Ugi (UGI) Tax Rate (2009 - 2026)
Ugi's Tax Rate came in at 21.21% for fiscal Q2 2026 (quarter ended Mar 31, 2026), up 1.85 percentage points from 19.36% a year earlier and up 5.83 percentage points from the prior quarter.
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Analysis
Ugi (UGI) Tax Rate (2009 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Ugi's Tax Rate 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, 22.57% in FY2022 (-3.68 pp) and 26.24% in FY2021 (+6.00 pp).
- The fiscal Q2 2026 figure represents the highest quarterly Tax Rate since fiscal Q1 2024.
- Year-over-year, Tax Rate increased in two of the last four quarters, with an average year-over-year change of -1.55 percentage points.
- The fastest year-over-year change in Tax Rate over five years came in fiscal Q3 2021 (a gain of 22.13 percentage points), and the weakest in fiscal Q4 2022 (a drop of 17.45 percentage points).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Nextera Energy | 181.61 Bn | 168.36 Bn | - | 13.16% |
| 2 | Southern | 106.32 Bn | 97.38 Bn | 5.92 Bn | 13.60% |
| 3 | Duke Energy | 100.02 Bn | 96.28 Bn | 5.66 Bn | 12.26% |
| 4 | National Grid | 83.35 Bn | 55.64 Bn | - | - |
| 5 | American Electric Power | 69.89 Bn | 67.69 Bn | 4.75 Bn | 9.48% |
| 6 | Dominion Energy | 60.05 Bn | 58.04 Bn | - | 16.49% |
| 7 | Entergy | 52.54 Bn | 38.98 Bn | - | 22.76% |
| 8 | Sempra | 51.50 Bn | 50.63 Bn | 2.89 Bn | 22.09% |
| 9 | Xcel Energy | 50.45 Bn | 43.92 Bn | - | 6.71% |
| 10 | Ugi | 8.05 Bn | 6.49 Bn | 573.00 Mn | - |
Historic Data
Download Data
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% |
API Access
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_KEYimport 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();