 | 21.67% |
| Sep 30, 2023 | 16.56% |
| Mar 31, 2023 | 32.93% |
| Sep 30, 2022 | 10.33% |
| Mar 31, 2022 | 26.22% |
| Sep 30, 2021 | 27.79% |
| Jun 30, 2021 | 34.50% |
| Mar 31, 2021 | 21.26% |
| Dec 31, 2020 | 26.46% |
| Jun 30, 2020 | 12.37% |
| Mar 31, 2020 | 24.41% |
| Dec 31, 2019 | 26.39% |
| Mar 31, 2019 | 18.59% |
| Dec 31, 2018 | 20.91% |
| Sep 30, 2018 | 257.69% |
Ugi Tax Rate 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=tax-rate&ticker=UGI&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "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=tax-rate&ticker=UGI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();