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UGI

UGI Corp Releases 10-K Report & Shares Move 7.06%

UGI CORP /PA/ recently released its 10-K report, providing a detailed look at its operations for the fiscal year. The company, together with its subsidiaries, is involved in the distribution, storage, transportation, and marketing of energy products and related services in the United States and internationally. UGI operates through four segments: Utilities, Midstream & Marketing, UGI International, and AmeriGas Propane. It distributes propane to approximately 801 million customers and also provides natural gas, liquid fuels, and electricity to residential, commercial, and industrial customers.

In the company's "Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations” in the Fiscal 2024 Annual Report on Form 10-K, UGI discusses its financial performance, emphasizing the significant influence of temperatures in its service territories on its results of operations, particularly during the heating-season months of October through March. The report also highlights recent developments, such as divesting operations in non-core markets to focus resources where it can achieve superior operational results and deliver enhanced customer value.

UGI's management uses non-GAAP financial measures, such as “adjusted net income attributable to UGI Corporation” and “adjusted diluted earnings per share,” to evaluate the company's overall performance. The report provides detailed tables reconciling these non-GAAP measures with the comparable GAAP measures for the fiscal years 2024 and 2025.

In Fiscal 2025, UGI reported a net income attributable to UGI Corporation of $678 million (equal to $3.09 per diluted share), compared to $269 million (equal to $1.25 per diluted share) in Fiscal 2024. Adjusted net income attributable to UGI Corporation for Fiscal 2025 was $728 million (equal to $3.32 per diluted share), up from $658 million (equal to $3.06 per diluted share) in Fiscal 2024. The increase in adjusted net income during Fiscal 2025 reflects higher earnings contributions primarily from the AmeriGas Propane and Midstream & Marketing segments, partially offset by lower earnings contributions from the UGI International segment.

The report also provides in-depth analysis of segment results, comparing the performance of UGI's reportable segments for Fiscal 2025 and Fiscal 2024. For example, in the Utilities segment, total margin increased by 4% in Fiscal 2025, driven by higher core market volumes and increased base rates in the West Virginia Gas Utility. In the Midstream & Marketing segment, total margin decreased by 2% in Fiscal 2025, primarily due to lower income tax expenses, reflecting higher investment tax credits in the same period.

As a result of these announcements, the company's shares have moved 7.06% on the market, and are now trading at a price of $37.61. Check out the company's full 10-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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