Fidus Investment FDUS
NASDAQ FDUS
$19.81 +0.06 (+0.30%)
At close: Aug 20, 2026 · 4:00 PM EDT

Fidus Investment (FDUS) EBITDA Margin (2021 - 2026)

Fidus Investment (FDUS) posted EBITDA Margin of 51.85% for Q1 2026, up 11.33% sequentially from 46.57% in Q4 2025, and up 192.0% YoY from 17.76% in Q1 2025.

Fidus Investment (FDUS) EBITDA Margin (2021 - 2026) Analysis & Trends

Fidus Investment has reported EBITDA Margin for 6 years, with the latest figure at 51.85% in Q1 2026.

  • Quarterly EBITDA Margin rose 192.0% year-over-year to 51.85% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 48.09% (down 274.0% YoY) and the FY2025 annual result came in at 47.38%, down 369.0% from the prior year.
  • EBITDA Margin advanced to 51.85% in Q1 2026 per FDUS's latest filing, from 46.57% in the prior quarter.
  • Over five years, EBITDA Margin peaked at 55.78% in Q3 2024 and troughed at 10.45% in Q4 2022.
  • A 5-year average of 38.78% and a median of 46.62% in 2025 frame the typical range for EBITDA Margin.
  • The sharpest annual moves came in 2022 and 2024: EBITDA Margin plunged 23090 bps in 2022, then soared 2727 bps in 2024.
  • Over 5 years, EBITDA Margin stood at 10.45% in 2022, then jumped by 326 bps to 23.6% in 2023, then surged by 111 bps to 49.79% in 2024, then fell by 6 bps to 46.57% in 2025, then advanced by 11 bps to 51.85% in 2026.
  • According to Business Quant data, EBITDA Margin over the past three periods registered 51.85%, 46.57%, and 46.62% for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) EBITDA Margin (Qtr)
1 BlackRock 176.99 Bn 163.12 Bn - 34.74%
2 Blackstone 113.16 Bn 110.65 Bn - 58.55%
3 Kkr 96.05 Bn -181.02 Bn - 35.61%
4 Brookfield 92.54 Bn 45.14 Bn - -
5 Brookfield Asset Management 82.31 Bn 80.81 Bn - 79.12%
6 Apollo Global Management 77.14 Bn 51.77 Bn 10.54 Bn 47.97%
7 State Street 50.64 Bn 50.64 Bn - 83.30%
8 Ameriprise Financial 50.31 Bn 39.27 Bn 4.72 Bn 24.36%
9 Northern Trust 33.61 Bn 33.61 Bn - 191.07%
10 Fidus Investment 752.64 Mn 713.36 Mn - -

Historic Data

Download Data
DateValue
Jun 30, 2026 42.97%
Mar 31, 2026 51.85%
Dec 31, 2025 46.57%
Sep 30, 2025 46.62%
Jun 30, 2025 46.60%
Mar 31, 2025 49.93%
Dec 31, 2024 49.79%
Sep 30, 2024 55.78%
Jun 30, 2024 47.53%
Mar 31, 2024 50.87%
Mar 31, 2023 23.60%
Dec 31, 2022 -10.45%
Sep 30, 2022 13.80%
Mar 31, 2022 31.64%
Dec 31, 2021 220.46%
Sep 30, 2021 134.00%