Abstract

UGI Corporation is scheduled to report quarterly results on February 04, 2026 Post Market, and this preview compiles the latest available company forecasts and financials to frame expectations on revenue, margins, net income, and adjusted EPS for the upcoming release.

Market Forecast

Available forecasts indicate UGI Corporation’s current-quarter revenue is projected at 2.49 billion US dollars, EBIT at 0.45 billion US dollars, and adjusted EPS at 1.30 with a forecast year-over-year increase of 17.32%. Forecast data for gross profit margin and net profit margin were not provided, and the revenue year-over-year outlook was not disclosed in the available dataset.

UGI Corporation’s main business activity last quarter was concentrated in its non-utility operations, supported by focused cost controls and operating execution that aim to stabilize earnings across seasonal demand patterns. The most promising segment by revenue scale is Non-Utility at 5.49 billion US dollars last quarter; year-over-year growth was not disclosed in the available dataset.

Last Quarter Review

UGI Corporation posted last-quarter revenue of 1.20 billion US dollars, a gross profit margin of 39.96%, a GAAP net loss attributable to the parent of -163.00 million US dollars, a net profit margin of -11.69%, and adjusted EPS of 0.00; revenue declined by 3.62% year-over-year and EPS year-over-year data were not disclosed beyond an indicated 0.00%.

A notable highlight was the quarter-on-quarter change in net profit, which fell by -134.03%, indicating substantial sequential deterioration in profitability. By segment, last quarter’s Non-Utility revenue was 5.49 billion US dollars, Utility revenue was 1.66 billion US dollars, and Other revenue was 140.00 million US dollars; year-over-year segment growth rates were not provided.

Current Quarter Outlook

Main Business: Non-Utility Operations

The non-utility businesses remain the largest revenue contributors and the linchpin of near-term performance given projected current-quarter revenue and EBIT levels. Operationally, management focus appears to be on margin stability and cash generation, reflected in the forecasted EBIT of 0.45 billion US dollars and projected adjusted EPS of 1.30, which embeds a 17.32% year-over-year improvement at the EPS line. With revenue expected at 2.49 billion US dollars, cost discipline and pricing mechanisms will be key to translating top-line activity into margin progression, especially in a seasonal quarter where volumes, customer mix, and input costs can fluctuate. Execution on logistics, procurement, and hedging frameworks is central to maintaining the 39.96% gross margin seen last quarter, and improving upon the -11.69% net profit margin by extracting fixed-cost leverage and reducing volatility in operating expenses. Given the net loss of -163.00 million US dollars last quarter, investors will look for evidence that margin recovery initiatives are permeating the P&L and reducing earnings variability from quarter to quarter.

Most Promising Segment: Scale and Earnings Rebound Potential

The Non-Utility segment, at 5.49 billion US dollars last quarter, offers the largest base from which incremental profitability can be realized as operating conditions normalize and seasonal demand aligns with pricing and cost controls. Although year-over-year growth for the segment was not disclosed, the forecasted adjusted EPS increase of 17.32% suggests that management is anticipating improved earnings conversion on existing revenue bases, which often hinges on overhead absorption and better utilization of distribution assets. The EBIT projection at 0.45 billion US dollars underscores the potential for margin progression if operational efficiencies continue to take effect across sales channels, service offerings, and procurement pipelines. Within the quarter, investors should monitor revenue quality, including the mix of higher-margin activities and the stability of operating expenses, to gauge the sustainability of any earnings rebound implied by the EPS outlook.

Key Stock Price Drivers This Quarter

Earnings per share and EBIT visibility are likely to be primary drivers as the market assesses whether the company can convert revenue of 2.49 billion US dollars into better margins than last quarter’s -11.69% net profit margin. A stronger adjusted EPS outcome, supported by disciplined cost management and effective pricing, could help re-rate expectations after the prior-quarter net loss of -163.00 million US dollars and the -134.03% quarter-on-quarter decline in net profit. The relationship between revenue mix and gross margin will be a central watchpoint; maintaining or improving upon the 39.96% gross margin will be an important signal that operating initiatives are gaining traction. Any update to near-term guidance on revenue or margin parameters would influence sentiment, especially if it clarifies how current price levels, operating costs, and seasonal demand patterns are trending relative to plan.

Analyst Opinions

Within the specified period from July 28, 2025 to January 28, 2026, publicly available analyst previews or rating changes specific to UGI Corporation’s upcoming quarterly results were limited, and qualifying bullish or bearish pre-reports were not identified. In the absence of identifiable majority-side views, institutional commentary appears limited, leaving the upcoming release itself as the primary validation point for current-quarter expectations. The prevailing tone, based on the lack of fresh previews, can be characterized as cautious until reported figures on February 04, 2026 Post Market provide clarity on revenue execution, margin recovery, and adjusted EPS trajectory.