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| Date | Value |
|---|---|
| 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% |