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UGI Corp (UGI)
NYSE:UGI
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.98Last Year’s EPS
2.21Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall, the call conveyed a constructive operational and strategic progress story: consolidated EBIT grew 5%, utilities and UGI International delivered meaningful gains, safety and operational metrics at AmeriGas improved substantially, liquidity and balance-sheet actions (including ~$215M divestiture proceeds) strengthened the financial position, and new infrastructure (Carlisle LNG) came online. Offsetting this were an ~8% decline in adjusted EPS driven by lost tax credits, higher interest expense and divestiture earnings loss, rising operating expenses across segments, a modest midstream earnings drag (~$5M) from pipeline rate timing, and localized delivery challenges during extreme weather. On balance, the positives—underpinned by operational improvement, margin management and balance-sheet progress—outweigh the headwinds, though several near-term impacts on EPS and costs remain.Company Guidance
Total Reportable Segment EBIT Growth
UGI reported total reportable segments EBIT of $441 million, up $21 million or 5% year-over-year, driven by higher gas base rates in Pennsylvania, colder weather and increased unit margins at UGI International.
Utilities Strong Performance and Volume Growth
Utilities EBIT was $157 million, up $16 million (~11%) year-over-year. Core market volumes increased ~16% (driven by temperatures ~21% colder than prior year) and the company added over 3,500 residential, commercial and industrial heating customers.
Safety and Operational Improvements at AmeriGas
AmeriGas showed material operational progress: a 45% reduction in recordable incidents and 60% fewer lost time injuries year-over-year, reduced zero-fill rates and average miles driven, lower customer service call volumes, highest Net Promoter Score since 2023, and an A-minus BBB ranking. Moody's upgraded AmeriGas' outlook to positive, reflecting operational and financial improvements.
UGI International Margin Management and EBIT Increase
UGI International reported EBIT of $124 million, up $14 million (~13%) year-over-year. Total margin increased by $20 million due to effective margin management and favorable foreign currency translation, helping offset volume declines and the effect of divestitures.
Portfolio Rationalization and Cash Proceeds
Portfolio rationalization substantially complete: agreements to divest LPG operations in seven European countries (representing ~5% of UGI International's prior-year EBIT) are expected to generate approximately $215 million in cash proceeds to strengthen the balance sheet and focus on higher-return markets.
Carlisle LNG Facility Operational and Capital Deployment
UGI deployed $225 million of capital during the quarter (73% directed to regulated utilities ~ $164.3 million) and brought the new Carlisle LNG storage and vaporization facility online, supporting integrated natural gas demand in the region under a long-term contract.
Liquidity and Credit Progress
Available liquidity was $1.6 billion, up $100 million versus prior year (≈ +6.7%). Moody's upgraded AmeriGas Partners' outlook to positive while affirming the B1 corporate family rating. Management remains focused on reducing leverage toward a sub-4.5x target through debt reduction and EBIT growth.
UGI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
UGI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $40.39 | $37.83 | -6.34% |
Nov 20, 2025 | $34.78 | $37.24 | +7.06% |
Aug 07, 2025 | $34.73 | $34.39 | -0.99% |
May 07, 2025 | $32.54 | $33.86 | +4.05% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does UGI Corp (UGI) report earnings?
UGI Corp (UGI) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is UGI Corp (UGI) earnings time?
UGI Corp (UGI) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UGI EPS forecast?
UGI EPS forecast for the fiscal quarter 2026 (Q2) is 1.98.