Ugi Corp /Pa/ stock: filings, catalysts and timeline
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FundamentalsWhat is this?HideWatch
How the business is doing on its own reported US-GAAP numbers — growth, margins, cash generation, balance-sheet strength, capital efficiency and dilution — compared with sector peers.
Source: SEC XBRL financial statements.
ValueWhat is this?HideWatch
How the shares are priced against sector peers, against the company's own recent history, and against a simple cash-flow estimate, using the filing numbers and the current price. AIR shows this as a band, never as a target price.
Source: SEC XBRL financial statements and end-of-day prices.
News flowWhat is this?HideBalanced
What the company has documented recently: material 8-K events (contracts, deals, results, leadership changes) and FDA approvals, weighted by recency and type. A language model's reading of each 8-K helps classify whether it is positive or negative. Filings, not press or social media.
Source: SEC EDGAR 8-K filings and FDA approvals.
MomentumWhat is this?HideStrong
The longer-term market read: the trend in end-of-day prices, strength against the market and the sector, and trading volume over roughly the past three to twelve months. It is shown, never used to rank the Shortlist.
Source: End-of-day prices.
SafetyWhat is this?HideWatch
The risk side: leverage, liquidity, cash runway, dilution, revenue and margin swings, company size and pre-commercial status, negative 8-K events (including legal and regulatory ones), and share-price drawdown and volatility. Higher means fewer of those risk markers.
Source: SEC XBRL financial statements, SEC EDGAR 8-K filings and end-of-day prices.
Discovery Gap: High (29/100) · Gap confidence 47/100
Filings show more traction than the tape reflects.
Low is the most common level — the cut-offs are fixed, and levels can shift as scores refresh.
What is this?Hide
How far documented progress (News flow) runs ahead of market attention. Attention is measured from institutional holdings reported to the SEC, trading volume, price behaviour and how richly the shares are valued — not from social media or analyst ratings.
Source: SEC EDGAR filings (8-K and 13F), FDA approvals and end-of-day prices.
How levels work. The levels use fixed cut-offs, but market attention is ranked against the other ~1,800 companies AIR covers that day (valuation against the same sector). Documented progress counts filings from the past 18 months, newer ones weighing more; attention uses the latest quarter of institutional holdings, the last three to six months of trading, and six to twelve months of price behaviour. Many companies show a Low Gap or none at all — a gap needs filings that read more positively than neutral. A level can change from one day to the next as scores refresh and the other companies move.
Gap confidenceWhat is this?HideModerate 47/100How fully AIR could measure this Gap.
How fully AIR could measure both sides of the Discovery Gap: the documented progress (News flow) and market attention (Recognition). It takes the weaker of the two, and reads zero when either side has no measurement. It describes the data, not the company.
Evidence strengthWhat is this?HideStrong 76/100Support behind the full AIR read, not only the Gap.
How much data stands behind the whole AIR read — all five perspectives, not just the Discovery Gap. Each perspective reports how complete its inputs are, and these are combined in the same proportions as the AIR Score; a perspective AIR could not score adds nothing, so missing data lowers this figure. It describes the data, not the company.
This month at a glance
Evidence timeline
- Expected
Mon 23 Nov · expected 10-K
Last year filed 21 Nov 2025.
Fri 5 Feb · expected 10-Q
Last year filed 5 Feb 2026.
- Filed
Mon 2 Nov · 8-K
8-K · Items 1.01, 2.03 — Material agreement
UGI amended its credit agreement, increasing revolving commitments from $475M to $700M, extending maturity to March 31, 2030, and adding a new $300M senior secured revolving facility for 2028 Notes conversion financing.
News flow: Balanced 50 → Balanced 53Gap Low · 0 → High · 29The filings read more positively.
Progress is running ahead of attention.
The price trend strengthened.
Thu 22 Oct · 8-K
8-K · Item 1.01 — Material agreement
UGI Energy Services extended its receivables purchase facility termination date by one year to October 15, 2027 via Amendment No. 27 to its RPA with PNC. Routine operational refinancing with no material business impact disclosed.
Fri 2 Oct · 8-K
8-K · Items 1.01, 2.03 — Material agreement
UGI's subsidiary Mountaineer Gas Company issued $50 million in private senior notes ($30M Series H at 5.95%, $20M Series I at 6.05%) maturing 2038–2041. Proceeds fund refinancing and general corporate purposes.
Recognition: Strong 65 → Strong 68More of the market is starting to notice.
The price trend strengthened.
Mon 17 Aug · 8-K
Mon 10 Aug · 8-K
Thu 6 Aug · 8-K
Thu 6 Aug · 10-Q
Quarterly report (10-Q), period ending 31 Jul 2026
Tue 7 Jul · 8-K
Thu 28 May · 8-K
Tue 26 May · 8-K
Fri 22 May · 8-K
Mon 18 May · 8-K
Wed 13 May · 8-K
Tue 12 May · 8-K
Mon 11 May · 8-K
Mon 11 May · 8-K
Thu 7 May · 10-Q
Quarterly report (10-Q), period ending 30 Apr 2026
Thu 7 May · 8-K
Thu 5 Feb · 10-Q
Quarterly report (10-Q), period ending 30 Jan 2026
Thu 5 Feb · 8-K
Wed 4 Feb · 8-K
Fri 21 Nov · 8-K
Fri 21 Nov · 10-K
Annual report (10-K), FY2025
Fri 14 Nov · 8-K
Wed 22 Oct · 8-K
Solid dots: a filing AIR classified as material. Grey: routine. Hollow: expected, from last year's dates — not a forecast.
Ask AIR
What would change our view
Research, not tips. No buy/sell recommendations, no price forecasts. Every score is derived from public filings and market data — figures round to whole numbers and refresh each trading day.