UGI Corporation — MarketDX

Energy Transition & Power Demand▲

KKR Bids $9 Billion for UGI and Buys BookMyShow Stake

KKR has submitted a $9 billion bid to acquire U.S. energy distributor UGI, according to people familiar with the matter. The proposed UGI deal would expand KKR's exposure to U.S. energy infrastructure at a time of rising electricity demand from AI data centers. Separately, KKR has taken a minority stake in Indian ticketing and events platform BookMyShow, increasing its activity in India's live entertainment market. KKR is a US-based private equity and real estate investment firm with a market cap of about $96.2 billion.

UGI ▲KKR ▲

Energy Transition & Power Demand

Simply Wall St·6dRead more ▾

UGI▲

UGI Reports Smaller Third Quarter Loss and Affirms Dividend

UGI reported third quarter 2026 results showing a smaller net loss and steady nine month earnings, while affirming its regular quarterly dividend. The stock trades at $35.26, with a 3.74% 90 day share price return and a 2.82% 1 year total shareholder return. A popular valuation narrative places fair value at about $41.33 per share, suggesting the stock is 14.7% undervalued, while a Simply Wall St discounted cash flow model estimates fair value at $14.29, indicating overvaluation. The company anticipates higher utility rates in Pennsylvania, pending regulatory approval, to provide incremental revenue beginning in fiscal 2026.

UGI ▲

Simply Wall St·13dRead more ▾

UGI▼

UGI Reports Q3 Loss, Reaffirms Full-Year EPS Guidance

UGI Corporation reported an adjusted diluted loss of $0.20 per share for its fiscal 2026 third quarter, compared to a loss of $0.01 in the prior-year period, while reaffirming full-year adjusted diluted EPS guidance of $2.75 to $2.90. Total reportable segment EBIT fell to $58 million from $72 million a year earlier, driven by warmer weather and customer attrition at AmeriGas, partially offset by a 33% increase in Utilities segment EBIT to $40 million from higher gas base rates. AmeriGas posted a $53 million EBIT loss as retail gallons declined 10% to 124 million, though management highlighted a 2% year-to-date net attrition rate, the lowest in several years, and expects to resume cash distributions to the parent in fiscal 2027. UGI International EBIT was $41 million, down from $43 million, as lower volumes from divestitures were partially offset by higher unit margins, and the company noted a recent take-private transaction for a European competitor reinforces the value of its international platform. The company also announced a pending $65 million two-step gas rate increase settlement, with $40 million effective October 2026 and $25 million in October 2027, and reported consolidated leverage of 3.8x with AmeriGas leverage at 4.3x, its lowest in 10 years.

UGI ▼

The Motley Fool·14dRead more ▾

UGI▼4

UGI Q3 adjusted loss narrows but revenue misses on LPG weakness

UGI Corporation reported a fiscal third-quarter adjusted loss of 20 cents per share, beating the Zacks Consensus Estimate of a loss of 35 cents, while revenue of $1.33 billion missed the $1.55 billion estimate. The adjusted loss widened from a loss of 1 cent per share a year ago, and GAAP loss per share was 62 cents compared with a loss of 76 cents in the prior-year quarter. Lower propane volumes pressured results, with retail gallons sold falling 10% at both AmeriGas Propane and UGI International. The company reaffirmed its fiscal 2026 adjusted EPS guidance of $2.75 to $2.90, and a recommended $65 million Pennsylvania gas rate settlement is pending regulatory approval.

UGI ▼

Zacks Investment Research·20dRead more ▾