Guidance cut signals near-term headwinds. Monitor for further execution on AmeriGas turnaround and divestiture progress. The lowered outlook may pressure the stock in the coming weeks.
Price Chart
Executive Summary
UGI reported Q2 FY2026 GAAP EPS of $2.33 (up from $2.19 YoY) but adjusted EPS of $2.09 missed consensus of $2.11 and declined YoY. Revenue of $2.685B was roughly flat YoY but missed consensus estimates. Management lowered fiscal 2026 adjusted EPS guidance to $2.75-$2.90, citing timing of investments and AmeriGas transformation. The stock is likely to trade down on the guidance cut and adjusted earnings miss.
Key Financial Metrics
Key Facts
- GAAP diluted EPS $2.33 vs $2.19 prior year; adjusted diluted EPS $2.09 vs $2.21 prior year
- Revenue $2.685B vs $2.666B prior year ($2.685B vs consensus $3.08B)
- Fiscal 2026 adjusted diluted EPS guidance lowered to $2.75-$2.90
- Sale of electric division for ~$470M; strategic partnership with Prime Data Centers
- Available liquidity ~$2.1B; net leverage 3.7x
Financial Impact
Adjusted EPS missed by ~$0.02 (-0.9%) vs consensus; revenue missed by ~$395M (-12.8%) vs consensus; guidance cut from prior expectations.
Risk Factors
- Continued warmer-than-normal weather impacting volumes
- Slower-than-expected AmeriGas operational improvements
- Execution risk on asset sales and infrastructure partnerships
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000884614-26-000018 |
| Document: q2fy26earningspresentati.htm | 0000884614-26-000018 |
| Document: ugi-20260506.htm | 0000884614-26-000018 |
| Document: 0000884614-26-000018-index-headers.html | 0000884614-26-000018 |
| Document: 0000884614-26-000018-index.html | 0000884614-26-000018 |
| Document: 0000884614-26-000018.txt | 0000884614-26-000018 |
| 8-K Data (Synthetic) | 0000884614-26-000018 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 7, 2026 12w ago | 8-K | $35.59 $36.36 | ▲ +2.16% | ▼ −0.33% | $37.20 (+4.52%) |
Jun 20, 2026 14w ago | Institutional Cluster | $33.79 $37.81 | ▲ +11.90% | ▲ +10.15% | $37.20 (+10.09%) |
May 26, 2026 18w ago | 8-K | $35.76 $38.39 | ▲ +7.36% | ▲ +4.89% | $37.20 (+4.04%) |
May 22, 2026 19w ago | 8-K | $35.76 $38.39 | ▲ +7.36% | ▲ +4.89% | $37.20 (+4.04%) |
May 13, 2026 20w ago | 8-K | $33.99 $33.89 | ▼ −0.29% | ▼ −3.62% | $37.20 (+9.46%) |
May 12, 2026 20w ago | 8-K | $32.99 $34.17 | ▲ +3.58% | ▼ −0.54% | $37.20 (+12.78%) |
May 11, 2026 20w ago | 8-K | $32.99 $34.17 | ▲ +3.58% | ▼ −0.54% | $37.20 (+12.78%) |
May 7, 2026 21w ago | 8-K | $32.33 $36.12 | ▼ −11.74% | ▼ −9.63% | $37.20 (−15.08%) |
US Market Status
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