Ultrapar's recent acceleration to 24.7% revenue growth and a 7.7% operating margin in 2026Q2 suggests improving operational leverage, but the sustainability of this margin expansion is questionable given its historical 6-7% gross margin range. The company's fi...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated sharply to 24.7% year-over-year in 2026Q2, driving a significant gross margin expansion to 11.1%, though this level appears anomalous compared to the company's historical 6-7% range.
Ipiranga's performance has revitalized Ultrapar's growth narrative, with a notable margin spike in 1Q26, though some of it appears inventory-driven.
Ultrapar maintains robust disclosure practices with regular SEC filings, including 6-K reports and Form 20-F, enhancing investor confidence.
Management's commentary on sustaining R$200/m³ margins supports the bullish outlook, despite questions about the sustainability of recent spikes.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 12, 2026 | $0.28+3.7% vs $0.27 | $8.1B-1.4% vs $8.2B |
Q2 2026 May 6, 2026 | $0.15+7.1% vs $0.14 | $7.2B-9.2% vs $7.9B |
Q2 2026 Mar 4, 2026 | $0.06-14.3% vs $0.07 | $7.6B+11.9% vs $6.8B |
Q1 2026 Feb 25, 2026 | $0.05-8.9% vs $0.06 | $6.9B-1.4% vs $7.0B |
Ultrapar Participacoes S.A. (NYSE: UGP - Get Free Report)'s stock price hit a new 52-week high during mid-day trading on Thursday. The company traded as high as $7.78 and last traded at $7.6660, with a volume of 4792493 shares trading hands. The stock had previously closed at $7.69. Analyst Ratings Changes UGP has been the
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Engineers Gate Manager LP increased its holdings in Ultrapar Participacoes S.A. (NYSE: UGP) by 419.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 257,957 shares of the oil and gas company's stock after acquiring an additional 208,319 shares during the quarter.
KSS, LCUT, MATV, UGP and CLDT stand out with attractive EV-to-EBITDA ratios and strong earnings outlook.
Benchmark UGP against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Ultrapar Participações S.A. (UGP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $7.66 | $8.19B | 18.12 | 6.64% | 1.72% | 14.63% | 4.9% | |
| $5.17 | $17.67B | 11.07 | 3.32% | 19.6% | 18.14% | — | |
| $2.09 | $5.98B | 6.37 | 7.36% | 8.92% | 10.67% | — | |
| $13.82 | $58.94B | 23.83 | 0.46% | 4.92% | 5.3% | — | |
| $21.14 | $136.23B | 6.91 | -3.62% | 24.52% | 30.54% | — | |
| $388.38 | $113.38B | 29.27 | -4.44% | 5.56% | 35.23% | — |
Ultrapar Participações S.A. (UGP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Ultrapar Participações S.A. (UGP) stock FAQ — growth, dividends, profitability & financials explained
Ultrapar Participações S.A. (UGP) reported $154.20B in revenue for fiscal year 2025. This represents a 8952% increase from $1.70B in 1999.
Ultrapar Participações S.A. (UGP) grew revenue by 6.6% over the past year. This is steady growth.
Yes, Ultrapar Participações S.A. (UGP) is profitable, generating $3.49B in net income for fiscal year 2025 (1.7% net margin).
Yes, Ultrapar Participações S.A. (UGP) pays a dividend with a yield of 4.90%. This makes it attractive for income-focused investors.
Ultrapar Participações S.A. (UGP) has a return on equity (ROE) of 14.6%. This is reasonable for most industries.
Ultrapar Participações S.A. (UGP) generated $4.82B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
