Fidus Investment (FDUS) EBT Margin (2021 - 2026)
Fidus Investment (FDUS) posted EBT Margin of 76.02% for Q1 2026, up 1.35% sequentially from 75.01% in Q4 2025, and down 84.0% YoY from 475.13% in Q1 2025.
Fidus Investment (FDUS) EBT Margin (2021 - 2026) Analysis & Trends
Fidus Investment has reported EBT Margin for 6 years, with the latest figure at 76.02% in Q1 2026.
- Quarterly EBT Margin fell 84.0% year-over-year to 76.02% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 71.17% (down 1406.0% YoY) and the FY2025 annual result came in at 75.92%, down 1119.0% from the prior year.
- EBT Margin grew to 76.02% in Q1 2026 per FDUS's latest filing, from 75.01% in the prior quarter.
- Over five years, EBT Margin peaked at 97.35% in Q3 2024 and troughed at 28.25% in Q4 2022.
- A 5-year average of 52.25% and a median of 75.01% in 2025 frame the typical range for EBT Margin.
- The sharpest annual moves came in 2022 and 2024: EBT Margin slumped 23327 bps in 2022, then surged 7635 bps in 2024.
- Over 5 years, EBT Margin stood at 28.25% in 2022, then surged by 109 bps to 2.64% in 2023, then jumped by 3217 bps to 87.45% in 2024, then declined by 14 bps to 75.01% in 2025, then rose by 1 bps to 76.02% in 2026.
- According to Business Quant data, EBT Margin over the past three periods registered 76.02%, 75.01%, and 66.76% for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBT Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 38.38% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 55.68% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 24.00% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 76.10% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 22.28% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 34.31% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 28.77% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 78.90% |
| 10 | Fidus Investment | 752.64 Mn | 713.36 Mn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 48.38% |
| Mar 31, 2026 | 76.02% |
| Dec 31, 2025 | 75.01% |
| Sep 30, 2025 | 66.76% |
| Jun 30, 2025 | 65.46% |
| Mar 31, 2025 | 76.86% |
| Dec 31, 2024 | 87.45% |
| Sep 30, 2024 | 97.35% |
| Jun 30, 2024 | 78.43% |
| Mar 31, 2024 | 78.99% |
| Mar 31, 2023 | 2.64% |
| Dec 31, 2022 | -28.25% |
| Sep 30, 2022 | -4.95% |
| Mar 31, 2022 | 7.55% |
| Dec 31, 2021 | 205.02% |
| Sep 30, 2021 | 112.04% |