Company Analysis

UGI Corporation (UGI)

NYSE: UGI · Gas & Other Services Combined · King Of Prussia, PA · filing with the SEC since 1994
Grade4.9
◀ Past 4.9● Present 4.6▶ Future 5.2

The grade of UGI Corporation

Nine metrics read from its own filings, by tense
Headline grade
4.9/10
◀ Past4.925% of the headline
● Present4.645% of the headline
▶ Future5.230% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

4.9/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
4.0/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2024-10-29.

weight 45% of this tense · 39th percentile among 19 sector filers · read for itself

From the record

UGI Corporation's filings since 2017 show 1 warning event: an auditor change (8-K item 4.01, the latest 2024-10-29) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
3.1/10

What has it actually done, year after year?

+2.2% a year over 9 filed years; profitable in 8 of 9.

weight 22% of this tense · 31st percentile among 17 sector filers · read for its customers

From the record

UGI Corporation's 9 filed years say what it did: revenue went from $6.1 billion in fiscal 2017 to $7.3 billion in fiscal 2025, up 2.2% a year; it rose in 4 of 8 years; the deepest fall was 29% from fiscal 2022 to fiscal 2024; net income was positive in 8 of 9 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span2.2%bottom 22% of its family
  • the share of years revenue rosebottom 16% of its family
  • the share of filed years with a profittop 35% of its family
  • the deepest fall from a revenue peak28.7%bottom 21% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
7.5/10

How has it treated the people who own it?

Share count grew 0.5% a year. 29% of cash flow returned. Insiders: 7 sales, 0 purchases.

weight 33% of this tense · 75th percentile among 14 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-09-30, UGI Corporation's diluted share count grew about 0.5% a year, and dividends and buybacks returned about 29% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 7 sales and 0 purchases of their own stock on the open market in the year to 2026-11-03 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 26% of its family
  • cash returned against operating cash flowtop 23% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

4.6/1045% of the headline grade · 3 of 3 filed

Financial health

as filed
5.1/10

Is it financially healthy right now?

ROE 14%: 14¢ of profit per shareholder dollar. Leverage 69%: owes 69¢ per asset dollar.

weight 45% of this tense · 51st percentile among 19 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-09-30, UGI Corporation earned about 14 cents of profit for every dollar of shareholders' money. Leverage: it owed about 69 cents per dollar of assets, and net share issuance: its share count grew 1.8% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 29% of its family
  • return on equitytop 25% of its family
  • the share count against the year beforetop 50% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
4.9/10

How strong is its position in its industry?

bottom 49% of 16 in its family; net margin 9.3%.

weight 33% of this tense · 49th percentile among 16 sector filers · read for its customers

From the record

UGI Corporation's standing among 16 graded names in its industry family: revenue of $7.3 billion in fiscal 2025 ranks in the top 22% by size; a net margin of 9.3% ranks in the top 41%; revenue growth of -10.3% a year over the last 3 filed years ranks in the bottom 9% (its annual reports).

What it rests on

  • revenue against the family$7.29Btop 22% of its family
  • net margin9.3%top 41% of its family
  • three-year revenue growth-10.3%bottom 9% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
3.0/10

What are the people in charge doing?

bottom 30% of 15 in its family for leadership; chief executive since 2024.

weight 22% of this tense · 30th percentile among 15 sector filers · read for its shareholders

From the record

UGI Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Flexon, Robert C (President and CEO, as filed), filing under that title since 2024-11-05, 2 years (bottom 30% of its family); the 17 officers and directors filing in the last fifteen months have been on the record a median of 5.3 years (bottom 25%); 10 officer or director changes were reported on Form 8-K since 2023-11-13, against the 17 people in charge now (bottom 34%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge10 in three years among 17 peoplebottom 34% of its family
  • the median years the people in charge have filed5.3 yearsbottom 25% of its family
  • the chief executive's years on the record2.0 yearsbottom 30% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.2/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.5/10

How much room does it have to grow?

bottom 45% of 15 in its family for room to expand.

weight 22% of this tense · 45th percentile among 15 sector filers · read for itself

From the record

UGI Corporation's room to grow, from the newest filed statements (fiscal 2025): cash of $335 million against debt of $6.5 billion leaves -40.1% of its assets as net cash, bottom 19% of its family; cash from operations less capital spending is 5.4% of revenue (top 30%) (its annual report).

What it rests on

  • cash less debt against assets-40.1%bottom 19% of its family
  • cash from operations less capital spending against revenue5.4%top 30% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
2.7/10

What could actually drive growth from here?

bottom 27% of 17 in its family for growth drivers.

weight 45% of this tense · 27th percentile among 17 sector filers · read for its customers

From the record

UGI Corporation's growth drivers, from the filed years to fiscal 2025: revenue grew -10.3% a year over the last three filed years against 2.2% over all 9, slowing (bottom 9% of its family); the newest year grew 1.1% (bottom 28%); capital spending grew 1.3% a year (bottom 44%) (its annual reports). UGI Corporation reported 4 lines of business in fiscal 2025: Ameri Gas Propane at $2.3 billion, UGI International at $2.1 billion, UGI Utilities Inc at $1.8 billion, and 1 more. 3 of 4 grew in the latest filed year, and the largest line is 30% of revenue (its annual report).

What it rests on

  • three-year growth against the whole span-12.5 points a yearbottom 9% of its family
  • the newest year's revenue growth1.1%bottom 28% of its family
  • three-year growth of capital spending1.3%bottom 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
9.2/10

Did its newest year beat what its own record pointed to?

top 8% of 16 in its family for expectations against reality.

weight 33% of this tense · 92nd percentile among 16 sector filers · read for its shareholders

From the record

UGI Corporation's newest year against its own record: revenue of $7.3 billion in fiscal 2025 came in 19.6% above the $6.1 billion its prior three years' pace pointed to (top 9% of its family); net income of $678 million against a prior three-year average of $53 million (top 6%); a net margin of 9.3% against -0.8% before (top 9%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace19.6%top 9% of its family
  • net income against the prior three years' averagefive times its prior average or moretop 6% of its family
  • net margin against its prior average+10.1 pointstop 9% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton UGI · research, not advice