UNGHIGH SIGNALFINANCIAL10-K

UNG achieved a dramatic financial turnaround with a $90 million swing from negative to positive net income while experiencing significant fund outflows that reduced total assets by 27%.

The fund's shift from a $55.9M loss to $34.2M profit represents a complete reversal in performance, likely driven by favorable natural gas futures movements. However, the 47% increase in outstanding shares combined with substantial asset outflows suggests investor redemptions despite improved performance, which could indicate ongoing concerns about the fund's volatility or natural gas exposure.

Comparing 2026-02-27 vs 2025-02-28View on EDGAR →
FINANCIAL ANALYSIS

UNG demonstrated a remarkable financial recovery with net income swinging $90 million into positive territory and operating cash flow more than doubling to $127.1 million, indicating strong underlying performance in natural gas futures trading. However, this operational success was overshadowed by significant fund outflows, with total assets declining 27% to $579.5 million and deposits falling 69% to $132.2 million, suggesting investors may be taking profits or reducing exposure despite improved returns. The combination of strong performance metrics alongside substantial asset redemptions creates a mixed financial picture that warrants close monitoring of future flow trends.

FINANCIAL STATEMENT CHANGES
Operating Cash Flow
Cash Flow
+167.5%
$47.5M$127.1M

Operating cash flow surged 167.5% — exceptional cash generation, highest quality earnings signal.

Net Income
P&L
+161.3%
-$55.9M$34.2M

Net income grew 161.3% — bottom-line growth signals improving overall business health.

Revenue
P&L
+109.9%
-$54.5M$5.4M

Strong top-line growth of 109.9% — accelerating demand or successful expansion into new markets.

Total Deposits
Balance Sheet
-68.5%
$419.3M$132.2M

Deposits declined 68.5% — significant outflows warrant immediate investigation into funding stability.

Total Liabilities
Balance Sheet
-37.5%
$46.2M$28.8M

Liabilities reduced 37.5% — deleveraging improves balance sheet strength and financial flexibility.

Total Assets
Balance Sheet
-26.6%
$790.0M$579.5M

Total assets contracted 26.6% — asset sales, write-downs, or balance sheet optimization underway.

Cash & Equivalents
Balance Sheet
-26.1%
$593.5M$438.5M

Cash decreased 26.1% — monitor burn rate and upcoming capital needs.

LANGUAGE CHANGES
NEW — 2026-02-27
PRIOR — 2025-02-28
ADDED
The registrant had 35,546,103 outstanding shares as of February 23, 2026.
Market conditions that USCF currently anticipates could cause UNG to invest in Other Natural Gas-Related Investments include, but are not limited to, those allowing UNG to obtain greater liquidity or to execute transactions with more favorable pricing.
Market conditions that USCF currently anticipates could cause UNG to invest in Other Natural Gas- Related Investments include, but are not limited to, those allowing UNG to obtain greater liquidity or to execute transactions with more favorable pricing.
The Benchmark Futures Contract is changed from the near month contract to the next month contract over a four-day period.
USCF endeavors to place UNG s trades in Natural Gas Interests and otherwise manage UNG s investments so that A will be within plus/minus ten percent (10%) of B, where: A is the average daily percentage change in UNG s per share NAV for any period of 30 successive valuation days; i.e., any NYSE Arca trading day as of which UNG calculates its per share NAV; and B is the average daily percentage change in the price of the Benchmark Futures Contract over the same period.
+7 more — sign up free →
REMOVED
The registrant had 24,146,103 outstanding shares as of Febuary 24, 2025.
On day 4, the Benchmark Futures Contract is the next month contract to expire at that time and that contract remains the Benchmark Futures Contract until the beginning of the following month s change in the Benchmark Futures Contract over a four-day period.
USCF believes that market arbitrage opportunities will cause the daily changes in UNG s share price on the NYSE Arca, on a percentage basis, to closely track the daily changes in UNG s per share NAV.
Demand for petroleum products by consumers, as well as agricultural, manufacturing and transportation industries, determines demand for crude oil by refiners.
As of December 31, 2024, UNG held 14,459 NYMEX natural gas Futures NG contracts.
+7 more — sign up free →
MORE FINANCIAL SIGNALS
PNRGHIGHPNRG achieved exceptional profitability improvement with net income surging 2,21...
2026-04-16
BNAIHIGHBNAI underwent a dramatic reverse stock split that reduced share count by 86% wh...
2026-04-16
LAKEHIGHLAKE's financial performance deteriorated significantly with operating losses wo...
2026-04-16
NXXTHIGHNextNRG experienced massive financial deterioration with operating losses explod...
2026-04-16
ANALYZE ANY FILING FREE

See what changed in your portfolio's filings

500+ US-listed companies analyzed. Language delta, financial analysis, instant signal scoring.

Try Tracenotes free →