A month has gone by since the last earnings report for UGI (UGI) . Shares have added about 1.2% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is UGI due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, fresh estimat ...

Core Viewpoint - UGI shares have shown strong performance, increasing 29.3% year-to-date, outperforming the Zacks Utilities sector and the Zacks Utility - Gas Distribution industry [1][3]. Financial Performance - UGI has consistently exceeded earnings expectations, reporting an EPS of $2.21 against a consensus estimate of $1.8 in its last earnings report [2]. - For the current fiscal year, UGI is projected to achieve earnings of $3.11 per share on revenues of $7.81 billion, reflecting a 1.63% increase in EPS and an 8.36% increase in revenues [3]. - The next fiscal year forecasts an EPS of $3.14 on revenues of $8.74 billion, indicating a year-over-year change of 0.86% in EPS and 11.82% in revenues [3]. Valuation Metrics - UGI's current valuation metrics show it trading at 11.7X current fiscal year EPS estimates, below the peer industry average of 16.6X [7]. - On a trailing cash flow basis, UGI trades at 5.6X compared to the peer group's average of 8.2X [7]. - The stock has a PEG ratio of 2.26, which does not place it among the top value stocks [7]. Style Scores and Zacks Rank - UGI has a Value Score of A, a Growth Score of B, and a Momentum Score of F, resulting in a combined VGM Score of A [6]. - The stock holds a Zacks Rank of 2 (Buy), supported by rising earnings estimates, indicating potential for further gains [8].

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Southwest Gas (SWX) makes strategic investments to further strengthen its infrastructure and boost operations. The company is also gaining from consistent customer additions. Given its earnings growth opportunities and better debt management, SWX makes for a solid investment option in the utility sector.Let’s focus on the factors that make this Zacks Rank #2 (Buy) company a strong investment pick at the moment.SWX’s Growth Projections & Surprise HistoryThe Zacks Consensus Estimate for 2025 earnings per shar ...

Core Insights - The article emphasizes the importance of fundamental analysis in identifying undervalued assets that offer a favorable risk/reward profile [1] - It highlights the use of options strategies, such as covered calls and writing puts, as effective investment techniques for managing positions [1] Investment Strategy - The investment approach focuses on individual issues and asset classes that are currently out of favor, suggesting a contrarian strategy [1] - The analyst has over 20 years of investment experience, indicating a deep understanding of market dynamics and investment opportunities [1] Educational Background - The analyst holds an MBA in Finance from NYU Stern and an undergraduate degree in Computer Science, showcasing a strong educational foundation that supports their investment analysis [1]

Have you been paying attention to shares of UGI (UGI) ? Shares have been on the move with the stock up 12.8% over the past month. The stock hit a new 52-week high of $35.41 in the previous session. UGI has gained 23.7% since the start of the year compared to the 6.4% move for the Zacks Utilities sector and the -0.5% return for the Zacks Utility - Gas Distribution industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it hasn't missed our earnings con ...

UGI Corporation (UGI) reported second-quarter fiscal 2025 operating earnings of $2.21 per share, which surpassed the Zacks Consensus Estimate of $1.80 by 22.8%. In the year-ago quarter, the company reported earnings of $1.97 per share. (See the Zacks Earnings Calendar to stay ahead of market-making news.)GAAP earnings per share in the fiscal second quarter were $2.19 compared with $2.30 in the year-ago quarter.Total Revenues of UGIRevenues of $2.67 billion missed the Zacks Consensus Estimate of $2.70 billio ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission file number 1-11071 UGI CORPORATION (Exact name of registrant as specified in its charter) (State or other jurisdiction ...

Financial Data and Key Metrics Changes - UGI reported a 12% year-over-year increase in adjusted diluted EPS for the fiscal second quarter, achieving the highest adjusted diluted EPS in the company's history [5] - The fiscal 2025 guidance range for adjusted diluted EPS has been increased to $3.00 to $3.15, driven by favorable weather conditions and operational improvements [8][10] - The balance sheet showed $1,900,000,000 in available liquidity and a leverage ratio of 3.8 times at the end of the quarter [5][18] Business Line Data and Key Metrics Changes - The Utility segment's EBIT was $241,000,000, up $15,000,000 year-over-year, primarily due to colder weather [13] - Midstream and Marketing reported EBIT of $154,000,000, comparable to the prior year, with total margin increasing by $2,000,000 [14] - AmeriGas experienced a $16,000,000 increase in EBIT, largely due to colder weather, although adjusted diluted EPS declined by $0.06 due to higher income tax expenses [12][17] Market Data and Key Metrics Changes - Regional natural gas demand continues to show robust growth, with the LNG infrastructure operating at peak capacity during colder weather [6] - UGI International's LPG volumes declined by 4%, but operational efficiencies led to a $12,000,000 increase in EBIT [15][16] Company Strategy and Development Direction - The company is focusing on operational excellence and strategic infrastructure investments, particularly in the regulated utility business [19] - AmeriGas is implementing business process improvements to enhance customer retention and operational efficiency [20] - The company is well-positioned to capitalize on the growing demand for natural gas in the Appalachia region [41] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the underlying strength of the business and the ability to execute strategic priorities in the second half of the year [10] - The company is optimistic about improving AmeriGas operations and enhancing customer service ahead of the next winter season [29][30] Other Important Information - The company deployed $160,000,000 in capital investment during the quarter, primarily in natural gas businesses [7] - Free cash flow for the year to date was approximately $490,000,000, up 55% year-over-year [17] Q&A Session Summary Question: Can you discuss the learnings from AmeriGas and refinancing plans? - Management highlighted the focus on improving AmeriGas business processes and targeting operational efficiencies, with ongoing efforts to refinance the 2026 maturities [24][34] Question: What is UGI's positioning regarding Appalachian natural gas demand? - Management noted ongoing discussions with potential generators and data centers, emphasizing the company's strategic location and capital allocation towards natural gas [40][41] Question: Can you quantify the incremental margin or EBITDA from AmeriGas for fiscal 2026? - Management refrained from providing specific numbers but emphasized the need to strengthen business processes and focus on high-margin customers [47][48] Question: What are the fiscal second half drivers? - Management explained that colder weather in the first half led to a strong performance, but some capital and operational expenses were pushed to the second half, affecting earnings timing [51][52]

UGI (UGI) Q2 2025 Earnings Call May 08, 2025 09:00 AM ET Speaker0 Hello, and welcome to the UGI Corporation Fiscal twenty twenty five Second Quarter Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer Thank you. I would like to turn the conference over to Tamika Morris, Vice President of Investor Relations and ESG. You may begin. Speaker1 Good morning, everyone. Thank you for joining our fiscal twenty twent ...