UGI Corp Files 2024 Annual Report
Ticker: UGI · Form: 10-K · Filed: Nov 26, 2024 · CIK: 884614
| Field | Detail |
|---|---|
| Company | Ugi CORP /Pa/ (UGI) |
| Form Type | 10-K |
| Filed Date | Nov 26, 2024 |
| Risk Level | low |
| Pages | 15 |
| Reading Time | 18 min |
| Key Dollar Amounts | $675 million, $25 million, $150 million, $75 million, $50 million |
| Sentiment | neutral |
Sentiment: neutral
Topics: annual-report, 10-K, financials
Related Tickers: UGI
TL;DR
UGI filed its 2024 10-K. Stock trades on NYSE.
AI Summary
UGI Corporation filed its annual report for the fiscal year ended September 30, 2024. The company, incorporated in Pennsylvania with its principal executive offices at 500 North Gulph Road, King of Prussia, PA, is registered with the SEC under file number 1-11071. UGI Corp's common stock trades on the New York Stock Exchange under the symbol UGI.
Why It Matters
This filing provides a comprehensive overview of UGI Corporation's financial performance and operational status for the past fiscal year, crucial for investors and stakeholders to assess the company's health and future prospects.
Risk Assessment
Risk Level: low — The filing is a standard annual report and does not indicate any immediate or unusual risks.
Key Numbers
- 1-11071 — Commission File Number (SEC registration identifier for UGI Corp.)
Key Players & Entities
- UGI Corp (company) — Registrant
- Pennsylvania (location) — State of Incorporation
- 500 North Gulph Road, King of Prussia, PA 19406 (location) — Principal Executive Offices
- New York Stock Exchange (company) — Exchange for Common Stock
- UGI (ticker) — Trading Symbol
FAQ
What is the fiscal year end date for this 10-K filing?
The fiscal year ended September 30, 2024.
What is UGI Corporation's principal executive office address?
The principal executive offices are located at 500 North Gulph Road, King of Prussia, PA 19406.
On which stock exchange does UGI Corporation's common stock trade?
UGI Corporation's common stock trades on the New York Stock Exchange.
What is the trading symbol for UGI Corporation's common stock?
The trading symbol is UGI.
Is UGI Corporation a well-known seasoned issuer?
The filing indicates 'No' for whether the registrant is a well-known seasoned issuer.
Filing Stats: 4,476 words · 18 min read · ~15 pages · Grade level 20 · Accepted 2024-11-26 17:25:35
Key Financial Figures
- $675 million — es - An underwritten public offering of $675 million aggregate principal amount of notes due
- $25 million — 2% Senior Note - A private placement of $25 million principal amount of senior notes due No
- $150 million — 0% Senior Note - A private placement of $150 million principal amount of senior notes due No
- $75 million — 0% Senior Note - A private placement of $75 million principal amount of senior notes due No
- $50 million — 4% Senior Note - A private placement of $50 million principal amount of senior notes due No
- $125 million — 2% Senior Note - A private placement of $125 million principal amount of senior notes due No
- $1,000 — and having a liquidation preference of $1,000 per share Core market - Comprises (1)
- $700 million — GI Corporation Senior Notes - Aggregate $700 million convertible senior notes entered into b
- $475 million — ation on October 11, 2024, comprising a $475 million revolving credit facility, with a matur
- $400 million — turity date of October, 11, 2028, and a $400 million term loan facility with a maturity date
- $250 million — ration on May 4, 2021, comprising (1) a $250 million term loan facility, (2) a $300 million
- $300 million — $250 million term loan facility, (2) a $300 million term loan facility, (3) a $300 million
Filing Documents
- ugi-20240930.htm (10-K) — 4295KB
- ex425descriptionofsecuriti.htm (EX-4.25) — 42KB
- ex1023formofjan12024psueps.htm (EX-10.23) — 49KB
- ex10xxformofpostemployment.htm (EX-10.28) — 52KB
- ex1029cicagreement-formof.htm (EX-10.29) — 72KB
- ugi-px1020_gassupplyagreem.htm (EX-10.47) — 83KB
- ex1053ugies-thirdamendment.htm (EX-10.53) — 46KB
- code-ofxconductxugiapril.htm (EX-14) — 100KB
- ex191insidertradingpolicys.htm (EX-19.1) — 25KB
- a2024ugicorp10kex21.htm (EX-21) — 107KB
- a2024ugicorp10kex23.htm (EX-23) — 5KB
- a2024ugicorp10kex311.htm (EX-31.1) — 10KB
- a2024ugicorp10kex312.htm (EX-31.2) — 10KB
- a2024ugicorp10kex32.htm (EX-32) — 7KB
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- code-ofxconductxugiapril060.jpg (GRAPHIC) — 33KB
- image_0a.jpg (GRAPHIC) — 60KB
- ugi-20240930_g1.jpg (GRAPHIC) — 72KB
- ugi-20240930_g2.jpg (GRAPHIC) — 136KB
- 0000884614-24-000086.txt ( ) — 38349KB
- ugi-20240930.xsd (EX-101.SCH) — 118KB
- ugi-20240930_cal.xml (EX-101.CAL) — 168KB
- ugi-20240930_def.xml (EX-101.DEF) — 724KB
- ugi-20240930_lab.xml (EX-101.LAB) — 1410KB
- ugi-20240930_pre.xml (EX-101.PRE) — 1090KB
- ugi-20240930_htm.xml (XML) — 4830KB
Risk Factors
Item 1A. Risk Factors 33
Unresolved Staff Comments
Item 1B. Unresolved Staff Comments 45
Cybersecurity
Item 1C. Cybersecurity 46
Legal Proceedings
Item 3. Legal Proceedings 46
Mine Safety Disclosures
Item 4. Mine Safety Disclosures 46 PART II:
Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities
Item 5. Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities 47
Reserved
Item 6. Reserved 48
Management's Discussion and Analysis of Financial Condition and Results of Operations
Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations 48
Quantitative and Qualitative Disclosures About Market Risk
Item 7A. Quantitative and Qualitative Disclosures About Market Risk 71
Financial Statements and Supplementary Data
Item 8. Financial Statements and Supplementary Data 71
Changes in and Disagreements with Accountants on Accounting and Financial Disclosure
Item 9. Changes in and Disagreements with Accountants on Accounting and Financial Disclosure 72
Controls and Procedures
Item 9A. Controls and Procedures 72
Other Information
Item 9B. Other Information 75
Disclosure Regarding Foreign Jurisdictions that Prevent Inspections
Item 9C. Disclosure Regarding Foreign Jurisdictions that Prevent Inspections 75 PART III:
Directors, Executive Officers and Corporate Governance
Item 10. Directors, Executive Officers and Corporate Governance 76
Executive Compensation
Item 11. Executive Compensation 76
Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters
Item 12. Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters 76
Certain Relationships and Related Transactions and Director Independence
Item 13. Certain Relationships and Related Transactions and Director Independence 76
Principal Accounting Fees and Services
Item 14. Principal Accounting Fees and Services 76 PART IV:
Exhibits and Financial Statement Schedules
Item 15. Exhibits and Financial Statement Schedules 79
Form 10-K Summary
Item 16. Form 10-K Summary 91
Signatures
Signatures 92 Index to Financial Statements and Financial Statement Schedules F- 2 1 Table of Contents GLOSSARY OF TERMS AND ABBREVIATIONS Terms and abbreviations used in this Form 10-K are defined below: UGI Corporation and Related Entities AmeriGas Finance Corp. - A wholly owned subsidiary of AmeriGas Partners AmeriGas OLP - AmeriGas Propane, L.P., the principal operating subsidiary of AmeriGas Partners AmeriGas Partners - AmeriGas Partners, L.P., an indirect wholly owned subsidiary of UGI; also referred to, together with its consolidated subsidiaries, as the "Partnership" AmeriGas Propane - Reportable segment comprising AmeriGas Propane, Inc. and its subsidiaries, including AmeriGas Partners and AmeriGas OLP AmeriGas Propane, Inc. - A wholly owned second-tier subsidiary of UGI and the general partner of AmeriGas Partners; also referred to as the "General Partner" AvantiGas - AvantiGas Limited, an indirect wholly owned subsidiary of UGI International, LLC Company - UGI and its consolidated subsidiaries collectively DVEP - DVEP Investeringen B.V., an indirect wholly owned subsidiary of UGI International, LLC Electric Utility - UGI Utilities' regulated electric distribution utility located in northeastern Pennsylvania Energy Services - UGI Energy Services, LLC, a wholly owned subsidiary of Enterprises Enterprises - UGI Enterprises, LLC, a wholly owned subsidiary of UGI ESFC - Energy Services Funding Corporation, a wholly owned subsidiary of Energy Services Flaga - Flaga GmbH, an indirect wholly owned subsidiary of UGI International, LLC Gas Utility - UGI's regulated natural gas businesses, inclusive of PA Gas Utility and WV Gas Utility General Partner - AmeriGas Propane, Inc., the general partner of AmeriGas Partners GHI - GHI Energy, LLC, a Houston-based renewable natural gas company and indirect wholly owned subsidiary of Energy Services MBL Bioenergy - MBL Bioenergy, LLC Midstream & Marketing - Reportable segment