Summary
UGI: A KKR Buyout Is Needed To Save The Bull Case After Disappointing Results
Previously, I believed UGI Corporation would re-rate back to $50/share, but with the recent earnings miss, I believe the timeline to that recovery will be longer. I no longer believe that the turnaround at AmeriGas is imminent and believe they could continue losing customers. Longer term, I still believe the company is undervalued, and a potential buyout in the $40s could realize this sooner.
UGI Q3 Earnings Call Highlights
UGI NYSE: UGI reported fiscal 2026 third-quarter reportable segment EBIT of $58 million, down from $72 million a year earlier, as warmer weather and lower retail propane volumes at AmeriGas weighed on results. The company said year-to-date reportable segment EBIT increased modestly to $1.187 billion, up $3 million from the prior-year period.
UGI Q3 Earnings Beat Estimates, Revenues Miss on LPG Weakness
UGI narrows its fiscal Q3 loss and raises 2026 earnings guidance, even as revenues fall on weaker propane volumes across key operations.
UGI Corporation Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 22 | $729.73 | $794.64 | $64.91 | 8.9% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 5,485 | $177,804.1 | $198,118.2 | $20,314.1 | 11.42% |
 Curtis Ellergodt Rothschild Investment LLC | 127 | $4,648.82 | $4,513.58 | -$135.24 | -2.91% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 131,746 | $4.55M | $4.5M | -$47,441.72 | -1.04% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 969 | $35,296.03 | $34,011.9 | -$1,284.13 | -3.64% |
UGI Corporation Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CL Constantine Lednev Wells Fargo | 419.64 | $15,060.94 | $16,176.97 | $1,116.03 | 7.41% |
UGI Corporation (UGI) FAQ
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UGI Corporation Profile
| Multi-Utilities Industry | Utilities Sector | Robert C. Flexon CEO | NYSE Exchange | 902681105 CUSIP |
| US Country | 9,400 Employees | 15 Sep 2026 Last Dividend | 8 Sep 2014 Last Split | 5 Jan 1988 IPO Date |
Overview
UGI Corporation, founded in 1882 and based in King of Prussia, Pennsylvania, operates as a diversified energy company on a global scale. Its operations are primarily focused on the distribution, storage, transportation, and marketing of energy products and related services. The company's vast portfolio is structured around four main segments: AmeriGas Propane, UGI International, Midstream & Marketing, and UGI Utilities, covering various facets of energy provision including propane distribution, liquefied petroleum gases (LPG) services, natural gas, liquid fuels, and electricity supply among others. Through its expansive network and diversified energy solutions, UGI Corporation caters to a wide range of customers including residential, commercial, industrial, and agricultural sectors.
Products and Services
- AmeriGas Propane: This segment covers the distribution of propane through 1,400 locations to around 1.3 million customers across various sectors such as residential, commercial/industrial, motor fuel, agricultural, and wholesale. This service is pivotal for customers in need of reliable and versatile fuel options.
- UGI International: It focuses on the distribution of liquefied petroleum gases (LPG) to a range of customers including residential, commercial, industrial, agricultural, wholesale, and automobile fuel segments. This segment also provides logistics, storage, and ancillary services to third-party LPG distributors, highlighting UGI's comprehensive approach to energy distribution.
- Midstream & Marketing: This area of operation involves the retail sale of natural gas, liquid fuels, and electricity to approximately 12,400 residential, commercial, and industrial customers at 42,000 locations. The segment showcases UGI's capability in delivering essential energy supplies directly to end-users.
- UGI Utilities: UGI distributes natural gas to about 677,000 customers in eastern and central Pennsylvania through an extensive distribution system. Additionally, it supplies electricity to around 62,600 customers in northeastern Pennsylvania, managing an electricity distribution network that includes substations and miles of lines. This segment solidifies UGI's role as a primary utility provider in its operational territories.
- Electric Generation and Other Services: UGI operates various electric generation facilities, including coal-fired, landfill gas-fueled, solar-powered, and natural gas-fueled facilities. It also owns a natural gas liquefaction, storage, and vaporization facility; propane storage and propane-air mixing stations; and rail transshipment terminals, exemplifying its diversified operations within the energy sector. Additionally, it manages natural gas pipeline and storage contracts and develops, owns, and operates pipelines, gathering infrastructure, and gas storage facilities, contributing to the robustness of the nation's energy infrastructure.
