UGI Corporation (NYSE:UGI ) Q2 2025 Earnings Conference Call May 8, 2025 9:00 AM ET Company Participants Tameka Morris - Senior Director, Investor Relations Bob Flexon - President and Chief Executive Officer Sean O'Brien - Chief Financial Officer Conference Call Participants Gabriel Moreen - Mizuho Julien Dumoulin-Smith - Jefferies Operator Hello, and welcome to the UGI Corporation Fiscal 2025 Second Quarter Earnings Conference Call. At this time, all participants are in a listen-only mode.
UGI (UGI) came out with quarterly earnings of $2.21 per share, beating the Zacks Consensus Estimate of $1.80 per share. This compares to earnings of $1.97 per share a year ago.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Dividend Aristocrats, including UGI Corporation, are outperforming in 2025, with UGI showing strong earnings and a solid dividend history since the 1970s. UGI's Q1 non-GAAP EPS of $1.37 beat expectations, driven by strong natural gas and international propane segments, despite a revenue miss. UGI's valuation remains attractive with a P/E multiple of 11.5x, supported by rising profits and a market shift towards less cyclical industries.
UGI will further benefit from its systematic capital expenditures, improvement of existing infrastructure and cost reduction initiatives.
Investors interested in Utility - Gas Distribution stocks are likely familiar with UGI (UGI) and Atmos Energy (ATO). But which of these two companies is the best option for those looking for undervalued stocks?
UGI (UGI) reported earnings 30 days ago. What's next for the stock?
UGI makes a strong case for investment, given its earnings growth prospects, solvency, capability to increase shareholders' value and strong ROE.
UGI (UGI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Investors interested in Utility - Gas Distribution stocks are likely familiar with UGI (UGI) and Atmos Energy (ATO). But which of these two stocks presents investors with the better value opportunity right now?
UGI Corporation has a clear path back to $40+ possible through deleveraging, utility growth, and improvement at AmeriGas. Q1 earnings were clean, with net income adjustments restricted to hedging. Tax savings boosted earnings to $1.37/share from last year's $1.20/share. AmeriGas appears to be stabilizing, with EBIT improving and customer attrition slowing. Weather could provide a boost in Q2.
UGI's fiscal first-quarter earnings are better than expected. The company continues to invest systematically to strengthen the natural gas business.