Bain Capital Specialty Finance (BCSF) Tax Rate (2020 - 2026)

Bain Capital Specialty Finance (BCSF) recorded quarterly Tax Rate of 5.68% in Q1 2026, down 163.77% quarter-over-quarter from 8.9% in Q4 2025, and down 1572.0% on a YoY basis from 0.39% in Q1 2025.

Bain Capital Specialty Finance (BCSF) Tax Rate (2020 - 2026) Analysis & Trends

Bain Capital Specialty Finance's Tax Rate history runs 7 years deep, the most recent figure standing at 5.68% for Q1 2026.

  • In Q1 2026, Tax Rate fell 1572.0% year-over-year to 5.68%; the TTM figure through Mar 2026 stood at 75.42% (down 8623.0% YoY), while the FY2025 annual figure was 17.12%, up 802.0% from the prior year.
  • Tax Rate was 5.68% for Q1 2026 at Bain Capital Specialty Finance, down from 8.9% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 50.44% in Q4 2024 to a low of 99.38% in Q3 2025.
  • Historically, Tax Rate has averaged 3.78% across 5 years, with a median of 7.19% in 2024.
  • The sharpest annual moves came in 2024 and 2025: Tax Rate surged 4247 bps in 2024, then sank 10578 bps in 2025.
  • A 5-year view of Tax Rate shows it stood at 2.25% in 2022, then jumped by 255 bps to 7.97% in 2023, then surged by 533 bps to 50.44% in 2024, then tumbled by 82 bps to 8.9% in 2025, then slumped by 164 bps to 5.68% in 2026.
  • The last three Tax Rate figures came in at 5.68% (Q1 2026), 8.9% (Q4 2025), and 99.38% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 18.16
2 Blackstone 96.85 Bn 95.80 Bn - 13.55
3 Kkr 86.45 Bn 133.96 Bn - 40.05
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 598.59
5 State Street 46.95 Bn 21.27 Bn - 21.16
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 20.02
7 Northern Trust 31.92 Bn 31.92 Bn - 24.99
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 19.13
10 Bain Capital Specialty Finance - - - -5.68

Historic Data

Download Data
DateValue
Mar 31, 2026 -5.68%
Mar 31, 2026 -5.68%
Dec 31, 2025 8.90%
Dec 31, 2025 8.90%
Sep 30, 2025 -99.38%
Sep 30, 2025 -99.38%
Jun 30, 2025 35.56%
Jun 30, 2025 35.56%
Mar 31, 2025 10.04%
Mar 31, 2025 10.04%
Dec 31, 2024 50.44%
Dec 31, 2024 50.44%
Sep 30, 2024 6.40%
Sep 30, 2024 6.40%
Jun 30, 2024 9.12%
Jun 30, 2024 9.12%
Mar 31, 2024 5.67%
Mar 31, 2024 5.67%
Dec 31, 2023 7.97%
Dec 31, 2023 7.97%