Utilities·Gas Utilities·$7.9B
UGI Corp is a utility company that provides natural gas and electric services. With a market cap of $8 billion, it plays a crucial role in the energy sector, especially as demand for reliable energy sources continues to grow amid changing consumer preferences and regulatory environments.
EPS
Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and revenues.
Revenue
Total revenue reflects the company's overall sales performance and is important for assessing growth and market demand.
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EPS Beat Streak
0Q
EPS Beat Rate
75%
Avg EPS Surprise
+258.47%
Avg Stock Reaction
+0.75%
In Q1 2026, UGI reported an EPS of $1.26, which was below the expected $1.50, resulting in a 16% negative surprise. The stock reacted positively the following day, gaining nearly 1%.
Management Promises & Guidance
Analysts expect UGI to report an EPS of $2.20 and revenue of $3.1 billion for Q2 2026, reflecting stable performance amid a challenging economic environment.
Bull Case
If UGI beats expectations, it could signal strong operational management and increased demand for its services, potentially boosting investor confidence.
Bear Case
A miss on earnings or revenue could raise concerns about cost pressures and market competition, leading to negative sentiment among investors.
EPS
$2.20Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and revenues.
Revenue
$3.1BTotal revenue reflects the company's overall sales performance and is important for assessing growth and market demand.
The print will turn on these two things.
Q1
Will the EPS exceed $2.20, indicating stronger profitability?
A higher EPS would suggest effective cost management and operational efficiency, which could positively influence investor sentiment.
Q2
What are the revenue growth prospects in light of current market conditions?
Understanding revenue growth will help gauge the company's ability to navigate economic challenges and meet market demand.
Why consensus could be wrong
The Street may be underestimating UGI's ability to manage costs effectively, which could lead to better-than-expected earnings despite economic challenges.
Supporting Evidence
UGI has a history of beating EPS estimates, with a 75% beat rate over the last eight quarters.
Recent investments in infrastructure may provide a competitive edge that is not fully reflected in current estimates.
Key Risk
If UGI's revenue growth exceeds $3.2 billion, it could challenge current bearish sentiments.
Pre-commit to what would confirm each case.
The core debate this quarter revolves around UGI's ability to manage costs while driving revenue growth in a competitive market.
Bull Confirmed If
An EPS of $2.30 or higher would confirm the bull case, indicating strong operational performance.
Bear Confirmed If
An EPS below $2.10 would confirm the bear case, raising concerns about profitability.
Implied Move
±4.2%
The options market is pricing in a move of about 4.2%, indicating that investors expect some volatility around the earnings report.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If UGI beats expectations, history suggests a positive stock reaction of around +0.92%, confirming strong operational management.
In-Line / Cautious
An in-line report may lead to muted reactions, as management commentary could drive uncertainty about future growth.
Miss
A miss could result in a stock drop of about +0.23%, indicating investor concerns about market competitiveness and cost pressures.
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PARAMOUNT SKYDANCE C Class B
May 4, 2026