STAR GROUP, L.P.(SGU)— Stock Profile, AI Score & Financials
Consumer Discretionary · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
STAR GROUP, L.P. (SGU) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores SGU at 50.3/100 on a 32-signal composite quality model, placing it at rank #1,610 of 2,962 stocks — the bottom half of the AI-ranked universe. SGU scores in the top quartile across balance sheet strength (83.2). Areas of concern include earnings quality (23.8) and institutional flow (29.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), STAR GROUP, L.P. reports quarterly revenue of $358.1M, net income of $-28.0M, free cash flow of $115.8M. Top institutional holders of SGU by reported 13-F value include Hartree Partners, Bandera Partners, Summit Trail Advisors, based on the most recent SEC filings. SGU trades on the NYSE exchange and files with the SEC under CIK 1002590. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SGU daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for STAR GROUP, L.P. directly from SEC EDGAR.
AI Quality Score
50.3/100
AI Rank
#1,610
Revenue
$358.1M
Net Income
$-28.0M
Free Cash Flow
$115.8M
SGU key financials by period
STAR GROUP, L.P. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$1.8B
$73.5M
6.4%
FY 2024
10-K
$1.8B
$35.2M
3.5%
FY 2023
10-K
$2.0B
$31.9M
3.2%
FY 2022
10-K
$2.0B
$35.3M
3.0%
FY 2021
10-K
$1.5B
$87.7M
8.7%
FY 2020
10-K
$1.5B
$55.9M
6.3%
Institutions holding SGU
Institutional investors reporting a position in STAR GROUP, L.P. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-05 — Q3 FY2026 (nine months ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Nine-month net income surged to $116.1M (+13.6% YoY) on $1.66B total sales (+8.3% YoY), driven by colder weather, margin expansion, and derivative gains despite Q3 quarterly loss of $28M.
Biggest Revenue Drivers
Installations and services$259.3M+1.3% YoY
Price increases and expanded service offerings; installations $100.7M, service contracts and billable calls $158.6M.
Biggest Revenue Drivers
Total revenue: $1,664.0M+8.3% YoY
Installations and services$259.3M+1.3% YoY
Price increases and expanded service offerings; installations $100.7M, service contracts and billable calls $158.6M.
Largest Expense Items
Cost of product$876.2M+9.5% YoY
Wholesale product cost increased $0.1954/gallon; offset by higher selling prices.
Delivery and branch expenses$338.7M+7.5% YoY
Insurance costs up $11.3M due to adverse claims; weather hedge contract loss $5.0M; extreme weather drove $7.7M in direct operating cost increases.
Cost of installations and services$239.6M+2.8% YoY
Installation costs down 2.3% to $80.0M; service expense up 5.5% to $159.6M due to colder temperatures and propane tank installations.
Margins: Home heating oil and propane per-gallon gross margin expanded $0.1174/gal (+6.9% YoY) to $1.8230/gal on favorable cost-to-price realization. However, service gross profit declined $5.7M due to extreme weather impacts and higher service demand; combined installation and service margin compressed $3.2M year-over-year despite installation improvement.
Watch Items from the Filing
Net customer attrition of 2.7% (11,000 accounts) for nine months ended June 30, 2026; 1.0% loss to natural gas and electric conversions; colder-than-expected weather may reverse as heating season ends.
As of July 31, 2026, home heating oil costs at $4.12/gallon (NYMEX), up $1.72/gallon YoY; severe backwardation discourage inventory holding; renewal rates for price-protected customers expected to decline materially at higher renewal prices.
Q3 FY2026 quarterly net loss of $28.0M; Adjusted EBITDA loss of $17.7M in seasonally weak quarter driven by $8.0M derivative fair-value charge and $8.3M delivery/branch expense increase.
Accounts receivable of $160.1M as of June 30, 2026, includes $20.2M increase in budget-plan balances from prior year; company anticipates slowing collections as customers respond to higher product prices.
Interest rate swaps hedge 41% of $173.3M variable-rate term loan at June 30, 2026; effective rate 6.7% vs. 7.1% prior year; Availability on revolving facility $229.9M and company in compliance with all covenants.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
