Why does UGI lag the market?
Up 6% over five years while the S&P 500 rose 72%; up 14% in the past year.
“EBIT decreased $25 million largely reflecting lower total margin.”
UGI's Quality Score fell 1 point on Tue, Nov 10, to 8. It closed away from its high of the day.
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Up 6% over five years while the S&P 500 rose 72%; up 14% in the past year.
“EBIT decreased $25 million largely reflecting lower total margin.”
| The company | Profit up 60% to $671M |
| Latest filing | 8-K, Nov 2 |
Thu Nov 19: Q4 2026 Earnings Conference CallDate confirmed.
After its last 4 reports it closed -2.7% on average, higher 1 of 4 times.
Averagefor quality, not price, 2 of 14 chart checks firingWhat the Quality Score means
UGI is #1 of 4 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score |
Reports Wed Nov 18, after the close (in 8 days). Confirmed.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
The figures are not read from the release yet.
“Total margin increased $13 million primarily due to the effect of higher gas base rates that went into effect in PA.”
UGI's results filing gives no sales by line in a table we read.
| Measure | Figure |
|---|---|
| Adjusted diluted EPS | $2.75 to $2.90 |
“EBIT decreased $25 million largely reflecting lower total margin.”
From its results filing (SEC filing · Aug 6)
Sales grew 2.1% a year over 5 years, fiscal 2020 to 2025.
Pays $1.50 a share a year.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Aug 6, 2026 | -0.9% | -3.5% | -1.2% |
| May 7, 2026 | -1.6% | -7.8% | -5.2% |
| Feb 5, 2026 | -2.2% | -6.3% | -5.6% |
Sales grew in three of the last seven years, to $7.3B in 2025. It made a profit in seven of the eight years.
RSI 46.3, MACD below signal, below its 50-day, above its 200-day. Not scored.
Its dividends come to 172% of its free cash flow.
| Dividend | $1.50 a share a year |
| Paid out | About $322M a year |
| Free cash flow | $187M |
One insider sold $852K across 1 filing in the last 6 months. No open-market buys on record. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: UGI is under 0.1% of VYM and under 0.1% of VTI, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Jul 31, 2026.
UGI Corp is an American holding company that, through its subsidiaries, is involved in the transport and marketing of energy and related services. Its segments include AmeriGas Propane, UGI International, Midstream & Marketing, and Utilities. The AmeriGas Propane segment consists of the propane distribution business. The UGI International segment consists of LPG distribution businesses. The Midstream & Marketing segment consists of energy-related businesses. The Utilities segment consists of the regulated natural gas and electric distribution. The company derives a majority of its revenue from the UGI International segment.
“Natural gas is a fuel that competes with electricity and oil and, to a lesser extent, with propane and coal.”
UGI scores 8 today, which Breakaway calls Average. It is #1 of 4 in Gas & Other Services Combined by Quality Score, with 2 of 14 chart checks firing. Up 6% over five years while the S&P 500 rose 72%; up 14% in the past year. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
UGI scores 8 today, which Breakaway calls Average (6 to 10). That is #1 of 4 in Gas & Other Services Combined by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind UGI's 8.
One insider sold $852K across 1 filing in the last 6 months. No open-market buys on record. The newest is Kathleen Shea-Ballay, GC and Chief Legal Officer, who sold $852K on Jun 18.
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Insider and Congress trades, the chart, and the financials, in one score.
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