Fidus Investment (FDUS) Net Margin (2021 - 2026)
Fidus Investment (FDUS) posted Net Margin of 75.97% for Q1 2026, up 7.32% sequentially from 70.79% in Q4 2025, and down 89.0% YoY from 690.66% in Q1 2025.
Fidus Investment (FDUS) Net Margin (2021 - 2026) Analysis & Trends
Fidus Investment has reported Net Margin for 6 years, with the latest figure at 75.97% in Q1 2026.
- Quarterly Net Margin fell 89.0% year-over-year to 75.97% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 69.81% (down 1376.0% YoY) and the FY2025 annual result came in at 74.48%, down 1096.0% from the prior year.
- Net Margin climbed to 75.97% in Q1 2026 per FDUS's latest filing, from 70.79% in the prior quarter.
- Over five years, Net Margin peaked at 95.87% in Q3 2024 and troughed at 17.19% in Q4 2022.
- A 5-year average of 63.58% and a median of 70.79% in 2025 frame the typical range for Net Margin.
- The sharpest annual moves came in 2022 and 2023: Net Margin tumbled 19126 bps in 2022, then soared 5560 bps in 2023.
- Over 5 years, Net Margin stood at 17.19% in 2022, then surged by 323 bps to 72.79% in 2023, then climbed by 14 bps to 82.76% in 2024, then declined by 14 bps to 70.79% in 2025, then grew by 7 bps to 75.97% in 2026.
- According to Business Quant data, Net Margin over the past three periods registered 75.97%, 70.79%, and 65.69% for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 27.15% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 46.71% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 11.53% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | 1.88% |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 51.57% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 11.98% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 25.35% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 22.20% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 58.35% |
| 10 | Fidus Investment | 752.64 Mn | 713.36 Mn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 48.26% |
| Mar 31, 2026 | 75.97% |
| Dec 31, 2025 | 70.79% |
| Sep 30, 2025 | 65.69% |
| Jun 30, 2025 | 65.29% |
| Mar 31, 2025 | 76.86% |
| Dec 31, 2024 | 82.76% |
| Sep 30, 2024 | 95.87% |
| Jun 30, 2024 | 78.06% |
| Mar 31, 2024 | 79.05% |
| Dec 31, 2023 | 72.79% |
| Sep 30, 2023 | 71.08% |
| Jun 30, 2023 | 35.72% |
| Mar 31, 2023 | 53.31% |
| Dec 31, 2022 | 17.19% |
| Sep 30, 2022 | 45.73% |
| Jun 30, 2022 | 37.73% |
| Mar 31, 2022 | 56.97% |
| Dec 31, 2021 | 208.45% |
| Sep 30, 2021 | 133.98% |