UGI

UGI Corporation

UGI Corporation is classed by the SEC under Gas & Other Services Combined (industry code 4932), based in King Of Prussia, PA. In its latest annual figures on file, for the fiscal year ended 2025-09-30, it reported revenue of $7.1 billion and a profit of $678 million (its filed statements).

Regulated utility Gas & Other Services Combined King Of Prussia, PA filings since 1994 9 of 9 filed

Sector peers: NEXTSWXBIPCAES

4.8/10headline grade
vs its business-model standard

Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a regulated utility: prior from its industry code (SEC 4932, Gas & Other Services Combined); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.

The grade, in three tenses

Headline 4.8 out of ten, 9 of 9 metrics filed: past 4.8 out of ten, present 4.6 out of ten, future 5.2 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

  • Surviving crises (past): 3.7 out of ten. 1 warning event since 2017; the latest 2024-10-29. 37th percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Track record (past): 3.1 out of ten. +2.2% a year over 9 filed years; profitable in 8 of 9. 31st percentile among 17 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Shareholder treatment (past): 7.5 out of ten. Share count grew 0.5% a year. 29% of cash flow returned. Insiders: 7 sales, 0 purchases. 75th percentile among 14 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Financial health (present): 5.1 out of ten. ROE 14%: 14¢ of profit per shareholder dollar. Leverage 69%: owes 69¢ per asset dollar. 51st percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Industry position (present): 4.9 out of ten. bottom 49% of 16 in its family; net margin 9.3%. 49th percentile among 16 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Leadership (present): 3.0 out of ten. bottom 30% of 15 in its family for leadership; chief executive since 2024. 30th percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
  • Room to expand (future): 4.5 out of ten. bottom 45% of 15 in its family for room to expand. 45th percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Growth drivers (future): 2.7 out of ten. bottom 27% of 17 in its family for growth drivers. 27th percentile among 17 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Expectations vs reality (future): 9.2 out of ten. top 8% of 16 in its family for expectations against reality. 92nd percentile among 16 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2025-11-21 for the period ended 2025-09-30 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-06 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-06 for the period ended 2026-08-05 (on EDGAR). Newest filing: Form 8-K, 2026-10-02. Filings on record since 1994. Read from EDGAR 2026-10-12.

Who runs it

Longhi, Mario (Interim President and CEO); Flexon, Robert C (President and CEO); Bell, Hans G. (President of Subsidiary); Fazio, Julie (President of Subsidiary); Hartz, Joseph L. (President of Subsidiary); Sharp, Michael (President of Subsidiary); O'Brien, Sean (Chief Financial Officer); Shea-Ballay, Kathleen (GC and Chief Legal Officer); Tematio, Jean Felix (VP, CAO & Corporate Controller); Bingenheimer, David (director); and 7 more. 17 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.

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