Beacon Financial (BBT) Invested Capital (2011 - 2025)

Beacon Financial's Invested Capital history runs 15 years deep, the most recent figure standing at $585.6 million for Q2 2025.

• Quarterly Invested Capital fell 27.8% year-over-year to $585.6 million in Q2 2025, while the trailing twelve-month figure through Mar 2026 was $585.6 million (down 77.83% YoY) and the FY2024 annual result came in at $438.1 million, down 13.52% from the prior year.
• Invested Capital was $585.6 million for Q2 2025 at Beacon Financial, down from $684.6 million in the prior quarter.
• Across five years, Invested Capital topped out at $1.0 billion in Q1 2023 and bottomed at $110.8 million in Q3 2021.
• A 5-year average of $474.5 million and a median of $453.6 million in 2021 frame the typical range for Invested Capital.
• Annual changes were most pronounced in 2021 — Invested Capital slumped 84.23% — and 2023, when it jumped 814.61%.
• Beacon Financial's Invested Capital stood at $110.8 million in 2021, then rose by 13.23% to $125.5 million in 2022, then soared by 303.63% to $506.6 million in 2023, then fell by 13.52% to $438.1 million in 2024, then surged by 33.67% to $585.6 million in 2025.
• Business Quant data shows BBT's Invested Capital at $585.6 million in Q2 2025, $684.6 million in Q1 2025, and $438.1 million in Q4 2024.