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

Fidus Investment (FDUS) reported Net Margin of 75.97% for Q1 2026, down 89.0% on a YoY basis from 690.66% in Q1 2025, and up 7.32% sequentially from 70.79% in Q4 2025.

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

Fidus Investment (FDUS) has 6 years of Net Margin data on file, last reported at 75.97% in Q1 2026.

  • For the quarter ending Q1 2026, Net Margin fell 89.0% year-over-year to 75.97%; the trailing twelve-month figure through Mar 2026 stood at 69.81% (down 1519.0% YoY), and the FY2025 full-year result was 74.48%, down 1096.0% from the prior year.
  • Net Margin climbed to 75.97% in Q1 2026, from 70.79% in the prior quarter.
  • In the past five years, Net Margin ranged from a high of 95.87% in Q3 2024 to a low of 17.19% in Q4 2022.
  • A 5-year average of 63.91% and a median of 70.79% in 2025 frame the typical range for Net Margin.
  • Across the five-year window, Net Margin sank 19126 bps in 2022 and jumped 5560 bps in 2023, its largest moves.
  • Tracing FDUS's Net Margin over 5 years: stood at 17.19% in 2022, then surged by 323 bps to 72.79% in 2023, then gained by 21 bps to 88.39% in 2024, then declined by 20 bps to 70.79% in 2025, then gained by 7 bps to 75.97% in 2026.
  • Business Quant data shows FDUS's Net Margin at 75.97% in Q1 2026, 70.79% in Q4 2025, and 65.69% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Net Margin (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 0.55%
2 BlackRock 161.01 Bn 148.08 Bn - 32.99%
3 Blackstone 97.77 Bn 96.72 Bn - 34.77%
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -889.40%
5 State Street 51.30 Bn 51.30 Bn - 18.57%
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 18.73%
7 Northern Trust 32.93 Bn 32.93 Bn - 37.97%
8 Raymond James Financial 32.59 Bn 17.67 Bn - 14.05%
9 Price T Rowe 24.70 Bn 21.13 Bn - 26.07%
10 Fidus Investment 737.45 Mn 687.05 Mn - 75.97%

Historic Data

Download Data
DateValue
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 88.39%
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%